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Money for Therapists: Practice Startup


Set your private practice up for financial success right out of the gate (and avoid making costly mistakes!)

The must-have online program for new private practice owners who want their therapy businesses to be profitable and financially sustainable from the start. 

If you’re ready to make wise decisions about your money, and give your private practice the strong financial foundations it needs to thrive in the long term — this course is for you!


Hi, I’m  Julie Herres 

Hi, I’m Julie Herres — accountant, CEO, host of the Therapy For Your Money podcast, and author of the Profit First for Therapists book. 

My company, GreenOak Accounting, works exclusively with therapist business owners across the United States. 

Over the past eight years, we’ve helped thousands of mental health professionals — just like you — use data-driven, proven strategies to build their businesses with clarity, confidence, and a lot less stress.

Now I'd love to help you achieve the same with your new practice.

Truth: I’ve seen inside the books of sooo many private practices over the years, and I’ve seen the same MISTAKES repeated over and over.

That’s why I created this course: to help more hard-working therapists avoid common business missteps and take the guesswork out of setting up their company finances.

(We’re talking: Taxes. Expenses. Bookkeeping. Paying yourself. S-Corps. #allthethings…)

I completely understand that you’re busy growing your business and serving clients, and that you do not have time to waste. 

This program provides the exact information you need to get the back end of your business set up RIGHT… so that you don’t make errors which could land you in hot water further down the line.


Because let’s face it…


You learned a LOT in grad school, but your professors did not teach you how to be financially compliant — or profitable — as a private practice owner


You have enough on your plate without needing to worry about receiving a huge, unexpected tax bill come year end (with late penalties — uh oh!) 


You’re starting a business, not a non-profit, and this company needs to pay you an actual, meaningful salary (and ideally, provide you with some nice profit too!) 

Money for Therapists: Practice Startup is here to help you get all of your practice’s financial and money ducks in order from the outset… 

… so you can get back into your zone of genius and focus on supporting your clients the way you do best.

What People Are Saying

“If you want to take your financial situation from bleak to bright, GreenOak is the best choice!”


Here’s why you should listen to us…


Since 2016, GreenOak Accounting has been the trusted, go-to authority for therapists who are running private practices across the USA.

Our team is made up of accountants and tax pros (including CPAs and EAs), who exclusively serve therapist business owners.

We also know that one in five new businesses fail in their first year and that 40% fail in their first three years (according to the U.S. Bureau of Labor Statistics).

We do not want YOUR new therapy practice to risk failing.

Instead, this program will teach you how to put in place the rock-solid financial foundations necessary for your new business to THRIVE. ​​

You don’t take chances or resort to guesswork when you care for your clients… 
So why would you take chances or resort to guesswork with your new practice’s finances?

Here at GreenOak Accounting, we believe that therapists should never let a lack of formal business training hold them back from starting their own successful private practices.

That’s why this course will walk you through everything that you must consider and address when setting up the financial aspects of your new therapy business. 

(No MBA necessary! 😅)​


Alexa Young, CA

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Morgan James, NY

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Lisa Driver, MI

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Money for Therapists: Practice Startup will walk you through all of the must-know information and choices for new private therapy practice owners. 

You’ll learn about:
  • How money will flow into your business (e.g. insurance vs. private pay, session rate, and how many sessions you’ll need each week)

  • What to expect in the startup phase of your practice, when it comes to expenses, deductions and more

  • How to make important decisions about tax entities, bank accounts and credit cards

  • How to pay yourself as a business owner and how to correctly save for taxes (without incurring penalties!)

  • Forecasting your practice revenue and take-home pay, and planning for benefits and retirement

  • Building your dream team of advisors — as well as setting things up so you can take vacations and meaningful time off


You’ll get access to our proprietary Google Sheet calculator template, which you can use to simply and accurately map out your practice’s income, expenses, owner’s pay, and taxes. 

(Meaning: you can stop feeling like you’re shooting in the dark when it comes to your business numbers!)

This spreadsheet will save you so 👏 much 👏 time when it comes to having easy access to a clear and reliable snapshot of your practice’s finances.   

Goodbye, cash flow stresses; hello, predictable profit!

"Testimonials are a great way to share positive feedback you have received and encourage others to work with you. Add your own here.”

Claire Brooks, MI

Special Limited Time Offer

We care deeply about making our programs as accessible as possible, to as many mental health professionals as possible.

Money for Therapists: Practice Startup is normally priced at $147… 

But right now, the entire course is available for you to purchase for the (heavily-discounted) price of just $59!

Definitely scoop up this special offer while it lasts!

Frequently asked questions

Q: Who exactly is this program for?

 This course is specifically tailored for therapists who are either considering starting a private practice or have recently started one. It's ideal for those in their first few of years of private practice.

Q: How long will I have access to the course, after I purchase it? 

You’ll have lifetime access to the course materials. (Meaning: as long as GreenOak Accounting is around, you’ll have full access to the program. And we’re not going anywhere!)

Q: Will this course help me if I'm just starting my group practice?

Absolutely! This course is specifically designed for therapists that are thinking about starting a practice or in the first 1-2 years of private practice.

Q: I already have a practice. Can I still benefit from the course?

Definitely! The best time to tackle the financial side of your business is on the day you started it, the next best time is right now. This course will help you understand how money flows in and out of your practice. 

​Q: I’m watching every penny I spend, can’t I just figure this out on my own? 

You might, but our goal for the course is to help you skip months (or years) of trial and error. We'll share our proven framework developed from years of working with therapists in private practice. We know what works and what doesn't in private practice.

Q: Is there ongoing support after the course?

This course is 100% self-paced, so you can work through the lessons at a pace which suits you and refer back to them often. There is no 1:1 support provided in the course (although we do offer 1:1 guidance as part of some of our monthly accounting packages).

Q: What is your refund policy?

Due to the digital nature of this course, we have a strict no-refund policy.


Given that you’ve come all the way down here, let me speak candidly…

Your dream of running your own successful private therapy practice — which brings you reliable profit and deep job satisfaction — does NOT have to be an elusive pipe dream.

Money and finances also do NOT have to be stressors to you as a business owner.

Here at GreenOak Accounting, we’re ready to share with you the exact, proven steps that you can take for your new private practice to be consistently, sustainably profitable.

You work very hard to help your clients. Now it’s your turn to let someone else help YOU.

We’re here to step up to the plate and give your business the expert financial support it needs to flourish.

Our Clients Say

"Testimonials provide a sense of what it's like to work with you, or what it's like to use your products and services."

Robert Rose, Product Designer

A final note from Julie…

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So much is happening in the world right now, and mental health professionals have never been more in demand.

Your work makes an incredible impact on your clients’ lives… and I believe that you deserve to focus on it, but also to switch off from it.

(I’m a mom to three kids — and three dogs! — so trust me when I say that work-life balance is important to me.)

Your evenings and weekends should NOT be consumed by constantly struggling with behind-the-scenes financial and business issues in your company.

Money for Therapists: Practice Startup is here to save you months (and even years) of trial and error, and to prevent you from making costly money mistakes.

If you’re ready to put everything in place so that your new private practice starts off in excellent financial health…

Join us by enrolling below!

Special Limited Time Offer

We care deeply about making our programs as accessible as possible, to as many mental health professionals as possible.

Money for Therapists: Practice Startup is normally priced at $147… 

But right now, the entire course is available for you to purchase for the (heavily-discounted) price of just $59!

Definitely scoop up this special offer while it lasts!

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