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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
Episode 194: Quarterly Recap with Jacquie (Q3, 2025)
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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:
- Get real talk on managing payroll, clinician splits, and benefit costs—even when everyone else seems to be “doing it all.”
- Hear candid, loving advice about facing hard choices and avoiding shame around business struggles.
- 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