Private Practice Spreadsheet (US Version)

In the latest release of this spreadsheet, you’ll discover new features that will offer clearer insights into your practice and streamline your workflow. As you spend less time on admin, you’ll be able to give more time to the most important tasks of all – looking after your clients and attending to your self-care. Designed for counsellors, psychotherapists and independent practitioners within the helping professions, this spreadsheet has been built from the ground up to record self-employed income and expenditure on a cash basis, and to log the professional requirements of supervision and CPD tracking. Plus, the sheet includes help (?) links and a glossary to support you with recording your finances for an intuitive experience

The template can be reused each year and offers features including:

• Client Attendance Record and Client Finder for Easy Navigation
• Flexible Session Rates for Each Client and Quick Reference for Payments Owed
• Take Account of Non-Client Income
• Expense Categorising including Mileage Calculator
• Continual Professional Development (CPD) Record and Supervision Record
• Monthly Invoice Generator formatted to save as a single page PDF
• The spreadsheet is compatible with Microsoft Excel 2011 onwards. Some functions will not translate to Google Sheets.

Disclaimer: Unlike the UK Version, the US Version doesn’t offer insights into tax, student loan or retirement payments. The spreadsheet is suitable for those working on a cash basis and not suitable for those using traditional accounting.

Please get in touch if you have any questions about whether this is the right product for your practice. Further, if you would like to customise this sheet get in touch and we can explore your specific needs.

Secure Checkout with Stripe

This template is offered as an instant download. After you have made your purchase, you will receive the Excel Spreadsheet. Since this is a digital product, all sales are final and no refunds will be available.