Don't miss these workshops by the Practice Managers Association

Understanding Accounts, Accounting Systems & The Tax System

Understanding Accounts, Accounting Systems & the Tax System is the foundation programme for this series of workshops. It focuses on the business management of general practice Practice accounts and partnership issues are explained in a user-friendly interactive way.

27th February 2018

13th November 2018

'Interactive, ability to ask questions… Accounts exercise very good.'

'Tremendous knowledge - easy to understand, able to ask questions and have them answered.'

'Informative presentation - useful handouts and very well informed speaker.'

For information about all PMA Workshops, click here.

Workshop Facilitated By

Overview: This is the foundation 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.

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.


Programme information

9:15 Registration
9:30 Introduction and Welcome – Programme, Objectives and Open Forum
9:45 Accounting Systems

  • What comprises the accounting systems
  • Source records
  • Software
  • Internal Controls
  • Finance Partner role
  • Financial Planning and cash-flow forecasting
10:45 Break
11:00 Group Work - Cash-flow forecasting
12:00 Understanding Accounts

  • Layout of accounts and Terminology
  • Types of Income and expenses
  • Variance analysis
  • Debtors and Creditors
  • Current and capital accounts explained
  • Drawings
12:45 LUNCH

13:45 Summary of understanding accounts
14:00 Group work – understanding accounts
15:00 Break
15:15 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
16:30 Open Forum
16:45 Close


27th February 2018

13th November 2018


The Wesley
81-103 Euston Street

Manchester Conference Centre
Sackville Street
M1 3BB


PMA Member Rate £125.00
Non Members Rate £175.00


5% for 2 workshops
(PMA Members £118.75 per worskshop, Non Members per workshop £166.25)

15% for 3 workshops
(PMA Members £106.25 per workshop, Non Members per workshop £148.75)

20% for 4 workshops
(PMA Members £100 per workshop, Non members per workshop £140)

The cost includes all refreshments including lunch and all delegate materials.

Click here to book your place on this workshop

Who Should Attend?
General Practitioners, Practice Managers and Administration Managers

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.

Click here to secure your place now

About the Facilitators

Ian Tongue B.Sc ACA

Ian gained an honours degree in finance and accounting before qualifying as a Chartered Accountant in 2000. He Joined Sandison Easson in 2006 bringing with him experience gained at 2 of the ‘big four’ accountancy practices, KPMG and Ernst & Young. He was appointed partner in 2007.

Ian has been acting exclusively for the medical profession since joining Sandison Easson and has a substantial portfolio of GP clients, practices and federations throughout the UK advising them on a variety of matters in the ever changing world of General Practice.

Ian understands that GPs and practice managers are not accountants and nor do they want to be!  He supports his GPs and practice managers by providing an understandable approach to the important financial matters affecting them.

Sandison Easson is a specialist firm of medical accountants with over 35 years experience acting for doctors of medicine throughout the United Kingdom.  For further information please see

Katy Drew LL.B.  A.C.A.  A.L.C.M.

Katy Drew is a Chartered Accountant who has a wealth of knowledge at the forefront of primary care management and finance having spent 8 years within practice management.

Katy gained a law degree from Liverpool University before training and subsequently qualifying as a Chartered Accountant. Prior to working in primary care she was a company accountant.

Her major achievements include dramatically increasing income through bidding for new funds and negotiating new contracts whilst significantly cutting costs. She is keen to support managers in translating financial information so they are able to present data in an accessible and understandable way for GP partners.

As Primary Care Development Manager at Sandison Easson she helps practices to be resilient in the current climate through practical help and advice leading to strong financial management.