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ACTUAL PRODUCT PREVIEWPrivate Practice Bookkeeping
Running a therapy or counseling practice and still guessing your income? See it in one place.
Secure purchase through Etsy. Check the listing for current availability, included files and purchase instructions.
Take a closer look ↓What can Private Practice Bookkeeping help you do?
This Private Practice Bookkeeping is a ready-to-use spreadsheet for Google Sheets and Excel. Add each client once with their payer, copay and session rate, then log every session: the fee and payer fill in for you. Log insurance payments, copays and write-offs, and what each client and each insurance company still owes is worked out. Expenses and Profit and Loss show every category, every month, with your profit and how much to set aside for taxes. Made for therapists, counselors, ABA and other solo practices. Type in the yellow cells; everything else is calculated for you.
Who is it for?
Designed for therapists organising practice income and insurance records. Use the preview to check whether the screens and level of detail fit the way you prefer to work.
What's inside.
- Start Here: quick setup guide
- Dashboard: sessions this month, income this year, unpaid claims, profit, tax set-aside, income this month, active clients, still owed, charts
- Clients: clients with payer, copay, own rate, start date, status, sessions, billed, received, still owed and last session
- Sessions: up to 3,000 sessions with type, attended or no-show, fee, payer, billed, paid and days waiting on a claim
- Payments: insurance payments, client copays and write-offs, plus billed, received and still owed for every payer
- Expenses: rent, software, training, supervision and supplies, by category
- Profit and Loss: every category, every month, with totals, profit and tax set-aside for the year
- Setup: practice name, year, tax %, no-show fee, session types and rates, insurance companies, expense categories
Real screens. Clearer decisions.
Explore the supplied product previews. Example data illustrates the layout; your own entries will be different. Select an image to view it at full size.
Dashboard
Dashboard: sessions this month, income this year, unpaid claims, profit, tax set-aside, income this month, active clients, still owed, charts
Clients
Clients: clients with payer, copay, own rate, start date, status, sessions, billed, received, still owed and last session
Expenses
Expenses: rent, software, training, supervision and supplies, by category
Payments
Payments: insurance payments, client copays and write-offs, plus billed, received and still owed for every payer
A walkthrough from Albina.
Therapist Bookkeeping Spreadsheet Tutorial: Sessions, Insurance & P&L (Google Sheets & Excel)
Loads YouTube when you press play. Watch on YouTube
Before you make it yours.
A simple way to get started
- Review the screenshots and included tools to check the template fits your workflow.
- Open the matching Etsy listing to confirm the current version, compatibility and what is included.
- After purchase, follow the supplied setup instructions. Start with a small set of your own records and review the results.
Good to know
- Not tax or accounting advice. Use client initials or IDs if you prefer; keep the file private.
- Check the Etsy listing for included files and supported spreadsheet software before purchase. Enter your own information and review calculated results before relying on them.