Therapy For Your Money
By Julie Herres
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Episodes: 192
Description
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.
| Episode | Date |
|---|---|
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Episode 191: What Your Tax Accountant Wishes You Knew
|
Nov 07, 2025 |
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Episode 190: In This Economy?! How to Adapt and Thrive (Part 2)
|
Oct 31, 2025 |
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Episode 189: In This Economy?! (Part 1)
|
Oct 24, 2025 |
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Episode 188: Payroll Messes and the Fixes
|
Oct 17, 2025 |
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Episode 187: From Book to Workbook: A New Chapter for Profit First for Therapists
|
Oct 10, 2025 |
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Episode 186: Strategies for Therapists to Thrive Without Burnout
|
Oct 03, 2025 |
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Episode 185: The One Trait That Can Quickly Kill Your Business
|
Sep 26, 2025 |
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Episode 184: LOC vs Loan vs. Credit Cards
|
Sep 19, 2025 |
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OBBB: What does the new tax law mean for your private practice?
|
Aug 05, 2025 |
|
Episode 182: Quarterly recap with Jacquie
|
May 30, 2025 |
|
Episode 181: How the ultrarich avoid paying taxes
|
May 23, 2025 |
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Episode 180: Don’t Freak Out: Smart Money Moves in a Shaky Economy
|
May 16, 2025 |
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Episode 179: From Contractors to Employees — What Therapists Need to Know
|
May 09, 2025 |
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Episode 178: How to scale your practice...AND FAST!
|
May 02, 2025 |
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Episode 177 Beyond Therapy: Positioning Your Practice as a Supervision Hub for Growth
|
Apr 25, 2025 |
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Episode 176: What's the Balance? Frugal Spending vs. Investing in the Future
|
Apr 18, 2025 |
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Episode 175: Managing Online Course Revenue Alongside Your Private Practice
|
Apr 11, 2025 |
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Episode 174: Mastering Insurance as a Revenue Stream
|
Apr 04, 2025 |
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Episode 173: Your Practice, Your Numbers: Why Owning Your Financial Data Matters
|
Mar 28, 2025 |
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Episode 172: Tips to Predict Income & Increase Take-Home Pay in Private Practice
|
Mar 21, 2025 |
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Episode 171: When Telehealth Crosses State Lines...
|
Mar 14, 2025 |
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Episode 170: Financial Literacy for Leaders and Clinicians
|
Mar 07, 2025 |
|
Episode 169: Why Relationships Matter in Marketing
|
Feb 28, 2025 |
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Episode 168: Industry Update: End of 2024 Edition
|
Feb 21, 2025 |
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Episode 167: The Profitable Website: Turning Design into Dollars
|
Feb 14, 2025 |
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Episode 166: How to Manage Your Marketing Like a Pro
|
Feb 07, 2025 |
|
Episode 165: Is Starting a Non-Profit the Right Move?
|
Jan 31, 2025 |
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Episode 164: The Risks in Raises
|
Jan 24, 2025 |
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Episode 163: Is psychedelic-assisted therapy worth it (financially)?
|
Jan 17, 2025 |
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Episode 162: Embracing the Power of Technology
|
Jan 10, 2025 |
|
Episode 161: Be the CFO of Your Own Life in 2025
|
Jan 03, 2025 |
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Episode 160: Find the Perfect Balance of Growth in your Business
|
Dec 27, 2024 |
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Is it ever too late to start a private practice?
|
Dec 20, 2024 |
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A Practice Owner's Guide to your Best Year Yet
|
Dec 13, 2024 |
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Episode 157: Don't get this life insurance...
|
Dec 06, 2024 |
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Episode 156: How much should you spend on marketing for your practice? (with Joshua Brummel)
|
Nov 22, 2024 |
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Episode 155: The Investment Most Small Business Owners DON'T Need
|
Nov 15, 2024 |
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Episode 154 | The Business Owner’s Investment Playbook (with David Frank)
|
Nov 08, 2024 |
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Episode 153 | I owe the IRS a bunch of $$$, now what?
|
Nov 01, 2024 |
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Episode 152 | Industry updates: What's on practice owners' minds? (with Jacquie Carter)
|
Oct 25, 2024 |
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Episode 151 | The 5 Financial Pitfalls of Starting a Practice
|
Oct 18, 2024 |
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Episode 150 | Partners in Practice Series Part 2: Partnerships are (usually) a Bad Idea!
