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The Group Practice Exchange

The Group Practice Exchange Podcast is a place for group practice owners, where we talk candidly about business ownership and leadership. From practice building tips to live coaching to real talk episodes with other group practice owners, we are the resource you have been looking for to grow your group practice.
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Now displaying: 2022
Dec 28, 2022

Hey Group Practice Listeners! Do you hesitate before expressing your opinions or do you speak without thinking first? When communicating in a professional environment, we must be formal to avoid unnecessary topics or misunderstandings.

 

 

We have Melina Palmer, an Applied Behavioral Economics Teacher, who authored “What Your Customer Wants and Can't Tell You.” With her expertise in behavioral economics, she will share tips and strategies to understand and communicate better with everyone!

 

 

Episode Highlights:

 

 

  • Why do we act apart from our real intent? 
  • How do people agreeing to the Save More Tomorrow plan get more incredible benefits? 
  • What could an email of "Let's talk." bring the recipient? 
  • When could improvements arise when the brain is compartmentalized? 
  • How can behavioral economics be useful in becoming a better leader?

 

 

To connect with Melina:

Go to her website, https://www.thebrainybusiness.com/   

Follow her on Twitter and Instagram, https://twitter.com/thebrainybiz & https://www.instagram.com/thebrainybiz/ 

Subscribe to her YouTube, https://www.youtube.com/c/thebrainybusiness 

Check out her Facebook, https://www.facebook.com/thebrainybiz/ 



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

Dec 14, 2022

Hey Group Practice Listeners! Do you want to express yourself in public? It might be a scary thing to start for many of us. Other than public speaking needs confidence, you also need to know how to deliver yourself well to the audience. 

 

 

We are grateful to be accompanied by Aimee Bruneau in learning public speaking. She is a public speaking and communication coach, perfect for us to know ourselves better and unveil greater confidence. She will give tips and realizations that will lead us to find our brave public identity. 

 

 

Episode Highlights: 

 

 

  • When do writers feel an identity crisis during the transition to speaking in front of a crowd? 
  • How public speaking affects and turns us into different personalities? 
  • Why do we need to know our admired style to give us a direction in developing public speaking? 
  • Why is it that it is upon us what we feel? 
  • What are Imposter Syndrome and its mechanisms? 

 

 

To connect with Aimee:

 

 

You can have either an individual or group session with her through www.aimeebruneau.com

Another means would be her email which is aimee@aimeebruneau.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

Dec 7, 2022

Hey Group Practice Listeners! Do you believe that support is an essential part of success? We present to you masterminding! It is a collaboration that helps you in numerous ways to get ahead! 

 

 

Our guest host, Casey Gromer, will be discussing masterminding! She is the integrator for The Group Practice Exchange and the Female Founders Breaking Boundaries podcast host. She will narrow down the essence and benefits of masterminding and give us a sneak peek of 2023 offers from TGPE!

 

 

Episode Highlights:

 

 

  • Who suggested the idea and importance of collaboration? 
  • How can the Group Practice Exchange Mastermind be an opportunity to dig deeper? 
  • What will be the setup for this upcoming program? 
  • Why is masterminding a helpful way to success? 
  • What are other exciting details for the Group Practice Exchange Mastermind program?

 

If you're interested in learning more and applying to be part of a TGPE mastermind group, click here!

 

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

Nov 30, 2022

Hey Group Practice Listeners! Are you wondering if a supervisor also needs supervision? Think no more because having supervision is highly suggested to bring more quality services. 

 

 

With Shannon Heers, we will be exploring the significance of having supervision on supervision. She is a licensed professional counselor and an approved clinical supervisor. Together with her experiences and expertise, we will be guided through the need for supervision.

 

 

Episode Highlights: 

 

 

  • How did Shannon come up with her supervision/consultation program? 
  • Why is it better to have even a small amount of clinical support than none? 
  • Where will audio and/or videotaping help in navigating supervision? 
  • What are clinician burnout and its causes? 
  • How could Firelight Supervision give their services? 

 

 

 

Get in touch with Shannon: 

 

 

Check out her services through her website, firelightsupervision.com

 

or through her Instagram, www.instagram.com/firelightsupervision



 

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

 

Nov 16, 2022

Hey Group Practice Listeners! Do you ever imagine working forever? We are expected to dream alive to enjoy ourselves after retirement, which will only be possible if we start planning for the future. 

