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In this episode of Therapist Expanded, Erin is joined by guest Julie Herres. Julie is a Certified Profit First Professional, an IRS Enrolled Agent, a speaker, and the host of the Therapy For Your Money podcast.
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Julie’s goal is to inspire private practice owners to achieve profitability. Over the last several years, she has helped hundreds of them take their profit first and attain financial freedom. Erin and Julie discuss how therapists tend to focus on compliance. Julie shares insights into common mistakes private practice owners make and describes her daily efforts to improve their lives and profitability.
Here’s a breakdown of Erin’s episode with Julie:
01:59 – Julie gives us an insight into her background and her career
05:05 – Julie and Erin discuss how we’re compliance driven
07:34 – Julie speaks about some of the surprising things she’s noticed over the years of mentoring therapists around their money and how oftentimes she has to convince her clients that their practice deserves to make money
13:00 – Julie shares her passion for changing the narrative that being a therapist has to be a vow of poverty
20:36 – Julie talks about some of the common pitfalls she notices with a therapist in their first year of being a practice owner
29:46 – Julie speaks about a time in her career when she really held herself back from going after an opportunity
36:55 – Julie wants everyone to know you can and should take your profit first
37:32 – Profit First For Therapists is available on May 2nd with pre-orders available now from all major bookstores
For more information about Julie and how she can support you visit the following Links:
Julie’s website | Green Oak Accounting | Julie’s Podcast | Instagram
Thanks for listening!
*Hey! What's Your Therapist Fulfillment Flavor? Take the QUIZ to find out and see how much your fulfillment really is like ice cream!
On a serious note, this quiz could illuminate the beginnings of a path to your fulfillment so take the QUIZ today and receive curated content just for you!
I hope you enjoy the podcast! Please Subscribe, share, rate and review if it feels genuine to you!