Nutritionist Practice Profit Tracker

Nutritionist Practice Profit Tracker Excel for your nutritionist practice — client plans, consultation log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money.

Built for nutritionists and dietitians in private practice who need to know, client by client and consultation by consultation, what the program is really worth per consultation — without accounting software. If a client is eating hours at a discount rate, this workbook shows it before the next program.

WHAT'S INCLUDED (6 sheets):

- Client and Program — client, program, monthly fee, consultations per month, effective rate, add-on revenue, and total monthly revenue for every client. Change a fee and the rate and totals update.

- Consult Log — date, client, task, hours, hourly rate, amount, and whether it was billable for every consultation. Retainer rates are pulled from sheet 1 by formula; add-on consultations are priced per consultation.

- Expenses — rent, supplies, software, marketing, insurance, licensing, and other overhead, with a monthly cost for each.

- Monthly P and L — revenue, rent, supplies, software, marketing, insurance, licensing and other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Consult Log.

- Dashboard — total revenue, clients, hours, billable vs non-billable hours, capacity used, average rate, expenses, net profit and margin, best and weakest clients, revenue by client, costs by category, and hours by client.

- Cover and How to Use — start here. Yellow cells are the only ones you edit.

EXAMPLE DATA (October 2026 — replace with your own numbers):

- 12 clients; monthly fees 3,460; add-on revenue 390; total revenue 3,850.

- 48 consultations per month; 58 hours logged (55 billable, 3 non-billable); capacity used 48.3 percent of a 120-hour month; average rate per billable hour 70.

- Rent 650, supplies 195, software 98, marketing 70, insurance 75, licensing 60, other 232; total expenses 1,380; net profit 2,470; net margin 64.2 percent.

- Best client by revenue: Tara Singh, 490. Best effective rate: Tara Singh, 100 per consultation. Lowest effective rate: Xavier Brooks, 30 per consultation.

- Average monthly fee 288.33; average revenue per client 320.83; best add-on revenue 90 (Tara Singh).

HOW IT WORKS:

1. Download the Excel file instantly after purchase.

2. On sheet 1, enter each client's program, monthly fee, consultations per month, and add-on revenue. Effective rate and total monthly revenue fill in by formula.

3. On sheet 2, add a row per consultation: date, client (spelled exactly as on sheet 1), task, hours, hourly rate, and whether it was billable. Amount fills in by formula. Retainer rows pull the rate from sheet 1.

4. On sheet 3, enter each month's rent, supplies, software, marketing, insurance, licensing and other costs.

5. On sheet 4, enter rent, supplies, software, marketing, insurance, licensing and other expenses each month, then check capacity and net profit on the Dashboard.

HOW THE NUMBERS WORK:

Effective rate is monthly fee divided by consultations per month. Total monthly revenue is the fee plus add-on revenue. Average rate per billable hour is total revenue divided by billable hours. Capacity used is hours logged divided by a 120-hour month. Net profit is revenue minus rent, supplies, software, marketing, insurance, licensing, and other expenses — before the owner's own pay, which comes out of profit as drawings.

WHO IT'S FOR:

Nutritionists and dietitians in private practice who want client programs, effective rates per consultation, billable hours, capacity, and a monthly P and L in one workbook — without accounting software.

PLEASE NOTE:

- This is a digital download. No physical item will be shipped.

- Works in Microsoft Excel and Google Sheets (upload to Google Drive to open in Sheets).

- Example data for October 2026 is included (12 clients, 48 consultations per month, 58 hours logged in total, 12 expense items). Replace it with your own numbers.

- The example is simplified: net profit is before the owner's own pay — the owner takes drawings from profit, so add an owner-pay line on the P and L if you draw a salary. Capacity is measured against a 120-hour month; change it on the Dashboard if your month is different.

- This is a bookkeeping and planning tool only, not tax, legal, or CPA advice.

- Due to the nature of digital downloads, refunds are not available. Message me before buying if you have a question.

Built by an accountant: B.S. Accountancy, ASU W. P. Carey, with revenue-reconciliation experience at Marriott and audit work at PwC.