Announcing Paul Gough’s
“Financial Skills and Annual Planning”
2-Day Workshop, World Tour
From The Desk of Paul Gough,
Dear Private Practice Owner,
Let me ask you a quick question:
“How many times have you said either of these three things to
yourself since you started your Private
- “I know I need to track my numbers – I just don’t know where to start”
- “I know an annual budget is important – I just don’t feel like I know what I am doing with it or
- “I have a feeling my bookkeeper or accountant isn’t giving me what I need – I just don’t know
how to ask
for anything else”
For most practice owners, the answer is usually more times than they would care to count.
I’ve spoken to 1000s of practice owners from all over the world and one thing that they all tell me is that
they’re “confused by their numbers”.
Knowing the numbers and tracking metrics or KPI’s is often the #1 weakness of many practice owners and yet it
is possibly the most important part of your business to master.
Every practice owner knows that they SHOULD be tracking their numbers… knows that they SHOULD be paying more
attention to their finances… knows that they SHOULD have a handle on their KPI’s and Metrics… should have an
annual budget, yet very few actually do any of that!
At the heart of the problem is one person: a bookkeeper/accountant who is supposed to be giving you this
information but no matter how many times you ask, is never able to give you what you need.
The problem for most practice owners is that although they are not happy with their bookkeeper, but they
never know what to ask for to get what they want.
It means that month after month, you are kept in the dark about what is going on in your business, where your
money is going, why you’re growing your patient visits and even adding more people to your team, but you are
NEVER taking home more money personally and are always sweating about paying bills and meeting
With that in mind, let me ask you the following:
“Imagine how much more money you would have if you actually knew your
How Important Is an Annual and Marketing Plan?
Not knowing the numbers is one thing, but just as bad is NOT having a real marketing plan.
That is because what DRIVES the numbers is the marketing.
It is impossible to be successful without Marketing and it is impossible to be successful with
you do not have a Marketing Plan.
Throughout my years of marketing my own business I came to realize that marketing was much easier if
I worked from a plan that would guide all of my decisions and actions...
Instead of randomly running Facebook ads, doing past patient promotions or doing workshops to get the
volume up as my schedule went bare, I began to map out all of my marketing activities 12 months in
It was a real turning point for my financial success.
Having a marketing plan allowed me to see exactly how many patients I needed to hit the financial target I
It meant I never came into my clinic wondering where all the patients were and “scrambling” to do some
marketing desperately trying to fill up an empty schedule.
Having a marketing plan makes it more likely that you’ll not only actually DO some marketing – but that
what you do will be successful and give you the results you are looking for.
It’s why I can confidently say that when you have marketing plan and you know your important numbers,
everything will change for you… and faster than you could possibly imagine.
The problem is, where do you go to learn how to
better understand your
numbers, create an annual plan to inspire growth, and simultaneously create a real marketing plan to grow
your revenue and patient numbers?
It’s almost impossible to find someone who can teach you these vital business skills – never mind do it
inside two days, at the most important time of the year.
It’s for that reason I’ve created Financial Skills & Annual Planning 2-Day Workshop and we’re hosting
it here in Orlando, as well as Dublin and Sydney.
It’s your chance to work with me personally so that we can get you MORE confident looking at and analyzing
the numbers of your business - as well as create a 12-month Annual Plan that makes hitting those metrics and
KPI’s more likely – AND, includes a marketing and hiring plan to guide all of your decisions and actions in
If you want to be truly successful in your business, then you must have both.
Think about it; if you don’t know your numbers, how do you know what is going on in your business? And if you
don’t know what is going on in your business, how to you know what to do to make it more profitable?
Don’t do what I USED to do and only resolve to changing your business when your
Accountant tells you how last year went – after the year has ended.
There’s a better way to GROW your business so that you can make it more PROFITABLE before
the year is over.
We can do it THIS financial year and I’ll show you how at this exclusive 2-day workshop.
A Must Attend and Very RARE Event…
To my knowledge, this is the FIRST and ONLY event in the PT Profession that covers
both number and marketing and shows you how the two go hand in hand; how
the numbers support the marketing activity and how the marketing activity supports the numbers.
I’ll be showing you everything you need to become Financially Literate, how to think and
Plan more Strategically (…meaning you work less but make more) as well as how to create a 12 month marketing
But ultimately, the purpose of the 2-day workshop is to show you everything that you need to at
least Double your Profits in the next 12 months.
Could this be the missing piece in your business skills toolbox that will let you grow to the
levels that you hope in the next 12-18 months?
How Does It Work?
