Episode 96 08 Jan, 2020
[Tip of the Day] Start of the Year Financial Tips with Julie Herres
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With JULIE HERRES

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: JULIE HERRES
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Resources
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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.