PODCAST · business
Therapy For Your Money
by 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 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
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Episode 216: Quarterly Check-In: Taxes, Payroll, and Hard Truths for Practice Owners
Running a private practice means making a lot of decisions, some exciting, some uncomfortable, and some that just can’t wait. In this quarterly check-in, I’m joined by Jacquie Carter from our GreenOak team to talk about what we’re actually seeing behind the scenes right now. From tax planning...
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Episode 215: The Hidden Bottlenecks Slowing Down Your Practice Growth with Joshua Brummel
If you’ve crossed (or are approaching) that $1M mark in your practice, you’ve probably realized something… growth doesn’t get easier—it just gets different. In this episode, I’m joined by Joshua Brummel from Therapy Flow to talk about the hidden bottlenecks that show up as you scale from $1M to…
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Episode 214: The Capacity Code: Why More Self-Care Isn’t Working
If you’ve ever felt like you’re doing all the right things—taking time off, booking the massage, squeezing in a workout—but still feeling exhausted… this episode is going to hit home. Because what if the problem isn’t that you need more self-care? In this conversation, I sit down with Valarie...
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Episode 213: The 5-Step Framework to Scaling a 7-Figure Practice w/ Nicole McCance
What does it really take to scale a therapy practice to 7 figures, without burning out or creating chaos behind the scenes? In this episode, Julie sits down with returning guest Nicole McCance to break down her proven 5-step framework for scaling a group practice. From systemizing your operations...
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Episode 212: Profit First: The Questions Practice Owners Are Really Asking
If you’ve ever thought, “I’ve heard of Profit First… but I still have questions,” you’re not alone. In this episode, Julie is joined by Angelica Epps for a real, behind-the-scenes Q&A based on what practice owners are actually asking inside the Profit First Academy. From “Do I even make enough to...
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Episode 211: Clinician to CEO: The Financial Leadership Shift to Scale with Brian Gallagher
What does it actually take to grow from clinician to CEO? In this episode, Julie sits down with Brian Gallagher to unpack the financial leadership shifts required to scale a private practice—without burning out or building a business that runs you into the ground. They dive into why so many...
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Episode 210: Replace Panic With Process: Using KPIs to Lead Your Practice
You’re tracking your KPIs… but what do you actually do with them? In this episode, I’m walking you through how to move beyond just looking at your numbers and start using them to lead your practice. Because tracking KPIs isn’t leadership—using them to drive decisions, assign ownership, and take...
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Episode 209: How Much Financial Transparency Is Too Much in Private Practice?
How Much Financial Transparency Is Too Much in Private Practice? Transparency with your team can be a great leadership quality. But when it comes to your practice finances, sharing too much information can sometimes create confusion, pressure, and unintended consequences. In this episode of…
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Episode 208: Why Your Practice Shouldn’t Be Your Only Retirement Plan
Many private practice owners assume their business will eventually fund their retirement. After all, you’ve spent years building it, surely it will be worth enough someday to carry you through your later years. But relying solely on your practice as your retirement strategy can be risky. In this...
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Episode 207: Missed Calls = Missed Revenue: Using AI to Convert Inquiries into Appointments
When inquiry volume slows down, every single call matters. In today’s private practice landscape, you can’t afford to miss opportunities simply because you didn’t respond fast enough. Research shows that the first practice to respond often wins the client — even if they weren’t the client’s first...
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Episode 206: How Much Is Too Much? The Rent Equation That Can Make or Break Your Profit
The Rent Equation That Can Make or Break Your Profit Rent usually isn’t your biggest expense — payroll almost always takes that spot. But rent is one of the biggest long-term commitments you’ll ever make in your practice. When you sign a 5- or 10-year lease, that decision follows you. And I’ve…
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Episode 205: Divorce as a Practice Owner: What You Need to Know
Divorce is hard. It’s emotional. It’s overwhelming. And when you own a private practice, it can feel even more complicated. Your practice isn’t just a job—it’s an asset. It’s a cash flow machine. It’s how you pay your bills, support your family, and serve your clients. So what happens to it in a...
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Episode 204: Looking Back at 2025, Ahead to 2026 with Jacquie & Julie
In this quarterly review episode, Julie and Jacquie reflect on what private practice owners experienced in 2025 and what to expect in 2026. From staffing challenges and rising expenses to burnout and big leadership transitions, they share what they are seeing behind the scenes with real…
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Episode 203: Common Tax Credits and Deductions for Practice Owners in 2026
Common Tax Credits and Deductions for Practice Owners in 2026 Tax season doesn’t have to be a mystery, and you might be leaving money on the table without even realizing it. In this episode, Julie Herres sits down with Adam Rook from the GreenOak Accounting tax team to break down the most common...
