The Private Practice Launch Checklist
Everything you need to start your therapy practice—clearly organized and stress-free.
Get the exact steps to legally, financially, and professionally launch your private practice—created by a bookkeeper who specializes in helping therapists succeed.
Download the Free Report
🧠 Starting a private practice is exciting—but it can also feel completely overwhelming.
If you’ve ever thought...
“Where do I even begin?”
“How do I know I’m doing this right?”
“What if I miss something important?”
This checklist will guide you step by step—without the stress.
Whether you’re just exploring the idea of going solo or ready to set up your practice right now, this guide was made for you.
✨ Everything you need to launch your private practice—clearly mapped out.
This free checklist includes:
✅ Business planning essentials
✅ Legal structure + registration
✅ Financial systems + bookkeeping
✅ EHR + client management tools
✅ Website, branding + marketing
✅ Team setup + long-term systems
No fluff. No filler. Just exactly what to do—and in what order.
👋 Hi, I’m Andrea—bookkeeper, business coach, and your launch support partner.
I’m the owner of Key Accounting LLC, and I specialize in
bookkeeping for private practice therapists.
After helping dozens of business owners and clinicians just like you set up and grow their businesses, I created this checklist to answer the questions I hear over and over again:
What do I need to start a practice?
What systems should I set up first?
How can I stay organized without burning out?
This guide is everything I wish every therapist had when they first launched. And now it’s yours—completely free.
Ready to launch with clarity and confidence?
Download your free checklist and follow the exact steps to set up your private practice the smart way—no guesswork required.
