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Chassidy Grady✨ Enrolled Agent | LCSW

@imchassidy

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#1 Tax & Biz Finance Expert for Social Workers/Therapists
@swtbusinessconference Jan 22-23, 2027 📍Houston, TX

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Welcome to 2026 🎆

I’m Chassidy Grady, an IRS Enrolled Agent who specializes in keeping the IRS out of your pockets so you can Live a better Life. My background is as a Licensed Clinical Social Worker however I transitioned into tax services (my first true love) to better support Social Workers and Therapists in managing their businesses.

Over the last few years, I have been awarded and recognized as a Trailblazer in the Tax Industry, Bookkeeper of the Year, Finance Expert of the Year, and Girl Boss Tax Preparer of the Year among other awards and nominations. I’m dedicated and committed to empowering Social Workers and Therapists with the tools and knowledge necessary to achieve long-term financial stability and business success.

We are accepting new Tax Clients and we are looking forward to serving you in 2026. We have the capacity and capability to help clients in multiple States.

Check bio to see how you can get connected with me offline💚💛 by @imchassidy

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9 months ago

Up early doing nonprofit things Her Story Restored Collective by @imchassidy

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14 hours ago

🎤 SPEAKER ANNOUNCEMENT | KEY BERNARD, LCSW, JD AND BRITTANI BERKELEY, LCSW

You wanted to become your own boss so you could have more freedom…
But now you're answering emails at night, thinking about clients on your days off, juggling deadlines, and wondering when you'll actually get to enjoy the life you're working so hard to build. 👀

Social Workers and Therapists, WE NEED TO TALK ABOUT THIS!
Because being successful in business shouldn't mean being overwhelmed in life.

We're excited to welcome TWO co-presenters to the 2027 Social Workers and Therapists (SWT) Business Conference! 🎤

✨ KEY BERNARD, LCSW, JD
Founder, Inward Roots Collective

Key brings a unique professional background as both a Licensed Clinical Social Worker and an attorney, contributing an interdisciplinary perspective to conversations about professional responsibilities, boundaries, and sustainable practice.

✨ BRITTANI BERKELEY, LCSW
Founder, Advocacy Pathways, LLC

Brittani brings her clinical social work experience and perspective as a business founder to helping professionals think more intentionally about their work and well-being.

THEIR SESSION:
Softening the Line Between Work and Life

Together, they'll help you examine how chaos, urgency, and pressure influence the way you work and live, while exploring practical strategies for creating a more intentional and sustainable approach.

Because what's the point of building a business if you're too exhausted to enjoy it?

And this is just ONE of the powerful conversations happening at the SWT Business Conference!

We're talking business growth, marketing, financial success, leadership, wellness, and building sustainable businesses.

📅 January 22–23, 2027
📍 The Ballroom at Tanglewood | Houston, TX
🔥 If you're serious about building a business that supports your life instead of consuming it, you need to be in this room!
🎟️ Secure your ticket: www.swtbusinessconference.com
Build the Business you were Called to Lead

#SWTBusinessConference #SocialWorkersInBusiness #TherapistsInBusiness #PrivatePracticeGrowth #SocialWorkEntrepreneurs #WellnessInBusiness by @imchassidy

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2 days ago

We’ve announced our first round of speakers and now we’re announcing the second round. Stay tuned for this next line up. We started today with Morgan Richard who will speak on marketing.

📆Conference Dates: January 22-23, 2027
📍Location: The Ballroom at Tanglewood in Houston, Texas
🎟️Tickets on sale now. One Day, Two Day and VIP Tickets available. by @imchassidy

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3 days ago

🎤 SPEAKER ANNOUNCEMENT | MORGAN RICHARD

You know how to provide therapy.

You know how to complete an assessment.

You know how to create a treatment plan.

But do you know how to consistently get your practice in front of the people who need your services?

Because that's a completely different skill set! 👀

We're excited to welcome MORGAN RICHARD, Founder of The Rich Prod IN Atlanta, GA to the 2027 SWT Business Conference!

BREAKOUT SESSION:
From Scroll to Safe Space: A Trust-Building Social Media System for Therapists and Social Workers

Morgan is bringing 10 years of digital marketing experience to help Social Workers and Therapists understand how to build visibility, create trust-centered content, and develop a sustainable social media strategy.

And no, you don't have to become an influencer to market your practice!

If you've ever posted in a Facebook group asking how to get more clients, this session is for YOU.

