PT QB: The PT Template for QuickBooks®

Get the PT template that turns QuickBooks into an even better management tool for your practice. Use this industry-specific template to improve cash flow and control expenses. It's also designed to be consistent with the parameters in the PT Benchmark studies so you can more easily gain the insights you need to stay competitive. To download a sample Financial Statements, click here.
To order this excellent addition to QuickBooks, click the button to the upper right.

Download a sample Financial Statement from PT QB

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PT Budget Guide

Use our customized Excel workbook to help you develop a working budget. This easy to use tool is chock full of tools designed to make developing, implementing and monitoring a budget easier than ever!
To order this outstanding management tool, click the button to the upper right.

Download a sample PT Budget Guide

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PT Dashboard

This customized Excel workbook places what we believe are the Six Key Stats for monitoring the health of your practice right at your fingertips. These business "vital signs" are presented in easy-to-read graphs that will quickly tell you exactly where your practice stands. The Key Stats are: New Patients, Charges, Payment per Licensed Hour, A/R Size as % of R3MA Charges, Income and finally, Profit as % of Income.

To order this outstanding management tool, click the button to the upper right.

Download a sample PT Dashboard Report

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