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
150 episodes
Partners in Practice Series Part I: Partnership Agreements 101
Navigating Partnerships in Private Therapy PracticesIn this episode of 'Therapy for Your Money,' host Julie Herres discusses the intricacies of partnerships in therapy practices with attorney Dan Mayer and practice owner Dave Yood...
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33:25
Episode 148: Exit Strategy Series Part II: How Much is My Practice Worth?
Understanding the Value of Your Therapy Practice: Essential Tips for SellingIn this episode of 'Therapy for Your Money,' Julie Herres, an accountant and owner of Green Oak Accounting, concludes a two-part series on selling your th...
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Season 5
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Episode 148
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17:21
Episode 147: Exit Strategy Series Part 1: Preparing to Sell your Practice (with Nicole McCance)
Exiting Your Group Practice: Insights and StrategiesIn this episode of 'Therapy for Your Money,' host Julie Herres, owner of Green Oak Accounting, discusses the intricate process of selling a group therapy practice with Nicole Mc...
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Season 5
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Episode 147
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30:23
Episode 146: Quarterly Update: What's on Practice Owners' Minds?
Navigating Challenges in Therapy Practices: Insights and StrategiesThis episode of 'Therapy for Your Money' features host Julie Herres and GreenOak Accounting team manager Jacquie Carter discussing the financial challenges therapy...
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Season 4
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Episode 146
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28:40
Episode 145: Buying Real Estate for your Practice
Navigating the World of Buying Real Estate for Your PracticeIn this episode of Therapy For Your Money, host Julie Herres, an accountant and the owner of Green Oak Accounting, explores the complex decision of buying real estate fo...
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Season 4
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Episode 145
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17:17
Episode 144: Your sales funnel: Who is your Ideal Client Avatar? (with Jenn Fredette)
Therapy for Your Money: Unveiling the Power of Marketing in Therapy PracticesIn this episode of Therapy for Your Money, host Julie Herres, an accountant and owner of Green Oak Accounting, explores the crucial yet often avoided top...
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Season 4
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Episode 146
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29:48
Episode 143: My Experience, Insights, and Best Practices for Navigating a Department of Labor Audit
In this episode of 'Therapy for Your Money,' hosted by Julie Herres, the focus is on understanding Department of Labor (DOL) audits through the lens of a therapy practice owner. Julie shares her personal experience with a DOL audit in 2023, emp...
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19:03
Episode 142: The 5 Steps to Successful Delegation (with Uriah Guilford)
Mastering Delegation: A Guide for Therapy Practice OwnersThis episode of 'Therapy for Your Money' features host Julie Herres and guest Uriah Guilford discussing the importance of efficiency, delegation, and reducing stress for the...
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Season 4
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Episode 142
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43:05
Episode 141: What it Takes to Be a Wealthy Therapist
Therapy for Your Money: Becoming a Wealthy TherapistIn this episode of 'Therapy for Your Money,' host Julie Herres discusses her insights on wealth accumulation for therapists. The economic rules discussed include spending less th...
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23:35
Episode 140: Behind the Numbers of Self-Publishing: Profit First for Therapists Turns One
Behind the Numbers of Self-Publishing: Profit First for Therapists Turns OneIn this Therapy for Your Money episode, host Julie Herres, an accountant and owner of Green Oak Accounting, celebrates her book's first anniversary, Prof...
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27:14
Episode 139: In Search of You - an interview with Kasey Compton
Finding Joy and Understanding Self-Love with Kasey ComptonIn this episode of 'Therapy for Your Money', host Julie Herres, an accountant and owner of Green Oak Accounting, talks with three-time guest Kasey Compton about her new bo...
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Season 4
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Episode 139
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29:07
Episode 138: Understanding Retirement Plans: Options for Business Owners
Understanding Retirement Plans: Options for Business OwnersIn this episode of Therapy for Your Money we discusses the different retirement plans available to business owners. She details four main business retirement plans: tradi...
