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 211: Clinician to CEO: The Financial Leadership Shift to Scale with Brian Gallagher
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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 business that runs you into the ground.
They dive into why so many practice owners stay stuck in a “household money mindset,” how to think like a true CEO, and what it really looks like to build a profitable, sustainable group practice. From hiring decisions to expansion strategy to the infamous “danger zone” of growth, this episode is packed with practical insights you won’t want to miss.
3 Reasons to Listen
- You’ll learn why your current money mindset might be holding your practice back. If you’re treating your business finances like your personal finances, it could be limiting your growth more than you realize.
- You’ll understand exactly when (and how) to hire without breaking your cash flow. Brian breaks down a simple, actionable framework for hiring that removes the guesswork (and fear).
- You’ll discover the “danger zone” of scaling—and how to avoid it. Not all growth is good growth. Learn why 4–8 locations can be risky—and what to do instead.
Links & Resources
- Learn more about Brian Gallagher & MEG Business: https://www.megbusiness.com
- 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
- Watch Therapy For Your Money on YouTube: Watch on YouTube
- Podcast Production, Audio Mixing, and Youtube Video Production by James Marland