Info

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.
RSS Feed Subscribe in Apple Podcasts
The Group Practice Exchange
2024
October
September
August
July
June
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
October
September
June
May
April
March
February


2017
December
November
October
September
August
July
June
May
April
February


2016
December
October
September
July
June
May
April
March


All Episodes
Archives
Now displaying: Page 4
Dec 29, 2021

 

Hey Group Practice listeners! In this episode, you're getting a clip from my latest training from the Exchange membership, where I talk all about how to determine who's a good fit for a leadership role in your practice.

In this episode I cover:

  • Differences in the clinical vs. leadership skill sets
  • Qualities of a good team leader
  • Developing specialized leadership roles based on employee strengths

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

 

Dec 22, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, you're getting a clip from this month's expert training from the Exchange Membership where Poonam and Julianne from Level Up Leaders walk us through the cost of employee turnover.

In this episode we cover:

  • The financial cost to employee turnover
  • The workplace culture cost to employee turnover
  • Reasons for employee turnover

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

Dec 8, 2021

Hey Group Practice listeners! In this episode, I'm talking with Kimberly Cummings about the how to find and coach the right employees into leadership roles in your group practice.

In this episode we cover:

  • Benefits of helping employees develop their leadership skills
  • Understanding what employees want from their roles
  • Identifying which employees are the right fit for a leadership role
  • Clinical vs Leadership skills
  • Honing your practice vision
  • How to train for leadership roles

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

Dec 1, 2021

Hey Group Practice listeners! This episode is all about leadership teams: the creation of leadership teams, the expanding of leadership teams, and the roles that can be played within a leadership team.

In this episode I cover:

  • Benefits to having a leadership team
  • Stages of developing a leadership team
  • How leadership roles shift with growth
  • Leadership roles you'll need as you grow

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

Nov 17, 2021

Hey Group Practice listeners! New podcast episode out today! This episode is all about exit planning, and I'll be sharing recordings from The Group Practice Exchange followers who have gone through the process of slowing down and exiting themselves!

In this episode I cover:

  • Reasons people are exiting group practice
  • How slowing down + exiting can support your vision
  • Group practice owner experiences with exit planning

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

Nov 3, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking with Casey Gromer about the one tool every practice owner needs to take a step back from their business.

In this episode we cover:

  • The difference between a visionary and an integrator
  • How visionaries and integrators work together
  • Establishing a company persona

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

 

Oct 27, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking with Wendy Wright about navigating shame around money as a group practice owner.

In this episode we cover:

  • Meeting our relationship with money where it is
  • Undoing shame based learning
  • Abundant compassionate curiosity with regards to our financials
  • Exploring your relationship to debt and savings

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

Oct 20, 2021

Hey Group Practice listeners! New podcast episode out today! This is a more vulnerable episode for me. In this episode I'm talking all about three times I've struggled as a leader, and how I've navigated those struggles.

In this episode I cover:

  • Navigating people pleasing urges as a leader
  • Establishing boundaries and expectations with staff
  • Addressing Culture Issues as a leader

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

Oct 13, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking with Michelle Mullaley and Erika Shilling who are going to share their top three mistakes they see from group practice owners who are trying to set up a partnership.

In this episode we cover:

  • Having a standard operating agreement
  • Determining leadership styles
  • Staff management & decision making as a partnership
  • Partnership building

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

A
Oct 6, 2021

Hey Group Practice listeners! New podcast episode out today! IIn this episode, I'm talking all about how to deal with emotional triggers as a group practice owner.

In this episode I cover:

  • Naming your emotional triggers
  • Identifying the source of your triggers
  • Verbalizing your emotions
  • The value of stepping away to catch your breath

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

Sep 15, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I discuss how leadership teams evolve in group practices over time. This episode covers the different leadership needs of a growing group practice and helps to conceptualize how leaders can function in your practice.

