Disclaimer: Solo Path Consulting LLC provides educational and consulting services to mental health professionals. We are not licensed attorneys, accountants, tax preparers, financial advisors, real estate agents, insurance brokers, or clinical supervisors. Although Lee Liberman is a licensed CPA, and Keri Silverstein is a licensed Clinical Social Work Supervisor (LCSW-S), our services do not constitute a CPA engagement, a supervisory arrangement, or any form of legal, accounting, tax, financial, real estate, insurance, or clinical advice. Practitioners are encouraged to seek appropriate professional counsel regarding legal, financial, or regulatory matters related to their business. Any strategies, recommendations, or suggestions provided are non-binding and offered solely for consideration. Practitioners are under no obligation to implement them and remain fully responsible for any decisions or actions taken. Solo Path Consulting LLC does not guarantee specific outcomes or results, and all business decisions are made at the Practitioner’s discretion and risk. All procedures, notes, tools, templates, and other content or guidance offered by Solo Path Consulting LLC are created for general informational and educational purposes only. The information may not apply or apply fully to all Practitioners’ specific cases and is based on a standard scenario or known processes that exist in the industry. This is not, and should not be used as a substitute for professional legal, accounting, tax, financial, real estate, insurance, or clinical advice. You are required to consult with a licensed professional for your specific circumstances.