📍 Houston, Texas
📅 January 22–23, 2027

🔥 Stop guessing. Start learning how to grow.

🎟️ Secure your ticket: www.swtbusinessconference.com

#SWTBusinessConference #SocialWorkersInBusiness #TherapistsInBusiness #PrivatePracticeGrowth #MarketingForTherapists #SocialWorkEntrepreneurs by @imchassidy

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4 days ago

🎤 SPEAKER ANNOUNCEMENT: DR. COZETTE M. WHITE!

YOU KNOW HOW TO BE A SOCIAL WORKER OR THERAPIST. BUT DO YOU KNOW HOW TO BE A CEO?

Let's talk about something that doesn't get discussed enough in our professions.

You can be an AMAZING clinician and still struggle as a business owner.

You can be booked for weeks and still feel like you're doing EVERYTHING yourself.

You can be passionate about helping people and still have no idea how to build the systems, finances, and operations needed to sustain your business.

Because being a great clinician and being a successful business owner require two different skill sets.

And that's exactly why we're bringing this next speaker to the 2027 Social Workers and Therapists (SWT) Business Conference!

🎤 MEET DR. COZETTE M. WHITE

SESSION: From Practitioner to CEO: Building the Business Behind Your Practice

Dr. Cozette is bringing the business perspective that Social Workers and Therapists need as you transition from providing services to leading successful companies.

WHO IS DR. COZETTE?

Dr. Cozette M. White is a nationally recognized tax and accounting strategist, bestselling author, international speaker, and accomplished entrepreneur with more than 25 years of experience. Her professional background includes corporate financial leadership, business coaching, and helping entrepreneurs develop the systems and strategies needed to build stronger, more sustainable businesses.

At the SWT Business Conference, we're not just talking about how to get more clients.

We're talking about how to build businesses that can actually support the lives, families, and futures of the professionals who own them.

Whether you're preparing to launch your practice, already in business, or ready to grow beyond your current capacity, there is business education you need in this room.

You don't have to spend another year figuring everything out through trial and error.

Start 2027 by investing in the knowledge, connections, and strategies that can help you make more informed business decdecisions.

📅 January 22–23, 2027
📍 The Ballroom at Tanglewood | Houston, Texas

🎟️ REGISTRATION IS OPEN!
🔗 www.swtbusinessconference.com by @imchassidy

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7 days ago

🎤 SPEAKER ANNOUNCEMENT: JASMINE JOHNSON, MSW, LCSW-S, LSSW

You said you were going to start the business.
You’ve talked about it.
You’ve researched it.
You’ve saved the posts.
You’ve written down the idea.
You might even have the business name picked out.
But you still haven't STARTED.

If that's you, we intentionally built part of the SWT Business Conference for you too.

We're excited to welcome Jasmine Johnson, MSW, LCSW-S, LSSW to the 2027 Social Workers and Therapists (SWT) Business Conference in our Business Foundations Track
SESSION: Stop Talking About It and Be About It: Igniting the Entrepreneur Within

This session is for the aspiring business owner who needs more than another motivational speech.
Jasmine is going to help you understand what it actually takes to start a business, identify the real reasons you may still be stuck, work through common fears around money, failure and not feeling “ready,” and develop a concrete 30-day action plan you can begin working on as soon as you leave the session.

Because sometimes you don't need another year to think about it.
You need the right information, the right room, and a clear next step.

MEET JASMINE
Jasmine is a Licensed Clinical Social Worker Supervisor and Licensed School Social Worker with social work licenses in Texas, Virginia, California, Ohio, Florida, Maryland, and Tennessee.
She is also the Owner & CEO of Uplifting Melanin Queens, LLC, where her work includes hosting annual conferences and facilitating workshops and trainings supporting Melanin women in behavioral health. Her professional experience spans behavioral health, schools, medical environments, inpatient and outpatient care, and more.

And Jasmine is just one of the professionals you'll learn from in Houston.

If 2027 is supposed to be the year you finally get serious about building your business, start the year in a room designed to help you get your questions answered and move forward with actionable steps.

📅 January 22–23, 2027
📍 The Ballroom at Tanglewood | Houston, Texas
🎟️ Registration is open. https://swtbusinessconference.com

Come with the idea.
Leave knowing what you're going to do next. by @imchassidy

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9 days ago

The only Business Conference for Social Workers and Therapists is coming to Houston. This is your chance to get your services and products in front of business owners who need them.

