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Step by step: Finance management

On this page you’ll find a mixture of interactive spreadsheets, Canva templates, and downloadable workbooks. All these tools will add to your arsenal of understanding how business and money work together, how to stay in control of your money, and how to make sure your business is healthy for years to come.
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Step 1: Start tracking your finances

Use this spreadsheet if you know how much wage to pay yourself:

Use this spreadsheet to begin to understand the health of your finances if you pay yourself a wage and are happy with the amount you pay yourself.
All versions of the templates are pre-set with formulas, so simply fill in the yellow boxes and the rest of the columns and rows will auto-populate.
Select and drag rows down to add rows with the same pre-set formulas.
 

For Apple Mac users:

For Microsoft users: 

For Google Workspace users:

 

Use this spreadsheet if you don’t know how much wage to pay yourself:

Use this spreadsheet to begin to understand the health of your finances if you don’t pay yourself a wage or if you want to change how much you pay yourself so that you ensure you pay expenses and make profit each month.
All versions of the templates are pre-set with formulas, so simply fill in the yellow boxes and the rest of the columns and rows will auto-populate.
Select and drag rows down to add rows with the same pre-set formulas.
 

For Microsoft users: 

For Google Workspace users:

Step 2: Learn business basics

Go through steps 1 and 2 on our Step-by-step: Business Principles page.
There, you’ll go through a short course on business basics, and understand more about how money should flow through your business. You’ll also learn more about profit, calculating expenses and other key numbers in your business.

Step 3: Reassess your prices

Use these two workbooks to reassess your prices and then tell your patients about the change with confidence.
Make sure you diarise a time to come back to your pricing structure every 6-12 months.
Grab our professionally designed Canva poster template to hang around your practice. 

Step 4: Tick off marketing in your budget

Now you understand the flow of money through your business, have the right prices in place and have a solid tracking system, you can review which marketing methods sit in your budget and make sure you’re implementing them.
 
Standard business practice is to put 7% of your revenue towards marketing. We’ve taken that budget and turned it into levels of marketing strategies for you to implement from a modest budget all the way up to $15,000/£7500 revenue a month.

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