over 200,000 downloads

Episode 96 | Start of the Year Financial Tips with Julie Herres

Episode 96 |  Start of the Year Financial Tips with Julie Herres

WITH JULIE HERRES

00:00
00:00
  • Episode 96 | Start of the Year Financial Tips with Julie Herres 00:00

Share

Share on facebook
Share on twitter
Share on linkedin

Hi Group Practice Listeners!

In this episode, I’m talking with Julie Herres from Greenoak Accounting about financial tips to help group practice owners make the most of their coming year.

In this episode we discuss:

  • Setting + running the numbers on your 2020 goals
  • Hiring considerations
  • Determining compensation structure
  • Being intentional about paying yourself
  • Establishing go-to financial support
  • Simplifying systems in your business
  • Outsourcing areas of weakness

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you’re running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Mention TGPE and get $100 off. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Transcript:

Maureen Werrbach

Thanks For Listening

Thanks for listening to the group practice exchange podcast. Like what you heard? Give us five stars on whatever platform you’re listening from. Need extra suppor? Join The Exchange, a membership community just for group practice owners with monthly office hours, live webinars, and a library of trainings ready for you to dive into visit www dot members dot the group practice exchange dot com forward slash exchange. See you next week.

Resources

Here are the resources and guides we recommend based on this episode

therapy notes

*Need a good EHR for your group practice? TherapyNotes is it. I’ve been using it for years in my own group practice, and it does really well when it comes to having the features group practice owners need. Try it out for FREE for 2 months by clicking here.

* I am an affiliate for some of the businesses I recommend. These are companies that I use in my own group practice, and make recommendations based off of my experience with them. When you use some of these companies through my links, I receive compensation, which helps me continue to offer great free information on my podcast, blog, Facebook group, and website.

Related Episodes

17 MIN

Episode 97 | Building an Intra Office Website

24 MIN

Episode 170 | 3 Mistakes in Partnerships with Michelle Mullaley and Erika Shilling

6 MIN

Episode 53: Your Word of the Year

26 MIN

Episode 149 | Should You Hire Friends and Family with Niki Ramirez

18 MIN

Episode 126 | Stepping Away to Allow Time for Rest and Recovery

28 MIN

Episode 153 | Clinical Supervision Directory with Amy Parks

Meet your host

Maureen

Maureen Werrbach is a psychotherapist, group practice owner and group practice coach. Learn more about her coaching services here:

About

The show

The podcast is structured so that you get practice building tips in small doses, where an episode can be listened to (and a group practice building lesson can be learned) in a single car ride.

Episodes are structured into categories: coaching sessions where I coach a group practice owner on a specific topic, tips of the day by yours truly, real talk where you get to be a fly on the wall while an established group practice owner and I talk about the highs and lows of ownership, and trainings done by experts in the field.

Don’t miss an episode! Download The Group Practice Exchange Podcast on iTunes, Stitcher or Google Play and don’t forget to subscribe and rate TGPE

* The content of this post is intended to serve as general advice and information. It is not to be taken as legal advice and may not account for all rules and regulations in every jurisdiction. For legal advice, please contact an attorney.

Copyright © 2015 - 2021

Subscribe To The Podcast

On your favorite player