Project Description

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.

  • Duration: All day

  • Location: On-site/locally

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


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.

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
View our workshops

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

View our workshops

Join Over 25,000 PMA members 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