Expert Coaching

Additional coaching support, focused on specific clinic challenges

Note: Times are shown in Sydney (Australia) time

Looking for Mentor Mastery or Practice Leaders Program?

The calendar for your team can be accessed here:

Book Directly With a Specialist

Some topics are best handled through a complimentary, direct 1:1 appointment with our trusted specialists:

Get accounting support from Andy Wang and the Clarico team, who specialise in working with allied health clinics.

You have two ways to get help:

Join Expert Coaching
Ask your questions live during Andy’s Cashflow and Profitability Expert Coaching sessions. Bring your situation and leave with clear next steps. (information and calendar link above)

Ask in Slack
Post your question anytime in the #experts-accounting Slack channel. Andy regularly reviews the channel and responds with practical guidance.

Best for questions about:

  • Cashflow, profitability, and financial structure

  • Paying yourself and managing tax obligations

  • Understanding your numbers in Xero or Cliniko

  • Financial decision-making as your clinic grows

Andy understands Clinic Mastery clinics and provides advice that is practical, relevant, and easy to apply.

For legal questions that need specialist advice, you can book directly with Sarah.

Sarah can help with:

  • Contracts and agreements

  • Clinic structures and risk

  • Disputes and difficult situations

  • Legal questions specific to your clinic

👉 Book directly into Sarah's diary for a legal appointment: https://youlegal.com.au/book-a-call-with-sarah 

Some people matters are best handled one-to-one. Sara supports Business Academy members with practical HR guidance.

Sara can help with:

  • Employment agreements and role clarity

  • Performance conversations and feedback

  • Team issues and conflict resolution

  • HR compliance and documentation

👉 Ask Sara your question in the #experts-hr Slack Channel here

Support to fund the next stage of your clinic’s growth, with lending solutions designed for healthcare businesses.

Daniel can help with:

  • Equipment and fit-out finance

  • Practice purchase and expansion

  • Cashflow lending options

  • Understanding borrowing capacity

👉 Book a finance conversation here

Personal and team financial advice to help you and your team plan with confidence.

Income Solutions can help with:

  • Personal financial planning

  • Superannuation and insurance

  • Planning for business owners and practitioners

  • Team financial wellbeing education

👉 Book a planning conversation here

Expert Coaching Sessions You Can Join:

Join live, ask questions, and leave with clear next steps.

Host: Clinic Mastery Team

What we’ll cover 

  • How to get the most from your membership
  • Where to start based on your priorities
  • How coaching, resources, and sessions fit together

Best suited if you’re 

  • A new member finding your feet
  • Unsure where to focus first
  • Wanting a clear plan for your first 90 days

Host: Shawn Goldberg, Mind Up Psychology

What we’ll cover 

  • Growing a sustainable psychology service
  • Team structure and clinician support
  • Client experience and retention

Best suited if you’re 

  • Running or building a psychology clinic
  • Leading psychologists or new grads
  • Wanting to grow without burnout

Host: Andy Wang, Clarico Accounting

What we’ll cover 

  • Paying yourself with confidence
  • Tax planning and cashflow
  • Making sense of Xero and Cliniko

Best suited if you’re 

  • Unsure if your clinic is truly profitable
  • Confused about tax or cashflow
  • Wanting an accountant’s perspective

Host: Melinda Webber / Hannah Dunn, CM Coaches

What we’ll cover 

  • Working with plan managers
  • Registration decisions
  • Pricing and common scenarios

Best suited if you’re 

  • Working with NDIS clients
  • Unsure about registration
  • Wanting clearer compliance

Host: Melinda Webber / Hannah Dunn, CM Coaches

What we’ll cover

  • Building a paeds caseload

  • New-grad support

  • School term planning

Best suited if you’re

  • Running a paeds service

  • Managing paeds clinicians

  • Wanting smoother capacity

Host: Jem Fuller, Leadership Specialist

What we’ll cover

  • Leading with confidence

  • Tough conversations

  • Building high-performing teams

Best suited if you’re

  • Stepping into leadership

  • Leading a management layer

  • Growing your impact

Host: Peter Flynn, CM Coach

What we’ll cover

  • Meta and Google Ads reviews

  • Improving conversions

  • Practical campaign tweaks

Best suited if you’re

  • Running paid ads

  • Wanting better results

  • Considering paid ads

Host: Ben Lynch, CM Director and CEO

What we’ll cover

  • Building policies with Allie

  • Simple workflows

  • Compliance made easier

Best suited if you’re

  • Setting up policies

  • Updating procedures

  • Wanting less admin friction

Host: Marcio Ferreira, CM Coach

What we’ll cover

  • Growing referrer relationships

  • Becoming trusted in your community

  • Reaching potential referrers

Best suited if you’re

  • Wanting more referrals

  • Re-engaging partners

  • Planning outreach

Host: Hannah Dunn, CM Coach

What we’ll cover

  • Reading and interpreting your dashboards

  • Making decisions with data

  • Team engagement with numbers

Best suited if you’re

  • Unsure what to focus on

  • Wanting financial clarity

  • Building team accountability

Host: Hannah Dunn, CM Coach

What we’ll cover

  • Career pathways

  • Pay and progression

  • Fair rewards systems

Best suited if you’re

  • Growing your team

  • Reviewing pay structures

  • Wanting clearer progression

Mentor Mastery (MM) and the Practice Leaders Program (PLP) are development programs available to Clinic Mastery Business Academy members to enrol their team.

  • Mentor Mastery: for team members who mentor, train, or support others

  • Practice Leaders Program: for admin and operations team members who help run the clinic

👉 View the MM & PLP Calendar

👉 Enrol your team

💡Making the most of your expert coaching session

Join live where you can and come with a real situation or question.

Listen in and learn from what others are working through,

Take one or two ideas away and apply them in your clinic,

No preparation needed. Join for the full session or drop in for what you need.

Frequently Asked Questions

Expert Coaching sessions are additional coaching opportunities focused on specific areas of running a clinic, such as leadership, marketing, finance, team, and operations. They sit alongside your regular coaching and give you access to specialist input when you need it.

Your regular coaching sessions focus on your overall priorities and progress. Expert Coaching gives you topic-specific support, often with a different coach or specialist, so you can go deeper on a particular challenge.

No. You’re welcome to join, ask your question, get an answer, and leave.
You can also stay and listen to other questions and discussions if that’s helpful for you.

Both approaches are completely fine.

That’s okay, although expert coaching works best when people bring something to discuss.

If you’re unsure what to ask, try:

  • A decision you’re stuck on

  • Something you’re unsure is “normal” in other clinics

  • A situation you’d like a second opinion on

You’re also welcome to listen in and learn from others’ questions.

Expert Coaching sessions are designed to be live and interactive and are typically not recorded.

Occasionally, when a session includes a short presentation, that part may be recorded and shared. We'll let you know if that's the case for a particular session. 

The best way to get value is to attend live and take part in the conversation.

Each session has a Zoom link, which you’ll find in the calendar entry above or in the relevant Slack channel.

There’s no registration required. Join the session using the Zoom link at the scheduled time.

You can turn up, ask a question, listen in, or leave when you’ve got what you need.

Choose a session based on what you’re working on right now. Your coach can help guide you if you’re unsure.

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