This is the foundation workshop to the PMA programme – a series focused on the business management of general practice – where practice finances and accounting systems are explained in a user-friendly, interactive way. The web workshop will also take a look at your accounting system, the PCN landscape, Superannuation, Understanding your accounts and Cashflow forecasting. The group work encourages participation so that individual issues can be explored.

The module will be delivered as an interactive web workshop with practical guidance to enable participants to map the techniques and outcomes onto their own practice.


  • Duration: tba  

  • Location: Online


Participants will gain an understanding of practices finances and how to understand the accounts produced by your accountant.  You will also gain an understanding of practice finances, Primary Care Network finances and how important managing these areas lead to reduced financial risk in the ever-changing world of general practice.

Workshop Agenda

Below is an outline of the proposed agenda with sample timings. If you have any questions please get in touch.

Session 1

Managing Practice Finances – Overview
Overview of your Accounting System

  • What comprises your accounting system?
  • Source records
  • Software
Financial Controls and Maximising your income streams

  • Open Exeter
  • CQRS
  • Reimbursements
  • Claims
  • Contract Changes 2020 and looking ahead
  • Other Income Streams
  • Tracking your Income
  • Other Financial Controls
Primary Care Networks and the future of Primary Care

  • PCN Funding
  • Funding to individual practices
  • Core Funding
  • Extended access funding
  • PCN Accounts

  • Estimate of Pensionable Profits Form
  • Pension Forms – Type 1 and Type 2
  • Timeline
  • Tier rates
  • Open Exeter
  • Examples
Hints and Tips

  • Non-NHS Income
  • Final Pay Controls

Session 2

Understanding Accounts

  • Accounting Terminology
  • Types of Income and expenses
  • Debtors and Creditors
  • Current and capital accounts explained
  • Drawings
  • Variance analysis
  • Financial Benchmarking
Understanding Accounts – Activity
The Power of the Cashflow Forecast

  • Levels of complexity
  • Using Excel
  • Other options
  • Interpretation

Reflective Session 

Open Forum

Reflection and open discussion of challenges or concerns

Get in touch

Contact the PMA now

If you would like more information about any of our workshops, the timings or adapting our programmes to your local needs / requirements, please call 0330 111 6459 or email

Please note that all workshops are delivered online as web workshop sessions – however, if you require face to face workshops, please get in touch and we will be happy to discuss this.

Get in touch

Join our vibrant community of over 50,000 today and benefit from our services

As a PMA member, you will benefit from regular news and updates on key issues and regulatory changes that affect GP practices. You will gain access to exclusive training and events that ensure you maintain currency of knowledge and skills. You will have the opportunity to meet and network with your peers from around the UK.

Join PMA