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 our own practices so you can see what this looks like in action.

Here’s what you’ll hear in our conversation:

• How EOS core values provide structure for a sustainable values-driven meaning in group practice
• Why so many owners struggle to define their values — and how EOS makes it easier
• Practical ways of demonstrating values in the workplace that actually change culture
• Hiring strategies to build a team that’s truly values-aligned
• How doubling down on EOS core values shapes culture, leadership, and long-term success

If you’ve been asking yourself “what is EOS?” or struggling with how to live out your values-driven meaning, this episode will help you lead with clarity, confidence, and alignment.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH TARA VOSSENKEMPER:

Website

Culture Focused Practice Podcast

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

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 clinical outcomes. If you've ever thought, “My accountant doesn’t do that,” this conversation will open your eyes.

Here’s what we cover in this episode:

• The key differences between a CFO vs. accountant - and why your practice likely needs both at different stages
• Why fractional CFO services might be your best next hire (even if you're not ready for a full-time CFO)
• How CFO services help align financial decisions with clinical growth and long-term sustainability
• Real-world cash flow management techniques that Carter uses with growing group practices
• What accountants for therapists should be doing - and where their role stops short of strategic leadership
  
  

Whether you’re planning to expand, hire nonclinical staff, diversify services, or even prep for a sale, understanding the role of a CFO is key. Carter and I break down the signs that it’s time to bring one in and how to leverage financial leadership that moves your practice forward.

Listen to the full episode now to learn how CFO services, fractional CFO services, and smarter cash flow management techniques can elevate your group practice beyond basic accounting.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH CARTER FREEMAN:

Website

LinkedIn

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!