18 March 2026
1pm-2pm
Online, Zoom
Join us for a free webinar designed specifically GP surgeries, practice managers, bookkeepers. We’ll walk you through everything you need to have in place to ensure your year-end accounts run smoothly.
What we will cover:
- Key information your accountant will need – A clear walkthrough of the documents, schedules, and supporting evidence required for a smooth, efficient year-end process.
- Best practice for recording income streams – How to correctly capture NHS income, PCN transactions, dispensing income, premises refunds, and other practice-specific funding so nothing gets missed.
- Handling balance sheet items – Tips for ensuring loans, partners’ capital accounts, accruals, prepayments, and fixed assets are recorded accurately and up to date.
- Getting your Xero data up to date – Understand the key checks to complete before year end, including bank reconciliations, coding accuracy, payroll postings and more.
- Understanding common problem areas – We’ll highlight the most frequent year-end issues we see in GP practices to avoid delays in the accounts preparation process.
Why attend?
By the end of the session, you’ll feel confident that you know exactly what to prepare, what to check, and how to ensure your year-end accounts are completed accurately and on time.
To book
Click here to book your place. This webinar will be recorded for those who cannot attend, please register to receive a link to the recording after.
This material is for informational purposes only and should not be relied upon as professional advice.