|
Oct 11, 2024 |
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Episode 149: Partners in Practice Series Part I: Partnership Agreements 101 (with Dan Mayer & David Yood)
|
Oct 04, 2024 |
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Episode 148: Exit Strategy Series Part II: How Much is My Practice Worth?
|
Sep 27, 2024 |
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Episode 147: Exit Strategy Series Part 1: Preparing to Sell your Practice (with Nicole McCance)
|
Sep 20, 2024 |
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Episode 146: Quarterly Update: What's on Practice Owners' Minds?
|
Jun 14, 2024 |
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Episode 145: Buying Real Estate for your Practice
|
Jun 07, 2024 |
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Episode 144: Your sales funnel: Who is your Ideal Client Avatar? (with Jenn Fredette)
|
May 31, 2024 |
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Episode 143: My Experience, Insights, and Best Practices for Navigating a Department of Labor Audit
|
May 24, 2024 |
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Episode 142: The 5 Steps to Successful Delegation (with Uriah Guilford)
|
May 17, 2024 |
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Episode 141: What it Takes to Be a Wealthy Therapist
|
May 10, 2024 |
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Episode 140: Behind the Numbers of Self-Publishing: Profit First for Therapists Turns One
|
May 03, 2024 |
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Episode 139: In Search of You - an interview with Kasey Compton
|
Apr 26, 2024 |
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Episode 138: Understanding Retirement Plans: Options for Business Owners
|
Apr 19, 2024 |
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Episode 137: The #1 Thing You Must Do To Get More Private-Pay Clients (with Deb Legge)
|
Apr 12, 2024 |
|
Episode 136: Creating a Million-Dollar Therapy Practice
|
Apr 05, 2024 |
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Episode 135: Are you Avoiding your Money? (with Khara Croswaite Brindle)
|
Mar 29, 2024 |
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Episode 134: Strategies for Making Retreats Profitable (with Patrick Casale)
|
Mar 22, 2024 |
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Episode 133: Contractor vs Employee: Understanding the new DOL rules
|
Mar 15, 2024 |
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Episode 132: Nonprofit to Corporate Mindset (with Davia Roberts)
|
Mar 08, 2024 |
|
Episode 131: Lessons learned from highly successful business owners
|
Mar 01, 2024 |
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Episode 130: Tips for Weathering the Storm in Your Group Practice (with Maira Holzmann)
|
Feb 23, 2024 |
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Episode 129: Make more money in your practice
|
Feb 16, 2024 |
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Episode 128: Why your intake coordinator should be a sales person - Part 2 (with Niki Ramirez)
|
Feb 09, 2024 |
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Episode 127: Why your intake coordinator should be a sales person Part 1 (with Sarah Riley)
|
Feb 02, 2024 |
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Episode 126: Financial Professionals 101: Practice Owner edition! (with Linzy Bonham)
|
Jan 26, 2024 |
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Episode 125: Charge your Full Fee with Confidence (with Alyse Freda-Colon)
|
Jan 19, 2024 |
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Episode 124: What does financial freedom look like to you? (with Adam Carroll)
|
Jan 12, 2024 |
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Episode 123: Start the new year right by implementing Profit First!
|
Jan 05, 2024 |
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Episode 122: Launch Party Series: The Making of Profit First for Therapists with Mike Michalowicz
|
Dec 22, 2023 |
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Episode 121: Make 2024 your best year ever! (Setting financial goals for the next year)
|
Dec 15, 2023 |
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Episode 120: Retreat recap - What's on group practice owners minds right now? KPIs and systems!
|
Dec 08, 2023 |
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Episode 119: Why you shouldn't prepare your own tax return as a business owner (Top 5 reasons)
|
Dec 01, 2023 |
|
Episode 118: Q4 Industry Updates
|
Nov 17, 2023 |
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Episode 117: Launch Party Series: Profit First with Industry Leaders
|
Nov 10, 2023 |
|
Episode 116: What is the number you need to feel financially secure as a business owner?
