Creating Financial Systems for Your Practice (Non CE)

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Julie Herres, GreenOak Accounting | Creating Financial Systems for Your Practice (Non CE)

Creating financial systems for your private practice can be intimidating! This workshop will help you identify the systems you need to efficiently manage your finances in a way that’s simple, yet scalable. Julie Herres will share tips and tricks of increasing profitability that she’s learned from working with hundreds of private practice owners.

Our Presenter

Julie Herres

Julie Herres is an accountant and the owner of GreenOak Accounting. The firm provides accounting, bookkeeping & tax services to private practice owners throughout the United States. Their mission is for every practice to be profitable! Julie and her team have worked with hundreds of private practice owners, so they are uniquely positioned to be a trusted advisor to clients. Julie also hosts the Therapy For Your Money Podcast, where she talks about all things money & finance for private practice.

GreenOak Accounting

At GreenOak Accounting, they believe that every private practice should be profitable. They’ve worked with hundreds of practice owners across the country to help them gain financial peace of mind and assist them with making smart financial decisions. GreenOak Accounting specializes in working with therapists in private practice, and they have helped hundreds of therapists across the country reach their financial goals.  They offer a number of monthly service options that can be catered to a practice’s needs – from basic bookkeeping to premium CFO services. Other specialized services include Profit First Support, compensation planning, and customized KPI Dashboards. They help therapists achieve their clinical goals by making sure they have a profitable practice, and offer unsurpassed support along the way.  Visit to learn more.