Episode Details

Is it time to slow down and rethink your approach to business finances? In this episode, Linzy sits down with returning guest Julie Herres, owner of Green Oak Accounting and author of Profit First for Therapists, to explore the concept of "moving at the speed of cash." Together, they discuss the risks of taking on debt, the cultural pull of instant gratification, and how slowing down can lead to smarter, more aligned financial decisions.

Julie shares practical techniques for saving before making major investments and waiting for the right timing, and Linzy emphasizes the value of thoughtfulness in financial planning. Julie and Linzy challenge the notion that faster and bigger is always better, offering a thoughtful perspective on how slowing down and moving at the speed of cash can create a more intentional, sustainable path to success.

Join Linzy and Julie as they unpack how financial patience can help you avoid unnecessary stress and achieve what truly matters in your business and life.

For more from Julie and Linzy:

Check out the previous episodes with Julie on Money Skills for Therapists the Podcast

Ep 58 Profit First for Therapists with Julie Herres

Ep 5 Private Practice Money Mistakes with Accountant Julie Herres

And discover the previous episodes of Linzy on Julie’s podcast - Therapy for your Money

Episode 31: Building Your Private Practice's Financial Foundation (with Linzy Bonham)

Episode 97: Perfectionism & Money (with Linzy Bonham)

Episode 107: How do you know if you're working with the right accountant for you and your practice

Episode 126: Financial Professionals 101: Practice Owner edition! (with Linzy Bonham)

For a full transcript of the episode and much more, check out the blog post on our website! To watch a video version of this, check it out on YouTube: https://youtu.be/zP6_amCATgw

Connect with Julie Herres

GreenOak Accounting is a specialized firm serving the mental health industry exclusively.

The team has worked with 1000+ private practice owners, so we know a thing or two about spending habits of successful practice owners.

Get GreenOak Accounting free KPI Tracker. It is designed specifically for therapists in private practice, helping you keep a close eye on the metrics that matter most. From revenue goals to clinician productivity, this tool takes the guesswork out of running your business so you can focus on what you do best: helping clients.

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