Sign up for the FREE Masterclass - From Solo to Super Team: How to Build a 7 Figure Group Practice → https://mccancemethod.com/webinar-free-masterclass-from-solo-to-superteam/
In this episode, CEO of Green Oak Accounting Julie Herres discusses her formula to profit success. Julie shares all her tips on how to manage your money to your advantage!
Make sure to bring your paper and pen because this episode is full of actionable tips!
Here are some key points in this episode:
[3:32] What is profit first?
[6:12] The 6 foundational bank accounts you need
[12:32] Let’s talk about profit!
[19:45] First step for following the profit first model
[21:11] What sets Millionaires apart from the rest
Links From Episode:
Book and Free Calculator: https://www.profitfirstfortherapists.com/nicole
Therapy for your money Podcast: https://podcasts.apple.com/ca/podcast/therapy-for-your-money/id1524720486
More about Julie:
Julie Herres is the founder and CEO of GreenOak Accounting, a firm that exclusively serves therapists, psychologists, and counselors in private practice across the United States. Over the years, Julie and her team have worked with hundreds of private practice owners and developed serious knowledge about what makes a practice financially successful. GreenOak’s goal is to help practice owners feel comfortable with the financial side of their businesses and have profitable practices. Some of the firm’s biggest success stories were achieved through implementing Profit First. Julie is an accountant and an enrolled agent (EA). She is also a speaker and the host of the Therapy for Your Money podcast.
Websites:
Greenoak Accounting - https://www.greenoakaccounting.com/
Social Media Links:
Instagram - @greenoakacct
How We Can Work Together:
Book a Practice Growth Audit Call - https://mccancemethod.com/practice-growth-audit/
Here is How to Subscribe & Leave a Review (pretty-please):
Want to get notifications when I release new episodes so you don’t miss out on anything?
Follow my show on Apple Podcasts by going to The Business Savvy Therapist and tapping the + Follow button or by tapping the More button (the three dots) and tapping Follow Show.
Please leave a rating and a review, it would mean the world to me. Let me know what you think of the podcast and what I can do to make it better for you.
Y
Follow me on Instagram, @nicole.mccanncemethod. If this episode provided you with value and inspiration, please leave a review and DM to let me know. Click here: https://www.instagram.com/nicole.mccancemethod
Join the FREE private community for therapists: Expand your Psychotherapy Practice → https://www.facebook.com/groups/947689352498639
Sign up for the FREE training- Level Up to a Thriving Group Practice in 6 Months or Less → https://mccancemethod.com/webinar-free-masterclass-from-solo-to-superteam/
Sign up for the FREE Masterclass - From Solo to Super Team: How to Build a 7 Figure Group Practice → https://mccancemethod.com/webinar-free-masterclass-from-solo-to-superteam/
In this episode, CEO of Green Oak Accounting Julie Herres discusses her formula to profit success. Julie shares all her tips on how to manage your money to your advantage!
Make sure to bring your paper and pen because this episode is full of actionable tips!
Here are some key points in this episode:
[3:32] What is profit first?
[6:12] The 6 foundational bank accounts you need
[12:32] Let’s talk about profit!
[19:45] First step for following the profit first model
[21:11] What sets Millionaires apart from the rest
Links From Episode:
Book and Free Calculator: https://www.profitfirstfortherapists.com/nicole
Therapy for your money Podcast: https://podcasts.apple.com/ca/podcast/therapy-for-your-money/id1524720486
More about Julie:
Julie Herres is the founder and CEO of GreenOak Accounting, a firm that exclusively serves therapists, psychologists, and counselors in private practice across the United States. Over the years, Julie and her team have worked with hundreds of private practice owners and developed serious knowledge about what makes a practice financially successful. GreenOak’s goal is to help practice owners feel comfortable with the financial side of their businesses and have profitable practices. Some of the firm’s biggest success stories were achieved through implementing Profit First. Julie is an accountant and an enrolled agent (EA). She is also a speaker and the host of the Therapy for Your Money podcast.
Websites:
Greenoak Accounting - https://www.greenoakaccounting.com/
Social Media Links:
Instagram - @greenoakacct
How We Can Work Together:
Book a Practice Growth Audit Call - https://mccancemethod.com/practice-growth-audit/
Here is How to Subscribe & Leave a Review (pretty-please):
Want to get notifications when I release new episodes so you don’t miss out on anything?
Follow my show on Apple Podcasts by going to The Business Savvy Therapist and tapping the + Follow button or by tapping the More button (the three dots) and tapping Follow Show.
Please leave a rating and a review, it would mean the world to me. Let me know what you think of the podcast and what I can do to make it better for you.
Y
Follow me on Instagram, @nicole.mccanncemethod. If this episode provided you with value and inspiration, please leave a review and DM to let me know. Click here: https://www.instagram.com/nicole.mccancemethod
Join the FREE private community for therapists: Expand your Psychotherapy Practice → https://www.facebook.com/groups/947689352498639
Sign up for the FREE training- Level Up to a Thriving Group Practice in 6 Months or Less → https://mccancemethod.com/webinar-free-masterclass-from-solo-to-superteam/