 

 

We are now bestowed with financial guidance as Tess Zigo is our guest for this podcast. She is a financial advisor of TruWealth Partners. Equipped with her passion for helping families and small businesses grow, she will share these tips to better plan our future. 

 

 

Episode Highlights:

  • Why did Tess shift from corporate finance to financial advisory? 
  • When can retirement accounts and life insurance be helpful to grow assets? 
  • What is the difference between simple iRate and 401(k)? 
  • How do age and time horizon play a role in calculating risks? 
  • Why can a financial advisory be the best choice in planning for your stable life status?

 

 

To communicate with Tess:

 

 

Book a schedule with her through the website, https://truwealthy.com/

 

Direct to her Facebook, https://m.facebook.com/TessZigoCFP

 

 

 

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

Nov 2, 2022

Hey Group Practice Listeners! Are you on the verge of deciding whether to sell or keep your group practices? It is tough to settle since it will bring massive changes. 

 

 

We can now have the grounds for consideration as Gabrielle Juliano-Villani joins us. She is an expert who had a similar situation and is determined to sell her group practice. She will share her experience in the process and give feedback and tips to guide us on whatever option we choose. 

 

 

Episode Highlights:

 

 

  • Why did Gabrielle decide to sell her group practice?
  • How did the selling process go?
  • What kind of emotional impact did the process bring? 
  • How to deal with the shift from self to business and the employees? 
  • What tips could be helpful to be still in a better position when you want to start or sell your group practice?

 

 

Get in touch with Gabrielle: 

 

Check out her website or visit her profile, Gabrielle Juliano-Villani, on Facebook and LinkedIn.

 

 

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

Oct 19, 2022

Hey Group Practice Listeners! Do you ever wonder why progress seems slow? Having a plan is one thing, but an effective method is a real thing! 

 

 

We are showered with the great abundance of Andrea Liebross, a businesswoman life coach helping other overachieving women be on top of the professional business life. She will be extending the guide on efficiently growing one's capability and success!

 

 

Episode Highlights:

 

 

  • What kind of SMART framework to enforce?
  • How to make SMARTER goals by adding the elements of exciting (E) and relevant (R)?
  • When should we apply the proper type of timebound in a particular kind of goal? 
  • Where will the Daily Big Three could take us?
  • What are the three steps for processing our relevant Daily Big Three? 

 

 

Resources and links mentioned in this episode:

 

 

To reach Andrea, visit her podcast Time to Level Up.

Go to Andrea Liebross Coaching for you to have the drive to do what you need to do!

 

 

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

Oct 5, 2022

Hey Group Practice Listeners! Working without passion is a boring part of life. Although it is scary to do what you love, you might never know the fun and excitement if you never choose what you really want.

 

 

A fun and playful episode is available for this day! We have Katie— a licensed psychotherapist and the co-founder of Habitbetter, to talk about building and growing a practice that just fits your personality.

 

 

Episode Highlights:

 

 

  • How to deal with switching life careers
  • What is the influence of TikTok on joining play with entrepreneurial matters
  • Where did Habitbetter start and how is the work environment of the business
  • When did two different personalities work together efficiently
  • Why a professional is about exploring and not knowing every answer

 

 

 

Resources and links mentioned in this episode:

 

 

  • Learn more about the speaker and her practice through TikTok, Katie Miles. 
  • Go to Habitbetter to guide you and make habits exciting!

 

 

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 

Sep 21, 2022

Hey Group Practice Listeners! We have a very special episode today because we will be listening to how group practices can influence social change. This is about the conversation about anti-racism and what to expect when we venture into this journey. 

 

 

We are very proud to have our guest, Dr. Nathalie Edmond, show us her work in workshops that aim to carve space for collective responsibility. 

 

 

In this episode, we cover:

 

 

  • Dr. Nathalie's story of how she started these workshops
  • What do the membership and the workshops look or feel like to a person set on the journey of anti-racism?
  • What are affinity groups?
  • How do you manage the feeling of safety and openness in these kinds of workshops?
  • Dr. Nathalie's anti-racism work style

 

 

 

To connect with Nathalie:

 

 

Mindful Anti Racism and Trauma Trainings with Dr. Nathalie Edmond

 

 

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 

Sep 7, 2022

Hey Group Practice Listeners! When it comes to running your business, it’s ideal that we find the best candidates to work with us. However, finding the best people to work with you can be difficult and intimidating. 

