Throughout the book, we have referred to helpful worksheets in the appendix. We hope you will find these templates useful in getting organized and focused on building and growing a dynamic practice.

WORKSHEET 1: Practice-Management Assessment

WORKSHEET 2: Analysis of Top 20 Clients

WORKSHEET 3: Self-Evaluation

WORKSHEET 4: Performance Evaluation for Professional Staff

WORKSHEET 5: Upstream Evaluation

WORKSHEET 6: Position Descriptions

WORKSHEET 7: Balance Sheet

WORKSHEET 8: Income Statement

WORKSHEET 9: Calculations for Ratios

WORKSHEET 10: Cash Flow Calculator

WORKSHEET 11: Cash Budget

Worksheet 1: Practice-Management Assessment

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