This is the foundation web workshop to the PMA programme – a series focused on the business management of general practice – and practice accounts, accounting systems and the tax system are explained in a user-friendly, interactive way.

The group work encourages participation so that individual issues can be explored.

The module will be delivered as an interactive session with practical guidance to enable participants to map the techniques and outcomes onto their own practice.  Group work is provided on all aspects of the programme so that participants develop their understanding of the topics by interacting with practitioners but also you will have the opportunity to explore and interact with colleagues from other practices.

At the PMA we pride ourselves on the understanding that one size doesn’t fit all and – therefore, we have various formats of our workshops and can adapt any programme / agenda to suit your local needs and necessaries – so, please get in touch to discuss your requirements.

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Who should attend?

Don't miss opportunity to work with leading specialists in a series of full day workshops specifically focused on the ‘business’ aspects of General Practice.

  • General Practitioners

  • Practice Managers

  • Senior Practice Nurses

  • GP Administrator Managers

Objectives

Participants will gain an understanding of what comprises a robust accounting system and how to understand the accounts that are produced by your accountant.  You will also gain an understanding of the tax and superannuation system 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, if you have any questions please get in touch.

Introduction and Welcome – Programme, Objectives and Open Forum
Accounting Systems

  • What comprises the accounting systems

  • Source records

  • Software

  • Internal Controls

  • Finance Partner role

  • Financial Planning and cash-flow forecasting
Group Work – Cash-flow forecasting
Understanding Accounts

  • Layout of accounts and Terminology

  • Types of Income and expenses

  • Variance analysis

  • Debtors and Creditors

  • Current and capital accounts explained

  • Drawings
Summary of understanding accounts
Group work – understanding accounts
Tax and superannuation system explained

  • Self-assessment

  • Key dates

  • Accounting profit Vs tax profit

  • Key factors affecting tax liabilities

  • Importance of managing superannuation payments

  • Making tax digital
Summary and Q&A session
Close
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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 enquiries@pma-uk.org

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.

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