The Workshop is Divided Up into TWO Days…
Part 1:(New): Discover how to ANALYZE the most important numbers of your
business (by looking at the management reports of other businesses)
In this part of the workshop I will deliver the training that 99.9% of practice owners NEVER get or even
know how to ask for… you will learn how to look at a professional management/financial report (…of a
real private practice like yours) and ANALYZE that report to work out what is going well and wrong with
You’ll get given TWO different management reports (from real private practices that are actively growing
right now) and you’ll be walked through how to read that report, how to ask questions about the report
so that you could, if you owned that business, know what decisions and action to take to improve that
By the end of day 1 you will be comfortable with looking at cash flow reports,
metrics/KPI reports, productivity reports as well as things such as debtor days and accounts receivable
reports. It means you will be able to look at your own financial reports in a completely NEW light and
be assured and confident about what is happening in your business and what you need to do to improve it.
The skill of being able to ANALYZE the numbers of your business is one that will ease all of the fears
and doubts, not to mention frustrations, you have about your business, and it will let you finally be
able to say that you know your numbers. It means you can put an end to letting your bookkeeper or
accountant provide below standard reports to you and hold their feet to the flame when
it comes to making sure you get what you need.
In my opinion, it will be worth attending this event JUST to be able to get what you need from your
bookkeeper or accountant, even if you don’t plan to do any of this yourself. You will get to see inside
of other businesses like yours and know exactly what they are getting that you can then ask for.
Part 2: Get To Know Your Important Numbers – And Create the Budget to
Double Your Profits
Day two is broken up into two parts:
Part 1: In this part of the workshop we will map out what is possible for your
business and show you how to at least Double your profits in the next twelve
months. We will create an annual plan – or strategic growth plan as I like to call
We’ll work out your key numbers and ratio’s and you’ll know exactly how to track them.
You will discover how your practice stacks up against the other practices in the room of a similar size.
PLUS, you’ll even discover very early on if your current business model will EVER support the profit
goals you’ve set… and if it can’t, what to do about it.
You’ll get MY templates to work from to create your 12-month Budget and I’ll show you what the top 7 most
important numbers are in your business (KPI’s/Metrics/Critical Drivers).
Most importantly, you’ll know what is causing the numbers to look the way they do and what to do to
improve them so that the next time you speak with your Accountant you’ll not only know how much profit
you have made – you’ll also be happy about the AMOUNT of profit you’ve made.
You’ll learn how to create an Income Statement (Profit & Loss) and how to read one.
You’ll learn how to create and read a Cash Flow Forecast – possibly the most important financial
document that any clinic owner can have when it comes growing a profitable business.
I’ll show you how to create a “Variance Analysis” and explain other financial reports that I use to run
ALL of my businesses (…plus when I read them, who inputs the data for me and how I then give my team
instructions on what to do next based upon what I am seeing from the numbers).
If, at this point, you’re confused or unfamiliar with what all of these reports and
terms mean…that is a sign that you REALLY do need to come to this workshop with
Part one ends with confirming that your current business model, prices and patient selection is even
viable as you head into 2023, and I’ll show you how to make slight adjustments to your business model to
ensure that you can at least double the size of your profit.
Throughout this entire event I will be working with you personally and I’m on hand to answer all of your
financial, KPI and Metrics related questions – it is why we are limiting it to just 12 people at each
By the end of this first session you will have created a 12 month Budget… know what the top 7 KPI’s and
Critical Drivers are in your business…how to track them and have a system to keep up to date with them…
as well as know how to create and implement a cash flow forecast and produce an income statement (Profit
& Loss) that you can actually read and make profit boosting decisions from.
Part 2: If part one of the day is about establishing what profit you’re going to
make in the next 12 months and how to know if you are on track – part two is about creating a Marketing
Plan to MAKE IT HAPPEN.
It is one thing to know your numbers and read financial reports, but it is irrelevant if you don’t have a
solid Marketing Plan to make the numbers stack up.
After all, nothing happens without marketing.
The numbers are the EFFECT. The CAUSE is the marketing and that is why we will dedicate the entire
afternoon to coming up with a month-by-month, 12-month marketing plan to guide you towards financial
With this type of Strategic Marketing Plan it is impossible to get stuck or lost or confused by what to
do to market your practice.
You will leave with the exact marketing activity in place (12 months out) that is required to bring in
all of the new patients to hit the financial goals you set in session one.
BONUS SESSION – CREATE THE HIRING PLAN
What is more, I’ve also added a bonus session to the workshop dedicated to creating a HIRING PLAN.
For any clinic to truly grow, it requires you to consider the people that you’ll need.
If you’re not sure who to hire next, or somewhat put off from hiring because you’ve never done it before,
then you will love this session; I’ll work with you to create a hiring plan that will support your
clinic growth goals over the next twelve months.
