If you're interested in booking Julie as a speaker for your event, please click here

FREQUENTLY ASKED QUESTIONS

Q: Can I talk to someone to see if I want to work with you?

Absolutely! Please schedule a free consultation here: https://www.greenoakaccounting.com/consultation

Q: Do you offer accounting support in my state? Can you help if I have clients or clinicians in multiple states?

We proudly serve behavioral and mental health practices across the entire United States. This includes businesses that practice in multiple states, or participate in PSYPACT.

Q: Can subscriptions for the Profit First Academy be paused?

Our Profit First Academy subscription can be paused by reaching out to in the Contact Box above.

Q: I’m an existing client, how can you change information provided to us (bank, address, etc)?

Kindly contact us in the Contact Box above to request a change to preferred payment information or address. Please do not include bank account of credit card information in your request, we will send you a secure link to update your information.

Q: What accounting software do you recommend?

We require use of QuickBooks Online for accounting software, and can establish a new account for incoming clients who track incomes and expenses with a different system.

Q: How are accounting services priced?

We believe that to offer you the best service, we need to understand the unique needs of your practice. GreenOak Accounting is committed to providing personalized, hands-on accounting services by real US-based professionals, not AI, bots or an overseas call center. That's why we don't post generic prices; they simply can't reflect the tailored approach we take for each client. Instead, we invite you to schedule a free consultation where we can discuss your specific requirements and provide you with personalized pricing.

Q: Can you help me scale my practice?

Our CFO services are ideal for scaling therapy practices. You’ll receive the support you need to grow a practice.

Q: I purchased a course and I can't find my login. How can I access courses once I have signed up?

If you have just signed up, look for an email from @tx.teachable.com. If you don’t receive it, check your spam. For additional support please contact us in the Contact Box above.

Q: How do you handle HIPAA compliance with Quickbooks?

QuickBooks Online (and all other accounting software) is not HIPAA compliant. We do not enter or recommend entering any PHI in QuickBooks Online as that information should remain in your EHR/EMR.

Q: Do you provide tax preparation only?

At this time we provide tax preparation for our monthly accounting clients only. Clients must be active on December 31 in order to be eligible for tax preparation services for the year.

Q: What’s the typical wait time for a consultation? Do you have a waitlist people can be added to for an earlier appointment?

Our most up to date availability can be found at https://www.greenoakaccounting.com/consultation If you are hoping for an earlier appointment please check back often as we sometimes have cancellations that make new slots available.

Q: I’m interested in hiring Julie Herres and want to schedule some time with her.

Julie is available for virtual and in-person speaking engagements. Please complete this form and our team will get back to you: https://www.profitfirstfortherapists.com/bookjulie

At this time Julie no longer takes 1-on-1 clients, however the incredible team of industry specialists at GreenOak Accounting can help. Please visit https://www.greenoakaccounting.com/consultation