The Year-End Practice Review is a free 30-minute worksheet built only for therapy practice owners. Close out 2026 with a clear picture of your practice, then walk into January with a plan.
Pull up your bookkeeping and your EHR, set aside 30 minutes, and work through six short sections.
We'll email you the link. No spam.
You'll get the worksheet plus occasional practice-finance tips from Traktion.
Each one is a page of write-in lines and checkboxes, with the deadline or benchmark you need right beside it.
Revenue by payer, sessions per week, overhead as a share of revenue, and what you paid yourself.
Claims older than 30 days, unpaid copays and late-cancel fees, and books reconciled through November.
Reasonable salary, health insurance on your W-2, accountable-plan reimbursements, and the 1120-S deadline.
W-9s, 1099-NEC deadlines, and whether that 1099 associate should really be a W-2.
Your Q4 estimated payment, retirement contributions that need a plan before year-end, and big purchases.
Rates, insurance panels, caseload target, and whether you're hiring, expanding or going group.
Traktion works only with therapists and mental health practices. We handle the bookkeeping, payroll, S corp setup and tax planning, so your numbers are ready before the deadlines arrive. Fill in the worksheet, then book a call and we'll go through it together.
We'll email you the link. No spam.
You'll get the worksheet plus occasional practice-finance tips from Traktion.