An Organized Business System
✔ ALLOWS you to reach every financial goal you’ve been dreaming of with little effort.
✔ AND eliminates fear of not including everything that’s important in your client paperwork.
Our business and clinical tools provide the means to structure and organize these business tasks. These “easy to learn, easy to use,” tools keep you on top of your business finances and clinical information. Everything A to Z at your fingertips!
You’ve spent a mint on your education and learning to be an amazing therapist.
What Grad school didn’t teach is BUSINESS SKILLS & KNOWLEDGE!
✖ How do I set up my schedule to prevent burnout?
✖ What do I do about after hours emergencies with clients?
✖ What if clients try to follow me on social media?
✖ What if I miss something important in my paperwork?
✖ How to be sure I’m compliant with state and federal laws?
✖ How do I track my expenses?
✖ How much and how often do I pay myself?
✖ How much should I estimate and set aside for taxes?
✖ How much do I charge to meet my financial goals?
✖ How do I pay myself if I’m off sick or take a vacation?
Our Business Tool Package Includes:
Accounting Features
What you get in our accounting spreadsheet(s).
Accountant approved!
VALUE = $791
Monthly Business Expense Tracking
Be able to replace Quickbooks with our easy expense tracking spreadsheet and how much you spend month to month.
Budgeting Tool
Have a clear picture of how much of your income is being spent on expenses and reaching your financial goals.
Annual Business Tracking
Annual expenses by category are auto-populated and perfect to send to your accountant for tax season.
Income Tracking
Simple tracking system for income that keeps you on target as you set monthly and annual income goals.
Break Down of Expenses
Know exactly how much of your budget is spent on each expense and when you need to cut back on expenses.
Profit & Loss Statements
Automated Profit and Loss Statement provided to show monthly and annual numbers.
Paperwork Packet
Attorney Approved Forms
Value = $497
Client Info & Policy Statement
Cover all office policies to protect your business.
Consent for Counseling Services to Children/Minors
Specialized consent for working with minors.
Client’s Rights, Confidentiality and Responsibilities
What clients need to know about their rights, responsibilities in the therapy process.
HIPAA Notice of Privacy Practices
HIPAA Notice notice that is provided to cover legal and ethical standars.
BONUS ITEMS INCLUDED!
-
Mindset Recording
Shift away from limiting beliefs recording to kick imposter syndrom’’s backside!
-
Annual Reminders
Instant download with a schedule of important annual reminders. (Like when are my taxes due, when is my insurance due, etc.)
-
File Organization
Guide to know how to set up your files to find any form in a few seconds. No more searching for files and giving up when you can’t find it.
FAQs
-
These tools are for any provider or therapist who is currently in an agency position and dreams of doing part time or full time private practice work or is already in private practice and needs some help organizing your business.
-
Our tools and forms are set up to give you a clear, quick answer to what you need to get started or to organize your already established business.
Feel confident you aren’t missing any steps and can walk into your accountants office having everything you need.
-
You will have lifetime access to this program. This will be available for reference throughout your business venture.
-
You need little skill other than logging in! We set up the program for quick, easy use, with little tech skills needed.
What people are saying
“"I have known Melissa and Cindy for many years and had the privilege of working closely with them. I know firsthand the benefit of Melissa's attention to detail and her perpetual goal of working smarter, not harder.
Melissa is masterful at creating templates and tracking tools that are user-friendly yet capture all the needed information to assure compliance. In a field that requires practitioners to maintain appropriate clinical documentation, accurate billing records, and scheduling, this system is everything!".”
— Nancy Lobdell, LCSW
GIVE ME ALL OF THE QUCIK AND EASY BUSINESS TOOLS
$ 1,288
$397
BUSINESS TOOLS
Remember time is MONEY. Paying for resources open your billable hours and save you money.
