.png)
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
213 episodes
Episode 212: Profit First: The Questions Practice Owners Are Really Asking
If you’ve ever thought, “I’ve heard of Profit First… but I still have questions,” you’re not alone.In this episode, Julie is joined by Angelica Epps for a real, behind-the-scenes Q&A based on what practice owners are actuall...
.png)
Episode 211: Clinician to CEO: The Financial Leadership Shift to Scale with Brian Gallagher
What does it actually take to grow from clinician to CEO?In this episode, Julie sits down with Brian Gallagher to unpack the financial leadership shifts required to scale a private practice—without burning out or building a busi...
Episode 210: Replace Panic With Process: Using KPIs to Lead Your Practice
You’re tracking your KPIs… but what do you actually do with them? In this episode, I’m walking you through how to move beyond just looking at your numbers and start using them to lead your practice. Because tracking KPIs isn’t leadersh...
Episode 209: How Much Financial Transparency Is Too Much in Private Practice?
How Much Financial Transparency Is Too Much in Private Practice?Transparency with your team can be a great leadership quality. But when it comes to your practice finances, sharing too much information can sometimes create conf...
Episode 208: Why Your Practice Shouldn’t Be Your Only Retirement Plan
Many private practice owners assume their business will eventually fund their retirement. After all, you’ve spent years building it, surely it will be worth enough someday to carry you through your later years.But relying solely on your ...
Episode 207: Missed Calls = Missed Revenue: Using AI to Convert Inquiries into Appointments
When inquiry volume slows down, every single call matters.In today’s private practice landscape, you can’t afford to miss opportunities simply because you didn’t respond fast enough. Research shows that the first practice to respond ofte...
Episode 206: How Much Is Too Much? The Rent Equation That Can Make or Break Your Profit
The Rent Equation That Can Make or Break Your ProfitRent usually isn’t your biggest expense — payroll almost always takes that spot. But rent is one of the biggest long-term commitments you’ll ever make in your practice...
Episode 205: Divorce as a Practice Owner: What You Need to Know
Divorce is hard. It’s emotional. It’s overwhelming. And when you own a private practice, it can feel even more complicated.Your practice isn’t just a job—it’s an asset. It’s a cash flow machine. It’s how you pay your bills, support your ...
Episode 204: Looking Back at 2025, Ahead to 2026 with Jacquie & Julie
In this quarterly review episode, Julie and Jacquie reflect on what private practice owners experienced in 2025 and what to expect in 2026. From staffing challenges and rising expenses to burnout and big leadership transitions, they share what ...
Episode 203: Common Tax Credits and Deductions for Practice Owners in 2026
Common Tax Credits and Deductions for Practice Owners in 2026Tax season doesn’t have to be a mystery, and you might be leaving money on the table without even realizing it. In this episode, Julie Herres sits down with Adam Rook fr...
Episode 202: A Profit First Journey: Confessions of a First-Year Practice Owner
A Profit First Journey: Confessions of a First-Year Practice OwnerStarting a private practice can feel equal parts exciting and overwhelming—especially when it comes to money. In this episode of Therapy for Your Money, Ju...
Episode 201: How Ginger Used Red Carpet Exits to Transform Her Practice from 1099 to W2
Making the shift from independent contractors (1099s) to employees (W2s) can feel overwhelming for private practice owners—and let’s be honest, it can stir up a lot of big feelings for your team too! In this episode, Julie Herres sits down with...
Episode 200: How I Would Start My Private Practice: with $5000 (3 of 3)
If you’ve ever dreamed about opening your own private practice, but the numbers are making your head spin (hello, startup costs!), this episode is for you. I’m walking you through exactly how I’d build a private practice with a $5,000 budget. W...
Episode 199: How I Would Start My Private Practice: with $3000 (2 of 3)
Starting a private practice with a limited budget can feel daunting—but with the right plan, $3,000 can go further than you think! In this episode, Julie Herres shares exactly how she’d launch a new practice if she had $3,000 to spend. Discover...
Episode 198: How I Would Start My Private Practice: with $1000 (1 of 3)
How I Would Start My Private Practice: with $1,000What would it actually look like to launch a solo private practice with just $1,000? In this episode, Julie Herres kicks off a practical three-part series walking you through exact...
Episode 197: Is Getting a Tax Refund a Good Thing for a Therapy Practice?
Is Getting a Tax Refund a Good Thing for a Therapy Practice?Welcome back to Therapy For Your Money, and Happy New Year! I’m Julie Herres, and I know tax season brings lots of questions—especially when it comes to tax refunds. For ...
Episode 196: Eyes Wide Open - Prepping Your Practice for 2026
Eyes Wide Open: Prepping Your Practice for 2026Let’s face it, 2025 has been a wild ride for so many practice owners. But while we can’t predict every curveball coming our way, we can go into the new year feeling infor...
Episode 195: Insider Tips from Profit First Coaches
Ever wish you could pick the brains of Profit First pros just for private practice? This episode brings you behind the scenes of Profit First Academy office hours with two of our most experienced coaches, Carolyn Chrestman and Hannah D...
Episode 194: Quarterly Recap with Jacquie (Q3, 2025)
TFYM 194 | Quarterly Recap with Jacquie (Q3, 2025)Host: Julie Herres, Host of Therapy for Your MoneyGuest: Jacquie Carter, GreenOak AccountingIn this quarterly check-in, Julie and Jacquie share what’s actual...
Episode 193: Cash-Flow Series: Where Is Your Money Leaking?
Cash-Flow Series: Where Is Your Money Leaking?In this episode, Julie dives into the not-so-fun—but oh-so-important—side of practice finances: figuring out where your hard-earned money is sneaking out the door. If you’v...
Episode 192: Cash-Flow Series: Where Is Your Money Stuck?
In this episode, we tackle the most common cash bottlenecks on the incoming side of your private practice. Julie explains why problems are inevitable in business—and how a calm, systems-first response keeps money m...
Episode 191: What Your Tax Accountant Wishes You Knew
Taxes can feel overwhelming, but you don’t have to figure it out alone! In this episode, I’m joined by two of GreenOak’s tax wizards, Morgan and Linda, for an honest, friendly conversation about the tax questions we hear most from practice owne...
Episode 190: In This Economy?! How to Adapt and Thrive (Part 2)
In this uplifting follow-up episode, Julie Herres welcomes Linzy Bonham from Money Skills for Therapists to talk about what practice owners can actually do when the economy feels uncertain, client demand is softening, and those waitlis...
Episode 189: In This Economy?! (Part 1)
Things are changing in private practice—and if you’ve noticed your business feels a bit more challenging lately, you’re definitely not imagining it. In this episode, Julie is joined by Linzy Bonham to talk about what’s really going on ...
Episode 188: Payroll Messes and the Fixes
Payroll is one of those topics every group practice owner knows is important… but let’s be real, it’s also where things can get really messy, really fast. In this episode, Julie is joined by Julia Henry, GreenOak Accounting Manager, to...