A Practice Owner's Guide to your Best Year Yet Artwork

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.

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Therapy For Your Money

A Practice Owner's Guide to your Best Year Yet

December 13, 2024 • Julie Herres • Season 5 • Episode 158

Planning for Your Best Year Yet: Financial Goal Setting for 2025

In 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 prosperous 2025. With her extensive experience working with therapy practice owners across the US, Julie emphasizes the importance of reflecting on the past year to set realistic financial goals. She discusses various financial targets, like revenue and profit margins, and the significance of creating a detailed plan to achieve them. Julie advises focusing on one or two specific goals and tracking progress regularly to ensure success. As she wisely states, 'What gets measured gets attention.' Listeners will learn the importance of aligning business goals with personal aspirations and making necessary adjustments to ensure a balanced and fulfilling year ahead.

Episode Highlights

00:00 Welcome to Therapy for Your Money
00:52 Planning for Your Best Year Yet
01:22 Reflecting on the Past Year
05:14 Setting Clear Financial Goals
07:57 Creating a Plan for Success
12:13 Conclusion and Final Thoughts

Links and Resources

Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startup
GreenOak Accounting - www.GreenOakAccounting.com
Therapy For Your Money Podcast - www.TherapyForYourMoney.com
Profit First for Therapists - www.ProfitFirstForTherapists.com
Profit First Academy - www.ProfitFirstForTherapists.com/Academy
Podcast Production and Show Notes by Course Creation Studio