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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/

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