The Practice Profit Toolkit

Know what your practice actually keeps.

You're a great provider. The money side of running a practice just never came with instructions. The Practice Profit Toolkit gives you a calm, clear look at what your practice actually earns, so you can stop guessing and start deciding, in about an afternoon, without a CFO.

You'll be able to:

• See your profit per service, and per hour of your time, so you know which services are truly worth it
• Find the quiet leaks (low collection rates, no-shows, unbilled work) that drain practices without anyone noticing
• Price your private-pay services with a number you can actually stand behind
• Model a rate increase before you make it, so raising your rates feels grounded, not scary

What you get (all editable and fillable):

• The Practice Profit Calculator — fillable Excel + Google Sheets, six simple tabs. Just type into the blue cells.
• Know Your Numbers — a plain-English guide to every tab, no accounting degree required
• 5 Quiet Profit Leaks — a fillable checklist with space for your plan
• My Practice Numbers — a fillable PDF worksheet you can type into and save
• Raising Your Self-Pay Rate — a kind, ready-to-use script
• Start Here — your one-step orientation

Made specifically for healthcare and wellness practices — therapy, psychiatry, med spas, telehealth, and cash-pay providers — not generic product-business templates.

This is an instant digital download. Nothing ships. Edit it in Excel or copy it into Google Sheets and use it again every quarter.

Note: This is an educational planning tool, not financial, tax, billing, or legal advice. It helps you understand your own numbers and set your own private-pay pricing. It does not set insurance or contracted rates.