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

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 (unbilled sessions, note counts, insurance aging, denials, and deposits), and why working with a team of billers creates helpful redundancies. We also cover clinician utilization—how many of the clinical hours you expect are actually filled—and why a dip here often points to a marketing gap rather than a staffing problem.

We round things out with insurance-specific red flags (payer delays, audits, denials) and practical safeguards: verify eligibility before sessions, track trends weekly, and diversify panels so you’re not overly reliant on a single payer. The goal isn’t perfection; it’s visibility. With consistent metrics and owner-level oversight, you can identify where cash is getting stuck and unstick 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 - 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

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 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

Get our free KPI tracker to see how you practice measures up to others in the industry!
www.therapyforyourmoney.com/kpi

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 who’s used to worrying about burnout but now find yourself worrying about empty appointment slots, you are not alone! Julie and Linzy get real about the “pendulum swing” from burnout prevention to getting flexible, creative, and—sometimes—doing the unglamorous work that needs to get done to keep your business healthy.

This episode is packed with honest advice and plenty of encouragement for anyone facing hard decisions, whether that means picking up a few more client hours or finally trying those marketing ideas you’ve been avoiding. The conversation covers practical strategies for bringing in “fast money,” the difference between working in versus on your business, why measuring what works is essential, and how resilience and adaptability are now your most valuable business assets. If you need a pep talk and some actionable ideas, this one’s for you.

Links and Resources

Money Skills for Therapists: https://moneynutsandbolts.com/podcast/

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 Editing, Video 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

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 hiring, and why even your go-to marketing tactics might need a rethink.

We’re pulling back the curtain on the realities of running a practice “in this economy,” sharing the patterns we’re seeing with clients across the US and Canada, and offering some encouragement along the way. Tune in to feel less alone, get some context for what you’re experiencing, and get ready for next week’s episode where we’ll dive into practical strategies to help you move forward.

Links and Resources
Money Skills for Therapists: https://moneynutsandbolts.com/podcast/

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

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 they’ve seen behind the scenes. From missed tax payments to bonus blunders and everything in between, they’re sharing real stories and practical tips to keep your practice out of payroll trouble.

Whether you’re new to managing payroll or a seasoned pro, you’ll pick up clear strategies to protect your business and your team. Learn how to spot payroll problems before they snowball, what to do if you’ve fallen behind, and which payroll providers actually have your back. Tune in and discover how a few smart moves today can help you avoid headaches—and IRS nightmares—tomorrow. Don’t miss this essential episode!

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