cool resources & tools

**Disclosure About Affiliate Links:  Some of the products and services listed below are affiliate links.  That simply means I earn a commision, at no extra cost to you, if you decide to purchase. They are products and services that I use myself or at the very least come highly recommended from people I know that are using them.  

The primary purpose is to simply make recommendations, not to make a commission if you decide to purchase them.  There are many products and services to choose from out there.  These are simply a few of the ones that I either use or know about from others.  

Most importantly, use what works for you!  Many Thanks! - Gordon


“Jump Start Your Private Practice” Newsletter

Jump-startThis weekly email subscription will give you 2-3 action steps to start, grow and build your private practice. From getting an office space, setting up a website, filing legal paperwork, to knowing how to market your practice.

Jump Start Your Practice Here...




Tired of Agency Work?

Love the workThis little E-Course will walk you through a process for making the transition from agency work into private practice...

Find out more...




Money Matters in Private Practice | The Course

Money Matters CourseLearn the financial side of private practice so you can feel confident about the money.  This is a self-paced e-course that will walk you through what you need to know about private practice finance.

Enroll Now!




Google Workspace for Therapist Course

An E-Course to help you learn how to make your private practice more productive using the tools of Google Workspace

Enroll Now!




Paperwork Packet

paperwork packet

Take the work out of paperwork!

Download the full Paperwork Packet!  This packet includes over 20 different forms and styles of forms to use in your Counseling Private Practice.  

Get the Paperwork Packet...



Session Note Helper™

The Session Note Helper™ is a system that uses the applications of G-Suite to streamline your documentation processes

Get the Session Note Helper™...







Private Practice Accounting Templates for Google Sheets

Google Sheets Download

  • Pre-loaded spreadsheet templates
  • Private Practice Bookkeeping Spreadsheet with Profit/Loss Statement
  • Budget Tracker
  • Check/Credit Card Register
  • Client Information and Payment Log


Get the Accounting Templates...




Private Practice Financial Analysis Guide - FREE Download

finance guide

This guide is designed to help you get some basic understanding of where you are financially with your practice. It’s simply an overview of things and is not a deep analysis by any means.  It will simply enable you to get a baseline of where you are now financially with your practice and a way to see where you can allocate the funds you have more efficiently.

Download the guide here...





The "Works" - Paperwork Packet, Session Note Helper™, & Accounting Templates Bundle

Brighter Vision - Complete Website Design Solutions



If you would really rather someone else build your website, Brighter Vision is the place to go. They specialize in building websites specifically for counselors and therapists. Use the coupon code GORDON and try it for one month free!

"With Brighter Vision, you get the entire package so you can rest assured you're receiving a professional website, that's well-managed and well-optimized, so you can put your efforts into seeing patients and growing your practice. Oh, and you get unlimited tech support & professional SEO help."


Practice Solutions

Billing Services Your Practice Can Rely On

From verification of benefits to month-end reporting and everything in between, Practice Solutions is there with you every step of the way. Their complete, all-inclusive mental and behavioral health billing services will keep your practice running efficiently and effectively. 

Practice Solutions services are prompt and precise. They take pride in their work and provide premium services that help maintain the health of your practice. They are HIPAA compliant and maintain a thorough knowledge of our industry and yours

Learn More...


Therapy Notes

Electronic Health Record (EHR)

TherapyNotes™ helps behavioral health professionals manage their practice with confidence and efficiency.  It is the EHR I use in my own practice.  It is simple and intuitive to use.  TherapyNotes gives you the ability to have a "paperless" office and a client portal that gives you the ability to have online scheduling.  Use the promo code GORDON and get 2 months free.  I can highly recommend it!



PsychMaven is a group dedicated to being the helpful and informative friend for behavioral health professionals. They offer online courses on therapist-focused business and professional development, as well continuing education on clinical topics. They have offerings geared for graduate students, new clinicians, therapist entrepreneurs, and those looking at new businesses or skill sharpening in behavioral health. They also provide personalized consulting services, as well as original and curated articles on behavioral health practice.

