Everything You Need to Start a Private Practice in Counseling [Checklist]
Launching your own counseling practice requires planning, compliance, and strategic setup. Whether you're fresh out of clinical work or transitioning from a group practice, this guide will give you a step-by-step roadmap.
???? Step 1: Get Clear on Legal and Licensing Requirements
Before you meet your first client, you must ensure everything is legally compliant.
✅ Ensure You’re Fully Licensed
- Must have a valid, active license to practice in your state (e.g., LPC, LCSW, LMFT, etc.)
- Meet post-grad supervision hours (if applicable)
- Stay up to date on renewal requirements and CEUs
✅ Register Your Business
- Choose a business structure (LLC, PLLC, S-Corp, etc.)
- Register with your state’s Secretary of State
- Apply for an EIN (Employer Identification Number) from the IRS
✅ Get Insurance Coverage
- Liability insurance (malpractice coverage is a must)
- Business insurance (protects office space, assets)
- Consider cyber liability insurance if offering telehealth
???? Step 2: Set Up Your Practice Infrastructure
Your infrastructure is the foundation of a smooth, scalable practice.
✅ Office or Telehealth Setup
- Decide: Physical location, telehealth-only, or hybrid?
- Choose HIPAA-compliant telehealth platforms (e.g., SimplePractice, Doxy.me)
- Rent a therapy-friendly office (quiet, private, accessible)
✅ Create a Paperless Workflow
- Choose a HIPAA-compliant EHR (Electronic Health Record)
- Online scheduling, billing, and secure messaging
- Store documentation and notes securely in cloud-based platforms
✅ Financial Setup
- Open a business bank account
- Choose a payment processor (Stripe, Square, IvyPay)
- Work with a healthcare accountant/bookkeeper
???? Step 3: Branding & Marketing Your Practice
Your brand is your voice—it helps the right clients find you.
✅ Define Your Niche and Ideal Client
- Specialties (e.g., anxiety, trauma, couples therapy)
- Age groups, cultures, or demographics you serve best
- Clearly communicate your therapeutic approach
✅ Build a Professional Website
- Mobile-optimized, fast-loading, SEO-friendly
- Include services, about page, contact info, and blog
- Add client testimonials (with permission)
✅ Claim Online Listings
- Google Business Profile
- Psychology Today and TherapyDen profiles
- Local directories and review platforms
???? Step 4: Grow & Sustain Your Private Practice
Growth is about consistency and smart systems.
✅ Set Your Fees & Policies
- Research local market rates
- Decide on insurance vs. private pay (or hybrid)
- Have clear cancellation, payment, and consent policies
✅ Establish a Referral Network
- Build relationships with other therapists, doctors, schools
- Join professional groups and online therapist communities
- Send thank-you notes for every referral
✅ Track KPIs and Goals
- Monitor client acquisition, retention, and revenue
- Use client feedback for continuous improvement
- Plan for ongoing CEUs and personal development
???? BONUS: Private Practice Essentials Checklist
Here's a quick-reference checklist to make sure you're ready:
- Valid license & CEUs up to date
- Registered business + EIN
- Liability and business insurance
- HIPAA-compliant EHR + telehealth platform
- Business bank account + payment processor
- Branded website + professional email
- Claimed online directories
- Defined niche + fees and policies
- Referral and professional network
- Growth and KPI tracking tools
✅ Conclusion
Starting a private counseling practice in 2025 isn't just about therapy—it's about building a sustainable, compliant, and client-centered business. With this checklist, you can move forward with confidence, knowing you’re covering all the critical pieces. Take it one step at a time, and don’t hesitate to invest in support—whether it’s a lawyer, coach, or marketing pro. Your future clients are waiting for you!