Profit First for Therapists

EVERY PRACTICE DESERVES TO BE PROFITABLEThis Profit First for Therapists Workbook is the official companion to the acclaimed book Profit First for Therapists by Julie Herres. Designed specifically for private practice owners, this workbook doesn’t replace the original-it builds on it. Think of it as the practical guide to walk you through every step of implementing the Profit First system with confidence and clarity.

Inside, you’ll find:

Detailed Examples tailored for practices of all sizes, from solo practitioners to large group practices.
Step-by-Step Guidance to make the Instant Assessment even more approachable.
Troubleshooting Advice for common Profit First challenges faced by therapists.
Interactive Worksheets to guide you, step by step, as you assess where your practice stands and map out a clear path toward profitability.

Although the original book delivers everything you need to implement Profit First, this workbook offers a little extra hand-holding. It’s a space to brainstorm, reflect, and put pen to paper-your tangible partner in creating a profitable and sustainable practice.

Whether you’re just starting your journey or looking to refine your financial systems, this workbook will help you bring the principles of Profit First to life. Grab your copy, write in it, and see your practice transform, one step at a time.

This workbook is meant to be used alongside Profit First for Therapists. Be sure to have your copy of that book handy to fully leverage the power of this system.

Author Biography

Julie Herres is the founder and CEO of GreenOak Accounting, a firm that serves private practice owners 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.