📊 Business Information Spreadsheet · Google Sheet
An editable Google Sheet that tracks your business in one spot!
Includes a cover sheet with clickable navigation and 11 sections:
→ Business + Personal Information: Keep frequently needed identifying and business details together
→ Insurance Credentialing Checklist: Organize your credentialing tasks and information
→ Branding Information: Reference your practice’s brand details
→ Admin Login Information: Organize administrative account information
→ CEO Login Information: Keep owner-level account information in its own section
→ Insurance Rates: Record the reimbursement information you use
→ CPT + Billing Codes: Maintain a reference for relevant codes
→ Client Benefits Tracker: Organize benefits information
→ Document Link Tracker: Keep links to your frequently used documents together
→ Quick Links: Find the websites and portals you return to
→ Online Directory Tracker: Track the directories where your practice is listed
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After checkout, you’ll receive an email with a link to download your purchase. Save the files, unzip the folder if needed, and open the Welcome Guide first. It explains what’s included and provides instructions and links for accessing your templates, videos, and other resources. Keep your downloaded files somewhere easy to find so you can return to them whenever you need.
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For Google templates, use the Google account where you want to save your copies. These templates work best with your professional Google Workspace account. Canva templates use your Canva account. PDFs can be read on your screen or printed. If you want to write on them digitally, use a compatible annotation app like Goodnotes. Software and app subscriptions aren’t included with your purchase.
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Yes. Most resources are available individually too. The Featured Products are designed to make things more affordable by grouping related resources together at a lower price than buying everything separately. But if you only need one thing, just click on that individual product inside the Featured Product and grab it on its own.
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Start with the instructions included inside the product. I also have tutorials that walk through things like Google templates, Canva, and other common tools → Check out my YouTube Channel 📺
If you want more direct support applying or customizing something for your own practice or business, you can also book a coaching session with me → Book a session with me 🎉
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This is a digital download. No physical product will be shipped. After checkout, you’ll receive an email with your download link. Save your files, unzip the folder if needed, and open the Welcome Guide first. It brings together the instructions and links for your purchase, including any templates or course videos.
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The “What’s Included” section in your welcome guide lists the resources and formats you’re purchasing. Here’s what those labels mean:
✔ Google Docs: Documents you can copy, edit, and adapt for your practice
✔ Google Forms: Forms you can copy and adjust to gather the information you need
✔ Google Sheets: Spreadsheets with the organization already started for you
✔ Canva Templates: Designs you can edit with your branding and content
✔ PDF Resources: Downloadable materials you can read, print, or use with an annotation app like Goodnotes
✔ Videos: Recorded teaching or walkthroughs you can watch at your own pace -
The templates are made for you to adapt. Change the wording, fill in your practice information, add your branding, and keep, remove, or rearrange the content to fit the way you actually work. Your Welcome Guide explains how to access and customize the included templates. PDF resources are provided as finished materials; an editable version or fillable feature will be specifically listed when included.
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Please share the shop link instead of the files or template links you purchased. Client-facing resources can be used with your clients as described in the individual Welcome Guide. Purchasing a resource doesn’t give permission to resell it, publish the template links, or distribute the original files to colleagues or other practices. Basically… tell people where you found it. Just don’t hand them your copy of the homework 😎 Here’s the link → 🔗 The Shop 🛒
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I’m Becca, a Licensed Professional Counselor in Arkansas. I’m a therapist, but purchasing a resource doesn’t make me your therapist, clinical supervisor, or legal advisor. These resources provide education and practical support. They aren’t a substitute for therapy, legal advice, or clinical supervision. Review and adapt professional resources for your practice, your clients, and the licensing, legal, ethical, employer, or payer requirements that apply to your work. Additional scope and use information is included in the Welcome Guide where relevant.
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All digital purchases are final. No refunds or credits. Please review the description and previews before purchasing. If something isn’t downloading or a link isn’t working, email hello@authenticitywithbecca.com so I can help you access what you purchased.
Ready to get started?
If the password, insurance rate, document link, or random piece of business information you need is currently hiding in six different places, this is for you. Keep the backend information for your therapy business together in one customizable Google Sheet so you can stop hunting for it.
Your NPI, credentialing details, branding information, portals, and frequently used links don’t need to live in your head. Give them a home you can find again.

