Episode 169 - What to Track to Have a Successful Business

Listen now to our latest episode...

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

Why we track KPIs
How we track KPIs & where to start
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

Our Top Private Practice Resources That We Use & LOVE
A-Z Cheatsheet: The Essentials for Growing Your Dream Practice
Quick Reference Podcast Guide
Run Like Clockwork
Profit First
Click Here to get 5 Days of Financial Tips for Private Practice, budget forms and Success Ratio calculator.

Guest's contact information

GreenOak Accounting

Meet your co-hosts:

Kate & Katie

our awesome sponsors:

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