90-Minute Workshop + Lifetime Access
Money Metrics
Avoiding your numbers?
You're leaving money on the table.
In this 90 minute workshop, you'll see what your practice is really earning, where the gaps are, & what to do.
Instant Access • 90 minutes • 1.5 PDH Hours • For SLPs & OTs
YES — I NEED THISDoes this sound familiar?
You built a real practice. The business side just...hasn't caught up yet.
You know you should be tracking your numbers but every time you open the spreadsheet, you close it just as fast.
You have no idea if you're actually profitatable, or just busy.
You make pricing and scheduling decisions based on gut feeling and then second-guess yourself to weeks.
You're bringing in revenue that looks finr on paper, but your bank account tells a different story.
You want to hire, raise your rates, or add a new stream but you don't have the data to feel confident doing it.
This isn't a numbers problem
It's a clarity problem. And 90 minutes is enough to change that.
WHAT WE COVER
In 90 minutes, you'll finally know where your practice actually stands.
No accounting degree required. No Shame. Just clear numbers and what to do next.
01
The 5 Numbers That Actually Matter
Skip the noise. We'll identify exactly which metrics tell you the truth about your practice and which ones to stop worrying about.
02
How to Read Your Practice Like a CEO
You'll set up a simple tracking system you can maintain in 15 minutes a week and actually understand what your looking at.
03
The Profit Gap Most Practice Owners Miss
Revenue and profit are not the same thing. We'll find the gap and show you exactly what's eating your margin without you realizing it.
04
Making Decisions from Data — Not Gut
Hire? Raise rates? Add a new stream? You'll leave knowing how to answer these questions with confidence — not guesswork.
EVERYTHING YOU GET
Here's what's inside Money Metrics
Everything you need to understand your numbers and use them.
90-Minute Workshop + Lifetime Replay Access
Join us for a hands-on, no-fluff workshop where we walk you through the 5 numbers every private practice owner needs to know and show you exactly how to track them in 15 minutes a week.
Value: $97
5 Interactive Practice Calculators: Built for SLP & OT Practices
These are not generic spreadsheets. These are done-for-you, interactive tools built specifically for therapy practice owners.
Enter your numbers, see the math instantly, and get clear guidance on what to do next.
Value: $197
Metrics Trackers That Work with YOUR Brain
Some people love spreadsheets. Some people love paper. We built both.
The Digital Tracker: A done-for-you interactive tracking tool built specifically for SLP and OT practices. Pre-built formulas, color-coded alerts, and everything auto-calculates. Open it once a week, enter your numbers, done. 15 minutes.
The Paper Tracker: A single-page, print-and-go quarterly tracker that covers 12 weeks of your most important numbers. Tape it to your wall, keep it in a binder, stick it on your fridge. When you can see your numbers, you make better decisions.
Same metrics. Same insights. Pick whichever one makes your brain happy, or use both.
Value: $97
Practice Vital Signs Guide: Know What "Healthy" Looks Like
What is a good attendance rate? What profit margin should you aim for? When is your practice too full and when is it time to start marketing harder?
This guide gives you the exact benchmarks and target ranges for every metric, so you always know whether your numbers are healthy, in the warning zone, or need immediate attention. No more guessing. No more Googling. Just clear, therapy-practice-specific targets.
Value: $47
1.5 PDH HOURS (ASHA & AOTA)
Yes, this counts toward your continuing education requirements.
Complete the short quiz after the workshop and receive your certificate of completion — applicable toward ASHA and AOTA professional development hours. Learn the business side of your practice AND check a CE box at the same time.
✓ included
TOTAL VALUE
$438
Just $97 today
WHAT PRACTICE OWNERS SAY
Real results. Real practice owners.
I've known for a while I needed to get clear on my numbers, but I didn't know where to begin. Jena broke it done in a way that was easy to understand - and even easier to actually implement. I came into the office the next day and went over everything with my staff.
Hannah H.
Private Practice SLP
I loved that it was practical without the fluff. Immediate actionable steps and I was making better decisions based on data within the same week. If you've been avoiding your numbers, this is exactly where to start.
