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.
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
Jacquie
EA, Accounting Manager
Jacquie enjoys supporting her team and clients, often helping them see the big picture of their ideas by asking the difficult questions. Originally from Colorado, she now calls Florida home, spending most of her free time adventuring with her husband and their five dogs, fishing, hunting, and enjoying the outdoors!
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.
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.
Leadership
Erica
Senior Accountant
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.
.png)
Sean
CPA, Interim Accounting Manager
Sean is CPA from Maryland. He has over 17 years of experience performing audits, tax, bookkeeping and consulting. In his spare time Sean enjoys exercising, watching sports and spending time with his family.
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.
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 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.
Accounting Team
Sonila
Accounting Specialist
Sonila is passionate about accounting and dedicated to helping clients succeed. With a keen eye for detail, she ensures that every financial aspect is handled with precision and care. In her free time, she enjoys reading, cooking, and walking in nature. Sonila also has a love for travel and
exploring new places.
Cassie
CPA, Onboarding 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.
Julia
Accounting Specialist
Julia lives in North Carolina with her husband, 4 teenagers and beloved golden retriever. She loves helping clients straighten out their accounts so that they can gain meaningful information from them. In her spare time, she loves watching her kids play sports 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.
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.
Suzi
Accounting Specialist
Suzi has over 30 years of experience in accounting, and it makes her happy to take the burden of
finances off her clients. Living on the beach in Florida, she loves the outdoors. Cooking and spending time with her family, which includes 16 grandchildren, are also some her favorite things.
Yesenia
Accounting Specialist
Yesenia is an accounting specialist located in Texas. She enjoys getting to know clients and understanding the unique vision each client has. She enjoys making sense of the aftermath of a a clean-up project. In her free time, she enjoys reading a good book and spending time with family.
.png)
Trish
Accounting Specialist
Trish is an Accounting Specialist located in Kansas and comes to us with 40 years of bookkeeping and accounting experience. She loves working with numbers and enjoys getting to know each client and their individual accounting needs. In her off-time Trish likes crafting, video chatting with her grandchildren and loving on her three dogs.
Oge
Accounting Specialist
Bio Coming Soon!
Tammy
Accounting Specialist
Tammy is a “people person” and enjoys working with clients to help them reach their goals.. She holds multiple degrees and is on the path to become an Enrolled Agent. In her free time, Tammy enjoys spending time with her family, travel, and camping in her Shasta Compact vintage trailer. One of her goals is to visit all 58 National Parks.
Annette
CPA, Accounting Specialist
Annette is a CPA with 20 years of experience. She is passionate about delivering the best possible client service. She truly enjoys communicating with our clients and collaborating with our team. She is dedicated to establishing accounting functions, best practices, and internal controls. In her spare time, Annette enjoys growing orchids and traveling.
Kelly
CPA, Tax Accountant
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.
.png)
Jen
Tax Operations Assistant
Jen is passionate about helping people and looks for the solution in any problem. She grew up in the beautiful Colorado mountains but decided she wanted to trade snow for sand and recently made the move to Florida with her family. She enjoys photography, yoga, and loves going on adventures!
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.
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.
Tax Team
Andrea
EA, Tax Accountant
Andrea is an Enrolled Agent with over 15 years of public accounting and tax experience. She has worked
closely with small business owners to help manage their tax processes to enhance growth and achieve business goals. Andrea resides in New Orleans, LA and is pursuing a CPA designation. In her spare time she enjoys running and playing with her two Boston Terriers.
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.
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.
Katie
Staffing & Administrative
Katie's mission is to catalyze success in others. She believes that the true measure of leadership lies in empowering those around you. In her free time, she enjoys reading books that help her grow as an individual and spending time with family and friends.
.png)
Angelica
Marketing
Angelica is passionate about the growth and expansion of GreenOak and Profit First for Therapists.
When she isn't working her magic behind the scenes with graphic design and on social media, Angelica
enjoys spending time with her young son and family. She also enjoys shooting portrait photography.
Operations 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
EA, CEO
Julie is the founder & CEO of GreenOak Accounting - a.k.a. our Fearless Leader! Julie is the author of the 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
EA, COO
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.
Executive Team
_edited.jpg)
Abby
Director of Operations
Abby loves seeing entrepreneurs realize their dreams through smart financial practices and enjoys working for an incredible company that does exactly that! Prior to GreenOak, Abby spent time as an IRS Auditor and Group Manager. She can be found gardening and spending time with her family in her free time.
Everything has been great! I love working with a team so knowledgeable about the clinical industry!