One tidy spreadsheet system that tracks your income, calculates your taxes, generates superbills, and gives you a clear picture of your practice — so you can stop dreading your finances and get back to the work you love.
Sound familiar?
But here you are, cobbling together spreadsheets, missing tax deadlines, and losing Sunday evenings to paperwork. You're not alone.
The IRS estimated tax deadline rolls around and you're scrambling to figure out what you actually owe — and whether you've saved enough. It's stressful every single time.
You know some clients cancel a lot, but without a record you can't see patterns, enforce your cancellation policy fairly, or know how it's really affecting your income.
Generating a superbill by hand, digging through bank statements, reconciling income — it takes hours you don't have and mental energy you'd rather save for clients.
Income in SimplePractice, expenses in your bank app, taxes in a separate note, superbills in yet another system. Nothing talks to anything and you have no clear picture of your practice.
The Steady Practice Toolkit
Six purpose-built tools that work together in a single spreadsheet. Open it on Monday morning, spend ten minutes, and your whole financial picture is clear.
Your practice at a glance — YTD income, monthly totals, tax set-aside balance, and caseload stats. It updates the moment you enter a session. No manual calculations, ever.
Enter your self-employment rate once. The system calculates exactly how much to set aside from every payment — and reminds you of each quarterly due date before it sneaks up on you.
Simple, clean logs for every session payment and every business expense. Categorized for tax time. At year-end, hand your accountant a tidy spreadsheet instead of a shoebox.
Select a client and a date range — the superbill populates itself with your NPI, diagnosis codes, session dates, and fees. Print or export to PDF and send in minutes, not hours.
Log each session with one row. The system automatically calculates your no-show rate per client, your total session count, and your average revenue per week — so data informs your policy, not gut feeling.
A one-page snapshot auto-generated at month-end: gross income, net after expenses, tax set-aside, no-show count, and a comparison to last month. Great for your own clarity — and for your accountant.
Everything included
Included Bonus
A 4-page plain-English PDF that walks you through the setup, explains how to handle taxes as a self-employed therapist, and gives you a repeatable weekly money routine that takes less than 15 minutes.
Normally sold separately · Yours free with the Toolkit
Also consider adding on:
12-Month Tax & Content Calendar +$12
Never miss a quarterly deadline or content idea. A full-year calendar pre-loaded with IRS dates, tax reminders, and monthly themes for your practice newsletter or social content.
How it works
Open the file in Google Sheets or Excel, enter your practice details (name, NPI, tax rate, client list), and follow the Quick Start Guide. One setup, done forever.
Each week, add that week's sessions to the Income Log and any expenses you incurred. That's it. Most therapists do this with their morning coffee on Mondays.
Your dashboard updates live. Tax set-asides, no-show rates, monthly summaries, and superbills all happen automatically. You just read the numbers.
Simple, honest pricing
No monthly fees. No upgrades. No subscription. Pay once and use it as long as you practice.
One-time payment · Instant download · Works in Google Sheets & Excel
Regular price $49 · Intro pricing won't last forever
30-Day Money-Back Guarantee
If you set it up, use it for 30 days, and it doesn't simplify your admin life — email us for a full refund, no questions asked.
What therapists are saying
"I used to spend two hours every Sunday trying to figure out what I owed in quarterly taxes. Now I open the dashboard, see the number, and transfer it to savings. That's it. I genuinely cannot believe I didn't have this sooner."
"The superbill tab alone is worth ten times the price. I had a client who needed eight months of superbills to submit to her insurance. I pulled them all up, filled in the details, and had PDFs ready in about 20 minutes. It used to take me half a day."
"I'm not a numbers person at all — I was honestly nervous to try something spreadsheet-based. But the Quick Start Guide walked me through everything in one sitting. Now I feel so much more grounded about my practice finances. It's like it handed me a calm."
Questions
Free resource
Get the free "Therapist Tax Set-Aside Cheat Sheet" — a one-page reference card with the self-employment tax rates, quarterly due dates, and a simple formula to calculate exactly what to save from every payment.
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Your practice. Your peace of mind.
Join therapists who have replaced money anxiety with a calm, 10-minute weekly ritual.
Get the Toolkit — $3930-day guarantee · Instant download · One-time payment