Ann
Private Practice Owner, OT
I finally understand what I'm actually looking at. I knew busy days - I just didn't know if I was profitable. Now I know exactly what's happening and what to do next. This paid for itself immediately.
Christina G.
SLP, Kid Speak Services
IS THIS FOR YOU?
Money Metrics is for you if...
This is for you if..
You have a practice up and running but avoid looking at your numbers
You're not sure if you're actually profitable or just busy
You want a simple system you can maintain in 15 minutes a week
You're an SLP or OT in private practice (solo or small team)
You're ready to make decisions from data — not gut feeling
Not quite right if...
You haven't started your practice yet (check out Start Your Private Practice instead)
You already have a robust financial tracking system you love and actually use
You're looking for a full accounting or CEO-level solution
Jena Castro-Casbon, MS CCC-SLP
FOUNDER, LIFESTYLE PRIVATE PRACTICE™
I've worked with hundreds of SLP and OT private practice owners - and the number one thing that keeps smart, capable clinicians stuck is not knowing their numbers. Not because they're bad at business. Because no one ever taught them what to actually look at.
I created money metrics because you deserve to understand exactly what's happening in your practice - without hiring a CFO, buying expensive software, or going back to school. Just clear information and a system that actually works for the way you run your practice.
This is one piece of what I etach inside Next Level Private Practitioner - and I built every practice owner needs this foundation first.
READY TO GET CLEAR?
Join the Money Metrics today.
WORKSHOP + TRACKER + 1.5 PDH HOURS
Regular price $197
$97
Instant Access
- 90-minute workshop + lifetime replay access
- Interactive Money Metrics Tracker
- Practice Vital Signs Guide
- 1.5 PDH Hours (ASHA & AOTA)
QUESTIONS
Got a question? We've got you.
What if I'm scared of numbers?
This isn't about being a math person.
It's about looking at your practice the way you'd look at a client eval: what's actually going on, and what do I do next so you can make clear decisions about things like:
1. Raising your rates
2. Dropping a low-paying insurance panel
3. Increasing your marketing efforts
4. Hiring your first clinician
I'm a total beginner who isn't tracking anything 🙈 Is this right for me?
Yes! This is exactly who the workshop is designed for.
If you can track Little Johnny's articulation progress, you can track a few simple numbers in your business. 15 minutes a week is all it takes and just like in your clinical work, having the numbers is what helps you know what to do next.
I'm not a spreadsheet person. Is there a way to track without spreadsheets?
Yes! We've got a paper-based tracker too - for the practice owners whose brains just don't think in spreadsheet format. 🙋♀️
Same five numbers, same 15 minutes a week, just on paper. Pick whichever one feels easier to actually use.
I have an accountant. Do I still need this?
Different job. Your accountant looks backward - taxes, P&L, what already happened.
Money Metrics is forward-looking: which clients are actually profitable, when to raise your rates, whether you can afford to hire.
Most of the practice owners I work with have an accountant and still need this because accountants don't help you decide how to improve your attendance rate or whether to drop a payor source.
I take insurance. Will this apply to me?
Yes. The five numbers we cover work for any practice and insurance-based owners often get the most out of the payor mix and attendance rate sections.
You'll see exactly which panels are actually paying you enough to be worth keeping, and what your cancellation rate is really costing you each year. Those are decisions you have full control over, even when the reimbursement rates aren't up to you.
I'm private pay only. Does this apply to me?
Yes. The five numbers we cover work for any practice model - private pay, insurance, EI, or a mix.
Private pay owners often get the most out of the rate-setting and profit margin sections, because you have full control over what you charge. The workshop helps you make sure you're charging what your work is actually worth.
I'm already inside Next Level. Is this included?
Yes - Next Level Clients get to come for free 🙂 The Workshop, Calculators, etc. will be added to your Next Level Portal after the live event.
What's the difference between Money Metrics and Next Level?
Money Metrics is 90 minutes to see where your practice stands. Next Level Private Practitioner is where we help you actually move those numbers - ongoing coaching, the full calculator suite, monthly trainings, community. Most people start here and decide from there.