Episode 195: Insider Tips from Profit First Coaches

Ever wish you could pick the brains of Profit First pros just for private practice? This episode brings you behind the scenes of Profit First Academy office hours with two of our most experienced coaches, Carolyn Chrestman and Hannah Dyer. Julie sits down with Carolyn and Hannah to share real questions from practice owners, common places people get stuck (and how to get unstuck), and what it really looks like to tailor Profit First to your own practice. Whether you’re just getting started or ready to dig deeper, you’ll walk away with encouragement, actionable tips, and a whole lot less confusion about your financials!

In This Episode

1. Real Profit First Strategies—No Judgment
   Hear how our coaches help practice owners make decisions, build confidence, and use Profit First as a shame-free tool for growth. If you’ve ever worried about asking a “dumb” question, this one’s for you!
2. Behind the Curtain of Office Hours
   Get a peek at what actually happens in Profit First Academy office hours. From instant assessments to account setup, find out how our coaches break down overwhelm and guide you step-by-step.
3. Practical, Personalized Tips from the Experts
   Learn how to choose account structures that work for you, avoid common accounting pitfalls, and adapt Profit First to support your goals—whether you run a solo or group practice.

Links and Resources

• Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startup
• GreenOak Accounting - www.GreenOakAccounting.com
• Therapy For Your Money Podcast - www.TherapyForYourMoney.com
• Profit First for Therapists - www.ProfitFirstForTherapists.com
• Profit First Academy - www.ProfitFirstForTherapists.com/Academy

Podcast Production and Show Notes by Course Creation Studio