All-in-one monthly financial report

All-in-one monthly financial report

Put your monthly numbers on a single sheet with this Excel document.
source-image
Aug 28, 2008

For monthly metrics, ask your bookkeeper or practice manager to use an all-in-one reporting form, such as this one. This Excel document includes monthly income and expenses and lets you compare it to the same month last year. You can also ask for the data on transactions and new clients, accounts payable and receivable, and doctor production. This single report shows you how your practice is doing on a monthly basis.

Hot topics on dvm360

Veterinarians: Your clients are going to Google with these cat questions

Search engine shares the top 10 questions people asked about dogs and cats in 2014.

Vetcetera: The complex topic of canine fear-related aggression

A guided tour of resources for addressing this popular and complicated subject, featuring advice from Dr. John Ciribassi.

Reality TV and the veterinarian: Discussing mainstream dog training advice with clients

Your clients may be getting behavior advice from cable TV. Get your opinion in the mix.

Blog: Election results pose obstacles for veterinary prescription law

Flip in U.S. Senate's majority may slow progress of Fairness to Pet Owners Act.

7 steps to a better relationship between veterinarians and rescue groups

A DVM in the city shares his advice to veterinary practices for working with rescues.