Caring for Your Veterinary Practice Beyond Numbers
 
 

Tools

Small Business Health Care Tax Credit

Download File

Independent Contractor or Employee - Instructional Package

Download File

New Client Package - 2012

Download File

2011/2012 Veterinary Practice Appraisal Package

Download File

HIRE Retention Tax Credit Package

Download File

2010 Tax Year In Review
Summary of the tax law changes for 2010.
Download File

CVC West 2010 Talk - Veterinarians and the Economy

Download File

CVC West 2010 Talk - Management Reports for the Management Team

Download File

CVC West 2010 Talk - The Importance of Internal Controls

Download File

Pacific Vet 2010 Talk - The Importance of a Budget

Download File

Pacific Vet 2010 - Importance of Due Diligence

Download File

Special Tax Preparation Offer for Students, Interns, and 1st Year Associates

Download File

2009 Tax Organizer - for Tax Preparation
If you would like to have your tax return prepared by Gatto McFerson, please download this 2009 tax organizer.
Download File

Tax Rates and Related Information for 2009
Interested in 2009 tax rates, deduction caps, retirement plan limitations, etc.? This is the pdf for you.
Download File

Checklist for Starting up a Veterinary Practice
Starting up your own veterinary practice? Use this checklist to help guide you through the process.

Download File

Job Description - Receptionist
Make sure your staff is clear on their specific duties. Here is a very detailed list of job duties for the receptionist.
Download File

Job Description - Manager
Make sure the practice owner and the practice manager are on the same page as to expectations. Here is a very detailed list of job duties for the practice manager.
Download File

Job Description - Technician
Make sure your staff is clear on their specific duties. Here is a very detailed list of job duties for the technician.
Download File

Job Description - Kennel Attendant
Make sure your staff is clear on their specific duties. Here is a very detailed list of job duties for the kennel attendant.
Download File

Internal Controls Checklist
Make sure the Internal Controls of your veterinary practice are rock solid. Use this checklist as a guide.
Download File

Internal Controls Summary Letter

Download File

Compiling and Accurate and Useful Budget
Slides for talk given at CVC West in November 2008 on budgeting
Download File

Budget Example Template
Given the current economic times, having a financial budget for your business has never been more critical. Use this template to help plan for the future.
Download File

Due Diligence Checklist
When you are buying a veterinary practice, doing your Due Diligence on the practice (kicking the tires) is a must. Use this checklist as a guide.
Download File

Sales Process
Whether buying or selling a veterinary practice, this is the process you can expect to go through.
Download File

What to Look for in a CPA
Slides for a talk given at CVC West in November 2008.
Download File

Flash Reports - Weekly
Looking for a way to assess how your practice is doing? Use this Weekly Flash Report
Download File

Flash Reports - Monthly
See how your practice is performing on a monthly basis
Download File

Pacific Vet 2010 - Budget Template