Options for working with Kimberleigh

Spreadsheets made by Kimberleigh to manage and track different parts of a therapy practice.

Organized Brain: spreadsheets to help you organize and manage your practice more effectively

Networking Contacts Tracker: store go-to referral information and track last contacts to help maintain networking relationships

Marketing Methods Tracker: track effectiveness of different marketing strategies to assess return on investment

Potential Client Tracker: store information about referrals and track outcomes of consultation contacts

Caseload Documentation Tracker: track that all required documentation is completed, and reviewed within required deadlines

Purchased CE's Tracker: track CEs you've already purchased or plan to purchase

CE Tracker: track completed CE's for license renewals

Money Brain: spreadsheets to help you see the flow of your practice's money and manage budgeting

Anticipated Income: look at income potential to determine the number of sessions a week or number of reduced rate sessions you can offer to meet your income needs

Budget Monthly Expenses Tracker: store all of your expense budget information here to see how much things cost, when payments are due, and the total monthly and annual cost of your business

Income Tracker: track income coming into your account, and track income coming from various business streams to better examine trends

Client Billing: recommended only for therapists using a DIY system and not a EHR that includes billing. Track client billing information and see how much was charged versus deposited each month.

Profit First Tracker: track the total amounts deposited into your Profit First accounts each month, and have the quarterly and annual totals auto-calculated for you

Spreadsheets are available for purchase individually or as a discounted bundle. Interested? Contact Kimberleigh today to learn how to purchase!