Running a successful private practice requires a keen eye on business activities, keeping on top of all aspects of the business that can affect your bottom-line revenue.
The consequences of not managing business activities regularly can include disorganisation, lost revenue, and missing out on opportunities to correct red flags.
Keeping a healthy habit of daily business activities can help to remove a huge chunk of time and effort from your weekly, monthly, quarterly and annual reconciliation and review.
Download the one-page fillable PDF checklist below. You can print it and distribute it to your team, or use the soft copy!