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Make 2024 your BEST year yet!


Make 2024 your best year yet!

Are you a therapy private practice owner seeking to elevate your financial health and achieve your financial goals in 2024? Whether you're a solo practitioner, just starting a group practice, or managing an established group practice, the Make 2024 Your Best Year Yet Workshop is for you!.

Why attend the Workshop? What if in 90 minutes you could

  • Set clear and achievable financial goals for your practice

  • Break down your goals into clear, actionable steps

  • Create a customized financial plan that works for YOUR practice

  • Setup systems to monitor your practice's financial health and progress

Workshop Details:

  • Date: January 3rd, 2024

  • Time: 5pm-6:30pm EST

  • Duration: 90 minutes

  • Investment: $99

While we encourage all attendees to join live, a recording will be available

🎓 Who Should Attend?

  • Solo Practitioners

  • New Group Practice Owners

  • Established Group Practice Managers

  • Mental Health Professionals


Success is within reach, make 2024 your BEST year yet! This Workshop will help you identify what steps you need to take to achieve your financial goals. For just $99 you'll gain insights and strategies that will help your practice flourish. The Make 2024 Your Best Year Yet Workshop will provide you with the tools and knowledge to make it a reality.

What to Expect:

  • Expert Guidance from Industry Professionals: Our experienced team is well-versed in the financial aspects of mental health private practice management.

  • Interactive Learning Experience: This workshop goes beyond lectures; you'll participate in hands-on activities and engage in group discussions to enhance your understanding.

  • Take-Home Resources: You'll receive comprehensive handouts and materials to support your learning journey post-workshop.

Register Now!

Don't let another year pass without reaching your practice's financial goals. Seize this opportunity to take charge of your financial future. Register now and secure your spot by clicking the button below!

 Have Questions?

If you have any questions or need more information, feel free to reach out to us at Make sure to use the subject line Workshop Question.

Elevate Your Therapy Private Practice's Financial Future:

Make 2024 the year of financial growth and success for your therapy private practice. Register now for our Therapy Private Practice Financial Goal Planning Workshop and take the first step toward a thriving practice.

Don't miss this opportunity to elevate your practice's financial health. Secure your spot today, and let's make 2024 your best year yet!

Disclaimer: Registration is non-refundable. Should you be unable to attend the Workshop, you'll receive access to the handouts and materials, and a recording will be available.

Workshop Outline

Module 1: Setting clear financial goals for your practice

Module 4: Setting Priorities for your Expenses

Module 2: Reverse-engineering your revenue

Module 5: Monitoring Progress

Module 3: Creating a business budget

Module 6: Action Plan

"This workshop gave me the clarity and direction I needed to set and achieve financial goals for my practice. It's an invaluable resource!" -KP

"Great webinar! I gained actionable strategies that had a direct impact on my practice's financial success. Highly recommended!" -FE

"I love how interactive the webinar was. I had a chance to ask questions about my specific situation, and I also learned from other attendees' questions" NT

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Here's what attendees of similar GreenOak Accounting  Workshops have said:

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Hi, I'm Julie Herres!

I'm 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, my team and I 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.


Julie is an accountant and an enrolled agent (EA). Founder of GreenOak Accounting, she is also a speaker, author of Profit First for Therapists and the host of the Therapy for Your Money podcast. 

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