Solo Practice Resources

Thank you so much for your interest in working with GreenOak Accounting.
We are currently at capacity for solo practices through the end of 2022.


We invite you to join our mailing list by signing up below to keep up to date on upcoming announcements, 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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Image by Arnaud Mesureur
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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.

Launching Spring 2023
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!

"To us, you are a person with a life, with vision, and impact. Your numbers matter to us because they are what will help you achieve your goals. We get to know each and every business that we work with. If we notice big changes in your accounts, we don’t just tally up the numbers and give you a report, we have a conversation with you to let you know what is happening so you can stay in control of your growth."

"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."

"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!

"If you’re anything like me, you started your business to do what you LOVE, but end up focused on all the things you aren’t great at… You wanted to create balance in the world and serve powerfully, not spend all your time trying to balance your books! That’s where I come into play. Y’all, I LOVE numbers. I’m Lisa Marie and I am the Sassy Wealth Coach. My passion is helping women entrepreneurs stand on their own two feet (whether they “need to” or not) and showing them how to properly manage their money so that they can accomplish their hopes and dreams for their business and life." - Lisa Marie

"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."