Private Practice Pro Forma – Income & Growth Planner (Customizable Excel Template)

Plan your income, track expenses, and forecast growth—all in one easy-to-use Excel spreadsheet.

Whether you're launching your private practice or refining an existing one, this plug-and-play Excel template helps you map out financial goals, project revenue, and plan expenses. Created by a therapist and practice consultant, it’s tailored specifically for mental health professionals who want to stay profitable and sustainable.

✅ What’s Included:

A clean, editable Excel spreadsheet with pre-built formulas.

Sections for:

• Monthly income & revenue projections

• Expense tracking (rent, marketing, EHR, supervision, etc.)

• Salary goal planning

• Estimated tax calculations

• Collection rate & reimbursement tracking

• 12-month revenue forecast

Designed with private practice needs in mind—because this isn’t your average budget template.

👩‍⚕️ Who This Is For:

• Therapists launching a private practice

• Clinicians setting income goals & planning monthly expenses

• Anyone who wants a clearer picture of their business and salary potential

📁 File Details:

• Delivered as an Excel spreadsheet (.xlsx)

• Comes in a zipped folder

• Fully editable and ready to customize for your practice