Smart Medical Practice Toolkit: Building Financial Forecasts Webinar

Unpredictable reimbursements, rising costs, and staffing pressures make forecasting more important than ever. That’s why we’re breaking down a clear, four-step process to help you build a smarter financial plan for your practice.

In this quick, 15-minute on-demand session, Carrie Lapka, CPA, CPPM, shares how to build a forecast that helps you prepare for uncertainty, set achievable goals, and make better-informed decisions for your practice.

What You’ll Learn:

• How to create a budget narrative that aligns with your goals
• The steps to projecting revenue using your CPT codes and reimbursement rates
• How to calculate and plan for operating expenses
• Why a conservative, flexible forecast is key to financial control

Why Watch:
Forecasting isn’t just for the finance team. It’s a smart, strategic tool to keep your entire practice on track. Learn how to create a roadmap for success, whether you’re preparing for growth, managing rising costs, or simply planning for the year ahead.

Watch the Webinar

Get Practical Resources for Your Practice

Yeo & Yeo’s Smart Medical Practice Toolkit is your go-to resource for navigating the financial, operational, and regulatory complexities of practice management. This collection includes brief, high-impact webinars, downloadable tools, and practical guidance—all built around the real challenges physicians and practice managers face.

Access the Toolkit