Finally — bookkeeping built specifically for therapists, counselors, and mental health professionals.
Stop wrestling with generic accounting templates that don’t understand CPT codes, insurance reimbursements, or therapy session billing. This professionally designed Excel spreadsheet was built from the ground up for private mental health practices — solo therapists, LCSWs, LPCs, psychologists, and group practices alike.
✅ WHAT’S INCLUDED (9 Fully Linked Sheets)
🔹 Chart of Accounts — Mental health–specific accounts covering assets, liabilities, income, and expenses (e.g., malpractice insurance, CEUs, SimplePractice fees)
🔹 Insurance Claims Tracker — Log claims by CPT code, insurance carrier (Cigna, Aetna, Blue Cross, UnitedHealthcare, etc.), claim status (Submitted / Paid / Denied), billed amount, insurance paid, adjustments, and patient responsibility
🔹 Client Billing Log — Track individual & family therapy sessions, session length, fees charged, insurance vs. self-pay, balances due, and payment status
🔹 Income by Account — Record self-pay payments and insurance reimbursements with payment method and reference numbers
🔹 Expense by Account — Categorize every deductible business expense with tax form line references
🔹 Bank Reconciliation — Monthly reconciliation template for deposits in transit and outstanding checks
🔹 Tax Deductions Summary — Auto-organized by Schedule C line items with quarterly and annual totals
🔹 Monthly P&L Summary — At-a-glance income, expenses, and net profit/loss for every month of the year
🔹 Instructions Sheet — Clear setup guidance so you’re up and running immediately
💡 PERFECT FOR:
🖥️ TECH DETAILS
Original price was: $50.00.$0.00Current price is: $0.00.
