Therapist financial health check
A gentle diagnostic to help you understand the true financial health of your therapy practice.
This diagnostic is designed specifically for therapists who want clearer, more confident financial systems. It offers a simple, therapist-friendly snapshot of how your accounting is functioning today, along with thoughtful guidance on what to prioritize next.
One time payment of $100
What you get
Financial health Score
Your unique financial health score based on your financial data. This health score is meant to give you real feedback on the areas you are doing well and the areas that might need attention.
Action Plan
A summary of items that I have put into priority order. You will be able to see exactly what you are doing well to the items that I would suggest fixing before the end of the year.
Benchmark snapshot
Using your financial, I will show you how your expenses compare to your income with your profit ratio and provide a short explanation of what that means to your practice. I will also use your financial data to give you an estimate of what your session rates should be based on your average monthly expenses.
Our Process
Select the “Get Started” button to purchase your Financial Health Check.
ONE
You will receive a Welcome email with a request for some information.
TWO
Once the information request is completed, you should expect your financial check within 10 business days.
THREE
Limited Enrollment
Limited Enrollment
Click the button below to purchase your Financial Health Check. Once received, I will be contacting you shortly with the information needed to get started.