Therapy For Your Money
Therapy For Your Money
Julie Herres
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 Senior Accountant 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.
Episode 21: What tax changes can you expect with the new administration?
2021 started off with an administration change, which (potentially) means new tax policies! While there haven't been any policies put into effect as of yet, we wanted to make sure our listeners are prepared for changes that may come. From estate tax,...
Feb 19, 2021
15 min
Episode 20: Transitioning From a Solo to Group Practice (with Alison Pidgeon)
There are a number of financial hurdles you could face when transitioning from a solo to a group practice, and we're here to break them down for you! On this episode, we are joined by Alison Pidgeon to discuss the ins and outs of growing your team,...
Feb 12, 2021
35 min
Episode 19: Life Planning (with David Frank)
Financial planning and life planning go hand in hand, which is why we wanted to break down the basics of life planning with our guest, David Frank! Lining up your life values with a financial plan can set you up for a successful future and give you...
Feb 5, 2021
31 min
Episode 18: Making Money with Clinical Groups (featuring Carrie Haynes)
Adding groups into your private practice may seem intimidating or impossible, but in this week's episode, we make it easy! Julie sits down with Carrie Haynes, the genius behind The Art of Groups, and talks all about when it's a good time to implement...
Jan 29, 2021
31 min
Episode 17: Non-Profits in Private Practice (with Tosha Anderson)
If you are wondering if it's time to shift your private practice to a non-profit, or if you're interested in adding a non-profit arm to your business, check out today's episode featuring Tosha Anderson! She and Julie chat all about non-profits in...
Jan 22, 2021
34 min
Episode 16: Alternate Revenue Steams in Private Practice (with Katie Vernoy)
Are you looking for some ideas of ways you can grow your private practice outside of regular clinical work? You're in luck! This week, Julie sits down with Katie Vernoy of Therapy Reimagined to talk about alternate revenues streams for you to...
Jan 8, 2021
36 min
Episode 15: Financial Hurdles Transitioning from a Solo to Group Practice
Register for our FREE Live Profit First Webinar on Dec. 18th, at 1 PM EST - CLICK HERE!Growing from a solo practice to a group practice doesn't have to be a challenge! This week, Julie breaks down common financial hurdles that most therapists encounter...
Dec 18, 2020
18 min
Episode 14: Automating Financial Systems in your Private Practice (with Kasey Compton)
"The goal of your business is always profitability, but the purpose of your business is to help people and impact the community." -Kasey ComptonRegister for our FREE Live Profit First Webinar on Dec. 18th, at 1 PM EST - CLICK HERE! Automating financial...
Dec 11, 2020
30 min
Episode 13: Profit First in Private Practice (with Mike Michalowicz)
"Every time revenue comes into your practice, you subtract a predetermined amount as profit, and you run your business on the remainder" - Mike MichalowiczThe Profit First methodology has transformed thousands of struggling businesses into money making...
Dec 4, 2020
26 min
Episode 12: Year-End Tax Saving Tips for Private Practice
Taxes can be a huge surprise if you haven’t planned how to pay for them. There’s no time like the present to start saving for taxes. You have until April 15 to come up with enough cash.Today, Julie Herres of Greenoak Accounting shares year-end tax...
Nov 27, 2020
17 min
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