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Artwork for Therapy For Your Money

Therapy For Your Money

Julie Herres
Private Practice
Greenoak Accounting
Payroll
Profit First
Therapy Practices
Cash Flow
Private Practice Elevation
Marketing Strategies
Non-Profit Organizations
Insurance
Divorce
Profit First For Therapists
Revenue Cycle Management
Website Design
Financial Literacy
For-Profit Businesses
Donations
Tax Compliance
Economy
Delegation

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

PublishesWeeklyEpisodes217Founded6 years ago
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Artwork for Therapy For Your Money

Latest Episodes

Running a private practice means making a lot of decisions, some exciting, some uncomfortable, and some that just can’t wait.

In this quarterly check-in, I’m joined by Jacquie Carter from our GreenOak team to talk about what we’re actually seeing be... more

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 bott... more

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

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Recent Guests

Jacquie Carter
accounting manager at GreenOak Accounting
GreenOak Accounting
Episode: Episode 216: Quarterly Check-In: Taxes, Payroll, and Hard Truths for Practice Owners
Joshua Brummel
Founder of Therapy Flow, provider of CRM and marketing services for private practices
Therapy Flow
Episode: Episode 215: The Hidden Bottlenecks Slowing Down Your Practice Growth with Joshua Brummel
Valarie Harris
Author of The Capacity Code and capacity expert for private practices
Author, Capacity Code; capacity consultant
Episode: Episode 214: The Capacity Code: Why More Self-Care Isn’t Working
Nicole McCance
Business coach and former psychologist
Independent coach; former psychologist
Episode: Episode 213: The 5-Step Framework to Scaling a 7-Figure Practice w/ Nicole McCance
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
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

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 States2 years 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 186: Strategies for Therapists to Thrive Without Burnout
Q: How did your personal history influence your approach to teaching others about money?
He discusses using childhood lessons to inform practical tools like debt payoff strategies and early retirement planning, emphasizing mindset work as the foundation for financial success in therapy careers.
Episode 186: Strategies for Therapists to Thrive Without Burnout
Q: What are some of your poor childhood memories around money?
Doug reflects on family dynamics around money and explains how early experiences shaped his drive for financial independence and disciplined saving, leading to a focus on building wealth to avoid dependence.
Episode 189: In This Economy?! (Part 1)
Q: What have you been seeing in terms of your clients' numbers and the challenges they face?
Many practices face cash distress, with cash flow squeezes affecting payroll, payroll taxes, and owner pay. Even well-established groups struggle when client inflows don't cover rising costs, leading to hard decisions about staffing and compensation.
Episode 194: Quarterly Recap with Jacquie (Q3, 2025)
Q: What should owners do before chasing drastic solutions like loans or drastic pay cuts?
Talk to your accountant early and often before making big payroll, loan, or compensation decisions; get a plan and consider all options before panic moves.
Episode 194: Quarterly Recap with Jacquie (Q3, 2025)
Q: What is the current major pressure on private practices right now?
Payroll expenses are at the center, with many practices overextending benefits and payroll, leading to unsustainable models unless fundamental changes are made.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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 217 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. Jacquie Carter
2. Joshua Brummel
3. Valarie Harris
4. Nicole McCance
5. Angelica Epps
6. Brian Gallagher
7. Eric Miller
8. Uriah Guilford

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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