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Say goodbye to financial stress, and hello to Profit First success!

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Join the Profit First Academy

for Private Practice Owners

Registration is Open for A Limited Time Only!

Maybe you've heard about Profit First and thought about implementing it, but you're not sure how to do it...


Maybe you've started your Profit First journey, but you don't feel like you're doing it "right"...


Maybe you're a Profit First believer, but you're just not sure how to adapt the system in this phase of your practice...

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Join the Profit First Academy




This is a subscription product billed on a annual basis until you cancel. Cancel anytime from the account management page.

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This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.

What is the
Profit First Academy?

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The Profit First financial framework has already helped countless private practice owners just like you to boost their profits and achieve their goals. With expert guidance and practical strategies from the GreenOak Accounting team, you can transform your finances and take control of your business's profitability.


Our comprehensive program is designed to be accessible and easy-to-follow, no matter what your level of financial expertise may be. We provide step-by-step guidance on how to implement Profit First in your practice, with real-world examples and practical exercises to help you apply these principles to your own finances. Our community is full of like-minded entrepreneurs who are eager to share their experiences, offer support, and help you stay accountable on your journey to financial freedom.

So what are you waiting for? Join the Profit First Academy today and start your journey to financial success. Your business deserves it, and so do you.


$54/month Profit First Academy

This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.

What makes the
Profit First Academy
the best choice for your practice?

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When you choose the Profit First Academy, you’ll be working with a team of experts led by Julie Herres, our CEO and author of Profit First for Therapists.


Julie is a renowned expert in the field of financial management for private practice owners, and has helped countless entrepreneurs achieve their financial goals through her guidance and support.


As the author of the book Profit First For Therapists and the host of the Therapy For Your Money Podcast, Julie is a leading voice in the industry, and has been featured on many podcasts and industry conferences.


With her extensive knowledge and experience, as well as her passion for helping others achieve financial success, you can trust that you’ll be in good hands when you join the Profit First Academy.

Access Expert Guidance & Support 

Have you ever...

  • Worried your practice will run out of enough money

  • Been unsure that you're implementing the system correctly

  • Wondered how (or how much) to pay yourself

  • Asked your accountant about Profit First, but they just looked at you with a blank stare

  • Felt like you've hit a snag in the system and aren't sure how to fix it

  • Wished there was someone you could turn to when you have questions

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  • What do I get with my monthly subscription?
    You’ll get 1-on-1 help with our team of experts, access to our entire Profit First template and recorded course library, group accountability, private Facebook group access, and monthly Q&As with Julie Herres!
  • What does the 1-on-1 help look like?
    You’ll have the opportunity to ask your specific Profit First questions at our weekly office hours via Zoom. You can drop in our “office” as frequently as you’d like during the designated times to get personalized help. Attendance is optional and at your discretion, but we encourage you to utilize this amazing benefit!
  • How is this different from the Profit First for Therapists book, or the information on
    The main (and significant) difference is the people-part! With membership, you will get to engage with our Profit First coaches and with other members for support. In addition to the 1-on-1 office hours, you’ll get a live Q&A with Julie Herres. There is also additional training available exclusively in the membership library.
  • Can I implement Profit First on my own after reading the book?
    Yes, absolutely. But if you would like support, accountability and a way to ask questions along the way, the membership is for you!
  • Will I have to share my practice numbers with the group?
    Only if you want to. We may host a "hot seat" Q&A from time to time, and it's 100% up to you if you'd like to sign up. During office hours, you can receive 1-on-1 support from one of our Profit First coaches. This is a private setting where we encourage you to share the nitty-gritty details, but they won't be shared with anyone else.
  • How do I know if the Profit First Academy is right for me?
    The Profit First Academy is designed to support you by giving you foundational steps to Profit First implementation AND giving you a chance to work with Profit First coaches on an ongoing basis. Whether you are brand new to Profit First or have hit some bumps along your journey, we can help.
  • Can't I just work with my accountant or bookkeeper to get Profit First implemented?
    Maybe? If they are Profit First Professionals (PFP), that might be an option. But we know from experience most PFPs charge thousands of dollars to help get Profit First setup and hundreds of dollars each month for ongoing coaching. We priced the Profit First Academy to be accessible and less expensive than an hour of your accountant's time.
  • I've been using Profit First for years, can I still benefit from the Profit First Academy?
    Yes! If you've been implementing Profit First for years, but sometimes feel like something's not quite right, or you'd like some accountability to stay on track, our Profit First coaches can help. You'll be able to skip the modules to Phase 4. You can still benefit from the office hours, Q&As, bonus lessons we have available for you in the Academy.
  • Can I benefit from Profit First Academy if I'm just starting my private practice?
    Absolutely! What a gift it is to be able to start your practice with Profit First. You'll be able to implement the framework from your first dollar earned!
  • What is your refund policy?
    We do not offer refunds on the membership, however you can cancel your subscription at any time directly in Teachable.
  • How long will I have access to the tools in the Profit First Academy?
    As long as you are a member, you will have access! You'll also be able to make a copy of our Google Sheets templates to customize them for your practice. You'll have access to those forever!
  • What is the time commitment of the Academy?
    This is a membership with self-paced curriculum. You can spend as much or as little time as you'd like on the courses. Past members have found the most success by scheduling about 20-30 minutes per week to focus on Profit First.
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