Exact steps to go from 1099s to W2s in your group practice with Andrew Burdette | POP 1002

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What is the exact roadmap that you should follow to switch from 1099 to W2? How should you structure your handbook for a potential new employee? What are the things that you need to have sorted out before thinking about hiring?

In this podcast episode, Joe Sanok speaks about the exact steps to go from 1099s to W2s in your group practice with Andrew Burdette.

Podcast Sponsor: WellReceived

A photo of the podcast sponsor, WellReceived is captured. They are a therapy and practice support app.

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You care for your patients, so you try to phone them back. But more often than not, it’s too late. They’ve gone to another clinic. When you partner with WellReceived, you capture every opportunity. Your calls are answered by professional medical receptionists 24/7. And they can support you with more than just message taking. They offer:

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All this, at a fraction of the cost of an in-house receptionist. Your patients are WellReceived’s priority. As a Practice of the Practice listener, you can get an exclusive 50% off your first 3 months of service. Head to WellReceived.com/joe to start growing your practice today.

Meet Andrew Burdette

A photo of Andrew Burdette is captured. He is the host of the Grow a Group podcast.

Andrew founded Mindful Counseling PLLC in Asheville, NC shortly after completing his graduate program in clinical mental health counseling. At the start of the pandemic, he pivoted to an online solo practice, and in 2022, began to grow a group practice. He most enjoys helping clients and colleagues identify what ignites their passions and assisting them in creating a life rooted in authenticity. Andrew approaches his business development with alignment in mind and enjoys the integration process connecting the many puzzle pieces and systems required to run a successful practice.

Visit Andrew’s website and Apply to work with him.

Email him at [email protected]

In this Podcast

  • Cover your bases first with a checklist 
  • Offering benefits to employees 
  • Hiring an employee!
  • Andrew’s advice to private practitioners

Cover your bases first with a checklist 

Some of the things on this checklist you probably already have if you are running a business, especially if you have a group practice. If you are still in solo practice, consider;

  • Registering with the state, and if you would be an LLC, PLLC, or an S Corp 
For reference, you actually can be an LLC and be taxed as an S Corp as the owner. That’s something that my accountant had mentioned, so down the road I don’t necessarily have to restructure if I want to become an employee to myself. (Andrew Burdette) 
  • Register your business in each state that you would have employees in if you were planning on hiring people across state lines either virtually or in person 
  • Work with a consultant, accountant and/or attorney to make sure that you have everything in order. 

Offering benefits to employees 

There are so many different benefits that you could offer to your employees, with all sorts of packages with different insurance offerings, and others.  It may seem expensive on paper, but run your numbers carefully and see what you can afford to offer, as taking good care of your W2 employees is part of your responsibility as a group practice owner. 

It will take you some time to decide what you would like to include and what you don’t want to include … And if you’re going to plan to do things like health insurance stipend … which gives you a fixed amount if you’re going to put money toward health insurance, and/or dental. (Andrew Burdette) 

Hiring an employee!

The next step in your W2 process is to come up with a job description, an offer letter, and a handbook. 

Basically, your employee handbook is just going to have a rules of engagement guide to doing business, stipulating things like, “How does leave happen, PTO”, or any of those kinds of things are usually laid out in the handbook. (Andrew Burdette)

The handbook is usually a lengthy document, between 30 and 60 pages, so at the end summarize it so that major aspects are easy to find.  Your job description is sort of like your job posting, they’re quite similar.

Additionally, the offer letter for therapists is usually very specific and verbose, which is good! You want to be on the same page with your potential employee, so write things out clearly. 

Basically you’re kind of teasing out your contract into an offer letter, job description, and then having the rest of it in terms of logistics [like] technology use, company protocols and things, all that kind of lands in the handbook. (Andrew Burdette) 

The last step in this process would be to work with an employment attorney who knows your state laws to look things over so that everything is in order on both the front end and the back end. 

If you are interested in getting more hands-on assistance with your transition from 1099 to W2, check out our consulting package with Andrew!

Andrew’s advice to private practitioners

Making the switch to W2 is not as scary as it sounds! It’s doable and practical, and easier for you as a group private practice owner in the long run – so worth the effort! 

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Check out these additional resources:

Why You Should Transition to W2 in your group practice with Andrew Burdette | POP 1001

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Meet Joe Sanok

A photo of Joe Sanok is displayed. Joe, private practice consultant, offers helpful advice for group practice owners to grow their private practice. His therapist podcast, Practice of the Practice, offers this advice.

Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners who are growing their income, influence, and impact on the world. Click here to explore consulting with Joe.

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