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Financial Literacy 101: Building a Financially Healthy Group Practice
Monday, August 31, 2026
12:00 PM ET
Live via Zoom
Meet the speakers
Julie Herres
Julie Herres
Founder & CEO · GreenOak Accounting
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 thousands of practices and developed deep expertise in what separates high-performing practices from the rest. GreenOak’s goal is to help practice owners maximize profitability, minimize their tax burden, and build practices that generate real wealth. Julie is an accountant, consultant, speaker, author of Profit First for Therapists, and host of the Therapy for Your Money podcast.
Eliza Kielty
Eliza Kielty, LMHC
Webinar Host · Healthie
Eliza Kielty, LMHC, hosts Healthie’s webinar series for practice owners, bringing together experts across finance, billing, and operations. Before joining Healthie to lead Growth Partnerships and Affiliate, Eliza worked as a Licensed Mental Health Counselor in New York State, practicing therapy in private practice — experience that shapes how she connects with providers today. She’ll host the session and field your questions live.
What to expect
What you'll walk away with
01
Confidence reading your practice's financial statements — P&L, balance sheet, and cash flow
02
A clear picture of your group practice's tax obligations and what to set aside
03
A framework for structuring compensation without eroding your profit
04
How to evaluate whether your practice is genuinely profitable — and what moves the number
05
The mindset shift from clinician to confident practice leader