Course description

Private practice can be incredibly rewarding, both professionally and financially. Yet, money isn’t always considered or measured when making important business decisions. 

This course will give you the knowledge and confidence to examine your business finances head-on, and make your private practice a profitable one. 

This course addresses the impact of financial data in your business and covers topics like bookkeeping, tax, financial systems, evaluating the financial health of your private practice, financial considerations of hiring, and much more. 

The numbers in your practice tell a story. Do you know what that story is?

In this course you’ll learn to:

  • Understand basic financial and accounting terminology
  • Assess the profitability of your practice
  • Understand how your business income is taxed
  • Prepare a practice budget
  • Identify key metrics for your practice
  • And much more.

Total running time 136 minutes. On-demand, recorded video format (non-interactive). This course does not provide continuing education (CE) credit.


Julie Herres

Julie Herres is the Owner of Green Oak Accounting, which specializes in working with therapists in private practice to help them achieve profitability through accurate and useful financial information.

Additional Information

Format and Length:

On-demand, recorded video format (non-interactive). Total running time 136 minutes.

Who Should Attend:

Psychologists, counselors, clinical social workers, marriage and family therapists, and other health and wellness professionals. This course is especially well-suited to those currently working in, or considering moving into, private practice.

Publication and Review Dates:

Course Published: November 19, 2020 

Refund Policy:

Click here to see our policies on attendance, refunds, grievances, and accessibility, and other frequently asked questions

No Continuing Education credit:

This course does not provide continuing education (CE) credit.