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 questions from practice owners, common places people get stuck (and how to get unstuck), and what it really looks like to tailor Profit First to your own practice. Whether you’re just getting started or ready to dig deeper, you’ll walk away with encouragement, actionable tips, and a whole lot less confusion about your financials!In This Episode<ol><li>Real Profit First Strategies—No Judgment Hear how our coaches help practice owners make decisions, build confidence, and use Profit First as a shame-free tool for growth. If you’ve ever worried about asking a “dumb” question, this one’s for you!</li><li>Behind the Curtain of Office Hours Get a peek at what actually happens in Profit First Academy office hours. From instant assessments to account setup, find out how our coaches break down overwhelm and guide you step-by-step.</li><li>Practical, Personalized Tips from the Experts Learn how to choose account structures that work for you, avoid common accounting pitfalls, and adapt Profit First to support your goals—whether you run a solo or group practice.</li></ol>Links and Resources<ul><li>Money for Therapists Practice Startup - <a href='https://www.greenoakaccounting.com/startup'>https://www.greenoakaccounting.com/startup</a></li><li>GreenOak Accounting - <a href='http://www.greenoakaccounting.com'>www.GreenOakAccounting.com</a></li><li>Therapy For Your Money Podcast - <a href='http://www.therapyforyourmoney.com'>www.TherapyForYourMoney.com</a></li><li>Profit First for Therapists - <a href='http://www.profitfirstfortherapists.com'>www.ProfitFirstForTherapists.com</a></li><li>Profit First Academy - <a href='https://www.profitfirstfortherapists.com/academy'>www.ProfitFirstForTherapists.com/Academy</a> </li></ul>Podcast Production and Show Notes by <a href='https://www.coursecreationstudio.com/'>Course Creation Studio</a>

<description>&lt;p&gt;Ever wish you could pick the brains of Profit First pros &lt;em&gt;just&lt;/em&gt; 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 questions from practice owners, common places people get stuck (and how to get unstuck), and what it &lt;em&gt;really&lt;/em&gt; looks like to tailor Profit First to your own practice. Whether you’re just getting started or ready to dig deeper, you’ll walk away with encouragement, actionable tips, and a whole lot less confusion about your financials!&lt;/p&gt;&lt;p&gt;&lt;b&gt;In This Episode&lt;/b&gt;&lt;/p&gt;&lt;ol&gt;&lt;li&gt;&lt;b&gt;Real Profit First Strategies—No Judgment&lt;/b&gt;&lt;br/&gt;Hear how our coaches help practice owners make decisions, build confidence, and use Profit First as a shame-free tool for growth. If you’ve ever worried about asking a “dumb” question, this one’s for you!&lt;/li&gt;&lt;li&gt;&lt;b&gt;Behind the Curtain of Office Hours&lt;/b&gt;&lt;br/&gt;Get a peek at what actually happens in Profit First Academy office hours. From instant assessments to account setup, find out how our coaches break down overwhelm and guide you step-by-step.&lt;/li&gt;&lt;li&gt;&lt;b&gt;Practical, Personalized Tips from the Experts&lt;/b&gt;&lt;br/&gt;Learn how to choose account structures that work for &lt;em&gt;you&lt;/em&gt;, avoid common accounting pitfalls, and adapt Profit First to support your goals—whether you run a solo or group practice.&lt;/li&gt;&lt;/ol&gt;&lt;p&gt;&lt;b&gt;Links and Resources&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Money for Therapists Practice Startup - &lt;a href='https://www.greenoakaccounting.com/startup'&gt;https://www.greenoakaccounting.com/startup&lt;/a&gt;&lt;/li&gt;&lt;li&gt;GreenOak Accounting - &lt;a href='http://www.greenoakaccounting.com'&gt;www.GreenOakAccounting.com&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Therapy For Your Money Podcast - &lt;a href='http://www.therapyforyourmoney.com'&gt;www.TherapyForYourMoney.com&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Profit First for Therapists - &lt;a href='http://www.profitfirstfortherapists.com'&gt;www.ProfitFirstForTherapists.com&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Profit First Academy - &lt;a href='https://www.profitfirstfortherapists.com/academy'&gt;www.ProfitFirstForTherapists.com/Academy&lt;/a&gt; &lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Podcast Production and Show Notes by &lt;a href='https://www.coursecreationstudio.com/'&gt;Course Creation Studio&lt;/a&gt;&lt;/p&gt;</description>

