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Date: January 3rd, 2024

Time: 5:00-6:30pm ET

Duration: 90 minutes

Investment: F R E E
(+ Lifetime access to the recording)

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Hi, I'm Julie Herres!

I'm the founder and CEO of GreenOak Accounting, a firm that exclusively serves therapists, psychologists, and counselors in private practice across the United States.

Over the years, my team and I have worked with hundreds of private practice owners and developed serious knowledge about what makes a practice financially successful. GreenOak’s goal is to help practice owners feel comfortable with the financial side of their businesses and have profitable practices.

Make 2024 your best year yet! 

Are you a therapy private practice owner looking to "up your game" and achieve your financial goals in 2024? Whether you're a solo practitioner, just starting a group practice, or managing an established group practice, the Make 2024 Your Best Year Yet Workshop is for you!

In this Workshop you'll learn how to:

  • Break down your financial goals into measurable, actionable steps

  • Reverse-engineer your practice based on your financial targets

  • Decide if your goal is too big, too small, or just right to make it achievable.

  • Determine how many sessions and clinicians you'll need to meet your goals.


You'll also:

  • Get expert guidance from industry experts who will walk you through the financial goal planning process step-by-step

  • An interactive learning experience where you'll start building your 2024 financial plan.

  • Receive take-home templates and materials to support your journey post-workshop.

Who Should Attend?

  • Solo Practitioners

  • New Group Practice Owners

  • Established Group Practice Managers

  • Mental Health Professionals

Every practice deserves to be profitable. During the workshop, you'll develop your financial goals and leave with an action plan to achieve them. 

2024 can be the year your practice achieves the financial success you've been working toward. The Make 2024 Your Best Year Yet Workshop will provide you with the tools and knowledge to make it a reality.

Sign Up Now!

Don't let another year pass without reaching your practice's financial goals. Seize this opportunity to take charge of your financial future. Register now and secure your spot by clicking the button below!

What Past Event Attendees Have Said:

Set clear financial goals for your practice


Reverse-engineer your income

Action Plan

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