Complete Practice System

Name: Complete Practice System
Brand: Private Practice Resource
Price: 129.0 USD
Availability: InStock

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$129.00

Instant digital download. Opens in Excel.

Everything you need to run the business side of your practice

Private practice doesn't fail because therapists are not good at therapy. It struggles when the business side feels unclear, inconsistent, or overwhelming. When you are not sure if your rate is covering what you need. When expenses pile up and tax time catches you off guard. When you have no real picture of what you are going to take home this month. When your CE renewal sneaks up on you because everything is tracked in three different places.

The Complete Practice System gives you one complete set of tools to handle all of it. Your rate, your income, your expenses, and your continuing education requirements, each with its own dedicated tool, each built to give you clear answers instead of more guesswork.

This is not about becoming a businessperson. It is about knowing your numbers well enough to make good decisions and run a practice that actually supports your life.

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, schedule, and time off. Not a number you guessed at. Your number.

See Your Income Before You Earn It
The Income Forecaster projects your monthly and annual net take-home at every caseload size from 5 clients a week to 40, based on your actual rate and expenses. So you know what your income looks like before you are living it.

Expenses Organized All Year
The Expense Tracker logs every practice expense as you go, organized into 26 private practice specific categories that map directly to how expenses are reported at tax time. No scrambling in April.

Continuing Education Under Control
The CE Tracker monitors your total hours, live training requirement, and up to eight topic-specific requirements all at once. So when renewal comes around you already know exactly where you stand.

Locked and Protected Across Every Tool
Every tool in this system has locked cells and validated dropdowns. You can't accidentally break a formula or corrupt your data in any of them.

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.

Expense Tracker
Logs and categorizes your 2026 practice expenses across 26 private practice specific categories with a visual dashboard showing spending by category and by month.

Continuing Education Tracker
Tracks total hours, live training requirements, and up to eight topic-specific CE requirements independently so you always know exactly where you stand before renewal.

All four 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 system is built for licensed clinicians who want to stop managing the business side of their practice from memory and guesswork. If you are juggling your rate, your income projections, your expenses, and your CE requirements across different notebooks, random spreadsheets, and mental tallies, this gives you four dedicated tools that handle each one with clarity and structure.

Returns

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