Learn More...


GreenOak Accounting

GreenOak Accounting- If you love dreaming about growing your practice, but you feel a disconnect between where you are now and where you want to be, I’ve got a friend who can help you. Julie Herres and her team at GreenOak Accounting can translate your action plan into your profit and loss statement! If you’re behind on your books or need someone on your financial team who really understands private practice, schedule a free consultation by going to

Learn More...









Create An Online Course

One of the best ways to earn extra income for your practice is to create an online course. When you’re pumped to share your knowledge with the world and earn passive income while doing it, Teachable will give the platform to do it.  With their easy-to-use online course creation platform, you can create courses without ever having to worry about tech, hosting, design, or marketing integrations.

Find out more...







PRACTIKAT is the first online marketplace exclusively for mental health professionals to buy and sell original products online. You spend less “billable” time searching for resources. You can quickly browse, purchase and instantly download most products to begin using in your business.

Not only can you purchase resources for your private practice, you can also be a vendor with Practikat. Vendors have the opportunity to create an online store to sell their original products.

Learn More...


Blue Summit Supplies

A simpler approach to office supplies.

At Blue Summit Supplies, they're rethinking 'business as usual' when it comes to buying and selling office supplies. They offer the best possible products at the lowest possible prices, wrapped in a culture that values human capital above all else.

Find out more...



Audible Membership

One of the best ways to learn on the go is by listening to audio books.  It's pretty much how I do all my "reading" now.  I love Audible and it has been a great return on my investment each month.  Sign up and get your first book free plus one book credit each month!

Learn more here...


Email Marketing From AWeber (It's What I Use!)

Ready to grow your business with email?

Get a glimpse of how sending emails with AWeber can help you connect with customers and grow your business when you sign up for our behind-the-scenes email series.

Creating an email list is one of the best ways to market you practice.  AWeber gives you the tools you need to automate your email marketing.

300x250 Your Business Phone Service in the Cloud

One of the most important things you will need to have for your practice is a reliable and HIPAA compliant phone service. can do that! They will sign a BAA (for HIPAA) and have several options and plans available. It's what I use in my practice.

Receive 20% off your base service for 3 months! Enter FALL20 at checkout and Customize Your Service After Signup.





Do What You Love. We'll Handle the Paperwork.

Swyft Filings

When it comes to protecting yourself and giving you a professional edge, it just makes sense to form a business entity. Forming an LLC (Limited Liability Company) might seem complicated, but it really isn't. Swyft Filings will make it simple for you.

Find out more...







When bookkeeping gets more complex and you need something with a little more "umph", FreshBooks is a great way to manage your accounting and bookkeeping.





Start Your Private Practice Website

Starting your website is really pretty easy.  This tutorial will walk you through the process of setting up you website using BlueHost. 




Hosting and Websites

In building a private practice as a counselor, the most important tool you can have is your website.  By far, if people are going to find you, you need to have a website that is easy to navigate and has your contact information front and center.   In order to have a website the first two things you need to do is purchase your domain and set up your hosting services.  Bluehost is a highly recommended service for doing this.  Also check out my blog post on domain names and hosting which goes into more detail.



Create My Therapist Website Toolbox

CMTWCreate My Therapist Website Toolbox is a wonderful resource for helping you build your website on your own.  I have had the pleasure of consulting with Daniel Fava about my own website and his knowledge and experience with website design has helped me immensely!  

This training resource will walk you through the process of setting up your own website using the WordPress platform.  It takes you through every step regardless of your level of expertise with web design.  As Daniel says, "The Create My Therapist Website Toolbox holds your hand through the tech setup of a WordPress website and all the settings that make us non-techy folks run and hide. It provides you with a clear roadmap with EVERY step needed to create a professional-looking website so you know exactly what you need to do and when to do it".

Check it out here!