Business Budget Worksheet.

Starting or running a private practice comes with real numbers attached, and this worksheet puts them all in one place — from one-time startup costs to your monthly break-even point to a full first-year revenue projection.

What's included:

• Part 1: One-time startup costs (LLC filing, insurance, website, office setup, and more)
• Part 2: Monthly operating expenses (EHR, telehealth, rent, marketing, dues)
• Part 3: A break-even calculation that turns your overhead into "sessions needed per week"
• Part 4: A 12-month revenue projection to track estimated vs. actual, month by month

Who it's for: Therapists launching a private practice, or anyone in their first year or two who wants a clear-eyed view of the numbers.

How to use it: Fill out Parts 1–3 once as your baseline, then revisit Part 4 monthly to track actual revenue against projections — the built-in tip recommends a full quarterly check-in, since first-year costs rarely land exactly where you expect.

A budgeting tool, not financial or legal advice — costs vary by state and practice model.