Take the stress out of private practice finances with this Therapist Business Income and Expense Tracker: a thoughtfully designed spreadsheet created by a therapist, for therapists (or counselors, psychologists, social workers, and private practice owners).
Whether you’re insurance-based, private pay, hybrid, or growing multiple income streams, this tracker helps you organize your business finances in one simple, easy-to-use system. The best part? You don’t need accounting experience or complicated (and expensive!) bookkeeping software.
Designed to work in both Excel and Google Sheets, this spreadsheet helps therapists confidently track and determine how to divide income, monitor expenses, estimate taxes, and better understand where their money is going throughout the year.
FEATURES INCLUDED:
• Monthly income tracking
• Therapist-specific business expense categories
• Automatic yearly totals
• Net profit calculations
• Quarterly tax estimator
• Automatic 30% tax set-aside recommendations
• Retirement savings estimator
• Business dashboard with visual charts
• Annual expense tracking
• Easy-to-customize categories
• Intimidated by Excel? Fear not: instructions included!
This spreadsheet is perfect for:
• New private practice owners
• Therapists transitioning into self-employment
• Established clinicians wanting a cleaner financial system
• Therapists who feel overwhelmed by bookkeeping
• Clinicians preparing for taxes or budgeting goals
Instead of scrambling during tax season or wondering where your income went each month, this tracker helps you stay organized year-round and gain greater confidence in the business side of private practice.
INSTANT DIGITAL DOWNLOAD
No physical product will be shipped.
Please note: This spreadsheet is intended for educational and organizational purposes only and is not financial or tax advice.
Take the stress out of private practice finances with this Therapist Business Income and Expense Tracker: a thoughtfully designed spreadsheet created by a therapist, for therapists (or counselors, psychologists, social workers, and private practice owners).
Whether you’re insurance-based, private pay, hybrid, or growing multiple income streams, this tracker helps you organize your business finances in one simple, easy-to-use system. The best part? You don’t need accounting experience or complicated (and expensive!) bookkeeping software.
Designed to work in both Excel and Google Sheets, this spreadsheet helps therapists confidently track and determine how to divide income, monitor expenses, estimate taxes, and better understand where their money is going throughout the year.
FEATURES INCLUDED:
• Monthly income tracking
• Therapist-specific business expense categories
• Automatic yearly totals
• Net profit calculations
• Quarterly tax estimator
• Automatic 30% tax set-aside recommendations
• Retirement savings estimator
• Business dashboard with visual charts
• Annual expense tracking
• Easy-to-customize categories
• Intimidated by Excel? Fear not: instructions included!
This spreadsheet is perfect for:
• New private practice owners
• Therapists transitioning into self-employment
• Established clinicians wanting a cleaner financial system
• Therapists who feel overwhelmed by bookkeeping
• Clinicians preparing for taxes or budgeting goals
Instead of scrambling during tax season or wondering where your income went each month, this tracker helps you stay organized year-round and gain greater confidence in the business side of private practice.
INSTANT DIGITAL DOWNLOAD
No physical product will be shipped.
Please note: This spreadsheet is intended for educational and organizational purposes only and is not financial or tax advice.
