AI is changing the landscape of professional services, shifting how people seek information and how they work. So, how can therapists adapt and use AI to productively get ahead in private practice — and when is it time to call in professional help?
In this episode, Linzy is joined by accountant and recurring guest Julie Herres for a thoughtful conversation about artificial intelligence and its growing presence in both the therapy and financial spaces.
They discuss what they’re seeing in their respective industries and talk about what AI can — and cannot do — for private practice owners. They also tackle the very real fear that AI is going to replace professional service jobs and highlight the importance of human connection.
Whether you’re already an avid AI user or feeling hesitant and worried about its impact, this conversation offers a grounded perspective on how you can implement AI effectively in your own practice.
Timestamps:
00:00 – Introduction
04:39 – Artificial intelligence in the financial and therapy spaces
07:26 – How AI is disrupting professional services
12:42 – When it is wise to use AI versus when to bring in a professional
17:37 – The irreplaceable value of human context, co-regulation, and real relationships
27:52 – An "AI centrist" perspective on regulation and safety
36:46 – Practical AI use cases (like meal planning) versus tasks requiring expert advice
For other episodes with Julie, check out:
Episode 191 –Adjusting Your Private Practice in a Changing Economy (Part 1) with Julie Herres
Episode 142 –Moving at the Speed of Cash with Julie Herres
Episode 58 –Profit First for Therapists with Julie Herres
Episode 5 –Private Practice Money Mistakes with Accountant Julie Herres
Want to feel more calm and confident about your money?
Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay.
You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today.
Want to stop feeling like an overworked, stressed and underpaid group practice owner and become the confident and empowered financial leader of your group practice? Join our Fall 2026 cohort of Money Skills for Group Practice Owners.
Are you a solo practice owner who wants to move from money confusion, worry, shame, and uncertainty — to confidence and peace? Join the Money Skills for Therapists waitlist to hear when enrollment opens in November for our January 2027 cohort.
About Julie Herres:
Julie Herres is the founder and CEO of GreenOak Accounting, a firm that exclusively serves therapists, psychologists, and counselors in private practice across the United States. Over the years, Julie and her team have worked with hundreds of private practice owners and developed serious knowledge about what makes a practice financially successful. GreenOak’s goal is to help practice owners feel comfortable with the financial side of their businesses and have profitable practices. Some of the firm’s biggest success stories were achieved through implementing Profit First.
Julie is an accountant and an enrolled agent (EA). She is also a speaker and the host of the Therapy for Your Money podcast.
Connect with Julie:
Website:greenoakaccounting.com
Book: Profit First for Therapists
Podcast: Therapy for Your Money
About Linzy Bonham:
Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances throughher podcast, workshops, andcomprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here.
Connect with Linzy:
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