 

 

Fortunately, we are joined today by Shelly Warrens, a seasoned entrepreneur who leverages her experience in the corporate world to help small business owners find the best talents to help them grow their businesses!

 

 

In this episode, we cover:

 

 

  • Shelly’s Flow Fridays
  • Women grappling with their titles
  • What it’s like to hire someone to perform your recent job
  • Why you need to be a marketer to find the best talents
  • The importance of effective team leadership meetings

 

 

 

To connect with Shelly,

 

 

BizChix Podcast

 

 

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

Aug 24, 2022

Hey Group Practice Listeners! The usual work schedule of 9-5 is said to be unproductive as the average person only renders his optimum productivity in 3.2 hours. Now, how can this piece of information be of use to businesses like yours? And how does this affect how we view roles in our business? 

 

 

Join us as we discover the new era of productivity and influence with our guest, Mike Michalowicz with his forthcoming book, Clockwork.

 

 

In this episode, we will cover:

 

 

  • What is the forthcoming book "Clockwork" by Mike Michalowicz' about?
  • What is the Queen Bee Role in businesses?
  • Why you should identify the Queen Bee Role in your business.
  • How do you identify the Queen Bee Role in your business?
  • How does this Queen Bee Role dictate the productivity and the survival of your business?

 

 

 

Links mentioned in the episode:

 

 

Clockwork - Mike Michalowicz

 

 

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 month's 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

Aug 10, 2022

Have you ever felt discouraged and overwhelmed when it comes to dealing with payroll,  profit, and other financial aspects of your business? Well, now you won’t have to! In today’s episode, I am back again with Julie Herres, owner of Green Oak Accounting Firm to talk about the Profit First System, and how it can greatly benefit you and your business!

 

 

In this episode we cover:

 

 

  • Understanding the goal of Profit First System
  • How to know the recommended Current Allocation Percentages (CAPS) and Total Allocation Percentages (TAPS)
  • When to make shifts in CAPS and TAPS
  • Why it’s normal to not be in the target allocation at first
  • What to do when the biggest problem is payroll

 

 

 

Links mentioned in the episode:

 

 

Profit First for Therapists

 

 

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’ 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

Jul 27, 2022

Hey Group Practice Listeners! Another exciting episode is out today! I’m back once more with Liath— Person Centered Tech’s deputy director and co-owner to talk about people’s intimidation of HIPAA compliance, and how both employers and employees can work effectively around it the PCT way.

 

 

In this episode we cover:

 

 

  • Why inaccurate perceptions of HIPAA can be intimidating.
  • The PCT’s way of compliance process is aligned with scaling your business.
  • HIPAA compliance in five supportive steps.
  • Technical versus behavioral measures in setting up a system.
  • Where should a scaling group practice start with HIPAA security risk analysis. 

 

 

 

Links Mentioned in this episode:

 

 

Person Centered Tech

PCT Contact Info

 

 

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’ 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

Jul 13, 2022

Hey Group Practice Listeners! This episode is going to be quick and exciting! Join me as I talk about how to know when to stop growing your business. While this topic is quite ambiguous, I will go through all the reasons why it’s important for your business in the long run.

 

 

In this episode we cover:

 

 

  • What does the law of large numbers tell us about the state of our business?
  • When to know when you're reaching market maturity.
  • Understanding when it’s better to take a break from growing your business.
  • Reducing burnout by recognizing your inflection point. 
  • Keeping your business healthy by pruning unnecessary services.

 

 

 

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’ 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

May 18, 2022

Hey Group Practice listeners! The new podcast episode is out today! I'm talking with Kelly Higdon and Miranda Palmer of Zynnyme about therapist burnout, both for the employer and the employees.   

 

 

In this episode we cover:

 

 

  • In my role as a group practice owner, what other ways can I take to support or help reduce burnout
  • How to balance reduction of caseload when salary is sort of based on expectations
  • If you step back or slow down, will your business thrive
  • Are you rewarding behaviors that contribute to and impact burnout
  • What is the point of enough when it comes to growth

 

 

 

Links mentioned in the episode:

 

 

 

 

 

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’ 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

May 4, 2022

Hey Group Practice listeners! Casey Gromer, the integrator for the group practice exchange, is guest hosting the podcast about the one tool every practice owner needs to take a step back from their business, namely the entrepreneurial Operating System or EOS.  

