• May include: A digital bookkeeping template for Google Sheets and Excel 2026 titled Private Practice Bookkeeping. It displays a dashboard on a tablet and smartphone, with metrics for sessions, income, unpaid claims, and tabs for financial tracking.
  • May include: A digital dashboard interface titled Your Practice At A Glance, displaying business metrics including 74 sessions, $87,104 income, 41 unpaid claims, $64,083 profit, $16,021 tax set-aside, $9,148 monthly income, 26 active clients, and $5,435 still owed.
  • May include: A digital spreadsheet interface titled Sessions, featuring columns for date, client, session type, fee, payer, and billing status. The table displays rows of client data with text entries for dates, names, and payment details, designed for tracking professional therapy session records.
  • May include: A digital spreadsheet template titled Payments, Claims + Copays, All Tracked. It features columns for dates, clients, payers, amounts, and methods. A summary table on the right displays billed, received, and written-off totals.
  • May include: A digital spreadsheet template titled Every Client, Every Dollar, featuring a dashboard for tracking client payments, copays, billed amounts, and balances. The interface includes columns for client names, insurance payers, session counts, and financial data.
  • May include: A digital profit and loss spreadsheet template titled Every Month, Ready for Taxes. The interface displays monthly income and expense categories, including client payments and office rent, with calculated totals for the year 2026.
  • May include: A digital dashboard interface displayed on a laptop screen and a smartphone, featuring financial data, charts, and tables. The text reads Works Everywhere, Laptop or Phone, Google Sheets, Microsoft Excel, and HomeBizPaperwork.
  • May include: A digital tablet displays a financial spreadsheet titled Payments with columns for dates, names, and amounts. Text above reads: 7 EASY TO USE TYPE IT. MATH IS DONE. Formulas built in and Alerts in color labels are visible.
  • May include: A digital bookkeeping spreadsheet interface titled Private Practice Bookkeeping. It features a navigation bar with tabs for Start, Dashboard, Clients, Sessions, Payments, Expenses, P&L, and Setup, plus a five-step guide on how it works.
  • May include: A digital organizational system titled 8 TABS. ONE SYSTEM. featuring six labeled categories: Dashboard, Clients, Sessions, Payments, Expenses, and Profit and Loss, with icons and sub-text descriptions for each business management section.
  • May include: A digital bookkeeping template for Google Sheets and Excel 2026 titled Private Practice Bookkeeping. It displays a dashboard on a tablet and smartphone, with metrics for sessions, income, unpaid claims, and tabs for financial tracking.
  • Product video
  • May include: A digital dashboard interface titled Your Practice At A Glance, displaying business metrics including 74 sessions, $87,104 income, 41 unpaid claims, $64,083 profit, $16,021 tax set-aside, $9,148 monthly income, 26 active clients, and $5,435 still owed.
  • May include: A digital spreadsheet interface titled Sessions, featuring columns for date, client, session type, fee, payer, and billing status. The table displays rows of client data with text entries for dates, names, and payment details, designed for tracking professional therapy session records.
  • May include: A digital spreadsheet template titled Payments, Claims + Copays, All Tracked. It features columns for dates, clients, payers, amounts, and methods. A summary table on the right displays billed, received, and written-off totals.
  • May include: A digital spreadsheet template titled Every Client, Every Dollar, featuring a dashboard for tracking client payments, copays, billed amounts, and balances. The interface includes columns for client names, insurance payers, session counts, and financial data.
  • May include: A digital profit and loss spreadsheet template titled Every Month, Ready for Taxes. The interface displays monthly income and expense categories, including client payments and office rent, with calculated totals for the year 2026.
  • May include: A digital dashboard interface displayed on a laptop screen and a smartphone, featuring financial data, charts, and tables. The text reads Works Everywhere, Laptop or Phone, Google Sheets, Microsoft Excel, and HomeBizPaperwork.
  • May include: A digital tablet displays a financial spreadsheet titled Payments with columns for dates, names, and amounts. Text above reads: 7 EASY TO USE TYPE IT. MATH IS DONE. Formulas built in and Alerts in color labels are visible.
  • May include: A digital bookkeeping spreadsheet interface titled Private Practice Bookkeeping. It features a navigation bar with tabs for Start, Dashboard, Clients, Sessions, Payments, Expenses, P&L, and Setup, plus a five-step guide on how it works.
  • May include: A digital organizational system titled 8 TABS. ONE SYSTEM. featuring six labeled categories: Dashboard, Clients, Sessions, Payments, Expenses, and Profit and Loss, with icons and sub-text descriptions for each business management section.
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Private Practice Bookkeeping Spreadsheet Google Sheets Excel | Therapist Income Tracker, Insurance Claims, Session Log, Profit and Loss

