Episode 178: How to scale your practice...AND FAST! 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

Episode 178: How to scale your practice...AND FAST!

May 02, 2025 • Season 5 • Episode 178

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 recruit clinicians before you need them, attract a steady stream of clients, plan for cashflow dips, and optimize your office space.

By the end, you’ll have a clear roadmap to coordinate all four factors—so your practice can expand without burning out your team or your bank account.

Listen for solutions:

If you’re hiring more clinicians but are worried about cash flow, you’ll learn how to budget and finance growth.
If you need a reliable client‑generation system, you’ll discover the metrics and processes to track.
If your office feels maxed out, you’ll get practical tips to squeeze more value from every square foot.

Highlights:
00:00 – Julie opens Therapy for Your Money and today’s growth topic
00:32 – Introducing Profit First for Therapists book
00:45 – The four pillars of fast scaling: Clinicians, Clients, Cash, Space
01:25 – Building recruiting systems and runway planning
03:19 – Why you must start hiring months before you need capacity
04:23 – Factoring team attrition into your hiring goals
05:00 – Budgeting for clinician recruitment ads (Indeed, LinkedIn, ZipRecruiter)
05:59 – Setting up client‑attraction systems (ads, referrals, tracking)
07:48 – Speed of response: converting inquiries in 24 hours
10:01 – Planning for a temporary profit dip during rapid growth
11:39 – Financing options: owner’s pay, lines of credit, loans
14:00 – Maximizing physical space: shifts, weekend hours, telehealth
15:46 – Knowing when to add locations or telehealth roles
16:53 – Integrating all systems for efficient, profitable expansion
17:46 – Key takeaways and next steps for scaling success

Need Help Growing:
Need a tailored growth plan? Visit Green Oak Accounting for free guides and tools. If you found this episode helpful, share it with a colleague or leave a review!

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