Therapy For Your Money

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.

Therapy For Your Money is a business podcast hosted by Julie Herres, with 217 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Julie Herres hosts Therapy For Your Money, a business show with 217 episodes published.

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  Episode #216

  Episode 216: Quarterly Check-In: Taxes, Payroll, and Hard Truths for Practice Owners

  May 22, 202633 minS6

  <p>Running a private practice means making a lot of decisions, some exciting, some uncomfortable, and some that just can’t wait.</p><p>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 mistakes (yes, we’re going there) to payroll realities, hiring challenges, and a few hard truths practice owners don’t always want to hear, but really need to.</p><p>If you’ve ever thought, “I’ll deal with that later,” this episode is your gentle nudge… because lat...

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  Episode #215

  Episode 215: The Hidden Bottlenecks Slowing Down Your Practice Growth with Joshua Brummel

  May 15, 202630 minS6

  <p>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 $3M and beyond. These aren’t the obvious problems you solved early on, they’re the behind-the-scenes issues that quietly slow your growth, shrink your profit, and stretch your capacity as a CEO. We’re breaking down what’s really going on and what you need to focus on to...

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  Therapy For Your Money

  Episode 214: The Capacity Code: Why More Self-Care Isn’t Working

  May 8, 202629 minS0

  <p>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.</p><p>Because what if the problem isn’t that you need more self-care?</p><p>In this conversation, I sit down with Valarie Harris, author of The Capacity Code, to unpack a powerful idea: many practice owners aren’t dealing with a self-care problem—they’re dealing with a capacity crisis. And until you address that, no amount of bubble baths or weekends off will fix the burno...

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  Episode #213

  Episode 213: The 5-Step Framework to Scaling a 7-Figure Practice w/ Nicole McCance

  May 1, 202622 minS6

  <p>What does it really take to scale a therapy practice <b>to 7 figures, without burning</b> out or creating chaos behind the scenes? In this episode, Julie sits down with returning guest <b>Nicole McCance</b> to break down her proven <b>5-step framework for scaling a group practice</b>. From systemizing your operations and hiring the right first clinician to fixing your biggest conversion gaps, this conversation is packed with practical strategies you can actually implement. Whether you're building your team or refining your systems, this episode will help you grow a practice that’s both sustainable and pr...

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  Episode #212

  Episode 212: Profit First: The Questions Practice Owners Are Really Asking

  Apr 24, 202626 minS6

  <p>If you’ve ever thought, “I’ve heard of Profit First… but I still have questions,” you’re not alone.</p><p>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 start?” to “What’s the difference between profit and owner’s pay?”, nothing is off the table.</p><p>This conversation is a great place to get clarity on how Profit First works in real life—especially if you’re feeling unsure, overwhelmed, or just curious...

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