 

 

In this episode we cover:

 

 

  • EOS - a valuable business tool for group practice owners
  • Six components that make EOS a valuable operations framework and the simplified version
  • Visionary and integrator role in the business
  • Excellent book recommendations for in-depth EOS concept and application
  • Favorite pillar in the framework, accountability, and its elements

 

 

 

Links mentioned in the episode:

 

 

 

 

 

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’ 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

Apr 20, 2022

Hey Group Practice listeners! This is a super exciting episode! I'm talking with Amy Johnston about corporate wellness and getting into corporate wellbeing. We will go into the entire process, letting everyone get a little piece of her brain on what she has been going through in building the program.    

 

 

In this episode, we cover:

 

 

    • Structuring the corporate wellness program from scratch

 

    • Having the right person in the right seat, putting someone in the position

 

    • How will the program be known and be in the right hands

 

    • Creatively getting yourself out there and building relationships based on trust 

 

    • Setting more realistic timelines on how long each phase will take

 

 

 

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’ 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

Apr 6, 2022

Hey Group Practice listeners! The new podcast episode is out today! In this episode, I'm going to be talking all about expanding your services in your group practice beyond one on one counseling, specifically about offering CEs (Continuing Education) and/or training in the community. 

 

 

In this episode we cover:

 

 

  • Benefits of becoming CE providers in your group practice
  • Why offer CEs to the community or therapists while making sure it aligns with your business values
  • Who will be the training providers, Who will run and spearhead the program
  • How long does it take to build, market, and reach the break-even point
  • Ensuring the quality and relevance of the training by screening appropriateness

 

 

 

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’ 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

 

Mar 23, 2022
Hey Group Practice listeners! New podcast episode out today! In this episode, you're getting a clip from this month's expert training in the Exchange Membership where Uriah Guilford of The Productive Therapist walks us through what you need to get admin support set up as a small group practice.

In this episode we cover:
  • What admin support can offer you as you grow
  • How & why to admit you need help
  • Calculating the value of your time
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’ 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
Mar 16, 2022

Hey Group Practice listeners! New podcast episode out today! In this episode, you're getting a clip from last month's expert training in the Exchange Membership where Ashley Cox of Sprout HR gives insight and tips on hiring strategies as a group practice owner.

In this episode we cover:

  • Common hiring experiences
  • Why our hiring strategies need to evolve
  • Hiring myths that need busting


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’ 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

Mar 9, 2022

Hi Group Practice Listeners! In this episode, I'm talking with Ili Rivera Walter all about onboarding therapists into clinical supervision.

In this episode we cover:

  • How supervisees, and supervisors can make sure that they're a good fit for each other
  • Dual supervision relationships
  • When the supervisor can't meet the supervisee's needs
  • What makes up effective supervision

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’ 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

Mar 2, 2022

Hey Group Practice listeners! In this episode I'm going to be talking all about the most important part of my recruiting strategy.

In this episode I cover:

  • What has made the biggest difference in my recruiting strategy
  • What a a recruiting and onboarding team lead manages
  • How having a a recruiting and onboarding team lead benefits the practice

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’ 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

Feb 9, 2022

Hi Group Practice Listeners! In this episode, I'm talking with Carissa Phipps about expanding benefits in your practice to attract and retain clinicians!

In this episode we cover:

  • Why having an accountant you can trust is so important when adding new benefits
  • How employee benefits serve your practice
  • How to determine which benefits to offer

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’ 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

Feb 2, 2022
Hey Group Practice listeners! In this episode I'm going to be talking all about how to find and recruit your ideal clinicians to your group practice.

In this episode I cover:

  • Figuring out your ideal clinician
  • Values-based recruitment research
  • Successful recruitment strategies I've used
  • Where to look for your ideal clinician

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’ 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

Jan 26, 2022

Hey Group Practice listeners! New podcast episode out today! In this episode, you're getting a clip from this month's expert training in the Exchange Membership where Melissa Wesner and Daniel Mayer of Protecting Your Practice talk about who you need on your team for group practice success.

In this episode we cover:

  • When it's time to hire an attorney
  • The importance of an accountant/bookkeeper
  • The role of an HR consultant
  • Roles your practice may grow to need later on

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’ 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

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