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Episode 192: Cash-Flow Series: Where Is Your Money Stuck?
In this episode, we tackle the most common cash bottlenecks on the incoming side of your private practice. Julie explains why problems are inevitable in business—and how a calm, systems-first response keeps money moving. You’ll learn how to spot a billing slowdown vs. a standstill, which weekly metrics to review, and why working with a team of billers creates helpful redundancies.
Julie rounds things out with insurance-specific red flags and practical safeguards. With consistent metrics and owner-level oversight, you can identify where cash is getting stuck and "unstuck" it quickly.
Next week, Part 2 digs into the spending side—where cash exits your practice and how to plug leaks without stalling growth.
Links and Resources
Group Practice Con - Join the 2026 Waitlist
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
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By Julie Herres
4.9
4949 ratings
In this episode, we tackle the most common cash bottlenecks on the incoming side of your private practice. Julie explains why problems are inevitable in business—and how a calm, systems-first response keeps money moving. You’ll learn how to spot a billing slowdown vs. a standstill, which weekly metrics to review, and why working with a team of billers creates helpful redundancies.
Julie rounds things out with insurance-specific red flags and practical safeguards. With consistent metrics and owner-level oversight, you can identify where cash is getting stuck and "unstuck" it quickly.
Next week, Part 2 digs into the spending side—where cash exits your practice and how to plug leaks without stalling growth.
Links and Resources
Group Practice Con - Join the 2026 Waitlist
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
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