In this episode I cover:

  • How to know when it’s time to create your leadership teams
  • Leadership needs for group practices according to size
  • The different stages of leadership in a group practice
  • The difference between delegating and leadership
  • Leadership in silos vs collaborative leadership
  • Shared decision making with practice leaders
  • How to know your leadership team is working

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

Sep 8, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I discuss strategies you can use when communicating change with your team. Change is hard on people for a lot of reasons, but there are ways you can leverage your communication skills to help ease the transition.

In this episode we cover:

  • Clearly defining change
  • Getting team members invested in change
  • Showing your team that you care
  • Why resistance to change comes up
  • Being okay with not everyone being happy
  • Remembering you can change the change
  • Celebrating short term wins
  • Continuously communicating through change

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

 
Sep 1, 2021

Hey Group Practice listeners! New podcast episode out today!In this episode, I'm talking with Russell DuBois all about Blueprint and values based outcomes in your group practice.

In this episode we cover:

  • What values based outcomes are
  • What Blueprint is (and how it's useful to therapists)
  • How Blueprint works

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

 
Aug 25, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, you're getting a clip from my most recent training in my Exchange Membership on insurance and credentialing.

In this episode I cover:

  • Billing insurance when you're out of network
  • Things to consider when you want to be an OON provider

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

Aug 18, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking with Tara Sanderson all about bringing on interns and practicum students to your practice.

In this episode we cover:

  • the difference between interns and practicum students
  • considerations to make before bringing them on
  • expectations from contracted schools
  • how interns & practicum students can function in your 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

Aug 11, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking with Lindsay Bryan-Podvin all about her four money archetypes.

Considerations we cover:

  • what the four money archetypes are
  • each archetype's strengths & challenges
  • mindset shifts to help improve your relationship with money

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 28, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking with Kendall Hagensen all about what you should think about if you want to create a multidisciplinary wellness practice!

Considerations we cover:

  • Getting clear on your "why"
  • The structure of how your wellness center will work
  • How are you going to build your team?
  • What outside support will you need?
  • What kind of leader do you want to be?

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 21, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking through the top ten reasons owning a group practice might not be for you.

In this episode we cover:

  • solo vs group considerations
  • things to think about before pivoting to group practice
  • top reasons owning a group might not work for you

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 14, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm giving tips for building the practice culture across a second or third location as you grow your business.

In this episode we cover:

  • defining your practice culture
  • attitude regarding your new location
  • using existing team members as culture builders in a new location

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 7, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking all about how often you should be in the office as practice owner!

In this episode we cover:

  • whats typical for different stages of practice ownership
  • exploring your role as practice owner
  • what an office means to you

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

Jun 30, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking all about whether you should give an offer letter or a contract to your new hires.

In this episode we cover:

  • the difference between the two
  • the benefits of each
  • the drawbacks of each

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

 
Jun 23, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, I'm talking all about how to convert clients to your therapists when they call your practice asking for you.

In this episode we cover:

  • why clients are only calling about you
  • why clients are reluctant to book with your clinicians
  • what to do about it

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

Jun 9, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, you're getting a clip from a training from my Exchange Membership where Tiffany McLain talks about all about money mindset for group practice owners.

In this episode we cover:
→ common mindset issues for therapists
→ common mindset issues for practice owners
→ resentment as a money mindset issue

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

Jun 2, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, you're getting a clip from a training from my Exchange Membership where Maelissa Hall talks about the top mistakes group practice owners make when teaching documentation to their staff.

In this episode we cover:
→ common mistakes owners make
→ why clinicians may struggle with documentation

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 26, 2021

Hey Group Practice listeners! New podcast episode out today! In this episode, you're getting a clip from a training from my Exchange Membership where Niki Ramirez gave us her top tips for a better handbook.

In this episode we cover:
→ what to avoid in your handbook
→ handbook as a comprehensive program
→ handbook as a living document

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

1 « Previous 1 2 3 4 5 6 7 Next » 11