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.
Therapy for Your Money Podcast
Hosted by Julie Herres, the Therapy for Your Money podcast is all about money and finance in private practice.
Green Oak Blog Archive
Our blog covers a wide range of topics designed to educate, inform, and inspire private practice owners.
Money Matters Self-Paced Course
The Money Matters in Private Practice course teaches the basic principles of accounting from a therapy point of view.
Specialists helping specialists.
Meet Our Team
Julie
Owner, EA
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.
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.
Heidi
CPA, Accounting Manager
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.
Mary
CPA, Accounting Manager
Mary is an Accounting Manager and CPA, who believes in the power of financial management and cash flow planning. She began her journey with accounting by owning a small business, and now enjoys working with other business owners. Outside of work, Mary can be found at an amusement park or on a cruise ship in the Caribbean.
Abby
Accounting Specialist
Abby is a native Hoosier living outside of Washington, D.C. with her husband and two children. After graduating from Miami University (Ohio), she spent five years 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!
Carolyn
Accounting Specialist
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.
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.
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.
Jacquie
Accounting Specialist
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!
Colleen
EA, Accounting Specialist
Colleen believes in the power of financial analysis! She began her career in small business bookkeeping and has held positions in corporate accounting and auditing. Her biggest accomplishment is obtaining her enrolled agent credential, with sights on CPA certification and fundraising for affordable childcare in her community. When not crunching numbers, she can be found riding bikes or making cookies with her family.
Kelly
CPA, Accounting Specialist
Kelly is passionate about educating her clients because she believes in helping them make better business decisions. In their spare time, Kelly enjoys genealogy, traveling, and spending time with her family.
Misstie
Accounting Specialist
Misstie is a bookkeeper who loves being organized. Misstie believes that being a bookkeeper requires a high level of planning. When not being a highly coordinated bookkeeper, Misstie likes to watch basketball, repurpose furniture, and plan events with family & friends.
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.
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.
Jin
Accounting Specialist
Bio Coming Soon!
Sarah
Business Development
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.
Mick
Technology Support
Bio Coming Soon!
Megan
Human Resources
Megan oversees “everything HR”, is passionate about her work, and chose her career path because she believes that HR leaders massively impact the companies they work for. Megan strives to continually align the company with our workers and foster a quality company culture. Megan is a self-proclaimed dog fanatic, who loves scary movies and the Pacific Northwest. Megan’s virtual door is always open.
Ryan
Accounting Specialist
Ryan s 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.
Dona
Accounting Specialist
Dona loves our team's spirit and environment, and also enjoys assisting her clients with prioritizing their goals and putting their plans into action! Dona is a certified yoga instructor and owns her own studio. She also enjoys dancing and content creation.
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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.
Deidre
Tax Accountant
Bio Coming Soon!
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.
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.
Hannah
Administrator
Ana loves helping others and her company achieve its goals. A self-proclaimed introvert, she thrives behind the scenes, striving to provide top-notch support to her teammates. When not knee-deep in administrative tasks, she’s learning how to raise a toddler, and wondering if she will ever sleep again.
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.
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.
We're hiring!
Everything has been great! I love working with a team so knowledgeable about the clinical industry!