Starting a private practice is one of the most rewarding — and daunting — journeys you can take as a mental health professional. When I launched my practice seven years ago, I had the passion, credentials, and vision… but what I didn’t have was a solid checklist. 

Why a Checklist Matters When Starting a Private Counseling Practice 

Going into private practice isn’t just about clinical work. It’s about being an entrepreneur, a marketer, an office manager, and sometimes even an accountant. A checklist helps you stay organized, save time, avoid legal pitfalls, and launch with confidence. 

✅ The Private Practice Checklist I Wish I Had 

1. Clarify Your Vision and Niche 

Before anything else, get clear on who you want to help and how. 

• Define your ideal client (age, issue, population) 

• Choose your specialty (e.g., trauma, couples, teens) 

• Set goals for 6 months, 1 year, and 3 years 

Tip: Niching down helps you stand out in a crowded field. 

2. Handle Legal and Licensing Requirements 

Make it official — and compliant. 

• Secure your counseling license (state-specific) 

• Register your business (LLC or sole proprietorship) 

• Obtain an EIN (Employer Identification Number) 

• Check local zoning laws (if working from home) 

• Purchase liability/malpractice insurance 

3. Sort Out Your Finances Early 

A business that doesn’t track finances is a hobby. 

• Open a separate business bank account 

• Set up accounting software (like copyright or Wave) 

• Decide how you’ll accept payments (credit, insurance, cash) 

• Create a basic budget (rent, software, marketing, etc.) 

4. Find and Set Up Your Office (Physical or Virtual) 

Where and how you practice matters — especially post-COVID. 

• Choose between a physical office or telehealth model 

• Consider HIPAA-compliant platforms for virtual therapy 

• Create a welcoming, private space 

• Invest in comfortable furniture and decor 

• Ensure internet connection is stable and secure 

5. Select Your Tools and Software 

Automate what you can — your time is valuable. 

• EHR software (SimplePractice, TherapyNotes, etc.) 

• Online booking system 

• Secure client communication tools 

• File storage and digital paperwork solutions 

• Online scheduling calendar (Calendly, Google Calendar) 

6. Set Your Rates and Policies 

Boundaries are business essentials. 

• Decide your session rate and sliding scale (if any) 

• Draft cancellation, payment, and no-show policies 

• Create informed consent and intake forms 

• Consider if you’ll take insurance or be private-pay only 

7. Build Your Brand and Online Presence 

In 2025, digital visibility is non-negotiable. 

• Create a professional logo and business name 

• Build a website optimized for SEO (or hire someone who can) 

• Set up a Google Business Profile 

• Start a Psychology Today profile 

• Create social media accounts (even if you don’t use them much) 

8. Get Clients Through Marketing That Feels Authentic 

You don’t need to be everywhere — just intentional. 

• Focus on SEO blogging and local keywords 

• Network with other therapists and doctors 

• Attend community events or speaking engagements 

• Offer free resources to build trust 

• Start email marketing or a monthly newsletter 

9. Prepare for the Emotional Side of Private Practice 

Burnout, isolation, and imposter syndrome are real. 

• Join a peer consultation group 

• Set boundaries with work hours 

• Celebrate your wins — even the small ones 

• Don’t be afraid to pivot or evolve your niche 

Conclusion: Start Smart, Stay Centered 

Starting a private counseling practice is more than just launching a business — it’s stepping into your power as a healer and entrepreneur. While the journey isn’t always easy, having a checklist like this one can reduce the overwhelm and help you build a practice that’s sustainable, ethical, and deeply fulfilling.