|
Nov 03, 2023 |
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Episode 115: How Working in a Community Can Help You Level Up Your ROI as a Group Practice Owner (with Stephanie Korpal & Christy Pennison)
|
Oct 27, 2023 |
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Episode 114: Why the 529 is a Great Way to Save for Your Kids College
|
Oct 20, 2023 |
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Episode 113: Tips to increase income in your group practice without marketing (with Nicole McCance)
|
Oct 13, 2023 |
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Episode 112: Could your lack of contingency plan be stunting your business growth? (with Mary Beth Simón)
|
Oct 06, 2023 |
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Episode 111: How I'm Taking Care of my Business, Team, Family and Myself in This Season
|
Sep 29, 2023 |
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Episode 110: Essential Dashboard Metrics Every Group Practice Owners Needs (with Brent Stutzman)
|
Sep 22, 2023 |
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Episode 109: Fee Setting for Therapists Through a Lens of Overcoming Industry Conditioning (with Erin Gibb)
|
Sep 15, 2023 |
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Episode 108: Launch Party Series: Profit First Basics with the GreenOak Team
|
Sep 08, 2023 |
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Episode 107: How do you know if you're working with the right accountant for you and your practice? (with Linzy Bonham)
|
Sep 01, 2023 |
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Episode 106: Your Practice Deserves to be Profitable
|
Aug 25, 2023 |
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Episode 105: Second Quarter Recap: What is on practice owners minds? (with Jacquie Kiefer)
|
Jul 07, 2023 |
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Episode 104: Therapists and Money: Shifting the Unhealthy Narrative (with Katie Read)
|
Jun 02, 2023 |
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Episode 103: Real Estate in Private Practice (with Colin Carr)
|
May 26, 2023 |
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Episode 102: Exiting Your Private Practice (with Gabrielle Juliano-Villani)
|
May 19, 2023 |
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Episode 101: How to Add Interns to Your Private Practice (with Tara Sanderson)
|
May 12, 2023 |
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Episode 100: Profit First with Mike Michalowicz
|
May 05, 2023 |
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Episode 99: Behind The Scenes of Writing Profit First For Therapists
|
Apr 27, 2023 |
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Episode 98: How to Create a Profitable Personal Brand as a Therapist (with Maegan Megginson)
|
Apr 21, 2023 |
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Episode 97: Perfectionism & Money (with Linzy Bonham)
|
Apr 14, 2023 |
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Episode 96: Setting Cash Pay Rates & Adding Benefits to Your Practice (with Whitney Owens)
|
Apr 07, 2023 |
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Episode 95: Measuring the ROI of Your Marketing Dollars (with John Sanders)
|
Mar 31, 2023 |
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Episode 94: Tips on Clinician Compensation (An Excerpt From Profit First for Therapists)
|
Mar 24, 2023 |
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Episode 93: Should I be afraid of an IRS audit? (with Ben Golden)
|
Mar 17, 2023 |
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Episode 92: What's going on in the therapy world? (with Jacquie Kiefer)
|
Mar 03, 2023 |
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Episode 91: The Do's & Don'ts of Spending on Marketing (with Joshua Brummel)
|
Feb 24, 2023 |
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Episode 90: The ABCs of Accounting (Part I)
|
Feb 17, 2023 |
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Episode 89: How To Make Your Money Work For You (with Nicholle Overkamp)
|
Feb 10, 2023 |
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Episode 88: Financial Imposter Syndrome
|
Feb 03, 2023 |
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Episode 87: Own Your CEO Status & Hire Your Ride or Die Team (with Brandy Mabra)
|
Jan 28, 2023 |
|
Episode 86: Are you ready to expand?
|
Jan 20, 2023 |
|
Episode 85: Profit First For Therapists Official Book Announcement!
