Therapy For Your Money

Julie Herres
  • 4.9 (49)
  • BUSINESS
  • UPDATED BIWEEKLY

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.

  1. 18H AGO

    Episode 192: Cash-Flow Series: Where Is Your Money Stuck?

    In this episode, we tackle the most common cash bottlenecks on the incoming side of your private practice. Julie explains why problems are inevitable in business—and how a calm, systems-first response keeps money moving. You’ll learn how to spot a billing slowdown vs. a standstill, which weekly metrics to review, and why working with a team of billers creates helpful redundancies. Julie rounds things out with insurance-specific red flags and practical safeguards.  With consistent metrics and owner-level oversight, you can identify where cash is getting stuck and "unstuck" it quickly. Next week, Part 2 digs into the spending side—where cash exits your practice and how to plug leaks without stalling growth. Links and Resources Group Practice Con - Join the 2026 Waitlist 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

    15 min

  2. NOV 7

    Episode 191: What Your Tax Accountant Wishes You Knew

    Taxes can feel overwhelming, but you don’t have to figure it out alone! In this episode, I’m joined by two of GreenOak’s tax wizards, Morgan and Linda, for an honest, friendly conversation about the tax questions we hear most from practice owners. We’re talking real-life scenarios, the little things that trip people up (and how to avoid them), and why you really shouldn’t take tax advice from Facebook groups or TikTok. We want you to feel a little more confident—one step at a time. Whether you’re still figuring out your business entity, not sure about “finding deductions,” or just want to keep things simple, you’ll leave this episode feeling empowered and maybe even a little relieved. Bring your coffee (and your questions) and let’s dive in! 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 Get our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

    30 min

  3. OCT 31

    Episode 190: In This Economy?! How to Adapt and Thrive (Part 2)

    In this uplifting follow-up episode, Julie Herres welcomes Linzy Bonham from Money Skills for Therapists to talk about what practice owners can actually do when the economy feels uncertain, client demand is softening, and those waitlists have disappeared. If you’re a solo or group practice owner who’s used to worrying about burnout but now find yourself worrying about empty appointment slots, you are not alone! Julie and Linzy get real about the “pendulum swing” from burnout prevention to getting flexible, creative, and—sometimes—doing the unglamorous work that needs to get done to keep your business healthy. This episode is packed with honest advice and plenty of encouragement for anyone facing hard decisions, whether that means picking up a few more client hours or finally trying those marketing ideas you’ve been avoiding. The conversation covers practical strategies for bringing in “fast money,” the difference between working in versus on your business, why measuring what works is essential, and how resilience and adaptability are now your most valuable business assets. If you need a pep talk and some actionable ideas, this one’s for you. Links and Resources Money Skills for Therapists: https://moneynutsandbolts.com/podcast/    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 Editing, Video Production, and Show Notes by Course Creation Studio Get our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

    24 min

  4. OCT 24

    Episode 189: In This Economy?! (Part 1)

    Things are changing in private practice—and if you’ve noticed your business feels a bit more challenging lately, you’re definitely not imagining it. In this episode, Julie is joined by Linzy Bonham to talk about what’s really going on behind the scenes: rising costs, tighter cash flow, shifts in hiring, and why even your go-to marketing tactics might need a rethink. We’re pulling back the curtain on the realities of running a practice “in this economy,” sharing the patterns we’re seeing with clients across the US and Canada, and offering some encouragement along the way. Tune in to feel less alone, get some context for what you’re experiencing, and get ready for next week’s episode where we’ll dive into practical strategies to help you move forward. Links and Resources Money Skills for Therapists: https://moneynutsandbolts.com/podcast/    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 Get our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

    25 min

  5. OCT 17

    Episode 188: Payroll Messes and the Fixes

    Payroll is one of those topics every group practice owner knows is important… but let’s be real, it’s also where things can get really messy, really fast. In this episode, Julie is joined by Julia Henry, GreenOak Accounting Manager, to unpack the most common (and cringe-worthy) payroll mistakes they’ve seen behind the scenes. From missed tax payments to bonus blunders and everything in between, they’re sharing real stories and practical tips to keep your practice out of payroll trouble. Whether you’re new to managing payroll or a seasoned pro, you’ll pick up clear strategies to protect your business and your team. Learn how to spot payroll problems before they snowball, what to do if you’ve fallen behind, and which payroll providers actually have your back. Tune in and discover how a few smart moves today can help you avoid headaches—and IRS nightmares—tomorrow. Don’t miss this essential episode! 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

