Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. The cookie is used to store the user consent for the cookies in the category "Performance".
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We do get a commission, at no extra cost to you, if you purchase this product using this link. Need something a bit more advanced? * FreshBooks is an accounting software designed for small business… Gives you a master log that allows you to record and track individual payments by clients.Track individual clients and their payments.Lets you track if you are “over or under” budgetĬlient Information and Payment Log – Helps you log and track client payments and their personal information for easy access.Helps you create an annual budget for your practice.It lets you know if you are “over” or “under” the budget you have set for yourself. Checks your entries to make sure accounts are in balance according to standard accounting practicesīudget- Create an annual budget and use the tracker to see your monthly progress.Categorizes income and expenses into “accounts” to make it easier at tax time.It makes things easier come tax time and keeping your accounting straight. Private Practice Bookkeeper – Helps you track your income and expenses. Includes a credit card register to track credit card charges used for your practice.Simple check register that automatically gives a balance based on the entries.Just plug in your information and the pre-loaded formulas make all of the calculations for you!Ĭhecking and Credit Card Registers – Use this simple template to keep your checking account balance along with recording credit card purchases. The templates are ready to use with all of the basic formulas and functions pre-loaded.Īll you need to do is to start plugging in your numbers and the templates do the calculations and give you a picture of the financial side of your business. Chrome is the preferred browser.Īnd to be HIPAA compliant, it is recommended that you use * Google G-Suite to make your account more secure and get the BAA (Business Associate Aggeement).Īccounting Templates for Google Sheets is a set of templates designed to give counselors, therapists and other clinicians in private practice a simple way to track the business side of their practices. You will need to have a Google account and be logged in to your Google account in order use Google Sheets.
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Are you are on a budget or just starting out in private practice? Using Google Sheets to track the business side of things is a simple way to get started… The problem is it just takes so much time to create the right spreadsheet and getting it to work the right way… Plus… knowing HOW to set everything up! Here’s the solution… The Practice of Therapy’s Google Sheets Accounting TemplatesĬhecking and Credit Card Register Private Practice “Bookkeeper” with Profit and Loss Statement Budget Tracker Client Information and Payment Log