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Patrick Casale에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Patrick Casale 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Episode 122: Profit First For Therapists: Making Money Work [featuring Julie Herres]

34:46
 
공유
 

Manage episode 397884739 series 3350330
Patrick Casale에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Patrick Casale 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, Patrick is joined by special guest Julie Herres, CEO of GreenOak Accounting, specifically designed for therapists and counselors in private practice. They talk about some of the big questions and concerns that private practice owners face with taxes, finances, and ensuring that they see a profit at the end of the year.

You may have been told you don’t become a therapist to make money, but setting up your business to earn it is an important part of sustaining yourself so that you can help others.

Some Key Takeaways:

  1. Financial Insecurity in Private Practice: Many therapists and counselors struggle with feeling guilty about making money in the mental health field, which can lead to undercharging for services and not paying themselves a fair wage. This episode addresses the importance of therapists being able to make a good living and feel comfortable with their finances, offering practical tips and advice on aligning business revenue with personal financial needs.
  2. Lack of Financial Knowledge: Private practice owners may feel overwhelmed by the complexities of managing their finances, including filing taxes and making important financial decisions for their practice. The podcast episode discusses the significance of working with a professional team, such as a tax professional, to prevent costly mistakes and ensure the sustainability of the business.
  3. Pricing and Fee Setting Challenges: Many practice owners may struggle with determining their rates and setting fees for services due to comparing themselves to others or feeling pressured to conform to standard market rates. This episode advocates for setting rates based on individual financial needs and lifestyle goals, emphasizing the importance of staying true to oneself and making business decisions that align with personal goals.

More about Julie:

Julie Herres is 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, Julie and her team 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. Some of the firm’s biggest success stories were achieved through implementing Profit First.

Julie is an accountant and an enrolled agent (EA). She is also a speaker, author of Profit First for Therapists, and the host of the Therapy for Your Money podcast.


Julie, an accountant and enrolled agent, is the author of "Profit First For Therapists" greenoakaccounting.com/compensation-strategies

–––––––––––––––––––––––––––––––––––––––––––––––––––––––––

🎙️Listen to more episodes of the All Things Private Practice Podcast

🎙️Spotify

🎙️Apple

🎙️YouTube Music

▶️ YouTube

✈️ Learn about Retreats

🗨️ Join the free Empowered Escape FB Community

🗨️ Join the free All Things Private Practice FB Community

–––––––––––––––––––––––––––––––––––––––––––––––––––––––––

Thanks to Our Sponsors: The Receptionist for iPad

The Receptionist for iPad:

I want to thank The Receptionist for iPad for sponsoring this episode.

The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.

  continue reading

212 에피소드

Artwork
icon공유
 
Manage episode 397884739 series 3350330
Patrick Casale에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Patrick Casale 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, Patrick is joined by special guest Julie Herres, CEO of GreenOak Accounting, specifically designed for therapists and counselors in private practice. They talk about some of the big questions and concerns that private practice owners face with taxes, finances, and ensuring that they see a profit at the end of the year.

You may have been told you don’t become a therapist to make money, but setting up your business to earn it is an important part of sustaining yourself so that you can help others.

Some Key Takeaways:

  1. Financial Insecurity in Private Practice: Many therapists and counselors struggle with feeling guilty about making money in the mental health field, which can lead to undercharging for services and not paying themselves a fair wage. This episode addresses the importance of therapists being able to make a good living and feel comfortable with their finances, offering practical tips and advice on aligning business revenue with personal financial needs.
  2. Lack of Financial Knowledge: Private practice owners may feel overwhelmed by the complexities of managing their finances, including filing taxes and making important financial decisions for their practice. The podcast episode discusses the significance of working with a professional team, such as a tax professional, to prevent costly mistakes and ensure the sustainability of the business.
  3. Pricing and Fee Setting Challenges: Many practice owners may struggle with determining their rates and setting fees for services due to comparing themselves to others or feeling pressured to conform to standard market rates. This episode advocates for setting rates based on individual financial needs and lifestyle goals, emphasizing the importance of staying true to oneself and making business decisions that align with personal goals.

More about Julie:

Julie Herres is 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, Julie and her team 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. Some of the firm’s biggest success stories were achieved through implementing Profit First.

Julie is an accountant and an enrolled agent (EA). She is also a speaker, author of Profit First for Therapists, and the host of the Therapy for Your Money podcast.


Julie, an accountant and enrolled agent, is the author of "Profit First For Therapists" greenoakaccounting.com/compensation-strategies

–––––––––––––––––––––––––––––––––––––––––––––––––––––––––

🎙️Listen to more episodes of the All Things Private Practice Podcast

🎙️Spotify

🎙️Apple

🎙️YouTube Music

▶️ YouTube

✈️ Learn about Retreats

🗨️ Join the free Empowered Escape FB Community

🗨️ Join the free All Things Private Practice FB Community

–––––––––––––––––––––––––––––––––––––––––––––––––––––––––

Thanks to Our Sponsors: The Receptionist for iPad

The Receptionist for iPad:

I want to thank The Receptionist for iPad for sponsoring this episode.

The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.

  continue reading

212 에피소드

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