End of the Year Audit for Therapists | Digital Download
Part of running a practice that feels like it’s working for you and your goals, is taking time to evaluate what is going well, what is challenging, and what needs to shift.
Instead of spending hours Googling all the things, here's a comprehensive guide and check-list to help you navigate the end of the year audit process.
This 20+ page PDF includes the following topics:
- Financial audit
- Expenses Review
- Income Review
- Fees & Rates
- Tax Prep
- Clinical & Ethical Audit
- Client Caseload Review
- Documentation Check
- Emergency & Risk Protocol
- Licensure & CEUs
- Systems & Admit Audit
- EHR & Documentation
- No-shows & Scheduling
- Email & Communication
- Business Strategy Audit
- Service Mix Evaluation
- Marketing
- Brand Alignment Audit
- Legal & Compliance Audit
- Liability Insurance & Protections
- Business Structure
- Personal & Professional Wellness Audit
- Burnout & Workload
- Clinical Growth
- Vision Setting
- End of Year Client Communication
- Things to Communicate
- End of Year Email Template
Please note: You will not receive a physical product when purchasing this listing.
Copyright Rachel Tenny, LLC 2025. This digital download is for personal use only! Any use for commercial purposes, re-selling or redistribution of this work is prohibited.
Follow along with me on social media for more: @sometimesatherapist and @the.therapist.toolbox.