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Episode 202: A Profit First Journey: Confessions of a First-Year Practice Owner
A Profit First Journey: Confessions of a First-Year Practice Owner Starting a private practice can feel equal parts exciting and overwhelming—especially when it comes to money. In this episode of Therapy for Your Money, Julie sits down with Alex Antonucci, a first-year practice owner who isn’t...
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Episode 201: How Ginger Used Red Carpet Exits to Transform Her Practice from 1099 to W2
Making the shift from independent contractors (1099s) to employees (W2s) can feel overwhelming for private practice owners—and let’s be honest, it can stir up a lot of big feelings for your team too! In this episode, Julie Herres sits down with Ginger Houghton, owner of Bright Spot Therapy, to...
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Episode 200: How I Would Start My Private Practice: with $5000 (3 of 3)
If you’ve ever dreamed about opening your own private practice, but the numbers are making your head spin (hello, startup costs!), this episode is for you. I’m walking you through exactly how I’d build a private practice with a $5,000 budget. Where I’d spend, what I’d skip, and the mindset shifts...
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Episode 199: How I Would Start My Private Practice: with $3000 (2 of 3)
Starting a private practice with a limited budget can feel daunting—but with the right plan, $3,000 can go further than you think! In this episode, Julie Herres shares exactly how she’d launch a new practice if she had $3,000 to spend. Discover the must-haves, the smart shortcuts, and the areas...
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Episode 198: How I Would Start My Private Practice: with $1000 (1 of 3)
How I Would Start My Private Practice: with $1,000 What would it actually look like to launch a solo private practice with just $1,000? In this episode, Julie Herres kicks off a practical three-part series walking you through exactly how she would build a private practice from the ground...
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Episode 197: Is Getting a Tax Refund a Good Thing for a Therapy Practice?
Is Getting a Tax Refund a Good Thing for a Therapy Practice? Welcome back to Therapy For Your Money, and Happy New Year! I’m Julie Herres, and I know tax season brings lots of questions—especially when it comes to tax refunds. For many business owners, that refund feels like a windfall or a…
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Episode 196: Eyes Wide Open - Prepping Your Practice for 2026
Eyes Wide Open: Prepping Your Practice for 2026 Let’s face it, 2025 has been a wild ride for so many practice owners. But while we can’t predict every curveball coming our way, we can go into the new year feeling informed, prepared, and ready to roll with whatever comes next. In this episode, I’m...
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Episode 195: Insider Tips from Profit First Coaches
Ever wish you could pick the brains of Profit First pros just for private practice? This episode brings you behind the scenes of Profit First Academy office hours with two of our most experienced coaches, Carolyn Chrestman and Hannah Dyer. Julie sits down with Carolyn and Hannah to share real...
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Episode 194: Quarterly Recap with Jacquie (Q3, 2025)
TFYM 194 | Quarterly Recap with Jacquie (Q3, 2025) Host: Julie Herres, Host of Therapy for Your Money Guest: Jacquie Carter, GreenOak Accounting In this quarterly check-in, Julie and Jacquie share what’s actually happening inside group practices right now. They cover the real-life challenges with...
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Episode 193: Cash-Flow Series: Where Is Your Money Leaking?
Cash-Flow Series: Where Is Your Money Leaking? In this episode, Julie dives into the not-so-fun—but oh-so-important—side of practice finances: figuring out where your hard-earned money is sneaking out the door. If you’ve ever wondered why your practice feels “tight” on cash even when revenue…
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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...
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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...
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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...
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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...
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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...
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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…
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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…
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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 this habit—and why it can quietly derail your business if you’re not careful....
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Episode 184: LOC vs Loan vs. Credit Cards
Episode 184: Should You Use a Loan to Grow Your Practice? Thinking about taking on debt to start or grow your private practice? In this episode, we’re breaking down the most common types of loans available to practice owners—including the pros, cons, and risks no one talks about. From lines of...
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OBBB: What does the new tax law mean for your private practice?
Special Episode: Navigating New 2025 Tax Laws for Therapy Practice Owners In this special summer edition of 'Therapy for Your Money', host Julie Herres, owner of Green Oak Accounting, discusses important updates from the new tax bill that affect small business owners and private practice...
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Episode 182: Quarterly recap with Jacquie
Therapist Finances in 2025: What’s Working, What’s Risky, and What to Watch In this quarterly recap, Julie Herres sits down with Green Oak Accounting’s Jacquie Carter for a candid conversation about the financial realities therapy practice owners are facing in 2025. From insurance shifts to…
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Episode 181: How the ultrarich avoid paying taxes
Understanding Tax Inequities: Why Billionaires Pay Less In this episode of 'Therapy for Your Money,' host Julie Herres, an accountant and owner of Green Oak Accounting, delves into the often-asked question of why billionaires seem to pay so little in taxes compared to small business owners. Julie...
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Episode 180: Don’t Freak Out: Smart Money Moves in a Shaky Economy
Smart Money Moves for Therapists in a Shaky Economy Feeling nervous about the economy? You're not alone—and you’re not powerless. In this episode, Julie Herres welcomes financial planner David Frank back to the show for a calming and practical conversation about what therapists can do when things...
