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resources for your practice

Understanding your finances, your potential, and how to prioritize profitability is paramount to building a successful practice. Use our resources to learn, save time, and increase your bottom line.

GreenOak Blog 

Catch up on all the latest Blog posts about topics from hiring to year-end tax deductions.  

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Read about all things accounting and finance, as they relate to private practice and therapy provider groups.

Therapy for Your Money Podcast

A podcast about money and finances for therapists in private practice, covering topics like increasing profitability, team compensation, tax tips, budgeting, planning for retirement and more.

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Accounting Toolkit

Use this helpful toolkit to access free accounting and finance-related resources specifically for mental health professionals,  private practice owners, and therapy provider groups.

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Self-Paced Courses

For practices not quite ready to outsource their accounting, we have a number of self-paced courses. 

 

Learn how to navigate and manage the financial side of running a private practice.

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Gusto Payroll Partner

Gusto is our preferred Payroll partner, offering modern solutions that make it easy to support your hard-working team. Learn more about Gusto, their solutions, and our Green Oak Gusto Gold partnership.

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Profit First Support

Profit First isn’t just a book, it’s a movement! The Profit First system challenges the traditional Accounting Equation by having practice owners take their Profit First. GreenOak owner Julie Herres wrote new release Profit First for Therapists.

Sign Up to Receive a Free Self-Paced Course 

Thanks for submitting! Check your email to access the course.

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We can't wait to help you grow.

I thoroughly enjoyed my work with GreenOak. They really set my mind at ease knowing that her skills and organization would get the job done. Stephanie is a terrific communicator, incredibly patient, and really knows her stuff!

Elizabeth G.

I couldn't have imagined the difference in working with people who are dedicated to client satisfaction and understanding. I am surprisingly overwhelmed with how things are progressing. GreenOak Accounting has gone above and beyond, showing incredible patience with my questions and helping me understand.

Erin W

Honestly, GreenOak Accounting has been so valuable to us. We were in a crunch with time and resources. They resolved all of our needs and got us up and running efficiently and effectively. They are great - I suggest you hire them if you need assistance.

Stewart C

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