    21 min

  6. OCT 10

    Episode 187: From Book to Workbook: A New Chapter for Profit First for Therapists

    If Profit First has felt inspiring but hard to implement, this episode is your on-ramp. Julie shares why so many practice owners stall at the “first step,” and hints at a new, ultra-practical way to get moving using what you already have. You’ll hear how to think about profit beyond the P&L and why three specific accounts can meaningfully change how—and how much—you pay yourself. If you want clarity, simple next moves, and a nudge to finish the year strong, hit play and take notes. Resources Profit First for Therapists Workbook book Club: https://www.profitfirstfortherapists.com/fall-book-clubMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation Studio

    11 min

  7. OCT 3

    Episode 186: Strategies for Therapists to Thrive Without Burnout

    In this episode of Therapy for Your Money, Julie chats with Doug Vestal, a former Wall Street exec turned financial coach for therapists and OTs. They delve into the real financial challenges therapists face—such as high student loan debt and low starting salaries—and how these can lead to burnout if not addressed carefully. Doug shares the surprisingly simple wealth-building strategy that works (even if you're not a budget person), why your money mindset matters more than you think, and how early financial habits can set you up for long-term success. Doug also opens up about how a childhood memory shaped his entire financial philosophy. Whether you're solo or in a group practice, you’ll walk away with practical ideas and a fresh perspective on money. Doug’s book Financial Freedom for OTs: A Guide to Building Wealth Without Burnout is available on Amazon and Barnes & Noble. Learn more about his work and his course, Private Pay MBA, at freedomofpractice.com. 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 Get our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

    31 min
  8. Episode 185: The One Trait That Can Quickly Kill Your Business

    SEP 26

    Episode 185: The One Trait That Can Quickly Kill Your Business

    You might think the biggest threats to your private practice are burnout, cash flow issues, or poor marketing… But what if the real danger is something far sneakier? In this episode, I’m breaking down the hidden cost of people-pleasing—and why it can quietly derail your business if you’re not careful. Whether you’ve ever said yes to a raise you couldn’t afford or felt guilty enforcing your cancellation policy, this one’s for you. I’ll walk you through real examples of how people-pleasing shows up in private practice and what to do instead (without becoming a cold-hearted boss!). 🔥 EPISODE HIGHLIGHTS: [00:00] Why being “too nice” can backfire: Let’s talk about the real job of the business owner (hint: it’s not to make everyone happy). [01:40] The most dangerous trait in business:  This one surprised me, too. I share my personal struggle with people-pleasing—and how it nearly cost me as a leader.[03:00] What people-pleasing looks like in real life:  Saying yes to raises you can’t afford? Allowing multiple team members to take the same PTO? These common examples could be quietly hurting your bottom line.[05:00] The unintended cost of “small” perks: Pizza parties, expensive CEUs, and endless snack requests... they add up more than you think. [06:15] Boundary creep: When your kindness becomes chaos: Taking late clients. Waiving cancellation fees. Moving your admin block. Let’s talk about where boundaries really matter. [07:45] Your #1 job as a business owner: Spoiler: It’s ensuring the survival of your practice. And that job is in service to everyone—your team, your clients, and you. [08:30] You don’t owe everyone a “yes”: You can say no with kindness and clarity. Here’s how to build mutual respect while holding firm to what’s best for the business. [10:00] The hard parts of leadership (and why it’s okay to opt out):  Not everyone wants to lead a team—and that’s okay. If managing people drains you, you’re not alone. [12:00] What strong leadership really looks like: Clarity, consistency, and confident decision-making are what your practice needs most. You can be kind and firm.[13:30] Thinking about stepping back from group practice?: If you’re questioning whether business ownership is still the right fit, you’re not failing. It may just be time for a different season—and I share why that’s a powerful decision too.🎧 Listen now to get clarity on what your practice really needs from you—especially if you’re juggling team needs, money decisions, and your own leadership growth.  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  Audio, Video, and Show notes by https://www.coursecreationstudio.com/

    15 min
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About

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.

Information

  • Creator
    Julie Herres
  • Years Active
    2020 - 2025
  • Episodes
    193
  • Rating
    Clean
  • Copyright
    © 2025 Therapy For Your Money
  • Show Website
    Therapy For Your Money

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