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Julie's Team

I wrote Profit First for Therapists to give practice owners the tools they need to have a profitable practice. In the book, I share all the tricks and tips I have developed while implementing Profit First in a private practice. In addition, I share my knowledge on many other important financial topics like scaling, compensation, paying down debt and more.  

I'd be honored if you would share Profit First for Therapists with your audience, in a way that feels authentic to you. 

Below you will find several options to support the book launch. Feel free to reach out to my team and I and let's come up with creative win-win opportunities!

Can you help me get the Profit First message out?

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We are happy to customize a Profit First topic for your audience. 

Book Julie for your

Podcast

Julie loves to share how Profit First can be a game changer for private practice. She can cover topics like increasing profitability, team compensation, tax tips, budgeting, and more.

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Webinar

Julie is on a mission to share all the best practices she's learned over the years. Invite her to your next webinar and she'll share her wisdom with your membership group, coaching clients or online community!

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Event

Julie has spoken at a number of conferences and events, including the Therapy Reimagined Conference, Group Practice Builders Summit, Faith in Practice Conference and many accounting conferences.

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We’ve created some sample emails you can customize to share with your email community. 

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Discover the amazing bonuses you can get access to when you order multiple copies of Profit First.

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Julie Herres: Detailed Bio

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. 

Julie Herres: Quick Bio

Julie Herres is an expert in Profit First who has helped hundreds of private practice owners gain financial freedom. Founder of GreenOak Accounting, the country’s largest firm serving the mental health industry, Julie is an accountant, consultant, speaker, and host of the Therapy for Your Money podcast. 

Profit First for Therapists: Summary

For therapists, profit is too often an afterthought. You focus on caring for clients and paying rent and clinicians, and take home the leftovers—if there are any. In Profit First for Therapists, Julie Herres adapts the popular Profit First cash flow system specifically for private practice owners. Through client stories and case studies, powerful frameworks, and simple tips, she lays out a clear path to profitability.
 

In this book, you will learn how to:

  • Implement Profit First in your therapy practice, step by step

  • Determine spending guidelines for various stages of private practice

  • Scale your space, your people, and your leadership positions

  • Manage clinician compensation, your group practice’s largest expense


No matter the size of your practice, or whether you’ve read Profit First, this book will give you the tools you need to stop worrying about money and achieve financial freedom.

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Every practice deserves to be profitable!

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