Episode 215 | Profit First for Therapists with Julie Herres
Release Date: 05/03/2023
Episode 278 | What Is EOS? How It Creates a Values-Aligned Culture for Group Practices with Tara Vossenkemper
The Group Practice Exchange
What does it really mean to run a values-aligned practice? As a group practice owner, I’ve learned how powerful it is to build a culture that actually reflects our values. In this episode, I sit down with my friend Tara Vossenkemper to answer the question “what is EOS?” and explore how it helps us create a true values-driven meaning in our practices. Tara and I talk about her journey with EOS core values, why it’s so important to stay values-aligned, and how leaders like us can be intentional in demonstrating values in the workplace. We share real stories, mistakes, and lessons from...
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Episode 277 | When to Hire a CFO vs. Accountant for Your Practice with Carter Freeman
The Group Practice Exchange
Do you really need a CFO, or is your accountant enough? If you’re a group practice owner wondering whether your current accountant is giving you the insight you actually need to scale, this episode is for you. I sat down with Carter Freeman to talk about the evolving role of CFOs in therapy practices, and how CFO services - especially fractional CFO services - can help you grow smarter, not harder. We dig into the real differences between a CFO vs. accountant, why clinical leaders need more than just number crunching, and how financial strategy impacts everything from hiring decisions to...
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Episode 276 | Top 5 Things Leadership Needs From You So They Can Stop Bothering You and You Can Finally Focus on the Big Picture with Lisa Besler
The Group Practice Exchange
Let’s be real - building a leadership team isn’t just about hiring strong people. It’s about letting them lead. If you’ve ever found yourself answering endless questions from your clinical directors or leadership staff, wondering why they can’t just run things without you, this episode is for you. In this week’s episode, I sit down with leadership expert and clinical director Lisa Besler to break down the top 5 things leadership teams need from YOU, the group practice owner, to thrive without constant oversight. We dig into the mindset shifts and practice management systems that...
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Episode 275 | Are Your Notes Putting Your Practice at Risk? Compliance & Therapy Documentation Tips with Dr. Tiana Kelly
The Group Practice Exchange
Are your notes putting your practice at risk? Skipping a HIPPA compliance checklist or letting sloppy therapy documentation slide could cost you big - legally, financially, and ethically. In this episode of The Group Practice Exchange Podcast, I’m joined by Dr. Tiana Kelly, who’s here to help you strengthen your compliance practices, streamline your counseling documentation, and make sure your systems (and team!) are protecting your clients and your business. We’re covering what you actually need in your HIPPA compliance checklist, how to spot the most common therapy documentation...
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Episode 274 | Is It Really a People Problem - or a Leadership Opportunity? Busting Myths About Leadership with Adrian Koehler
The Group Practice Exchange
As a group practice owner, it’s easy to assume your struggles are about hiring or team dynamics, when what’s really needed is some honest reflection and strong leadership training for teams. In this episode, I sat down with leadership coach, Adrian Koehler to unpack what’s actually going wrong in many therapy practices: leadership mistakes that no one wants to talk about. Adrian and I get into the real reasons leaders get stuck, why “being nice” isn’t always kind, and how your discomfort might be costing your business. We bust some major myths about leadership, and Adrian shares...
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Episode 273 | How Student Loan Planning, HRSA Loan Repayment & Nonprofit Student Loan Forgiveness Can Fuel Practice Growth with Connor Pierce
The Group Practice Exchange
Wondering how to turn student loans into a recruitment and retention strategy for your group practice? This episode is for you. I sat down with Connor Pierce - doctor of physical therapy and certified student loan consultant - to talk all things student loan planning, HRSA loan repayment, and nonprofit student loan forgiveness. As group practice owners, we’re always looking for ways to support our team while growing our business sustainably. And let’s be real - student loan planning isn’t just about personal finance anymore. It can directly impact your hiring, retention, and...