|
Jan 13, 2023 |
|
Episode 84: Saving for Retirement as a Private Practice Owner (with Gulielma Fager)
|
Jan 06, 2023 |
|
Episode 83: 2022 Therapy For Your Money Highlights
|
Dec 16, 2022 |
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Episode 82: Maximizing Your Group Practice Revenue (with Jacquie Kiefer)
|
Dec 09, 2022 |
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Episode 81: Starting a Group Practice the Right Way (with Carolyn Chrestman)
|
Nov 18, 2022 |
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Episode 80: 4 Ways to Provide Accessible Care (with Vanessa Newton)
|
Nov 11, 2022 |
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Episode 79: Tax Planning Tips to Implement by the End of 2022 (with Emily Grauerholz)
|
Nov 04, 2022 |
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Episode 78: Clinician Compensation Minefields (with Jacquie Kiefer)
|
Oct 28, 2022 |
|
Episode 77: Tips for a Recession
|
Oct 21, 2022 |
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Episode 76: Adding a Revenue Stream with Clinical Supervision Directory (with Dr. Amy Parks)
|
Oct 14, 2022 |
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Episode 75: Selling Your Private Practice
|
Oct 07, 2022 |
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Episode 74: All About Julie & Her Story
|
Sep 30, 2022 |
|
Episode 73: 3 Reasons to Take A Vacation
|
Jun 24, 2022 |
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Episode 72: Cash-Based Accounting v. Accrual-Based Accounting
|
Jun 17, 2022 |
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Episode 71: 5 Reasons You Need a CFO for Your Private Practice
|
Jun 10, 2022 |
|
Episode 70: Tax Deductions - Personal Therapy (with Heidi Stepzinski)
|
Jun 03, 2022 |
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Episode 69: Tax Deductions - Therapy Animals (with Heidi Stepzinski)
|
May 27, 2022 |
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Episode 68: Why Cheap is Expensive - The Cost of Taking Shortcuts
|
May 20, 2022 |
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Episode 67: When should you give team members access to your finances? (with Heidi Stepzinski)
|
May 13, 2022 |
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Episode 66: Cost Breakdown of EHRs (with Hannah Rich)
|
May 06, 2022 |
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Episode 65: Tax Deductions - International Business Travel
|
Apr 29, 2022 |
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Episode 64: Distilling Your Dreams into Business Ideas (with Diane Tarshis)
|
Mar 12, 2022 |
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Episode 63: Treat Your Practice Like an Investment (with Eric Miller)
|
Mar 05, 2022 |
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Episode 62: Tax Deductions - Organizational & Operational Deductions
|
Feb 25, 2022 |
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Episode 61: The Pros + Cons of Different Income Streams for Therapists (with Nicole Liloia)
|
Feb 18, 2022 |
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Episode 60: Tax Deductions - Meals & Entertainment
|
Feb 11, 2022 |
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Episode 59: Demystifying Investing (with David Frank)
|
Jan 28, 2022 |
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Episode 58: Being Intentional with Your Clinical Outcomes Through Money (with Miranda Palmer & Kelly Higdon)
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Jan 21, 2022 |
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Episode 57: How Your Money Story Can Get in the Way of Using Data to Make Decisions (with Cassie Parks)
|
Jan 14, 2022 |
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Episode 56: How to Diversify Your Income and Get More Out of Group Programs (with Annie Schuessler)
|
Jan 07, 2022 |
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Episode 55: Questions with Julie (Q&A Series) (with Sarah Riley)
|
Dec 17, 2021 |
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Episode 54: Is SEO a solid investment for your practice? (with Jessica Tappana)
|
Dec 10, 2021 |
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Episode 53: Getting Your Books Ready for the End of the Year
|
Dec 04, 2021 |
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Episode 52: Coaching Series (Part Two with Dr. David Goode-Cross)
|
Nov 27, 2021 |
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Episode 51: Tax Tips for 2021
|
Nov 20, 2021 |
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Episode 50: What should you look for in a bookkeeper, accountant, or CPA?
|
Nov 12, 2021 |
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Episode 49: Holiday Parties, Bonuses, and Gifts
|
Nov 05, 2021 |
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Episode 48: Coaching Series (with Kristen Ballard)
|
Oct 30, 2021 |
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Episode 47: Using Videos to Increase Client Conversions & Revenue for Private Practice (with Ernesto Segismundo)
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Oct 22, 2021 |
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Episode 46: Tips for Increasing the Sale Value of Your Private Practice
|
Oct 15, 2021 |
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Episode 45: Adding Benefits To Your Group Practice
|
Oct 08, 2021 |
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Episode 44: How does the P.C.T. way save money & control costs for group practices? (with Roy Huggins and Liath Dalton)
|
Oct 01, 2021 |
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Episode 43: Financial ABC's of Starting Your Private Practice
|
Sep 24, 2021 |
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Episode 42: What kind of audits are out there?