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Episode 179: From Contractors to Employees — What Therapists Need to Know
Episode Summary Thinking about switching your group practice from 1099 contractors to W-2 employees? You’re not alone—and you’re not crazy for feeling overwhelmed by it. In this episode, Julie talks with group practice owner and consultant Amy Dover about her real-life journey making this...
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Episode 178: How to scale your practice...AND FAST!
Scale Your Therapy Practice Fast: Clinicians, Clients, Cash & Space In this episode, Julie walks you through the four critical systems you need to grow your therapy practice quickly and sustainably. You’ll learn how to recruit clinicians before you need them, attract a steady stream of clients,...
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Episode 177 Beyond Therapy: Positioning Your Practice as a Supervision Hub for Growth
Adding Supervision to Your Therapy Practice for Financial Stability In this episode of 'Therapy for Your Money,' host Julie Herres welcomes Brittany Schank to discuss the benefits of incorporating supervision into therapy practices. Brittany, a group practice owner from Fargo, North Dakota…
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Episode 176: What's the Balance? Frugal Spending vs. Investing in the Future
Budgeting vs. Investing: Smart Financial Decisions for Therapy Practice Owners In this episode of 'Therapy for Your Money,' host Julie Herres, owner of GreenOak Accounting, discusses how therapy practice owners can navigate the challenging decision of when to be frugal versus when to invest in...
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Episode 175: Managing Online Course Revenue Alongside Your Private Practice
Adding an online course or coaching offer can feel like a natural next step for private practice owners—but it comes with its own financial considerations. In this episode, Julie Herres walks through how to manage revenue from a course or other non-clinical income stream without creating chaos in...
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Episode 174: Mastering Insurance as a Revenue Stream
Optimizing Insurance for Therapy Practices with Jeremy Zug In this episode of Therapy for Your Money, host Julie Herres speaks with Jeremy Zug, co-founder of Practice Solutions, about the intricacies of insurance for therapy practices. They discuss the reasons for taking insurance, navigating...
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Episode 173: Your Practice, Your Numbers: Why Owning Your Financial Data Matters
Navigating Finances and Tech for Your Therapy Practice In this episode of Therapy for Your Money, Julie Herres, owner and accountant at GreenOak Accounting, discusses how technology impacts financial management for therapy practice owners. This episode was recorded after the unexpected closure of...
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Episode 172: Tips to Predict Income & Increase Take-Home Pay in Private Practice
Maximizing Income in Private Therapy Practice In this episode of Therapy for Your Money, host Julie Herres shares valuable tips on how therapists in private practice can predict their income and maximize their take-home pay. Julie explores three controllable factors in a practice: the number of...
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Episode 171: When Telehealth Crosses State Lines...
Navigating Tax Considerations for Multi-State Telehealth Practitioners In this episode of 'Therapy for Your Money,' host Julie Herres addresses a listener-submitted question about tax considerations for clinicians providing telehealth services across state lines. Julie highlights the complexities...
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Episode 170: Financial Literacy for Leaders and Clinicians
Understanding Financial Health: A Guide for Therapy Practice Leaders In this episode of 'Therapy for Your Money,' host Julie Herres tackles the crucial issue of financial literacy for group practice leaders and clinicians. Julie, an accountant and the owner of Green Oak Accounting offers insights...
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Episode 169: Why Relationships Matter in Marketing
Join host Julie Herres on Therapy for Your Money as she sits down with Jamie Schrier to discuss the essentials of relationship marketing for therapy practice owners. They delve into why marketing is crucial for bringing dollars into your practice and the challenges many therapists face when it...
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Episode 168: Industry Update: End of 2024 Edition
Navigating Financial Challenges in 2025: Insights and Strategies for Therapy Practice Owners In this episode of 'Therapy for Your Money,' host Julie Herres, owner of Green Oak Accounting and author of 'Profit First for Therapists,' is joined by frequent guest Jacquie Carter to discuss various...
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Episode 167: The Profitable Website: Turning Design into Dollars
Increase Client Conversions with Effective Website Strategies In this episode of 'Therapy for Your Money,' host Julie Herres is joined by Daniel Fava from Private Practice Elevation to discuss the importance of investing in a well-designed website for therapy practices. Daniel shares common...
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ABOUT THIS SHOW
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.
HOSTED BY
Julie Herres
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Frequently Asked Questions
How many episodes does Therapy For Your Money have?
Therapy For Your Money currently has 220 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Therapy For Your Money 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...
How often does Therapy For Your Money release new episodes?
Therapy For Your Money publishes regularly with 220 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Therapy For Your Money?
You can listen to Therapy For Your Money on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Therapy For Your Money?
Therapy For Your Money is created and hosted by Julie Herres.
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