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Episode 272 | Avoid the Dreaded Board Complaint: Top Clinical Risk Management Tips for Group Practices with The Working Alliance
The Group Practice Exchange
Could your group practice survive a board complaint? If you’ve ever felt anxious about protecting your license - or the licenses of your team - this episode is a must-listen. In this episode, I sit down with Karen Pavlidis and Fran Schopick of The Working Alliance to talk about a topic that keeps a lot of group practice owners up at night: how to proactively reduce risk and avoid board complaints. We dig into the biggest mistakes practice owners make when it comes to practice policies, the role of strong therapy documentation, and why a well-written therapy informed consent...
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Episode 271 | Burned Out and Still Not Building Wealth? Try These Retirement Strategies and Diversifying Income Ideas for Practice Owners with Eric Miller
The Group Practice Exchange
Feeling stuck in your group practice and wondering how to finally build real wealth as a practice owner? If you’ve been pouring everything into your group practice but still feel like you’re not gaining traction financially, this episode is for you. I sat down with Eric Miller, co-owner of Econologics Financial Advisors, to talk about the retirement strategies and financial freedom tips he suggests to help practice owners turn burnout into long-term success. We talk about how to stop relying on traditional retirement plans that don’t serve practice owners, and instead focus on...
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Episode 270 | Should Group Practices Offer EMDR Training for Therapists? These are the Key Benefits You Can’t Ignore with Rachel Harrison
The Group Practice Exchange
Have you thought about offering EMDR training for therapists in your practice, but don’t want to overwhelm them? In this episode, I’m joined by Rachel Harrison from Trauma Specialists of Maryland, and together, we unpack how EMDR training for therapists can transform how group practices support clients, retain top-notch clinicians, and position your practice as a true leader in trauma-informed care. We’re digging into why EMDR training can be a game-changer for group practices—and why it’s more than just another line item on your clinician benefits sheet. We also talk about how to...
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Episode 269 | Feeling the Referral Slowdown? Here’s How to Get More Therapy Clients and Boost Therapy Referrals
The Group Practice Exchange
Feeling like the therapy referrals at your group practice have stopped flowing in? You’re not alone, and it’s not your fault. A lot of us are seeing a drop in therapy referrals, even though the demand for therapy clients is still sky high. In this episode, I’m digging into what’s really going on behind the scenes and sharing clear, actionable ways for how to get more therapy clients. I’ll break down why the old strategies don’t work anymore, how to modernize your approach of networking for therapists, and the exact systems you need to make your practice stand out in today’s...
info_outlineHey Group Practice Listeners! Do you want to read your way into business development? As we are practice owners that handle big and important things, it is great to have guidance along the way.
We are grateful to be joined by Ms. Julie Herres, the founder of GreenOak Accounting, a team of accounting experts helping practice owners. She is an accountant, podcast host, and the author of Profit First for Therapists. Now, she will elaborate on the book's keynotes that are essential for our growth as practice owners.
Episode Highlights:
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What did Julie have to go through in writing the book, Profit First for Therapists?
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How much change was published into the current version from the Profit First review?
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Where do different professions or practice levels depend for their allocations?
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When can topics of scaling of compensation be helpful for the readers of the book?
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What is the essence of storytelling in making an impact while reading the Profit First book?
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How did the book make a push of encouragement to venture into new businesses?
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Why is it essential to have a second set of eyes in making big decisions and handling critical business situations?
Check out Julie’s Book & Take a FREE Profit First Assessment: https://www.profitfirstfortherapists.com/
Are you ready to expand your practice? Take the expansion quiz now: https://www.profitfirstfortherapists.com/tgpe
To connect with Julie Herres:
You can visit her website at www.greenoakaccounting.com
Check out her LinkedIn at https://www.linkedin.com/in/julie-herres-14233a2,
or through Instagram account at https://instagram.com/julie.herres?igshid=YmMyMTA2M2Y=
Reach her through her email at julie@greenoakaccounting.com
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 of 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. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe