Rate & Income Toolkit

Name: Rate & Income Toolkit
Brand: Private Practice Resource
Price: 99.0 USD
Availability: InStock

.price-ui--loading { display: block !important; opacity: 1 !important; }

$99.00

Instant digital download. Opens in Excel.

Your rate and your income, figured out together

Your session rate and your income are not two separate decisions. They are the same decision looked at from two different angles. Set a rate without seeing what it actually means for your take-home and you are only working with half the picture. Project your income without knowing whether your rate is actually sustainable and you are building on a guess.

The Rate and Income Toolkit gives you both tools together so you can see the full picture at once. Use the Rate Planner to figure out what you actually need to charge based on your income goals, expenses, schedule, and time off. Then use the Income Forecaster to see exactly what that rate means for your monthly and annual take-home at every caseload size from 5 clients a week to 40.

Together they answer the question every therapist is really asking: can I actually make this work, and if so, what does it look like?

Key Features and Benefits

Know What to Charge
The Rate Planner calculates your minimum sustainable rate, your recommended rate, and your stretch rate based on your real income goals, expenses, and schedule. Not a number you copied from someone else. Your number.

See What That Rate Actually Means
The Income Forecaster takes your rate and shows your projected gross income, taxable income, and real net take-home on a monthly and annual basis, accounting for your actual practice expenses.

See Every Caseload at Once
The At-A-Glance tab in the Income Forecaster shows your projected net income at every caseload size from 5 to 40 clients per week in a single view. See what 12 clients a week means versus 20, before you commit to either.

Time Off Built In to Both Tools
Factor in your planned weeks off in both tools so your rate and your income projections reflect how you actually want to work, not just how you work on a perfect uninterrupted week.

Locked and Protected
Both tools have locked cells and validated dropdowns. You can't accidentally overwrite a formula or break the calculations in either one.

What’s Included

Rate Planner
Calculates your minimum sustainable rate, recommended rate, and stretch rate based on your income goals, expenses, client load, and time off.

Income Forecaster
Projects your monthly and annual gross income, taxable income, and net take-home based on your rate, schedule, and expenses. Includes the At-A-Glance caseload overview showing your projected income at every client volume from 5 to 40 per week.

Both tools are ready-to-use Excel files. Download them, open them in Microsoft Excel, and enter your numbers.

Software Requirements

Requires Microsoft Excel for desktop. Not compatible with Google Sheets or Apple Numbers.

Is This Tool Right for You?

This toolkit is built for licensed clinicians who are tired of making their rate and income decisions separately and want to see how they work together. If you are unsure whether your current rate is actually supporting your income goals, or you want to know what your take-home looks like at different caseload sizes before you commit to a schedule, this toolkit gives you both answers at once.

Returns

All digital products are delivered immediately after purchase and are non-refundable. Please review our Refunds & Returns Policy for full details.