Private Practice Business Essential – Income & Growth Planner; (Customizable Excel Template)

$40.00

Plan your income, track expenses, and forecast growth—all in one easy-to-use Excel spreadsheet.

Whether you're launching your private practice or refining your existing business, this plug-and-play Excel template helps you map out your financial goals, project revenue, and plan for expenses. Created by a therapist and practice consultant, it’s tailored specifically for mental health professionals who want to stay profitable and sustainable.

What’s Included:

  • A clean, editable Excel spreadsheet with pre-built formulas

  • Sections for:

    • Monthly income and revenue projections

    • Expenses (rent, marketing, EHR, supervision, etc.)

    • Salary goal planning

    • Estimated taxes

    • Collection rate and reimbursement tracking

  • 12-month revenue forecast

  • Designed with private practice needs in mind

Who This Is For:

  • Therapists planning to launch their own practice

  • Clinicians setting income goals and planning monthly expenses

  • Clinicians who want a clearer picture of their business and salary goals

File Details:

  • Delivered as an Excel spreadsheet (.xlsx) in a zipped folder

  • Fully editable and ready to customize

Plan your income, track expenses, and forecast growth—all in one easy-to-use Excel spreadsheet.

Whether you're launching your private practice or refining your existing business, this plug-and-play Excel template helps you map out your financial goals, project revenue, and plan for expenses. Created by a therapist and practice consultant, it’s tailored specifically for mental health professionals who want to stay profitable and sustainable.

What’s Included:

  • A clean, editable Excel spreadsheet with pre-built formulas

  • Sections for:

    • Monthly income and revenue projections

    • Expenses (rent, marketing, EHR, supervision, etc.)

    • Salary goal planning

    • Estimated taxes

    • Collection rate and reimbursement tracking

  • 12-month revenue forecast

  • Designed with private practice needs in mind

Who This Is For:

  • Therapists planning to launch their own practice

  • Clinicians setting income goals and planning monthly expenses

  • Clinicians who want a clearer picture of their business and salary goals

File Details:

  • Delivered as an Excel spreadsheet (.xlsx) in a zipped folder

  • Fully editable and ready to customize