Project Description

This is part of a foundation workshop to the PMA programme – where practice finances and accounting systems are explained in a user-friendly, interactive way.

The module will provide practical guidance to enable participants to map the techniques and outcomes onto their own practice.

Participants will 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.

What do your colleagues think?

Feedback percentage for this masterclass averaged at 82% – 92%

  • Relaxed, well informed
  • Interactive discussion
  • All of this workshop was very useful
  • Good to confirm my knowledge is similar to fellow PMs
  • Informal manner, excellent presentation and content.
  • Duration: 2 hours

Aims & Objectives:

You will gain an understanding of what comprises a robust accounting system and look at ways of maximising your income.  You will also undertake a review of your own systems and develop an action plan highlighting the importance of managing these areas in order to minimise 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.

Welcome and Introduction – Overview of the programme and objectives
Managing Practice Finances – overview
Contract Changes 2019-20
Accounting Systems

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

  • CQRS
  • Reimbursements
  • Claims
Understanding Accounts
Understanding Accounts – Activity
Summary and Close
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The PMA delivers a range of Workshops

If you would like information about workshop dates or would like to develop a specific programme or host this workshop, please call 0330 111 6459 or email

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