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

1. 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!
2. 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.
3. 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.

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

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:

1. Get real talk on managing payroll, clinician splits, and benefit costs—even when everyone else seems to be “doing it all.”
2. Hear candid, loving advice about facing hard choices and avoiding shame around business struggles.
3. Walk away with practical, no-nonsense tips to keep your practice strong—no matter what the economy throws your way.

Links And Resources

• GreenOak Accounting on YouTube - https://www.youtube.com/@greenoakaccounting
• 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

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:

1. How to spot hidden expenses that might be eating away at your profit (without you even realizing it).
2. Why clinician compensation is the “make or break” number for group practice profitability—and what healthy percentages look like.
3. How to break the “shiny object” spending cycle and focus your resources where they’ll actually make a difference for your bottom line.

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