Appendix
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
