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.
Episodes
169 episodes
Episode 168: Industry updates: 2024 was rough, we share tips for a bright 2025
Navigating Financial Challenges in 2025: Insights and Strategies for Therapy Practice OwnersIn this episode of 'Therapy for Your Money,' host Julie Herres, owner of Green Oak Accounting and author of 'Profit First for Therapists,...
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30:48
The Profitable Website: Turning Design into Dollars
Increase Client Conversions with Effective Website StrategiesIn this episode of 'Therapy for Your Money,' host Julie Herres is joined by Daniel Fava from Private Practice Elevation to discuss the importance of investing in a well-...
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Season 5
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Episode 167
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29:14
Episode 166: How to Manage Your Marketing Like a Pro
Mastering Marketing Strategies for Therapists with Avivit FisherIn this episode of Therapy for Your Money, host Julie Herres dives into marketing strategies with Avivit Fisher, founder of Redd Strategy. They discuss practical st...
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Season 5
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Episode 166
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18:14
Episode 165: Is Starting a Non-Profit the Right Move?
Adding a Nonprofit to Your Therapy Practice: Pros, Cons, and ComplianceIn this episode of Therapy for Your Money, host Julie Herres, owner of Green Oak Accounting, discusses the considerations and challenges of adding a nonprofit ...
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15:50
Episode 164: The Risks in Raises
Navigating Pay Raises in Therapy Practices: Key ConsiderationsIn this episode of Therapy for Your Money, host Julie Herres explores critical factors therapy practice owners need to consider when team members request raises. Julie ...
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Season 5
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Episode 164
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21:07
Is psychedelic-assisted therapy worth it (financially)?
Integrating Ketamine-Assisted Psychotherapy into Your PracticeIn this episode of Therapy for Your Money, host Julie Herres delves into the logistics and financial benefits of adding ketamine-assisted psychotherapy (KAP) to a thera...
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Season 5
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Episode 163
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29:58
Episode 162: Embracing the Power of Technology
Embracing Technology Trends in Therapy Practices with Amity CooperIn this episode of Therapy for Your Money, host Julie Herres discusses the intersection of technology and mental health with Amity Cooper, the owner of Clinical Car...
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Season 5
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Episode 162
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22:19
Episode 161: Be the CFO of Your Own Life in 2025
In the first episode of 2025, Julie Herres, host of Therapy for Your Money and owner of Green Oak Accounting, focuses on empowering therapy practice owners to take control of their finances. Julie provides practical tips to help listen...
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Season 5
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Episode 161
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24:05
Episode 160: Find the Perfect Balance of Growth in your Business
Find the Perfect Balance of Growth in your BusinessIn this episode of Therapy for Your Money, host Julie Herres dives into the importance of effective delegation in private practices with guest Casey Gromer of C-Suite Boutique. D...
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Season 5
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Episode 160
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27:43
Is it ever too late to start a private practice?
Financial Success at Any AgeIn this episode of 'Therapy for Your Money,' host Julie Herres talks with CJ DeMarco, a therapist who transitioned to private practice later in life. They discuss setting up for financial success using ...
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Season 5
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Episode 159
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35:31
A Practice Owner's Guide to your Best Year Yet
Planning for Your Best Year Yet: Financial Goal Setting for 2025In this episode of 'Therapy for Your Money,' host Julie Herres, an accountant and the owner of Green Oak Accounting, shares valuable insights on planning for a prospe...
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Season 5
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Episode 158
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13:24
Episode 157: Don't get this life insurance...
Why I believe Whole Life Insurance is a Bad InvestmentIn this episode of 'Therapy for Your Money,' host Julie Herres, owner of GreenOak Accounting, shares her strong opinion that whole life and universal life insurance policies are p...
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Season 5
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Episode 157
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16:51
Episode 156: How much should you spend on marketing for your practice? (with Joshua Brummel)
Marketing Strategies for Therapy Practices with Joshua BrummelIn this episode of 'Therapy for Your Money,' host Julie Herres dives into the intricacies of marketing with Joshua Brummel, the founder of Therapy Flow. They explore ho...
