Therapy For Your Money

Therapy For Your Money

Welcome to Therapy for your Money, a podcast about all things money and finance for private practice owners! If you are ready to feel confident and in-control of your financial life, then you are in the right spot. Therapy for our Money is hosted by Julie Herres, the CEO and Founder of GreenOak Accounting. She and her firm specialize in working with private practice owners across the United States, and have assisted hundreds of private practices with increasing their financial stability and profitability. She is on a mission to share her best practices she's learned along the way through her successful career as an accountant, discusses financial topics with a wide variety of guests, and help her listeners make data driven decisions to help their businesses.


March 24, 2023 11 min

We have a very exciting episode today! Julie is reading an excerpt from her new book, Profit First for Therapists, all about compensation. Team compensation is the single-largest expense for a group practice, and having a clear system in place yields the best results for your business.

Click here to pre-order your copy of Profit First for Therapists!

Click here for your Profit First for Therapist pre-order bonuses...

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Tax season is upon us! One of the biggest worries we often hear from our clients is that they may be audited, and while that is unlikely to happen if you properly file your taxes, it's important to have some information to feel prepared. Today, Julie is joined by Ben Golden of IRS Trouble Solvers to talk about who may be audited, what to do if you are audited, and that audit's don't have to be scary!

Ben lea...

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We've got a short and sweet episode today with one of our fantastic team members over at GreenOak Accounting who has a pulse on what's going on in the therapy world! Our teams have just wrapped up their quarterly client meetings and we wanted to give you an inside scoop on some of the common problems private practices are facing at the moment.

Jacquie Kiefer is an Accounting Manager at GreenOak Accounting. She is...

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There are many different avenues you may travel when it comes to your marketing journey... you may focus on getting on a variety of insurance panels, investing in online marketing, or taking a simple approach with local print advertisements. Today, we've brought in the expert to share exactly how to get the most bang for your buck in marketing your private practice.

Joshua Brummel is the co-founder of Therapy Flow and...

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Welcome to the Therapy For Your Money School of Accounting! Today, Julie's going over key financial terms that are vital to running a successful business.

Pre-order your copy of Profit First For Therapists by clicking here!


  • A = Asset
    • Any resource owned or controlled by a business
  • B = Burn Rate
    • Measures your outgoing cash flow based on the money your practice typically spends ea...
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Your private practice and personal finances are more intertwined than you may think! Figuring out what you need to maintain a comfortable lifestyle directly correlates to the revenue your business needs to generate in order to maintain that lifestyle. Today, Julie's sitting down with Nicholle Overkamp of PowHERhouse Money Coaching to talk about making your money work for you, your lifestyle, and your practice.


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February 3, 2023 12 min

If you've ever had a feeling of doubt that you deserve to have a successful practice  after all the hard work you've put into running your business, you may be experiencing Imposter Syndrome. Today, Julie's chatting about how Imposter Syndrome may affect your finances and a few tips for how to combat it!

Click here to check out our Starting A Group Practice Workshop! Use the coupon code "LASTCALL" ...

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As a business owner, there can be a lot of hoops and hurdles you have to jump through to run a successful business... It's time to change that mindset by owning your CEO status and learning how hiring and delegation can be used as powerful tools to build your dream practice. Julie's chatting with Brandy Mabra of Savvy Clover about how your money mindset and role as the CEO of your practice can help you grow your dream tea...

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January 20, 2023 13 min
Expansion can be a scary (but exciting!) time for private practices. We believe that having a data-driven plan is the best way to approach growing your business! Make sure to listen to the full episode to hear some tips from Julie's upcoming book, Profit First For Therapists, available for pre-order now!


  • Businesses that grow rapidly are at a higher risk of running out of ca...
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Drumroll please... Julie is ecstatic to announce that her book, Profit First For Therapists, is available for pre-order! Take a listen to Julie’s personal Profit First journey, her process with writing the book, and all the special bonus offers available to anyone who pre-orders a copy.

 CLICK HERE if you are interested in pre-ordering your own copy of Profit First for Therapists

Also, make sure to visit www.ProfitFirstForT...

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Have you ever wondered what your retirement options are as a practice owner? Well, your questions are about to be answered! Today, Julie is sitting down with Gulielma Fager of the Toler Financial Group to talk about all things retirement.

Before Gulielma because a licensed financial advisor, she spent 20 years in the reproductive health and sex education field, helping individuals, couples, and families answer embarrassing...

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To wrap up 2022, we wanted to switch things up and bring you a brand new episode that highlights our listeners' favorite Therapy For Your Money moments!


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Managing a group practice can sometimes feel like an uphill battle, but maximizing your revenue can take a lot of the pressure off your shoulders! When it comes to running a healthy business, it's important to take a look at your numbers and ensure your clinicians are meeting your expectations. Today, Julie's chatting with Jacquie Kiefer of GreenOak Accounting about her expertise in helping clinicians maximize their reven...

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Calling all solo practice owners! If you're interested in expanding into a group practice, today's episode is for YOU. There are so many things to think about when it comes to expanding your practice, so we've compiled some information that we think is most useful when setting up your expansion for financial success!

Today's guest is Carolyn Chrestman of GreenOak Accounting. Carolyn is an Enrolled Agent...

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This week's episode is all about unique strategies you can implement into your private practice in order to provide more accessible care within your community! Julie's sitting down with Vanessa Newton of Colors of Austin Counseling Group and Brave and Well to chat about the many ways she has expanded her outreach and accessibility within her own community.

Vanessa Newton, LCSW-S is a first generation Latina and E...

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We know practice owners are always on the hunt for new tax tips to help reduce their taxes, and this episode is full of them! We want to make sure you have ample time to maximize your tax savings for 2022 and better prepare for your taxes in 2023. Julie's joined by the Tax Manager of GreenOak Accounting, Emily Grauerholz, and enjoys a chat all about her favorite end-of-year tax saving tips!

Emily Grauerholz is the Tax...

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If you are starting to grow your solo practice (or are looking to restructure your current group practice compensation model) then today's episode was made for you! Julie's chatting with a member of the GreenOak Accounting team, Jacquie Kiefer, about all things compensation and some common problems you can easily avoid when creating a compensation model for your practice.

Jacquie Kiefer is an Accounting Manager a...

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October 21, 2022 13 min

There's been a lot of talk about a recession lately... Are we currently in one? When will the next one be? How long will it last? While we don't have a crystal ball with all the answers, we do have some awesome tips to help you prepare for an inevitable recession!


  • Tip #1: Make sure you have a business AND personal emergency fund
    • For your practice, we recommend no less than 2 months worth...
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At Therapy For Your Money, we're big believers in supporting the therapists and clinicians that make such a great impact on our communities. Today, we're talking about a great way to increase your revenue, offer new opportunities to your clinicians, and widen the impact your practice can have through the Clinical Supervision Directory! Today, Julie's chatting with Dr. Amy Parks all about the Clinical Supervision Dire...

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Since the inception of Therapy For Your Money, we have received so many requests to do this episode, so here it finally is... all about selling your private practice! Julie collaborated with a Development & Acquisition Specialist to answer all of our listener's burning questions about what it entails to sell their practices. If you're interested in finding out where to start, how to go into negotiations confidently, a...

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