There’s no secret to profitability; it’s knowing how to react to and interpret your information.
(That's where we come in)
Years ago, the team realized that most of our favorite clients were from the mental health industry. As the number of therapist clients we were serving grew, we started noticing trends between those who were profitable and those who were struggling. Today, we specialize in accounting for mental health providers because that's where we can have the biggest impact on our client’s profitability, as well as the overall health of their business.
Because of how specialized we are, the team can help practice owners navigate the multitude of financial decisions that come with being a business owner. In turn, our clients can focus on what matters most—their clients & the community they serve.
Money Matters Self-Paced Course
The Money Matters in Private Practice course teaches the basic principles of accounting from a therapy point of view.
What We Believe
Here at GreenOak Accounting, we strive to create an environment where our employees feel valued, appreciated, and free to be who they are at work. We believe that a diverse mix of minds, backgrounds, and experiences all blend to create efficient and innovative ideas to drive our company forward. Our commitment to an inclusive work environment begins by looking inward at our hiring practices, is built upon in our workplace policies, and comes full circle with our approach to a welcoming and warm company culture.
Meet Our Team
Julie is the owner of GreenOak Accounting and an IRS Enrolled Agent. She enjoys helping clients improve their profitability and their businesses by harnessing their financial data. In her spare time, Julie enjoys playing board games with her husband and 3 kids.
Julie
Owner, EA
Julie is the founder & CEO of GreenOak Accounting - a.k.a. our Fearless Leader! Julie is the author of the upcoming book Profit First For Therapists and hosts the Therapy For Your Money Podcast, where she talks about all things money & finance in private practice. She has been featured on many podcasts for private practice owners, and is a frequent speaker at industry conferences. Julie lives in Virginia with her husband, three kiddos, and two beloved pups.
Heidi is an Accounting Manager and CPA who believes in the power of guiding her clients toward meeting their financial goals and becoming the best practices possible. When not working, Heidi spends time with her family, is an advisor for her college sorority, and enjoys the outdoors.
Kelly
CPA, Accounting Manager
Kelly is passionate about educating her clients because she believes in helping them make better business decisions. In her spare time, Kelly enjoys genealogy, traveling, and spending time with her family.
Kelly
EA, Accounting Manager
Kelly is an Accounting Manager and IRS Enrolled Agent. She is passionate about helping her clients understand their finances because that is the key to profitable growth. In her spare time, Kelly enjoys spending time with family and going on adventures with her dogs.
Carolyn
EA, Accounting Manager
Carolyn loves educating and empowering her clients to understand their finances. She came to finance by way of a career in education, and has the superpower to translate "accountant-speak" into terms a normal human can understand. In her spare time, Carolyn can be found running after her 3 kids, hiking, or reading.
Cassie
CPA, Accounting Manager
Cassie is a licensed CPA and has over 15 years of accounting and tax experience. She LOVES accounting and is very passionate about mental health. Since she's located in the frozen tundra, Northern Minnesota, she enjoys traveling to the warmth (Florida & the Caribbean). She also enjoys reading and spending time with her husband and two boys.
Jacquie
EA, Accounting Manager
Jacquie is passionate about helping her clients see the big picture and how their companies are progressing. She lives in the details of each client's day-to-day business, and prides herself in helping them achieve their goals! Originally from Colorado, she now calls Florida home, spending most of her free time adventuring with her boyfriend and their five dogs, fishing, hunting, and enjoying the outdoors!
Jess
Accounting Manager
Located in central Michigan with his wife, daughter, and several furry family members, Jess spends his off-hours with family and friends or reading a new comic book. He enjoys helping practice owners improve their businesses and meet their financial goals!
Abby
Accounting Specialist
Abby is a graduate of Miami University (Ohio), and spent time as an IRS Auditor and Group Manager before taking time off to do all-things-domestic while her kids were littles. Abby loves seeing entrepreneurs realize their dreams through smart financial practices and is tickled to be working for an incredible company that does exactly that!
Misstie
Accounting Specialist
Misstie is a Senior Accounting Specialist who loves being organized. Misstie believes that her work requires a high level of planning. Outside of work hours, Misstie likes to watch basketball, repurpose furniture, and plan events with family & friends.
Diane
Accounting Specialist
Diane is passionate about helping clients understand their finances. It gives her great joy when clients have clarity on how their business is performing, versus being in the dark. In her spare time, Diane enjoys cooking, baking, watching movies, and working out.
Stephanie
Accounting Specialist
Stephanie has a degree in Finance and loves all things numbers. She is a wizard in Excel and works magic with messy Quickbooks Online files (messy files are her not so secretly love). When Stephanie isn’t whipping QBO files into shape, you’ll find her at the gym whipping herself into shape through Strongman programs or the baseball fields whipping her boys into strong athletes.
