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Solo and startup practice resources

We invite you to join our email list by signing up below. You'll be the first to know when we open capacity for solo practices and you'll receive helpful information for managing your money, hear about topics related to private practice, and hear about our events and new services.


To address the current needs of your business, scroll down to find a curated a list of services and resources for solo practitioners.

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Therapy For Your Money is a podcast about all things money and finances to help therapists in private practice feel confident and in-control.

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If you're ready to stop worrying about money, prioritize your work/life balance, and build a profitable private practice, then Profit First for Therapists is the book for you!

The Profit First financial framework has already helped countless private practice owners just like you to boost their profits and achieve their goals. With expert guidance and practical strategies from the GreenOak Accounting team, you can transform your finances and take control of your business's profitability.

 

Our comprehensive program is designed to be accessible and easy-to-follow, no matter what your level of financial expertise may be. We provide step-by-step guidance on how to implement Profit First in your practice, with real-world examples and practical exercises to help you apply these principles to your own finances. Our community is full of like-minded entrepreneurs who are eager to share their experiences, offer support, and help you stay accountable on your journey to financial freedom.

"Small business owners have special skills and abilities in particular areas that aren't bookkeeping, accounting or taxes. When business owners go to ask their tax professional a question, they are not always met with a welcoming, warm or helpful response. When you join Simple Profit, you are joining a community of business owners where you can ask questions and get straight forward, accurate answer and you will never have to feel bad for not already knowing."

Simple Profit is led by Jennie Schottmiller, family therapist and CPA. She started Simple Profit to provide education, resources and support to small business owners.

"I also saw my super skilled colleagues struggle with the money side of business. Some had even left private practice, or were avoiding starting one, because the money side was too stressful. So I put my lucky combination of people and money skills together, and Money Nuts & Bolts was born. I help therapists develop peace of mind about their money. Since so many of us were never taught about money, I focus on the “how” of making the financial side of private practice doable, and even super satisfying (feeling competent and calm about your money is pretty swell!) My signature course, Money Skills For Therapists has helped dozens of therapists in (or about to start) private practice get their finances in order and change their relationship with money." - Linzy Bonham

Are you overwhelmed by the logistics involved in starting a practice? Anxious about taking a misstep?

Are you struggling with how to get in-network with your local insurance providers or how to appropriately set fees?

Are you confused how attract your ideal client?​

You don't have to do it alone!

Cathy Ranieri Consulting has everything you need to build the practice of your dreams!

"Building a Place for Us gives you a step-by-step guide that will help you launch your private practice serving Black clients successfully! From reflective questions to help you focus your practice to tangible instructions for creating a practice, Building a Place for Us will provide you the confidence and knowledge to build a sustainable private practice in which you and your clients can thrive!"

"Being a mental health insurance biller is a tough job. There's just so much to know. So much to keep up with. Having a fully trained and competent insurance biller is a huge asset. You can save so much money by hiring and training your own biller, instead of using an insurance billing company.

What if you could easily train your admin to handle all the day-to-day details of your insurance billing? That's what Billing Assistant Pro is designed to do."

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