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Episode 624: The Math Has to Math: Building a Sustainable, Profitable Group Practice in 2026 — with Julie Herres of GreenOak Accounting
Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we chat with Julie Herres of GreenOak Accounting about how there’s still good money to be made in private practice, and what you need to know to make it. We discuss: Profitability and intentionality, and what it takes to stay on track Rate changes and cost of living changes impacting group practices How Julie would respond to practice owners who are feeling the squeeze right now Setting up the financials for a healthy practice Compensation for pre-licensed vs. fully licensed clinicians Julie and Liath’s predictions for the trend to swing away from VC-backed therapy platforms and back to smaller group practices What group practices can bring to the table that these platforms can’t Metrics to track to be able to make informed and aligned decisions in the short, medium, and long-term The value, in time, money, and cognitive overhead, in outsourcing to a trusted expert Julie’s upcoming event in September for group practice owners, Group Practice Con Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. Resources: Therapy for Your Money Podcast — Hosted by Julie Herres, founder and CEO of GreenOak Accounting, this podcast helps private practice owners understand their finances, improve profitability, and make confident, data-informed business decisions. GreenOak Accounting for Mental Health Professionals — Specialized accounting and financial guidance for therapists and mental health practices, with services designed to support solo practitioners, group practices, and practice owners navigating growth and expansion. Profit First for Therapists by Julie Herres — Julie’s practical, therapist-specific adaptation of the Profit First framework, designed to help practice owners build profitability into their financial systems, pay themselves appropriately, and create a more sustainable practice. Group Practice Con 2026 (Sold Out!) — A tactical, growth-focused conference for established group practice owners, co-hosted by Julie Herres and Joshua Brummel. The 2026 event takes place September 9–11 in Chicago and is currently sold out, but practice owners can join the waitlist through the conference website.     PCT Resources: Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours — including monthly session with therapist attorney Eric Ström, JD PhD LMHC Device Security Suite: assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) Remote Workspace Security Suite: assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more HIPAA Risk Analysis & Risk Mitigation Planning service for mental health practices — care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You’ll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health practice, and a mitigation checklist to help you reduce your risks. PCT’s Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms & Logs for documenting implementation and maintenance of Policies & Procedures in practice Device & Workspace Security Suites Direct Support & Consultation from PCT team + therapist attorney Eric Ström, JD PhD LMHC (live & recorded + searchable library) Includes the Risk Analysis & Risk Mitigation Planning service + tool HIPAA Security & Privacy Ethics training
Group Practice Tech
https://personcenteredtech.com/group/podcast/
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