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 questions from practice owners, common places people get stuck (and how to get unstuck), and what it really looks like to tailor Profit First to your own practice. Whether you’re just getting started or ...

Episode 195: Insider Tips from Profit First Coaches

TFYM 194 | Quarterly Recap with Jacquie (Q3, 2025) Host: Julie Herres, Host of Therapy for Your Money Guest: Jacquie Carter, GreenOak AccountingIn this quarterly check-in, Julie and Jacquie share what’s actually happening inside group practices right now. They cover the real-life challenges with payroll, tough financial decisions, and staying resilient when the industry shifts overnight.In this episode:<ol><li>Get real talk on managing payroll, clinician splits, and benefit costs—even when everyone else seems to be “doing it all.”</li><li>Hear candid, loving advice about facing hard choices and avoiding shame around business struggles.</li><li>Walk away with practical, no-nonsense tips to keep your practice strong—no matter what the economy throws your way.</li></ol>Links And Resources<ul><li>GreenOak Accounting on YouTube - <a href='https://www.youtube.com/@greenoakaccounting'>https://www.youtube.com/@greenoakaccounting</a> </li><li>Money for Therapists Practice Startup - <a href='https://www.greenoakaccounting.com/startup'>https://www.greenoakaccounting.com/startup</a></li><li>GreenOak Accounting - <a href='http://www.greenoakaccounting.com'>www.GreenOakAccounting.com</a></li><li>Therapy For Your Money Podcast - <a href='http://www.therapyforyourmoney.com'>www.TherapyForYourMoney.com</a></li><li>Profit First for Therapists - <a href='http://www.profitfirstfortherapists.com'>www.ProfitFirstForTherapists.com</a></li><li>Profit First Academy - <a href='https://www.profitfirstfortherapists.com/academy'>www.ProfitFirstForTherapists.com/Academy</a> </li><li>Podcast Production and Show Notes by <a href='https://www.coursecreationstudio.com/'>Course Creation Studio</a></li></ul>Get our free KPI tracker to see how you practice measures up to others in the industry! <a href="https://www.therapyforyourmoney.com/kpi">www.therapyforyourmoney.com/kpi</a>

<description>&lt;p&gt;&lt;b&gt;&lt;br/&gt;TFYM 194 | Quarterly Recap with Jacquie (Q3, 2025)&lt;br/&gt;Host: &lt;/b&gt;Julie Herres, Host of Therapy for Your Money&lt;br/&gt;&lt;b&gt;Guest:&lt;/b&gt; Jacquie Carter, GreenOak Accounting&lt;/p&gt;&lt;p&gt;In this quarterly check-in, Julie and Jacquie share what’s &lt;em&gt;actually&lt;/em&gt; happening inside group practices right now. They cover the real-life challenges with payroll, tough financial decisions, and staying resilient when the industry shifts overnight.&lt;/p&gt;&lt;p&gt;&lt;b&gt;In this episode:&lt;/b&gt;&lt;/p&gt;&lt;ol&gt;&lt;li&gt;&lt;b&gt;Get real talk on managing payroll, clinician splits, and benefit costs—even when everyone else seems to be “doing it all.”&lt;/b&gt;&lt;/li&gt;&lt;li&gt;&lt;b&gt;Hear candid, loving advice about facing hard choices and avoiding shame around business struggles.&lt;/b&gt;&lt;/li&gt;&lt;li&gt;&lt;b&gt;Walk away with practical, no-nonsense tips to keep your practice strong—no matter what the economy throws your way.&lt;/b&gt;&lt;/li&gt;&lt;/ol&gt;&lt;p&gt;&lt;b&gt;Links And Resources&lt;/b&gt;&lt;/p&gt;&lt;ul&gt;&lt;li&gt;GreenOak Accounting on YouTube - &lt;a href='https://www.youtube.com/@greenoakaccounting'&gt;https://www.youtube.com/@greenoakaccounting&lt;/a&gt; &lt;/li&gt;&lt;li&gt;Money for Therapists Practice Startup - &lt;a href='https://www.greenoakaccounting.com/startup'&gt;https://www.greenoakaccounting.com/startup&lt;/a&gt;&lt;/li&gt;&lt;li&gt;GreenOak Accounting - &lt;a href='http://www.greenoakaccounting.com'&gt;www.GreenOakAccounting.com&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Therapy For Your Money Podcast - &lt;a href='http://www.therapyforyourmoney.com'&gt;www.TherapyForYourMoney.com&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Profit First for Therapists - &lt;a href='http://www.profitfirstfortherapists.com'&gt;www.ProfitFirstForTherapists.com&lt;/a&gt;&lt;/li&gt;&lt;li&gt;Profit First Academy - &lt;a href='https://www.profitfirstfortherapists.com/academy'&gt;www.ProfitFirstForTherapists.com/Academy&lt;/a&gt; &lt;/li&gt;&lt;li&gt;Podcast Production and Show Notes by &lt;a href='https://www.coursecreationstudio.com/'&gt;Course Creation Studio&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Get our free KPI tracker to see how you practice measures up to others in the industry! &lt;br&gt;&lt;a href="https://www.therapyforyourmoney.com/kpi"&gt;www.therapyforyourmoney.com/kpi&lt;/a&gt;&lt;/p&gt;</description>

 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 payroll, tough financial decisions, and staying resilient when the industry shifts overnight. In this episode: Get real talk on managing payroll, clinician splits, and benefit costs—even when everyo...

Episode 194: Quarterly Recap with Jacquie (Q3, 2025)

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 looks strong, you are definitely not alone. Julie walks you through the six most common cash-flow bottlenecks that drain practices, both big and small, and provides practical, judgment-free advice on how to spot and solve them. Whether you’re a solo owner or running a thriving group, you’ll leave this episode with fresh clarity—and maybe even a little sigh of relief.Three Things You’ll Learn in This Episode:<ol><li>How to spot hidden expenses that might be eating away at your profit (without you even realizing it).</li><li>Why clinician compensation is the “make or break” number for group practice profitability—and what healthy percentages look like.</li><li>How to break the “shiny object” spending cycle and focus your resources where they’ll actually make a difference for your bottom line.</li></ol>Links and ResourcesGroup Practice Con - <a href='https://grouppracticecon.com/'>Join the 2026 Waitlist</a>Money for Therapists Practice Startup - <a href='https://www.greenoakaccounting.com/startup'>https://www.greenoakaccounting.com/startup</a>GreenOak Accounting - <a href='http://www.greenoakaccounting.com'>www.GreenOakAccounting.com</a>Therapy For Your Money Podcast - <a href='http://www.therapyforyourmoney.com'>www.TherapyForYourMoney.com</a>Profit First for Therapists - <a href='http://www.profitfirstfortherapists.com'>www.ProfitFirstForTherapists.com</a>Profit First Academy - <a href='https://www.profitfirstfortherapists.com/academy'>www.ProfitFirstForTherapists.com/Academy</a> Podcast Production and Show Notes by <a href='https://www.coursecreationstudio.com/'>Course Creation Studio</a>

<description>&lt;p&gt;&lt;b&gt;Cash-Flow Series: Where Is Your Money Leaking&lt;/b&gt;?&lt;/p&gt;&lt;p&gt;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. &lt;/p&gt;&lt;p&gt;If you’ve ever wondered why your practice feels “tight” on cash even when revenue looks strong, you are &lt;em&gt;definitely&lt;/em&gt; not alone. Julie walks you through the six most common cash-flow bottlenecks that drain practices, both big and small, and provides practical, judgment-free advice on how to spot and solve them. &lt;/p&gt;&lt;p&gt;Whether you’re a solo owner or running a thriving group, you’ll leave this episode with fresh clarity—and maybe even a little sigh of relief.&lt;/p&gt;&lt;p&gt;&lt;b&gt;Three Things You’ll Learn in This Episode:&lt;/b&gt;&lt;/p&gt;&lt;ol&gt;&lt;li&gt;How to spot hidden expenses that might be eating away at your profit (without you even realizing it).&lt;/li&gt;&lt;li&gt;Why clinician compensation is the “make or break” number for group practice profitability—and what healthy percentages look like.&lt;/li&gt;&lt;li&gt;How to break the “shiny object” spending cycle and focus your resources where they’ll actually make a difference for your bottom line.&lt;/li&gt;&lt;/ol&gt;&lt;p&gt;&lt;b&gt;Links and Resources&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Group Practice Con - &lt;a href='https://grouppracticecon.com/'&gt;Join the 2026 Waitlist&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Money for Therapists Practice Startup - &lt;a href='https://www.greenoakaccounting.com/startup'&gt;https://www.greenoakaccounting.com/startup&lt;/a&gt;&lt;/p&gt;&lt;p&gt;GreenOak Accounting - &lt;a href='http://www.greenoakaccounting.com'&gt;www.GreenOakAccounting.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Therapy For Your Money Podcast - &lt;a href='http://www.therapyforyourmoney.com'&gt;www.TherapyForYourMoney.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Profit First for Therapists - &lt;a href='http://www.profitfirstfortherapists.com'&gt;www.ProfitFirstForTherapists.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Profit First Academy - &lt;a href='https://www.profitfirstfortherapists.com/academy'&gt;www.ProfitFirstForTherapists.com/Academy&lt;/a&gt; &lt;/p&gt;&lt;p&gt;Podcast Production and Show Notes by &lt;a href='https://www.coursecreationstudio.com/'&gt;Course Creation Studio&lt;/a&gt;&lt;/p&gt;</description>

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 looks strong, you are definitely not alone. Julie walks you through the six most common cash-flow bottlenecks that drain practices, both big and small, and provides practical, judgment-free advice o...

Episode 193: Cash-Flow Series: Where Is Your Money Leaking?

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 &quot;unstuck&quot; 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 - <a href='https://grouppracticecon.com/'>Join the 2026 Waitlist</a>Money for Therapists Practice Startup - <a href='https://www.greenoakaccounting.com/startup'>https://www.greenoakaccounting.com/startup</a>GreenOak Accounting - <a href='http://www.greenoakaccounting.com'>www.GreenOakAccounting.com</a>Therapy For Your Money Podcast - <a href='http://www.therapyforyourmoney.com'>www.TherapyForYourMoney.com</a>Profit First for Therapists - <a href='http://www.profitfirstfortherapists.com'>www.ProfitFirstForTherapists.com</a>Profit First Academy - <a href='https://www.profitfirstfortherapists.com/academy'>www.ProfitFirstForTherapists.com/Academy</a> Podcast Production and Show Notes by <a href='https://www.coursecreationstudio.com/'>Course Creation Studio</a>

