Private Practice Pro Forma – Income & Growth Planner (Customizable Excel Template)
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
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