A Practice Owner's Guide to your Best Year Yet

Planning for Your Best Year Yet: Financial Goal Setting for 2025 In this episode of 'Therapy for Your Money,' host Julie Herres, an accountant and the owner of Green Oak Accounting, shares valuable insights on planning for a prosperous 2025. With her extensive experience working with therapy practice owners across the US, Julie emphasizes the importance of reflecting on the past year to set realistic financial goals. She discusses various financial targets, like revenue and profit margins, and the significance of creating a detailed plan to achieve them. Julie advises focusing on one or two specific goals and tracking progress regularly to ensure success. As she wisely states, 'What gets measured gets attention.' Listeners will learn the importance of aligning business goals with personal aspirations and making necessary adjustments to ensure a balanced and fulfilling year ahead. Episode Highlights 00:00 Welcome to Therapy for Your Money 00:52 Planning for Your Best Year Yet 01:22 Reflecting on the Past Year 05:14 Setting Clear Financial Goals 07:57 Creating a Plan for Success 12:13 Conclusion and Final Thoughts 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