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WHAT READERS ARE SAYING
"I really appreciate this workbook
because it is helping me adjust
more of my numbers and see how
I can start implementing changes
to make myself profitable."
-Laura
"It validated so much of what I’m
navigating right now and offered
structure to what often feels like a
messy, uncharted path."
-Cierra
"This really helped me get clear on
my future projections and what I
need to do to earn the money I
need."
-Sarah
ABOUT
JULIE
Julie is an expert in Profit First who has helped thousands of private practice owners gain financial freedom. Founder of GreenOak Accounting, the largest firm serving the mental health in the United States, Julie is an accountant,
consultant, speaker, author of Profit First for Therapists and
host of the Therapy for Your Money podcast.
IN THIS
WORKBOOK
You'll find:
-
Detailed Examples tailored for practices of all sizes, from solo practitioners to large group practices.
-
Step-by-Step Guidance to make the Instant Assessment even more approachable.
-
Troubleshooting Advice for common Profit First challenges faced by therapists.
-
Interactive Worksheets to guide you step by step as you assess where your practice stands and map out a clear path toward profitability.
