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.
Therapy For Your Money
Episode 161: Be the CFO of Your Own Life in 2025
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Julie Herres
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Season 5
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Episode 161
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 listeners take charge of both personal and business finances, including:
- Maintain individual login credentials and use two-factor authentication for all accounts.
- Regularly review credit reports, bank statements, and financial transactions.
- Limit access to sensitive financial information in your business.
- Keep a comprehensive financial checklist for both personal and business accounts.
- Collaborate with a trusted accountant to spot red flags and ensure accountability.
- And more!
Julie emphasizes that financial independence is more than just money—it’s about creating peace of mind, security, and the freedom to make informed decisions.
Podcast Highlights
- 00:00 Introduction
- 00:47 The Importance of Financial Independence
- 03:25 Building Financial Awareness
- 05:35 Personal Finance: Practical Tips
- 08:45 Securing Your Accounts
- 10:48 Business Finance: Common Risks
- 14:30 Setting Boundaries in Your Business
- 17:20 Conclusion: Taking Control
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
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www.therapyforyourmoney.com/kpi