Erica
Accounting Specialist
Erica has 9 years of accounting and finance experience and is currently enrolled at Mercer University for a dual Master's degree in Business and Accounting. Her goal is to become a CPA and move up further within GreenOak Accounting. When she is not crunching numbers, she enjoys spending time with her family, interior design, photography, and reading.
Tania
Accounting Specialist
Tania is passionate about managing clients' business books and keeping everything organized so they can focus on growing their business. In her spare time, Tania enjoys going fishing.
Accounting Specialist
James is dedicated to empowering his clients with a thorough understanding of their financial information. James lives in Florida with his best friend, Buddy, a beautiful German Shepherd.
Gia
CPA, Accounting Specialist
Gia is a dedicated CPA who finds joy in helping her clients organize and understand their finances so that they can focus on their growing businesses. When she's not crunching numbers, you can find her in her garden, engrossed in a good book, or spending time with her loving family.
Ryan
Accounting Specialist
Ryan is passionate about helping clients understand the ins and outs of their finances because she strongly believes that knowledge is power! In her spare time, Ryan enjoys reading, running local races, and cooking with her husband.
Mickey
Accounting Specialist
Mickey brings over 25 years of accounting and bookkeeping experience to GreenOak Accounting and is Gusto Payroll Certified. She is committed to keeping her clients’ books organized and believes that great communication is key to a successful client relationship. When not on client duty, Mickey loves spending time with her family and traveling.
Katie
Accounting Specialist
Katie is dedicated to helping her clients navigate their accounting and financial health and is passionate about helping clients in the mental health industry. She received her Bachelors and Masters Degree in Accounting from Appalachian State University. In her spare time, Katie enjoys playing with her pup, Luna, wildlife photography, and exercising her green thumb in the garden.
.png)
Geya
Accounting Specialist
Geya is a graduate of the University of North Carolina at Greensboro. Has over 10 years of accounting/finance experience. She is passionate about helping clients understand the story of their business finances. She enjoys traveling and spending time with her family.
Oge
Accounting Specialist
Bio Coming Soon!
Danyell
CPA, Accounting Specialist
Danyell is a CPA with 5 years of experience in providing audit and financial consulting and accounting services to small and medium-sized businesses. She has experience in financial reporting, audits, and compilations.
Emily
CPA, Tax Manager
Emily enjoys problem-solving and is passionate about helping others because she loves to see clients succeed. In her spare time, Emily enjoys spending time with her kids and helping her husband on the family farm.
Cody
Tax Accountant
Cody loves problem-solving and is passionate about finding the optimal solution to a given problem. He enjoys continuous learning and helping others to learn and succeed. Born, raised, and recently returned to Spokane, WA, he spends his off time with his young daughter and their cat, painting and playing tabletop games.
Linda
CPA, Tax Accountant
Linda is passionate about working with clients to get the most from their taxes and reach their tax-related financial goals. She enjoys hiking and taking walks with her husband and their dog. When not working with clients, she also enjoys traveling, swimming and reading. She is very proud of her two grown children, Kelli and Michael.
Carter
Tax Accountant
Born and raised in Charleston, SC, Carter enjoys spending time outdoors, exercising, reading, and playing guitar. His love of accounting comes from helping business owners succeed in their goals and meet deadlines.
Morgan
EA, Tax Accountant
Morgan is passionate about completing tax returns and continually learning about tax laws and updates because it is rewarding to help clients understand what they might not know and deliver a finished product. In their spare time, Morgan enjoys spending time with her family and friends, and traveling with her husband.
Sarah
Business Development Manager
Sarah believes in the power of connecting and is usually the first person you’ll meet at GreenOak Accounting. She is the biggest cheerleader of our team and is an awesome gift giver. Her biggest accomplishment to date has been being nominated for "Most Bubbly" Personality at the annual Greenie (GreenOak Accounting) Awards.
.jpeg)
Tyler
IT
Tyler is a recent graduate from Virginia Tech and studied economics and computer science. He is passionate about using technology to help people build better tools and make work easier. In his free time, Tyler likes to watch sports and spend time with friends and family.
Emily
Podcast Administrator
Emily is a marketing administrator for GreenOak Accounting and the podcast editor for the Therapy For Your Money Podcast. She's also a full-time nursing student at West Virginia University. Emily enjoys all outdoor activities, such as backpacking, hiking, and kayaking.
Mick
Technology Support
Mick is an IT professional with 20+ years of experience. He keeps all systems running smoothly at GreenOak. When he's not working he can be found playing board games with his family.
Kristina
Profit First Academy Community Manager
We're hiring!
At GreenOak Accounting, we are always looking to expand our wonderful team. We focus on creating an inclusive environment that is family-friendly and flexible. Many of our positions are remote but do require full-time (daytime) availability.
Everything has been great! I love working with a team so knowledgeable about the clinical industry!