|
Sep 17, 2021 |
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Episode 41: Coaching Series (with Dr. David Goode-Cross)
|
Sep 10, 2021 |
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Episode 40: All About Quarterly Estimated Taxes
|
Sep 03, 2021 |
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E39: Exit Planning For Your Private Practice (with Craig Goldslager)
|
Aug 27, 2021 |
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Episode 38: Business Books for your Summer Reading List
|
Jul 02, 2021 |
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Episode 37: Ensuring Your Practice's Legal Compliance (with Dan Mayer & Melissa Wesner)
|
Jun 25, 2021 |
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Episode 36: Evolving Beyond Therapy with Online Streams of Income (with Marissa Lawton)
|
Jun 18, 2021 |
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Episode 35: How to Avoid Business Building Mistakes That Leave You Burned Out (with Maegan Megginson)
|
Jun 11, 2021 |
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Episode 34: Planning for Retirement (with Murs Tariq)
|
Jun 04, 2021 |
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Episode 33: How to Keep Your Money Momentum Moving (with Jane Carter)
|
May 28, 2021 |
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Episode 32: The Link Between Financial Health & Self-Care (with Jo Muirhead)
|
May 21, 2021 |
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Episode 31: Building Your Private Practice's Financial Foundation (with Linzy Bonham)
|
May 14, 2021 |
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Episode 30: Fix This Next for Healthcare Providers (with Kasey Compton)
|
May 07, 2021 |
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Episode 29: Dave Ramsey's 7 Baby Steps - How can they help your business?
|
Apr 30, 2021 |
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Episode 28: KPIs and How To Track Them
|
Apr 16, 2021 |
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Episode 27: Questions with Julie (Q&A Series)
|
Apr 02, 2021 |
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Episode 26: Navigating Changes in Profitability in Group Practice (with John Clarke)
|
Mar 26, 2021 |
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Episode 25: Using TV Appearances to Market Your Practice (with Esther Boykin)
|
Mar 19, 2021 |
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Episode 24: The Challenges of Growth in Private Practice (with Kelly Jewell)
|
Mar 12, 2021 |
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Episode 23: Let's Talk About Retirement Planning (with Ariel Ward)
|
Mar 05, 2021 |
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Episode 22: How to Market a Cash-Pay Private Practice (with Whitney Owens)
|
Feb 26, 2021 |
|
Episode 21: What tax changes can you expect with the new administration?
|
Feb 19, 2021 |
|
Episode 20: Transitioning From a Solo to Group Practice (with Alison Pidgeon)
|
Feb 12, 2021 |
|
Episode 19: Life Planning (with David Frank)
|
Feb 05, 2021 |
|
Episode 18: Making Money with Clinical Groups (featuring Carrie Haynes)
|
Jan 29, 2021 |
|
Episode 17: Non-Profits in Private Practice (with Tosha Anderson)
|
Jan 22, 2021 |
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Episode 16: Alternate Revenue Steams in Private Practice (with Katie Vernoy)
|
Jan 08, 2021 |
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Episode 15: Financial Hurdles Transitioning from a Solo to Group Practice
|
Dec 18, 2020 |
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Episode 14: Automating Financial Systems in your Private Practice (with Kasey Compton)
|
Dec 11, 2020 |
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Episode 13: Profit First in Private Practice (with Mike Michalowicz)
|
Dec 04, 2020 |
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Episode 12: Year-End Tax Saving Tips for Private Practice
|
Nov 27, 2020 |
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Episode 11: Financial Anxiety as a Private Practice Owner (with Lindsay Bryan-Podvin)
|
Nov 20, 2020 |
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Episode 10: Scaling From 6 Figures to 7 Figures in Private Practice (with Maureen Werrbach)
|
Nov 13, 2020 |
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Episode 9: Billing & Credentialing in Private Practice (with Jeremy Zug)
|
Nov 06, 2020 |
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Episode 8: Money Mindset (with Katie Lemieux)
|
Oct 30, 2020 |
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Episode 7: What insurance do you need for your private practice? (with Jake Mellor)
|
Oct 23, 2020 |
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Episode 6: Compensation Models for Group Practices
|
Oct 16, 2020 |
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Episode 5: Stop Feeling Guilty About Making Money in Private Practice (with Tiffany McLain)
|
Oct 09, 2020 |
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Episode 4: How Productivity & Outsourcing Can Lead to Increased Profits (with Uriah Guilford)
|
Oct 02, 2020 |
|
Episode 1: Want to Work Less and Make More? (with Adrienne Dorison)
|
Sep 25, 2020 |
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Episode 2: 6 Financial Habits of Profitable Private Practice Owners
|
Sep 25, 2020 |
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Episode 3: Why Great Clinicians Fail at Private Practice (with Gordon Brewer)
|
Sep 25, 2020 |
|
Introduction
|
Jul 22, 2020 |