You will leave knowing who to hire, when and how to get them – even what to pay them.
As you can see, this really is a workshop like nothing else out there.
If you want financial success, then you must commit to mastering the financial side of your business.
If you want to work less but make more, then you must know your numbers.
If you want your marketing to be successful you must have a marketing plan.
I created this workshop for you to do all of that in just two days.
Choose The Workshop That You Want to Attend, Then Click the Yellow Button
I’ll Give You My Exact Financial and Marketing Plan Templates…
This workshop is about IMPLENTING all of the key financial and marketing activities into your business.
During the day we will be working from my own “workable” templates that mean you will be able to instantly
recreate these when you get back to your clinic:
Paul’s template for a working Income Statement (Profit & Loss) that is easy to use, easy to read and
instantly executable (…nothing like what your bookkeeper might give you)
Paul’s template for a working Cash Flow Forecast that is easy to use and instantly
Paul’s template for a 12 Month Marketing Plan that is easy to use and instantly
Paul’s template for creating a 12 month/annual Budget that is easy to use, easy to
read and instantly executable
Paul’s template for recording and monitoring your clinics key KPI’s and Metrics (with training on
what to do to improve them)
Paul’s “Variance Analysis” template that is easy to use and instantly executable so
that you always see how your business is performing against your target
Here’s Just Some of What You Will Discover Inside Two Amazing Days of Working with Paul:
How to create a viable Growth Plan to DOUBLE YOUR PROFIT in 2023
How to track your clinic’s 7 most important numbers
Discover the marketing activities required to support your clinic’s financial targets – all planned
out 12 months in advance
Metrics and KPIs – what are they, which ones to track - and how to track them? PLUS
– how to use them so that you don’t work hard on the wrong things
How to create a Hiring Plan to take the fear and risk out of HIRING …
How to read a Profit and Loss statement better than your Accountant – AND, in a way that
you understand and can actually make decisions from
How to do a Cash Flow Forecast for your business so that you never run out of
money at the end of the month
How to do a Cash Flow Forecast so that money can never go missing…
How to do a Cash Flow Forecast so that you’re always getting paid what you’re
What an “A/R Report” is – and why it’s the most important report in any growing
How to write a Budget that adds $100,000 to your bottom line (profit)
What are the top 5 KEY TRENDS that you should monitor and how to do it (as well as who should
do it for you)
How to analyze the trends of your data into something that you can read and take action on
How to read the data your bookkeeper gives you and know what it means in a way you can make sense of
and take action on
How to ask better questions of your bookkeeper and CPA
How are the most successful PT businesses run? What are their profit margins, are you ahead
or behind? How much do they spend on pay roll? Are you spending enough on marketing or is your
overhead to heavy and if so, how to reduce it?
If you’re limited on time each week, find out what are the most important KPI’s – and how to track
The most important METRIC in any PT business – and how to increase it!
How to interview your next bookkeeper/CFO to make sure you get the best one…
And so much more inside one incredible day of learning the “business end” of your
And Here’s who It Is Perfect For:
- You are NEVER satisfied that you ever get the information from your bookkeeper that you need to
confidently grow your business
- You have no clue where to start when it comes to numbers or knowing what to look for
- You're about to start hiring and you're worried you will run out of money with the increased
pressure on payroll
- You've heard about "KPI's" and "metrics", and you're aware of this thing called a "cash flow
forecast" but no idea how to track them or do it
- You're frustrated by not being able to ask your bookkeeper for what you want
- Your wanting to make better, more educated decisions about your business but have no reliable
information on which to do so...
- You've took one of my MARKETING or SALES courses and now you're in need of some finical literacy
training to help you grow PROFITABLY...
Choose The Workshop That You Want to Attend, Then Click The Yellow Button
Strictly Limited to 12 Practice Owners at Each Event – Here’s Who It Is For
Because of the personal support I will be giving you throughout the day, it is limited to just 12
It is a real workshop and we will be working from a workbook across the day, looking at real life management
reports as well as filling in your Budget, completing your first cash flow forecast and mapping out all of
your marketing activities 12 months in advance; there are no PowerPoint slides at this workshop as the
emphasis is on IMPLEMENTING.
Together we will be IMPLEMENTING your new Marketing PLAN and IMPLEMENTING solid financial controls and
principles into your business so that you can realistically Double your profits in the next twelve months.
Polite warning: the demand for this workshop is high – so please make sure that you meet these
The size and type of your private practice does not matter. We will have everyone from new start-ups
to $1,000,000 + in the room – insurance and cash based. What does matter is that you are going to
use and implement what we cover when you leave and make maximum use of the personal support you will
be getting from me.
