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Private Practice Financial Templates

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These templates are designed to help counselors, therapists, and other clinicians in private practice as they navigate through managing business finances. By providing a simple way to track the business side of your practice. You can now manage your finances and consultations in less time, which leaves more time for self-care & actually enjoying your practice. The templates are ready to use with all of the basic formulas and functions already pre-loaded for you. All you need to do is to start plugging in your numbers and let the already formulated templates do the rest. Utilizing these templates will give you a picture of the financial side of your business and help you meet your financial goals faster!

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Product SKU: 87683164

The Solution is INSIDE!

What’s Inside?

  • Budget Tracker
  • Client Information and Payment Log
  • Private Consultation & Follow-Up Log
  • Private Practice “Bookkeeper” with Profit and Loss Statement

***You will need to have a Google account and be logged in to your Google account in order to use Google Sheets. As clinicians we strive to be HIPAA compliant, it is recommended that you use *Google G-Suite to make your account more secure and get the BAA (Business Associate Agreement).

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