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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 216: Quarterly Check-In: Taxes, Payroll, and Hard Truths for Practice Owners
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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 behind the scenes right now. From tax planning mistakes (yes, we’re going there) to payroll realities, hiring challenges, and a few hard truths practice owners don’t always want to hear, but really need to.
If you’ve ever thought, “I’ll deal with that later,” this episode is your gentle nudge… because later is today.
In This Episode, You’ll Discover:
1. Why tax planning starts now, not next April
Waiting until tax season to “fix” your taxes? Unfortunately, that’s when it’s already too late. We break down what proactive planning actually looks like.
2. The financial decisions that quietly put practices at risk
From overpaying payroll to pulling too much out of the business, we’re talking about the patterns we’re seeing (and how to course-correct).
3. What’s actually worth your time as a practice owner
Not every project, rebrand, or idea deserves your attention. We’ll help you refocus on what truly moves the needle.
Resources and Links
- Episode #209: Financial Transparency: How Much Is Too Much? Listen on Apple Podcasts
- 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
- Watch Therapy For Your Money on YouTube: Watch on YouTube
- Podcast Production, Audio Mixing, and YouTube Video Production by James Marland