GreenOak Accounting
8140 Ashton Avenue, Suite 107
Manassas, VA 20109
P. (571) 208-2065
info@greenoakaccounting.com
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Do it yourself with the

Money Matters for Private Practice

Self-paced online course.

Learn More

Not quite ready to outsource your accounting?

For small practices, it sometimes makes sense to do the bookkeeping on your own and work with a tax professional at the end of the year.

 

That's why we've created a Do It Yourself option with lots of amazing tools!

 

We’ve partnered with Gordon Brewer, MEd, LMFT from The Practice of Therapy to create an online course that will teach you what you need to know to set yourself up for success.

 

The Money Matters in Private Practice course teaches the basic principles of accounting from a therapy point of view. In this course, you will learn how to navigate and manage the financial side of running a private practice. This will make your practice more sustainable and primed for profitable growth.

BASIC

I'm a solo practitioner who just needs the basics of financial management for a private practice and I'll be set!

  • Money Mindset

  • Accounting Basics

  • Business Entities

  • Bookkeeping

  • Understanding Reports

  • Understanding Taxes

  • Setting Fees

  • Creating a Financial Plan

  • Using the Power of Allocation

  • Group Practice and Hiring People

  • Planning for Retirement

  • 6 Hours of Video & Instruction

OR

$275

4 Easy Payments of $75

PREMIUM

I'm a solo practitioner or starting a group practice and need a little more of an intensive dive into setting up my accounting system, payroll and taxes.

  • Money Mindset

  • Accounting Basics

  • Business Entities

  • Bookkeeping

  • Understanding Reports

  • Understanding Taxes

  • Setting Fees

  • Creating a Financial Plan

  • Using the Power of Allocation

  • Group Practice and Hiring People

  • Planning for Retirement

  • 6 Hours of Video & Instruction

  • Setting Up Quickbooks Tax

  • Deductions Payroll & Compensation

  • Using Quickbooks and Gusto to Manage Payroll

  • 8 Hours of Video & Instruction

OR

$447

4 Easy Payments of $120

PREMIUM + COACHING

I have some unique situations that I need some specific advice for. I would also love some extra insight and accountability.

  • Money Mindset

  • Accounting Basics

  • Business Entities

  • Bookkeeping

  • Understanding Reports

  • Understanding Taxes

  • Setting Fees

  • Creating a Financial Plan

  • Using the Power of Allocation

  • Group Practice and Hiring People

  • Planning for Retirement

  • Setting Up Quickbooks Tax

  • Deductions Payroll & Compensation

  • Using Quickbooks and Gusto to Manage Payroll

  • Analyze & Assess Current Finances

  • Develop a Personalized Financial Plan

  • Set Practice Financial Goals and Benchmarks

  • 8 Hours of Video & Instruction

  • 2 Hours of One to One Coaching

From:

$747

4 Easy Payments of $190