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Our Team.

This is your Team section. It's a great place to introduce your team and talk about what makes it special, such as your culture and work philosophy. Don't be afraid to illustrate personality and character to help users connect with your team.

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.

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Specialists helping specialists.

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