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Understanding your numbers is not optional. It's patient care.
A practitioner who doesn't understand their finances is a practitioner who undercharges, overworks, and eventually burns out. This guide gives you the frameworks, templates, and plain-language guidance to understand your numbers without overwhelm, built specifically for the realities of regulated, patient-facing private practice.
Work through it section by section. Use the templates. Come back to it as your practice grows.
What's inside:
01 Startup Expenses | What to Expect Category-by-category cost ranges covering licensing, business registration, office setup, technology, banking, marketing, supplies, and professional development so you know what's coming before you spend a dollar.
02 Startup Expense Template An itemized template to map every startup cost, prioritized by Essential, Nice-to-Have, or Scope-dependent. Total your Essential column to find your true minimum investment to open.
03 Ongoing Expense Tracker & Categories Fixed expenses that define your monthly floor, and variable expenses that grow with your practice. Together, these give you your break-even point.
04 Income Projections & Break-Even Calculator The break-even formula and Average Visit Value calculation, worked through step by step with a sample three-scenario projection table. Plus a five-step framework for building your own projection.
05 Pricing Alignment Framework A four-question pricing check to assess whether your rates are structurally sound, plus a pricing scenario table modeling four different price points against 20 visits per month, and a practical guide to raising your prices without losing patients.
06 Tax Obligations & Remittance Timing Income tax, GST/HST thresholds, PST for BC practitioners, and a quarterly remittance schedule clearly laid out without the overwhelm.
07 Owner Pay | Paying Yourself Properly The owner pay formula, the four-bucket model, and a worked example so you understand exactly what you take home, and how to protect it.
08 Scenario Planning | Conservative to Full How to run your numbers in three scenarios (Conservative, Expected, Full) so a quiet month never catches you off guard.
09 Financial Glossary Twelve key terms. AVV, break-even, cash flow, capacity, owner pay, sustainability, and more — defined in plain language and reframed specifically for private practice.
This guide is for you if: You're opening a private practice, restructuring what you have, or finally sitting down to understand the numbers you've been putting off.
Format: Instant digital download, PDF 17 pages
Understanding your numbers is not optional. It's patient care.
A practitioner who doesn't understand their finances is a practitioner who undercharges, overworks, and eventually burns out. This guide gives you the frameworks, templates, and plain-language guidance to understand your numbers without overwhelm, built specifically for the realities of regulated, patient-facing private practice.
Work through it section by section. Use the templates. Come back to it as your practice grows.
What's inside:
01 Startup Expenses | What to Expect Category-by-category cost ranges covering licensing, business registration, office setup, technology, banking, marketing, supplies, and professional development so you know what's coming before you spend a dollar.
02 Startup Expense Template An itemized template to map every startup cost, prioritized by Essential, Nice-to-Have, or Scope-dependent. Total your Essential column to find your true minimum investment to open.
03 Ongoing Expense Tracker & Categories Fixed expenses that define your monthly floor, and variable expenses that grow with your practice. Together, these give you your break-even point.
04 Income Projections & Break-Even Calculator The break-even formula and Average Visit Value calculation, worked through step by step with a sample three-scenario projection table. Plus a five-step framework for building your own projection.
05 Pricing Alignment Framework A four-question pricing check to assess whether your rates are structurally sound, plus a pricing scenario table modeling four different price points against 20 visits per month, and a practical guide to raising your prices without losing patients.
06 Tax Obligations & Remittance Timing Income tax, GST/HST thresholds, PST for BC practitioners, and a quarterly remittance schedule clearly laid out without the overwhelm.
07 Owner Pay | Paying Yourself Properly The owner pay formula, the four-bucket model, and a worked example so you understand exactly what you take home, and how to protect it.
08 Scenario Planning | Conservative to Full How to run your numbers in three scenarios (Conservative, Expected, Full) so a quiet month never catches you off guard.
09 Financial Glossary Twelve key terms. AVV, break-even, cash flow, capacity, owner pay, sustainability, and more — defined in plain language and reframed specifically for private practice.
This guide is for you if: You're opening a private practice, restructuring what you have, or finally sitting down to understand the numbers you've been putting off.
Format: Instant digital download, PDF 17 pages