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 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, 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.
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!
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.
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
Jess
EA, 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!
CPA, MBA Debra Lives at the Lake of The Ozarks in Central Missouri with her husband Mark. Together they have two horses and three sheep. She has a knack for explaining concepts to others, that don't have an accounting background, in a way that they can understand.
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.
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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.
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.
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.
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.
Taylor
Accounting Specialist
Taylor is passionate about finances and helping clients understand their business by turning complex financial language into simple business language. When she is not investigating transactions you can find her playing with her chickens, 2 children or cooking with her husband and friends!
Accounting Team
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.
Suzi
Accounting Specialist
Coming soon!
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.
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.
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.
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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
Samantha
Tax Accountant
Samantha is passionate about helping her clients save money by using the tax laws to their advantage. It is rewarding to see clients’ happiness when a tax strategy makes a difference in their business. In her spare time, Samantha enjoys spending time outdoors with her husband and two children.
Operations Team
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.
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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.
Everything has been great! I love working with a team so knowledgeable about the clinical industry!