I’m so glad to welcome Julie Herres back to the podcast! Julie is the founder of GreenOak Accounting, the host of the Therapy for Your Money Podcast, and the author of Profit First for Therapists. This time, she’s joining me to talk about her brand-new Profit First for Therapists Workbook — a hands-on companion to her original book that helps you actually implement the Profit First system in your practice.

In this episode, we dig into what it really takes to build a financially sustainable practice. Julie explains how she helps therapists move from confusion to clarity by using simple systems that make it easy to know where your money is going, what’s normal for your practice, and how to pay yourself consistently.

We also talk about some of the common money mistakes we see in private practice, especially when it comes to paying your team, setting up payroll, or growing too fast without clear financial guardrails. Julie shares the mindset shifts and practical steps that can help you stay profitable and sustainable long-term.

You’ll hear:

• How Profit First flips the traditional accounting equation
• Why your practice should serve your life — not the other way around
• How to make intentional, values-based decisions with your money
• What to watch for when hiring or adding new revenue streams
• How the new workbook helps you troubleshoot and customize Profit First for your unique practice

If you’ve ever wondered, “Am I doing this money thing right?” then this episode will give you a lot of peace of mind. Julie’s approach takes the intimidation out of accounting and replaces it with clarity and confidence.

Resources Mentioned In This Episode 

Use the promo code “GORDON” to get 2 months of Therapy Notes free

Consulting with Gordon

The PsychCraft Network

Profit First for Therapists Workbook

Therapy For Your Money

GreenOak Accounting

Meet Julie Herres

Julie Herres is on a mission to inspire every private practice to be profitable. Over the last several years, that dream has become reality as Julie and her team have helped hundreds of private practice owners take their profit first and gain financial freedom. As the owner of GreenOak Accounting, Julie leads her firm with this goal in mind, providing tax, accounting and Profit First consulting services to private practices across the United States. Julie is also a Certified Profit First Professional, an IRS Enrolled Agent, a speaker and the host of the Therapy For Your Money podcast.