Item highlights

  • Digital download
  • Digital file type(s): 4 Files

Seller's description

Running a therapy or counseling practice and still guessing your income? See it in one place.

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.

▶ VIDEO TUTORIAL: see every tab in about a minute: https://youtu.be/0EPQqJ0DIvw

━━━━━━━━━━━━━━━━━━
WHAT’S INSIDE (FULL VERSION, 8 TABS)
━━━━━━━━━━━━━━━━━━
• 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: up to 200 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

A tab bar at the top of every page lets you jump between tabs in one click.

━━━━━━━━━━━━━━━━━━
YOU GET 4 FILES
━━━━━━━━━━━━━━━━━━
• Full version with sample data (see it working)
• Full version, blank
• Lite version (6 tabs: Start Here, Dashboard, Clients, Sessions, Payments, Setup) with sample data
• Lite version, blank

━━━━━━━━━━━━━━━━━━
HOW IT WORKS
━━━━━━━━━━━━━━━━━━
1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Fill in Setup (about 3 minutes), add your clients, then log sessions and payments.

Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.

━━━━━━━━━━━━━━━━━━
LIFETIME UPDATES + FREE SMALL CHANGES
━━━━━━━━━━━━━━━━━━
Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free. I reply within 24 hours.

━━━━━━━━━━━━━━━━━━
PLEASE NOTE
━━━━━━━━━━━━━━━━━━
• This is a digital download. No physical item will be shipped.
• Not tax or accounting advice. Use client initials or IDs if you prefer; keep the file private.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.

Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.

View more
Etsy's Purchase Protection

If something goes wrong with an order, we've got your back for all eligible purchases. View program terms

NowPrice:€7,02

Original Price: €14,05

50% off

•

Sale ends on November 23

VAT Included

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A digital bookkeeping template for Google Sheets and Excel 2026 titled Private Practice Bookkeeping. It displays a dashboard on a tablet and smartphone, with metrics for sessions, income, unpaid claims, and tabs for financial tracking.

Running a therapy or counseling practice and still guessing your income? See it in one place.

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.

▶ VIDEO TUTORIAL: see every tab in about a minute: https://youtu.be/0EPQqJ0DIvw

━━━━━━━━━━━━━━━━━━
WHAT’S INSIDE (FULL VERSION, 8 TABS)
━━━━━━━━━━━━━━━━━━
• 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: up to 200 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

A tab bar at the top of every page lets you jump between tabs in one click.

━━━━━━━━━━━━━━━━━━
YOU GET 4 FILES
━━━━━━━━━━━━━━━━━━
• Full version with sample data (see it working)
• Full version, blank
• Lite version (6 tabs: Start Here, Dashboard, Clients, Sessions, Payments, Setup) with sample data
• Lite version, blank

━━━━━━━━━━━━━━━━━━
HOW IT WORKS
━━━━━━━━━━━━━━━━━━
1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Fill in Setup (about 3 minutes), add your clients, then log sessions and payments.

Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.

━━━━━━━━━━━━━━━━━━
LIFETIME UPDATES + FREE SMALL CHANGES
━━━━━━━━━━━━━━━━━━
Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free. I reply within 24 hours.

━━━━━━━━━━━━━━━━━━
PLEASE NOTE
━━━━━━━━━━━━━━━━━━
• This is a digital download. No physical item will be shipped.
• Not tax or accounting advice. Use client initials or IDs if you prefer; keep the file private.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.

Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.

  • Designed by
    HomeBizPaperwork
  • Item type
    Digital download
  • Digital file type(s)
    4 Files
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If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

Meet your seller

HomeBizPaperwork
Albina Sabirova
HomeBizPaperwork ·

California, United States

No reviews yet
·
0 sales
·
2 months on Etsy
Albina Sabirova
1 shop member

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