This spreadsheet takes out the guesswork of how paying an employee vs. a contractor will affect your finances. This sheet will guide you through calculating a potential employee's caseload hours line by line, and calculate the added cost of team meetings, charting, commute, preparation, client cancellations, and employee taxes.

It then automatically calculates the profit margin and monthly/weekly expenses of having an employee, and compares it to the margins and expenses of having an independent contractor. Based on this information, you can make an informed decision on what is right for your business, weighing the financial implications with actual numbers--not guesswork. 

Cut out the questions and find the answers with these powerful formulas designed specifically for therapy-based businesses.

This marketing bundle provides a plethora of key resources, information, and templates that will not only save you time, but help you feel confident as you gear up for business-building events!

If you have ever felt overwhelmed with keeping track of income, expenses, and whether you will have enough cash flow moving forward, this spreadsheet will become your best friend. It is a simple, straightforward, and effective way to manage business finances, and has all of the formulas automatically included to make it as easy as possible to utilize.

Enjoy!

These Policies and Procedures help to create a solid foundation for your business. This 22 page document will give you a strong foundation on which you can create your own policies, or borrow the ones already included. Having it on hand will result in a more thorough understanding of your business operations. 

This facility contract includes all of the elements you will need in place when contracting with outside agencies to provide services. It outlines all of the necessary elements of a business agreement in clear terms, including recitals, qualifications, services, relationship of parties, insurance, indemnification, confidentiality, billing and compensation, term and termination, and general provisions. Also included is an Exhibit A.

This template is fully customizable to your own needs, and will provide you with a solid foundation when building your private practice. 

This packet is intended to use when bringing on a new private music therapy client. It includes a welcome email template, intake forms, services agreements, HIPAA forms, photo/video consent, and release of information forms. All contents are provided in word document form in order to make it easier for you to customize them to meet your own needs. 

Whether you are just starting out or looking to spruce up your client documentation systems, this packet will save you hours and hours of your own legwork.

Each document can be customized to fit your own needs, and they are arranged in easy to follow formats.

Included in this bundle you will find:

New Client Consultation Template
Group Assessment template
Mental Health Music Therapy Assessment
Individual Assessment form
Weekly Client Data Tracker Template
Weekly Group Data Tracker Template
Sample Weekly Data Template
Group Goal Review Template
Progress Note Template
Termination Report Template

Don't waste your time creating documents that so many others have already created--use this bundle to build your documentation library and get your business organized! If you need any support with the documents, don't hesitate to ask.

This organizational packet contains documents that will help with the documentation and processes needed when bringing on employees. Having these systems in place will dramatically increase the efficiency, professionalism, and clarity of your business. 

You will find the following documents included:
Offer Letter
Orientation and Training Checklist
Emergency Contact Form
Tax Documents
Extensive Employment Contract

This bundle provides resources, guides, a business plan, and report templates that will not only save you time, but help you feel confident as you market to behavioral hospitals.

Writing an Employee Handbook is as underwhelming as it is overwhelming. This comprehensive handbook will give you a strong starting point for developing your own company policies, systems, and communications with your team.

Save yourself the headache of creating your own handbook, and use this 18 page document to get you started!

This Handbook is also included in the "Organizational Documents" Bundle.

This organizational packet contains documents that will help with the organizational health of your business. Having these systems in place will dramatically increase the efficiency, professionalism, and clarity of your business. 

The packet includes:

1. Employee Handbook
2. Policies and Procedures
3. PTO & CMTE Tracker
4. PTO Request Form
5. Incident Report Form
6. Exit Interview
7. Document “What to do when clients cancel” to help employees maintain efficiency

Find the resources, support, and community you need to make your business everything you want it to be. Discover, apply, and transform your business in ways you never thought possible!

In Master Your Practice, you will have full access to the following:

--> 1 Monthly Masterclass on Business topics
--> 3 monthly small group mastermind calls (this is gold!)
--> Full access to our extensive business resource library
--> Access to our exclusive FB group
--> 1 complimentary 30 min 1:1 strategy session

In this group coaching program, you will receive 30 days of specific steps to take to market your practice. Each step is designed to only take you 30 minutes a day, so your time will be focused, efficient, and well-spent to move your business forward. 

Not only will you get the 30 day outline, but you’ll have the resources you need to implement it, such as proposal and marketing packet templates, email and call scripts, and my all time favorite lead tracker.

Group members will enjoy 4 weeks of LIVE group coaching each week to answer those questions that come up as you implement the process. My #1 Goal? To see YOU succeed and make an impact through your practice. 

Let's get you growing!