Therapy / Counseling Practice Profit Tracker Excel for your therapy practice — client plans, session log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually…
About this template
Therapy / Counseling Practice Profit Tracker Excel for your therapy practice — client plans, session log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money. Built for therapists and counselors in private practice who need to know, client by client and session by session, what the therapy plan is really worth per session — without accounting software. If a client is eating hours at a discount rate, this workbook shows it before the next therapy plan.
$49
Excel & Google Sheets template — instant download on Etsy
Client and Therapy Plan — client, therapy plan, monthly fee, sessions per month, effective rate, add-on revenue, and total monthly revenue for every client. Change a fee and the rate and totals update.
Session Log — date, client, task, hours, hourly rate, amount, and whether it was billable for every session. Retainer rates are pulled from sheet 1 by formula; add-on sessions are priced per session.
Expenses — rent, supplies, software, marketing, insurance, licensing, and other overhead, with a monthly cost for each.
Monthly P and L — revenue, rent, supplies, software, marketing, insurance, licensing and other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Session Log.
Dashboard — total revenue, clients, hours, billable vs non-billable hours, capacity used, average rate, expenses, net profit and margin, best and weakest clients, revenue by client, costs by category, and hours by client.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Therapy / Counseling Practice Profit Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Therapy / Counseling Practice Profit Tracker track?
The Therapy / Counseling Practice Profit Tracker tracks Client and Therapy Plan; Session Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 clients; monthly fees 5,100; add-on revenue 575; total revenue 5,675.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.