Financial Clarity Assessment
Mental Health Practice Owners
Section A: Baseline Health Questions
Do you know your monthly profit without having to look it up?
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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?
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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?
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Yes — always current
Partially — sometimes they fall behind
No — they're behind
Do you know approximately what you'll owe in taxes this year?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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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
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