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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
193 episodes
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...
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Season 6
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Episode 192
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15:05
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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...
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Season 6
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Episode 191
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29:45
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...
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Season 6
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Episode 190
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23:36
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 ...
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Season 6
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Episode 189
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24:43
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...
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Season 6
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Episode 188
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21:28
Episode 187: From Book to Workbook: A New Chapter for Profit First for Therapists
If Profit First has felt inspiring but hard to implement, this episode is your on-ramp. Julie shares why so many practice owners stall at the “first step,” and hints at a new, ultra-practical way to get moving using what you already have. You’l...
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Season 6
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Episode 187
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10:31
Episode 186: Strategies for Therapists to Thrive Without Burnout
In this episode of Therapy for Your Money, Julie chats with Doug Vestal, a former Wall Street exec turned financial coach for therapists and OTs. They delve into the real financial challenges therapists face—such as high student loan debt and l...
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Season 6
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Episode 186
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31:14
Episode 185: The One Trait That Can Quickly Kill Your Business
You might think the biggest threats to your private practice are burnout, cash flow issues, or poor marketing…But what if the real danger is something far sneakier?In this episode, I’m breaking down the hidden cost of this habit—and ...
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Season 6
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Episode 185
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15:05
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Episode 184: LOC vs Loan vs. Credit Cards
Episode 184: Should You Use a Loan to Grow Your Practice?Thinking about taking on debt to start or grow your private practice?In this episode, we’re breaking down the most common types of loans available to practice owners—inclu...
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Season 6
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Episode 184
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22:19
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OBBB: What does the new tax law mean for your private practice?
Special Episode: Navigating New 2025 Tax Laws for Therapy Practice OwnersIn this special summer edition of 'Therapy for Your Money', host Julie Herres, owner of Green Oak Accounting, discusses important updates from the new ...
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Season 5
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27:19
Episode 182: Quarterly recap with Jacquie
Therapist Finances in 2025: What’s Working, What’s Risky, and What to WatchIn this quarterly recap, Julie Herres sits down with Green Oak Accounting’s Jacquie Carter for a candid conversation about the financial realities therapy ...
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Season 5
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Episode 182
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33:07
Episode 181: How the ultrarich avoid paying taxes
Understanding Tax Inequities: Why Billionaires Pay LessIn this episode of 'Therapy for Your Money,' host Julie Herres, an accountant and owner of Green Oak Accounting, delves into the often-asked question of why billionaires seem ...
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Season 5
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Episode 181
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16:32
Episode 180: Don’t Freak Out: Smart Money Moves in a Shaky Economy
Smart Money Moves for Therapists in a Shaky EconomyFeeling nervous about the economy? You're not alone—and you’re not powerless. In this episode, Julie Herres welcomes financial planner David Frank back to the show for a calming a...
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Season 5
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Episode 180
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26:11
Episode 179: From Contractors to Employees — What Therapists Need to Know
Episode SummaryThinking about switching your group practice from 1099 contractors to W-2 employees? You’re not alone—and you’re not crazy for feeling overwhelmed by it.In this episode, Julie talks with group practice owner ...
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25:13
Episode 178: How to scale your practice...AND FAST!
Scale Your Therapy Practice Fast: Clinicians, Clients, Cash & Space In this episode, Julie walks you through the four critical systems you need to grow your therapy practice quickly and sustainably. You’ll learn how to re...
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Season 5
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Episode 178
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18:18
Episode 177 Beyond Therapy: Positioning Your Practice as a Supervision Hub for Growth
Adding Supervision to Your Therapy Practice for Financial StabilityIn this episode of 'Therapy for Your Money,' host Julie Herres welcomes Brittany Schank to discuss the benefits of incorporating supervision into therapy practices...
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Season 5
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Episode 177
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20:17
Episode 176: What's the Balance? Frugal Spending vs. Investing in the Future
Budgeting vs. Investing: Smart Financial Decisions for Therapy Practice OwnersIn this episode of 'Therapy for Your Money,' host Julie Herres, owner of GreenOak Accounting, discusses how therapy practice owners can navigate the cha...
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Season 5
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Episode 176
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16:12
Episode 175: Managing Online Course Revenue Alongside Your Private Practice
Adding an online course or coaching offer can feel like a natural next step for private practice owners—but it comes with its own financial considerations. In this episode, Julie Herres walks through how to manage revenue from a course or other...
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12:38
Episode 174: Mastering Insurance as a Revenue Stream
Optimizing Insurance for Therapy Practices with Jeremy ZugIn this episode of Therapy for Your Money, host Julie Herres speaks with Jeremy Zug, co-founder of Practice Solutions, about the intricacies of insurance for therapy practi...
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Season 5
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Episode 174
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25:01
Episode 173: Your Practice, Your Numbers: Why Owning Your Financial Data Matters
Navigating Finances and Tech for Your Therapy PracticeIn this episode of Therapy for Your Money, Julie Herres, owner and accountant at GreenOak Accounting, discusses how technology impacts financial management for therapy practice...
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Season 5
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Episode 173
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16:33
Episode 172: Tips to Predict Income & Increase Take-Home Pay in Private Practice
Maximizing Income in Private Therapy PracticeIn this episode of Therapy for Your Money, host Julie Herres shares valuable tips on how therapists in private practice can predict their income and maximize their take-home pay. Julie ...
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Season 5
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Episode 172
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29:55
Episode 171: When Telehealth Crosses State Lines...
Navigating Tax Considerations for Multi-State Telehealth PractitionersIn this episode of 'Therapy for Your Money,' host Julie Herres addresses a listener-submitted question about tax considerations for clinicians providing telehealth...
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13:24
Episode 170: Financial Literacy for Leaders and Clinicians
Understanding Financial Health: A Guide for Therapy Practice LeadersIn this episode of 'Therapy for Your Money,' host Julie Herres tackles the crucial issue of financial literacy for group practice leaders and clinicians. Julie, ...
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Season 5
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Episode 170
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16:38
Episode 169: Why Relationships Matter in Marketing
Join host Julie Herres on Therapy for Your Money as she sits down with Jamie Schrier to discuss the essentials of relationship marketing for therapy practice owners. They delve into why marketing is crucial for bringing dollars into your practi...
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Season 5
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Episode 169
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31:02