<description>&lt;p&gt;In this episode, we tackle the most common&lt;b&gt; cash bottlenecks on the &lt;/b&gt;&lt;b&gt;&lt;em&gt;incoming&lt;/em&gt;&lt;/b&gt;&lt;b&gt; side &lt;/b&gt;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 &lt;em&gt;team&lt;/em&gt; of billers creates helpful redundancies.&lt;/p&gt;&lt;p&gt;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 &amp;quot;unstuck&amp;quot; it quickly.&lt;/p&gt;&lt;p&gt;Next week, Part 2 digs into the &lt;em&gt;spending&lt;/em&gt; side—where cash exits your practice and how to plug leaks without stalling growth.&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;b&gt;Links and Resources&lt;/b&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;Group Practice Con - &lt;a href='https://grouppracticecon.com/'&gt;Join the 2026 Waitlist&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Money for Therapists Practice Startup - &lt;a href='https://www.greenoakaccounting.com/startup'&gt;https://www.greenoakaccounting.com/startup&lt;/a&gt;&lt;/p&gt;&lt;p&gt;GreenOak Accounting - &lt;a href='http://www.greenoakaccounting.com'&gt;www.GreenOakAccounting.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Therapy For Your Money Podcast - &lt;a href='http://www.therapyforyourmoney.com'&gt;www.TherapyForYourMoney.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Profit First for Therapists - &lt;a href='http://www.profitfirstfortherapists.com'&gt;www.ProfitFirstForTherapists.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Profit First Academy - &lt;a href='https://www.profitfirstfortherapists.com/academy'&gt;www.ProfitFirstForTherapists.com/Academy&lt;/a&gt; &lt;/p&gt;&lt;p&gt;Podcast Production and Show Notes by &lt;a href='https://www.coursecreationstudio.com/'&gt;Course Creation Studio&lt;/a&gt;&lt;/p&gt;</description>

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...

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

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 ResourcesMoney for Therapists Practice Startup - <a href='https://www.greenoakaccounting.com/startup'>https://www.greenoakaccounting.com/startup</a>GreenOak Accounting - <a href='http://www.greenoakaccounting.com'>www.GreenOakAccounting.com</a>Therapy For Your Money Podcast - <a href='http://www.therapyforyourmoney.com'>www.TherapyForYourMoney.com</a>Profit First for Therapists - <a href='http://www.profitfirstfortherapists.com'>www.ProfitFirstForTherapists.com</a>Profit First Academy - <a href='https://www.profitfirstfortherapists.com/academy'>www.ProfitFirstForTherapists.com/Academy</a> Podcast Production and Show Notes by <a href='https://www.coursecreationstudio.com/'>Course Creation Studio</a>Get our free KPI tracker to see how you practice measures up to others in the industry! <a href="https://www.therapyforyourmoney.com/kpi">www.therapyforyourmoney.com/kpi</a>

<description>&lt;p&gt;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 &lt;em&gt;really&lt;/em&gt; shouldn’t take tax advice from Facebook groups or TikTok. We want you to feel a little more confident—one step at a time.&lt;/p&gt;&lt;p&gt;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!&lt;/p&gt;&lt;p&gt;&lt;b&gt;Links and Resources&lt;/b&gt;&lt;/p&gt;&lt;p&gt;Money for Therapists Practice Startup - &lt;a href='https://www.greenoakaccounting.com/startup'&gt;https://www.greenoakaccounting.com/startup&lt;/a&gt;&lt;/p&gt;&lt;p&gt;GreenOak Accounting - &lt;a href='http://www.greenoakaccounting.com'&gt;www.GreenOakAccounting.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Therapy For Your Money Podcast - &lt;a href='http://www.therapyforyourmoney.com'&gt;www.TherapyForYourMoney.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Profit First for Therapists - &lt;a href='http://www.profitfirstfortherapists.com'&gt;www.ProfitFirstForTherapists.com&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Profit First Academy - &lt;a href='https://www.profitfirstfortherapists.com/academy'&gt;www.ProfitFirstForTherapists.com/Academy&lt;/a&gt; &lt;/p&gt;&lt;p&gt;Podcast Production and Show Notes by &lt;a href='https://www.coursecreationstudio.com/'&gt;Course Creation Studio&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Get our free KPI tracker to see how you practice measures up to others in the industry! &lt;br&gt;&lt;a href="https://www.therapyforyourmoney.com/kpi"&gt;www.therapyforyourmoney.com/kpi&lt;/a&gt;&lt;/p&gt;</description>

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 yo...

Episode 191: What Your Tax Accountant Wishes You Knew

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.

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