Free resource for Canadian group practice owners
Run It Like a CEO
The Group Practice Audit for Owners Who Are Done Working for Free
You’ve built a group practice. You’ve got a solid group of associates on your team, clients coming through the door, and a whole operation depending on your leadership.
But here is the question worth sitting with: is your practice actually paying you to run it?
This free audit will show you exactly where your money and time are going — and whether you are compensating yourself fairly as the CEO.
What the Audit Covers
This is a short, fillable PDF worksheet. There are four sections and no fluff. Just the honest questions that give you a clear picture of where you actually stand.
What’s going out each month?
1
Including the expenses most owners never write down, especially the ones hiding in plain sight.
What’s coming in outside your caseload?
2
What is your practice actually generating, and is there anything left once you subtract your costs?
What your non-clinical time is worth
3
This is the section most owners skip. Assign a real dollar value to your leadership, admin, hiring, and planning time.
Whether you’re paying yourself fairly
4
Once you see your numbers side by side, you will know exactly what needs to shift.
About Lisa Catallo
I am a Canadian therapist, business coach, and the founder of Group Practice Network. Since 2019 I have supported over 450 Canadian group practice and clinic owners in building practices that are financially sustainable, well-led, and designed around their actual lives.
This audit is the starting point for the work I do with every coaching client. Along with strategy and systems, you need to see your numbers clearly. This worksheet gives you that foundation.