Self-Employed Caregiver Business Package

Your Complete Toolkit to Launch a Private Caregiving Business — No Employees Needed

Starting your own caregiving business? The Self-Employed Caregiver Business Package gives you everything you need to launch and operate professionally — without hiring staff or running a full agency.

This all-in-one digital download is designed for independent caregivers, nurses in private practice, and PSWs or CNAs offering non-medical or personal care services directly to clients.

You’ll save hours of admin time and feel confident presenting yourself as a legitimate, organized, and professional care provider.

What’s Included:

Organized into four categories, these templates are provided in Microsoft Word and Excel, so you can easily add your business name, logo, and details.

1. Business Templates

• Business Card Template

• Start-Up Cost Worksheet

• Editable Business Plan

• Invoice Template

• Services List

• Bonus: Start-Up Guide for Self-Employed Caregivers

 ** These tools help you stay organized, plan your pricing, and build trust with potential clients.

2. Client Assessment Forms

• Client Medical Assessment

• Nurse Assessment Form

• Site Safety & Environment Assessment

• Home Service Assessment & Care Plan

• Personal Care Assessment & Care Plan

• New Client Profile Template

** Use these to conduct thorough intake assessments and tailor care plans to individual needs.

3. Client Contract Templates

• Caregiver Service Contract

• Client Service Agreement

• Rate Schedule (editable)

** Present yourself professionally with legally sound agreements that protect both you and your client.

4. Client Documentation Forms

• Visit/Appointment Record Form

• Admission Information Sheet

• Emergency Contact List

• Progress Notes

• Blood Glucose Monitoring Log

• Fluid Intake & Output Tracker

• Medication Administration Record (MAR)

• Medication Log

• Medication Reconciliation Form

• Vital Signs Record Sheet

• Transfer of Care Report

** Stay organized with client health documentation that supports quality care and continuity.

Who This Is For:

• Solopreneurs and independent caregivers (no employees)

• Nurses, PSWs, CNAs, or companions starting a private practice

• Caregivers providing services directly to families without going through an agency

• Individuals in Canada or the U.S. offering non-medical home care or personal support

Please Note:

This package includes select forms from our Home Care 101 Start-Up Kit, but does not include materials related to:

• Marketing an agency

• Hiring or training employees

• Managing a team or scheduling software

If you're planning to grow your business into a staffed agency, we recommend starting with the Home Care Start-Up Kit or bundling with the HomeCare 101 Academy.

Instant Download Format:

• Microsoft Word & Excel files

• Fully editable

• Organized folders by category

• Delivered immediately via email after purchase

Ready to launch your private caregiving business?

Click “Add to Cart” and download your full Self-Employed Caregiver Business Package today.