📆January 22-23, 2027
📍The Ballroom at Tanglewood
🌐https://swtbusinessconference.com

We have 4 vendor only spots left.
Vendor application: https://form.jotform.com/261677662039062 by @imchassidy

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9 days ago

Wow we’re almost 90 days out from the Social Workers and Therapists (SWT) Business Conference 😮‍💨

📆January 22-23, 2027
📍Houston, Texas
🌐https://swtbusinessconference.com

Our next speaker announcement is tomorrow 👀 by @imchassidy

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9 days ago

🎤 SPEAKER ANNOUNCEMENT: TAMMY ALLEN, LPC

Another powerful voice is joining the 2027 Social Workers and Therapists (SWT) Business Conference!
Meet Tammy Allen, LPC, presenting in our Practice Growth Track:
✨ Beyond 1:1 | Designing a Practice That Supports the Life You Want to Live

Tammy brings a perspective that sits at the intersection of business strategy and behavioral health.
Before becoming a Licensed Professional Counselor, Tammy built professional experience in finance and wealth management and earned a Bachelor of Business Administration with a strength in marketing.
Today, she is the Founder and Clinical Director of Paraklesis Counseling, PLLC, an author, educator, entrepreneur, and business mentor with more than 20 years of business and leadership experience.

At SWT Business Conference, Tammy is bringing that experience into a conversation about building your practice intentionally.
Because success doesn’t have to mean building the biggest practice.
It can mean creating a business that supports your financial goals, professional purpose, priorities and the life you actually want to live.

📍 The Ballroom at Tanglewood | Houston, TX
📅 January 22–23, 2027
🎤 Practice Growth Track
🌐 www.swtbusinessconference.com
Your seat in the room is waiting.
🎟️ Register for the 2027 SWT Business Conference today.
Where Professionals Build the Business They Were Called to Lead.

#SWTBusinessConference #SocialWorkersInBusiness #TherapistsInBusiness #PrivatePractice #PracticeGrowth by @imchassidy

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11 days ago

So much to talk about over the last few days at the 10th Annual Ultimate Entrepreneurship Seminar

Yesterday I delivered a Message called The Kingdom Blueprint to Keep the IRS out of your Pockets. 💚💛

I say this all the time and I’ll say it again. I’ll be lying to you if I said I operate my company from my own wisdom. I can’t make this stuff. God’s wisdom is the BEST wisdom. I’ll post some clips and do a full recap of the weekend later. For now, know that my heart is full and God is pleased. 🙌

Happy Sunday! Heading home to my family ✈️ by @imchassidy

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12 days ago

🎤 SPEAKER ANNOUNCEMENT | TIARA BOSTOCK, LSW

The mental health industry is changing.
The question is: Are we willing to rethink the business models within it, too?

We’re excited to welcome Tiara Bostock, MSW, LSW to the 2027 Social Workers and Therapists (SWT) Business Conference speaker lineup!
Tiara will have a breakout session in our Innovation Track titled:
✨ BEYOND THE COUCH: BUILDING A MENTAL HEALTH BUSINESS THAT DOESN’T DEPEND ON SESSIONS

This isn’t simply a conversation about doing more.
It’s a conversation about thinking differently.
About questioning the business structures professionals have become accustomed to.
About recognizing where innovation can create new possibilities.
And about intentionally designing a mental health business rather than assuming there is only one way to build one.

Meet Tiara
Tiara Bostock, MSW, LSW is the Founder & CEO of InnerBeing Counseling LLC, speaker, and consultant. Her experience across mental health and entrepreneurship brings an important perspective to conversations about innovation, business development, and what the future can look like for professionals building within the mental health industry.
💡 That’s why Tiara belongs in our Innovation Track.

At SWT Business Conference, we aren't bringing together speakers who all teach the same thing.

We’re creating a room filled with different expertise, different perspectives, and different conversations about what it takes to build and lead a business.

And Tiara is bringing a conversation designed to make us think.

📅 January 22–23, 2027
📍 The Ballroom at Tanglewood | Houston, Texas
And yes… we still have MORE speakers to announce. 👀

If you’ve been watching this lineup come together from the sidelines, there’s still time to register to attend www.swtbusinessconference.com
Build the Business You Were Called to Lead.
#SWTBusinessConference #SWTBC2027 #InnovationTrack #MentalHealthBusiness #SocialWorkersInBusiness #TherapistsInBusiness #MentalHealthEntrepreneur #BusinessInnovation #SocialWorkEntrepreneur #HoustonEvents by @imchassidy

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14 days ago