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Artwork for Therapy For Your Money

Therapy For Your Money

Julie Herres
Private Practice
Greenoak Accounting
Profit First
Therapy Practices
Private Practice Elevation
Marketing Strategies
Non-Profit Organizations
Insurance
Divorce
Revenue Cycle Management
Website Design
Financial Literacy
For-Profit Businesses
Donations
Tax Compliance
Electronic Health Record
Credentialing
Billing
SEO
Client Acquisition

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... more

PublishesWeeklyEpisodes215Founded6 years ago
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Business

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Artwork for Therapy For Your Money

Latest Episodes

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?

more

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 g... more

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 Prof... more

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 i... more

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Recent Guests

Angelica Epps
Manager of the Profit First Academy and Profit First website
Profit First Academy
Episode: Episode 212: Profit First: The Questions Practice Owners Are Really Asking
Brian Gallagher
PT, founder of MEG Business
MEG Business Management
Episode: Episode 211: Clinician to CEO: The Financial Leadership Shift to Scale with Brian Gallagher
Eric Miller
CEO of Econologics, a financial planning firm that works with business owners
Econologics
Episode: Episode 208: Why Your Practice Shouldn’t Be Your Only Retirement Plan
Uriah Guilford
Founder of Productive Therapist, focused on AI-enabled intake solutions
Productive Therapist
Episode: Episode 207: Missed Calls = Missed Revenue: Using AI to Convert Inquiries into Appointments
Jacquie Carter
Seasoned advisor to private practice owners, guest for quarterly recap
GreenOak Accounting
Episode: Episode 204: Looking Back at 2025, Ahead to 2026 with Jacquie & Julie
Adam Rook
Member of the tax team at GreenOak Accounting
GreenOak Accounting
Episode: Episode 203: Common Tax Credits and Deductions for Practice Owners in 2026
Alex Antonucci
Profit First reader and Profit First Academy member
Private practice clinician, Pittsburgh
Episode: Episode 202: A Profit First Journey: Confessions of a First-Year Practice Owner
Ginger Houghton
Owner of Bright Spot Therapy; CFO client of GreenOak
Bright Spot Therapy
Episode: Episode 201: How Ginger Used Red Carpet Exits to Transform Her Practice from 1099 to W2
Jeremy Zug
Co-founder of Practice Solutions
Episode: Episode 174: Mastering Insurance as a Revenue Stream

Host

Julie Herres
Host of a podcast focused on financial education for private practice owners, shares best practices for financial stability and insights on running a successful therapy practice.

Reviews

4.8 out of 5 stars from 74 ratings
  • Fantastic!

    Julie offers a wealth of information in a clear and approachable manner.

    Apple Podcasts
    5
    RH232
    United Statesa year ago
  • One of my fave podcasts

    I have listened to nearly every episode and look forward to new episodes every week! My go to business podcast as a therapist.

    Apple Podcasts
    5
    Laurenkenna
    United Statesa year ago
  • Wow!

    Wow!

    Apple Podcasts
    5
    Blainerunner!
    United Statesa year ago
  • Mindset meets practical

    Came for confidence and mindset angle but stayed for the practical advice. Highly recommend!

    Apple Podcasts
    5
    Krista Walsh
    United Statesa year ago
  • Wonderful resource for practice owners

    The podcast host Julie Harres is thoughtful and articulate interviewer. The questions that are asked are poignant and show an intimate understanding of what it takes to run a private practice.

    Apple Podcasts
    5
    Avivitka
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the clear, approachable manner in which financial concepts are presented.
Listeners express gratitude for actionable insights that help demystify the business side of therapy practices.
Many highlight the podcast as an essential resource for private practice owners seeking practical financial guidance.
There is consistent praise for the host's expertise and ability to communicate complex topics in a relatable way.

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Talking Points

Recent interactions between the hosts and their guests.

Episode 212: Profit First: The Questions Practice Owners Are Really Asking
Q: What would you tell therapists if you could make just one money rule mandatory for a therapist?
Know your numbers and ensure you have access to them because being a great clinician does not automatically make you a good business owner; financial literacy is learnable and essential for decision-making and profitability.
Episode 203: Common Tax Credits and Deductions for Practice Owners in 2026
Q: Please run us through the difference between a tax credit and a tax deduction.
Deductions reduce your taxable income, while credits reduce the actual tax you owe, making credits generally more valuable since they directly lower the tax bill rather than the income subject to tax.
Episode 207: Missed Calls = Missed Revenue: Using AI to Convert Inquiries into Appointments
Q: What happens when someone calls in looking for therapy?
The AI-assisted intake greets the caller, answers basic questions about fees and insurance, collects necessary information, and offers a scheduled call with a human intake coordinator for the next step, with a seamless handoff if needed.
Episode 201: How Ginger Used Red Carpet Exits to Transform Her Practice from 1099 to W2
Q: What is the best way for people to reach out to Ginger if they are interested in working with her?
Ginger provides contact through her course, LinkedIn, and Bright Spot Therapy website, and encourages scheduling consulting early to avoid complications and ensure a smooth transition.
Episode 202: A Profit First Journey: Confessions of a First-Year Practice Owner
Q: Take us back to the beginning of your Profit First Journey. What did that look like?
The guest describes being gifted the Profit First book by a family member, instantly finding the approach intuitive, and using it to structure the practice from day one, including opening multiple bank accounts and setting allocations to align with future goals.

Audience Metrics

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Frequently Asked Questions About Therapy For Your Money

What is Therapy For Your Money about and what kind of topics does it cover?

Focused on the intersection of finance and mental health practices, this show provides valuable insights tailored for private practice owners. The conversations address essential financial topics such as income prediction, insurance management, and effective marketing strategies, often featuring expert guests who share their expertise in the realms of therapy, accounting, and business development. Notably, the host, an experienced accountant, emphasizes practical steps that practitioners can use to enhance their operational efficiency and financial stability, making this content highly relevant for those in the mental health field seeking to improve their practice management under the pressures of evolving market needs.

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How many episodes of Therapy For Your Money are there?

Therapy For Your Money launched 6 years ago and published 215 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Therapy For Your Money?

Recent guests on Therapy For Your Money include:

1. Angelica Epps
2. Brian Gallagher
3. Eric Miller
4. Uriah Guilford
5. Jacquie Carter
6. Adam Rook
7. Alex Antonucci
8. Ginger Houghton

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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