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21:36
Episode 137: The #1 Thing You Must Do To Get More Private-Pay Clients (with Deb Legge)
Unlocking the Power of Private Pay Practice: Expert Insights and AdviceIn this episode of 'Therapy for Your Money', host Julie Herres discusses the importance of private pay practices for therapists with guest Deb Legge, a mental ...
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Season 4
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Episode 137
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28:14
Episode 136: Creating a Million-Dollar Therapy Practice
In this Therapy for Your Money episode, host Julie Herres, an accountant specializing in private practices, shares insights on creating a million-dollar therapy practice. She clarifies that a million-dollar practice generates gross annual reven...
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11:58
Episode 135: Are you Avoiding your Money? (with Khara Croswaite Brindle)
In this episode of the 'Therapy for Your Money' podcast, host Julie Herres talks to mental health therapist and financial therapy practitioner Khara Croswaite Brindle. They discuss the prevalent issues of money avoidance and insecurity among pr...
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Season 4
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Episode 136
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21:24
Episode 134: Strategies for Making Retreats Profitable (with Patrick Casale)
In this episode of 'Therapy for Your Money,' host Julie Herres and retreat planning expert Patrick Casale delve deep into the world of retreats. They discuss strategies for successful retreat planning, including creating a detailed budget, unde...
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Season 4
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Episode 134
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35:11
Episode 133: Contractor vs Employee: Understanding the new DOL rules
Understanding the Implications of Hiring Contractors vs Employees in Therapy PracticesIn this episode of 'Therapy for Your Money,' host Julie Herres discusses the implications of employing contractors versus employees in therapy ...
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Season 4
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Episode 133
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25:02
Episode 132: Nonprofit to Corporate Mindset (with Davia Roberts)
In this episode, Julie Herres and her guest Davia Roberts discuss the differences between the nonprofit and corporate mindsets in the therapy field. They explore the challenges faced by therapists working in nonprofits, such as low pay, unreali...
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Season 4
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Episode 132
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32:29
Episode 131: Lessons learned from highly successful business owners
Lessons from Successful Business Owners: Strategies and Habits for Profitable PracticesHost Julie Herres discusses the habits and strategies common among the most successful business owners. She emphasizes not to equate the appear...
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Season 4
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Episode 131
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17:04
Episode 130: Tips for Weathering the Storm in Your Group Practice (with Maira Holzmann)
Episode Summary:In this episode, Maira Holzmann and Julie Herres delve deep into the intricacies of managing finances in the world of therapy practice. They discuss the challenges and revelations they've faced, from reevaluating ...
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Season 4
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Episode 133
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28:43
Episode 129: Make more money in your practice
How to Increase Your Income in Private Practice: Three Levers All Practice Owners Can UseIn this podcast episode of Therapy for Your Money, host Julie Herres discusses levers that therapy practice owners can control to increase their in...
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Season 4
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Episode 129
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10:08
Episode 128: Why your intake coordinator should be a sales person - Part 2 (with Niki Ramirez)
During this podcast episode, the hosts discuss the shifting mindset from viewing intake coordinators strictly as administrative support to seeing them as essential salespeople in mental health practices. By redefining the role, conversion rates...
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28:31
Episode 127: Why your intake coordinator should be a sales person Part 1 (with Sarah Riley)
In this episode, Julie Herres, the host of 'Therapy for Your Money' speaks with Sarah Riley, the business development manager at Green Oak Accounting, about reimagining the role of an intake coordinator to work more like a salesperson. They dis...
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Season 4
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Episode 127
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22:33
Episode 126: Financial Professionals 101: Practice Owner edition! (with Linzy Bonham)
In this episode of "Therapy for Your Money," Julie Herres and Linzy Bonham discuss the various types of financial professionals that therapy practice owners might work with or encounter. They highlight the importance of understanding the roles ...
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Season 4
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Episode 126
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20:27
Episode 125: Charge your Full Fee with Confidence (with Alyse Freda-Colon)
In this enlightening episode of "Therapy for Your Money," host Julie Herres dives into the crucial topic of embracing your full fee as a therapist and getting comfortable with it. She is joined by Alyse Freda Colon, a seasoned therapist with 18...
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Season 4
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Episode 124
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22:45