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
160 episodes
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
Episode 143: My Experience, Insights, and Best Practices for Navigating a Department of Labor Audit
In this episode of 'Therapy for Your Money,' hosted by Julie Herres, the focus is on understanding Department of Labor (DOL) audits through the lens of a therapy practice owner. Julie shares her personal experience with a DOL audit in 2023, emp...
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19:03
Episode 142: The 5 Steps to Successful Delegation (with Uriah Guilford)
Mastering Delegation: A Guide for Therapy Practice OwnersThis episode of 'Therapy for Your Money' features host Julie Herres and guest Uriah Guilford discussing the importance of efficiency, delegation, and reducing stress for the...
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Season 4
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Episode 142
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43:05
Episode 141: What it Takes to Be a Wealthy Therapist
Therapy for Your Money: Becoming a Wealthy TherapistIn this episode of 'Therapy for Your Money,' host Julie Herres discusses her insights on wealth accumulation for therapists. The economic rules discussed include spending less th...
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23:35
Episode 140: Behind the Numbers of Self-Publishing: Profit First for Therapists Turns One
Behind the Numbers of Self-Publishing: Profit First for Therapists Turns OneIn this Therapy for Your Money episode, host Julie Herres, an accountant and owner of Green Oak Accounting, celebrates her book's first anniversary, Prof...
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27:14
Episode 139: In Search of You - an interview with Kasey Compton
Finding Joy and Understanding Self-Love with Kasey ComptonIn this episode of 'Therapy for Your Money', host Julie Herres, an accountant and owner of Green Oak Accounting, talks with three-time guest Kasey Compton about her new bo...
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Season 4
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Episode 139
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29:07
Episode 138: Understanding Retirement Plans: Options for Business Owners
Understanding Retirement Plans: Options for Business OwnersIn this episode of Therapy for Your Money we discusses the different retirement plans available to business owners. She details four main business retirement plans: tradi...
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21:36
Episode 137: The #1 Thing You Must Do To Get More Private-Pay Clients (with Deb Legge)
Unlocking the Power of Private Pay Practice: Expert Insights and AdviceIn this episode of 'Therapy for Your Money', host Julie Herres discusses the importance of private pay practices for therapists with guest Deb Legge, a mental ...
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Season 4
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Episode 137
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28:14
Episode 136: Creating a Million-Dollar Therapy Practice
In this Therapy for Your Money episode, host Julie Herres, an accountant specializing in private practices, shares insights on creating a million-dollar therapy practice. She clarifies that a million-dollar practice generates gross annual reven...
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11:58
Episode 135: Are you Avoiding your Money? (with Khara Croswaite Brindle)
In this episode of the 'Therapy for Your Money' podcast, host Julie Herres talks to mental health therapist and financial therapy practitioner Khara Croswaite Brindle. They discuss the prevalent issues of money avoidance and insecurity among pr...
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Season 4
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Episode 136
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21:24