Episode 169 - What to Track to Have a Successful Business



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startup nation, meet:

Julie Herres


Julie Herres is the owner of GreenOak Accounting. The firm provides full-service accounting to private practice owners throughout the United States.


Julie and her team have worked with hundreds of private practice owners, so they are uniquely positioned to be a trusted advisor to clients.


Fun Fact: Julie started her own business to have the flexibility her family needed with small kids. Now she’s proud to offer a flexible and family-friendly workplace to a team of 6!



Show notes

  1. Why we track KPIs

  2. How we track KPIs & where to start

  3. What KPIs are relevant for private practice? i. Average fee per session ii. Average overhead per session iii. Average length of treatment iv. Average Cost of Acquisition v. Utilization rate vi. Average lifetime Value for a new client vii. Conversion rate


Resources & giveaways



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