Practice Success Series: Getting Your Practice Ready for Year-End
MTAM
Zoom Room
1 Core Credit
MTAM Member Price: $15.00 +GST
Monday, September 14, 2026 | 6:30 PM - 7:30 PM
Registration Closes Sept 10th
Session Overview
Year-end might still feel a few months away, but now is the perfect time to take a closer look at your business and make sure everything is on track.
This practical Business Basics session will help RMTs step back from the day-to-day demands of practice and review the financial and administrative side of their business before year-end arrives.
We’ll walk through the key areas of your practice that are worth checking now—from bookkeeping and expenses to receipts, taxes, business records and outstanding administrative tasks. The goal isn't to turn you into an accountant. It's to help you understand what you should be keeping, tracking and reviewing so you can identify gaps while there is still time to address them.
Whether your bookkeeping is beautifully organized or currently lives somewhere between accounting software, spreadsheets, your inbox and a shoebox, this session will help you determine where you are, what may be missing and what needs attention before the end of the year.
Topics We’ll Explore
- Taking stock of your business year so far
- Reviewing revenue and ensuring your records are complete
- Tracking and categorizing business expenses
- Receipts and supporting documentation
- Separating business and personal expenses
- Mileage, vehicle and travel records
- Home-office and practice-related expenses
- GST basics and knowing where you stand
- Reviewing outstanding accounts and money owed to you
- Bank and credit-card reconciliations
- Contractor and other business payments
- Equipment and larger business purchases
- Identifying missing records before year-end
- Getting organized for your accountant or tax preparer
- Looking ahead to upcoming expenses and year-end decisions
- Creating a manageable monthly financial routine
- Starting the next business year on stronger footing
Lisa Goss brings more than 25 years of senior leadership and business management experience across health care and the nonprofit sector. Throughout her career, she has been responsible for developing and managing organizational budgets, financial systems, operational processes and administrative controls, as well as establishing and operating primary care clinics and multidisciplinary health-care teams. As the founder of her own consulting practice, Lisa also understands the realities of running a small business—from managing expenses and cash flow to keeping records organized and preparing for year-end. A regulated health professional for 30 years, Lisa combines her clinical background with extensive executive and operational experience to help health professionals better understand the business behind their practice. Her approach focuses on making business and financial management practical, understandable and manageable.
A full refund will be given to anyone cancelling 5 or more days before the course start date. A 50% refund will apply to any cancellation between 3 and 5 days before a course. Cancellations made WITHIN 72 hours or no shows will not be refunded. Consideration will always be given to extenuating circumstances.