Financial Clarity Assessment

Mental Health Practice Owners

These questions were built from years of working with business owners like you. Answer honestly and we'll give you a clear picture of where you stand — plus specific next steps you can actually act on. This isn't generic advice. It's CFO-level insight, offered complimentary

Section A: Baseline Health Questions

Do you know your monthly profit without having to look it up? *

Yes — I know it off the top of my head

I could find it, but I'd have to check

Not really

Do you fully trust that your numbers are accurate? *

Yes — I'm confident they're right

Mostly, but I have some doubts

No — I'm not sure they're accurate

Are your books consistently up to date? *

Yes — always current

Partially — sometimes they fall behind

No — they're behind

Do you know approximately what you'll owe in taxes this year? *

Yes — I've planned for it

I have a rough idea, but I'm not certain

No — I'll find out when I file

Section B: Mental Health Practice-Specific Questions

Do you know which insurance payers are most profitable — and which ones cost you more than they're worth? *

Yes — I know my payer mix and profitability clearly

Somewhat, but I haven't fully analyzed it

No — I treat all payers the same

Is your practice revenue tied to the number of sessions you personally deliver? *

No — my team or systems generate revenue beyond my own hours

Somewhat — I'm working on building beyond myself

Yes — if I stop seeing clients, revenue stops

Do you have a system to track what insurance companies owe you versus what actually hits your account? *

Yes — I track accounts receivable closely

I check sometimes, but it's not consistent

No — I assume it works itself out

Are you consistently setting money aside for taxes — not assuming it's handled like it was when you were an employee? *

Yes — I set aside taxes every month

I try, but it's inconsistent

No — I figure it out when I file

Do you know your true cost per session — including your time, space, software, and admin? *

Yes — I know my cost per session

Roughly, but I haven't calculated it precisely

No — I've never looked at it that way

If you wanted to hire another therapist or expand to group practice, do you know whether you can afford it right now? *

Yes — I know what the numbers would need to look like

I've thought about it, but I don't have a clear financial picture

No idea — I'd be guessing

Do you pay yourself a consistent, intentional amount from your practice? *

Yes — I have a structured owner's salary

I pay myself, but the amount varies

I take what's left after expenses

Do you have someone helping you think strategically about your practice finances — not just keeping records? *

Yes — I have CFO-level or advisory support

Not really — I mostly figure it out on my own

No — I'm doing everything myself

Ready to see your results? Fill out the form below to get your score and customized action plan

Mental Health Assessment Score

Full Name *

Business Name *

Phone *

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