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28:09
Episode 155: The Investment Most Small Business Owners DON'T Need
Navigating Retirement Plans: Avoiding Costly Financial PitfallsIn this episode of Therapy for Your Money, host Julie Herres dives into the complexities of retirement plans, focusing on the pitfalls of cash balance plans and the be...
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Season 5
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Episode 155
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14:51
Episode 154 | The Business Owner’s Investment Playbook (with David Frank)
Financial Mastery for Therapy Practice Owners: Investing, Retirement, and Real Estate InsightsIn this episode of Therapy for Your Money, host Julie Herres delves into essential financial strategies for therapy practice owners with...
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41:00
Episode 153 | I owe the IRS a bunch of $$$, now what?
Mastering Tax Debt: Strategies and Solutions for Therapy Practice OwnersIn this insightful episode of 'Therapy for Your Money,' host Julie Herres of Green Oak Accounting provides therapy practice owners with essential guidance on ...
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16:29
Episode 152 | Industry updates: What's on practice owners' minds? (with Jacquie Carter)
GreenOak Accounting Manager Jacquie Carter joins the conversation for this quarterly episode mainstay - Industry Updates! Julie and Jacquie cover the latest issues that are on practice owners' minds and advise how to wisely manage the fin...
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Season 5
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Episode 152
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27:37
Episode 151 | The 5 Financial Pitfalls of Starting a Practice
Avoiding Common Financial Pitfalls in Private Therapy PracticeIn this episode of 'Therapy for Your Money', host Julie Herres shares insights into common financial mistakes made by private therapy practice owners. As an experienced...
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16:55
Episode 150 | Partners in Practice Series Part 2: Partnerships are (usually) a Bad Idea!
Navigating Partnerships in Therapy Practices: Risks and ConsiderationsIn this episode of 'Therapy for Your Money,' host Julie Herres explores the complexities of forming partnerships in private practice. While partnerships seem li...
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18:38
Episode 149: Partners in Practice Series Part I: Partnership Agreements 101 (with Dan Mayer & David Yood)
Navigating Partnerships in Private Therapy PracticesIn this episode of 'Therapy for Your Money,' host Julie Herres discusses the intricacies of partnerships in therapy practices with attorney Dan Mayer and practice owner Dave Yood...
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33:25
Episode 148: Exit Strategy Series Part II: How Much is My Practice Worth?
Understanding the Value of Your Therapy Practice: Essential Tips for SellingIn this episode of 'Therapy for Your Money,' Julie Herres, an accountant and owner of Green Oak Accounting, concludes a two-part series on selling your th...
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Season 5
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Episode 148
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17:21
Episode 147: Exit Strategy Series Part 1: Preparing to Sell your Practice (with Nicole McCance)
Exiting Your Group Practice: Insights and StrategiesIn this episode of 'Therapy for Your Money,' host Julie Herres, owner of Green Oak Accounting, discusses the intricate process of selling a group therapy practice with Nicole Mc...
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Season 5
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Episode 147
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30:23
Episode 146: Quarterly Update: What's on Practice Owners' Minds?
Navigating Challenges in Therapy Practices: Insights and StrategiesThis episode of 'Therapy for Your Money' features host Julie Herres and GreenOak Accounting team manager Jacquie Carter discussing the financial challenges therapy...
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Season 4
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Episode 146
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28:40
Episode 145: Buying Real Estate for your Practice
Navigating the World of Buying Real Estate for Your PracticeIn this episode of Therapy For Your Money, host Julie Herres, an accountant and the owner of Green Oak Accounting, explores the complex decision of buying real estate fo...
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Season 4
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Episode 145
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17:17
Episode 144: Your sales funnel: Who is your Ideal Client Avatar? (with Jenn Fredette)
Therapy for Your Money: Unveiling the Power of Marketing in Therapy PracticesIn this episode of Therapy for Your Money, host Julie Herres, an accountant and owner of Green Oak Accounting, explores the crucial yet often avoided top...
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Season 4
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Episode 146
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29:48