The 12 places are valuable as these days I only work personally with the people in my Mastermind or
CEO program - which starts at $13,500. This is a rare exception. The 12 places must only go to
success driven owners who are going to make the most of our time together.
You must have a serious ambition to add $1,00,000 to your profit or at least double your
profits in the next twelve months.
Ideally, you’ve already listened to Paul’s podcast, read one of his best-selling books, are part of
his Marketing Academy Program (or above) and or have done his Accelerator Marketing program. If you
have done any of those, Paul would love to work with you.
Less Than the Cost of One Additional Patient – Your Investment for This 1-Day Workshop:
On its own, this type of workshop could easily be priced at $5000.
For those who commit and follow through on what we cover, you are guaranteed a significant profit increase
and the entire focus is to double your profits in the 12 months ahead.
Your investment for the Financial Skills & Annual Planning 2-Day Workshop is just $1497 or two
easy payments of $795.
That is less than the money you will make from getting just one patient that you would
otherwise not have gotten had you not attended.
It is also significantly less than the money you’re likely to be losing by not having the
financial literacy that you will gain at this event.
Please note. The workshop is limited to just 12 business owners because of the personal support you will
receive from me in the room. This event will be oversubscribed so confirm your place now to avoid missing
“Get More Done, Make More Money – And Still Be Home By 5pm Each Night…”
If you’re still sitting on the fence, here is something for you to think about… if you’re already working
your business, wouldn’t it be a good idea to know what things to be working on?
That is what getting good at the numbers allows you to do; you become more focused on the important few
things in your business and instead of getting sucked into the trivial. Instead of doing $10 per hour work,
you’ll find yourself doing more of the high value $500 - $1000 per hour work that every REAL business owner
I see so many people working hard in their business, putting in very long hours trying to make it more
profitable, but their rewards are never worth the means.
That is because they are busy working hard on the wrong things that will not make any
difference to profit.
Getting good at the numbers allows you to see in real time what is going wrong in your business - so that you
can focus on fixing it. Getting good at the numbers allows you to see what it is working well – so that
you can do more of it.
It really is simple; we all have the same number of hours in the same number of days… the clinic owners who
are getting more done, making more money and still getting home for dinner at 5pm each
night are the ones who have a plan that they stick to and who know their numbers.
I look forward to working with you in Orlando, Dublin or Sydney.
Reserve your spot here now:
Choose The Workshop That You Want to Attend, Then Click the Yellow Button
Here’s What PT’s Are Saying About This Workshop:
“The budget and yearly planning activity gave me so much clarity and confidence about what
do to make my business more successful. Planning is something you know you should do – but
never get round to doing – it’s only when you do it that you actually see why those
do it annually are so successful”
“I have to admit that this event has challenged me quite a bit, but it was definitely
The budgeting, forecasting and planning that you had us do this weekend has solidified something
that I think I have known deep down for awhile but haven’t been able to put into words
I realize that I have been “flying my plane” (running my business) for a long time
without a solid idea what my destination really is.
With no real flight plan (written down goals with measurable outcomes) all I have been doing is
continuing to fly in no particular direction. This event opened my eyes to the fact that this
to change so that 1) I can actually get benefit and fulfilment out of my business, and 2) I can
effectively lead my crew (How can I expect them to follow, if I am not sure where I am
“It was liberating to come to realize how the budget and forecast will provide the roadmap
directions for my business in the next twelve months. It was huge for me to see the practical
application of the budget and numbers. It is so worthwhile to go through the seemingly boring
of setting up the budget. It is pure gold to see how the budget and cockpit allows the business
owner to make better decisions.”
“I arrived at the planning event knowing I needed clarity and focus on my direction. I
know how deeply I would get to go into that - thank you Paul.”
“This event was a great reminder that I’ve been doing some things right, and a kick
the ass that there’s a lot more to improve on…”
"This was the best event I’ve ever attended. Which is not a new statement from me
Paul’s events, but although budget may be boring, it is precisely what I had needed and
been looking for. I wish I’d found this ten years ago when I first started my
Just 12 Spaces Available – ACT FAST!
Because of the personal support that you’ll be getting from me during the workshop, places are limited to
just 12 clinic owners. So Act fast.
You can only DOUBLE your profits in the next twelve months if you have a real understanding of your clinic
finances – Financial Literacy, you know your vital numbers and have a Strategic Marketing Plan to support
that financial plan.
You will get that from me in just one day at this workshop. Confirm your place here:
Choose The Workshop That You Want to Attend, Then Click the Yellow Button