Private Practice Resource

Excel-based tools built specifically for therapists in private practice. Our tools are designed to help you plan rates, forecast income, track expenses, and understand your practice without complicated software or ongoing subscriptions.

These tools are built for licensed clinicians who are considering private practice, in their first few years, or already running a practice and ready to get a clearer picture of their numbers. If the business side of private practice has ever felt unclear or overwhelming, these tools were built with you in mind.

Not at all. If you can type in a cell, you can use these tools. All formulas and calculations are already built in, cells are locked so nothing can be accidentally broken, and inputs use simple dropdown menus. You do not need to know anything about spreadsheets to get real answers out of these.

It depends on where your biggest uncertainty is right now. If you are not sure whether your rate is actually working for you, start with the Rate Planner. If you want to see what your income could look like before you commit to a schedule, start with the Income Forecaster. If you want both, the Rate and Income Toolkit gives you both tools together. If you want a complete system for your whole practice, the Complete Practice System includes all four tools.

A basic spreadsheet gives you a blank slate. These tools give you a purpose-built structure designed specifically for therapy practices. The categories, formulas, and layout are already set up so you can get started right away without building or troubleshooting anything yourself.

You'll enter your information in designated input fields, and the tools will do the rest. Formulas and structure are protected to keep calculations accurate, so the overall layout isn't something that can be modified.

It depends on the tool. Some, like the Expense Tracker, are designed for a specific calendar year to keep your data clean and your totals accurate. Others can be saved, cleared out, and reused as your practice evolves.

Microsoft Excel for desktop, either Windows or Mac. We recommend using a current version for the best experience.

If you don't already have it, Microsoft 365 Personal includes Excel and is available for $99.99/year at microsoft.com.

Yes, fully compatible with Excel for Mac.

No, and we want to be upfront about that. These tools are built specifically for Microsoft Excel on desktop. Key features like data validation, conditional formatting, and protected formulas don't transfer correctly to other platforms, so we can't guarantee they'll work as intended outside of Excel.

No. These are offline files that live on your computer. We don't collect, store, or have any access to your information.

This usually happens when the file is opened in a program other than Microsoft Excel, such as Google Sheets, Apple Numbers, or LibreOffice. These programs don’t fully support the formulas used in the tool.

If the file opens in another program by default, simply open Microsoft Excel first, then go to File → Open and select the downloaded file from your computer.

One-time purchase. No subscriptions, no renewal fees, no surprises.

You'll receive a download link immediately after purchase and a copy sent to your email. We recommend saving your file somewhere you can find it easily and backing it up for safekeeping.

We recommend saving and backing up your file after purchase since access to past downloads may be limited. If you run into an issue, reach out and we'll do our best to help.

The Expense Tracker is built for a single tax year. It is designed to be your go-to system from January through December, keeping everything organized and ready when you file. A new version is released each year.

Because these are digital downloads, all sales are final. Each tool includes clear instructions so you know exactly what you're getting before you purchase. If you have questions before buying, we're happy to help.

No, and we want to be clear about that. These tools are for organizational and informational purposes. They help you understand and manage your practice numbers, but they don't replace professional accounting, tax, or legal advice and they don't guarantee any specific income or financial outcomes.

Each tool is designed to be self-guided and comes with clear instructions so you can get started right away. We have done our best to make sure everything is straightforward from the first time you open it. If something is unclear, reach out and we will do our best to help.

These tools are offline files that live only on your computer. Some tools have fields where you may choose to enter client specific information such as names, attendance, or insurance details. We never have access to any of that. No data is stored, transmitted, or shared with us in any way. That said, you are responsible for how you store and manage your files in accordance with your own HIPAA obligations.