What to do in the last week of 2025
It’s the last week of 2025!! Which means you’re probably trying to wrap up charts, close out the schedule, squeeze in a few remaining patients, and still find time to breathe.
But before you mentally check out and enjoy some well-deserved rest, there are a few quick steps that can make a huge difference in how smoothly your practice starts 2026.
Don’t worry there's nothing here that requires a full-day strategy session. Just simple, smart moves to set you up for success.
1. Make Sure Your Books Are Current (Even if They’re Messy)
Pull together anything your accountant or CFO will need:
Bank statements
Credit card statements
Payroll reports
Loan balances
Major purchases
Updated W-9s
Your books don’t need to be perfect — they just need to be ready.
A little organization now saves you stress and money during tax season.
2. Run a Quick Profit Check
Take 10 minutes to look at:
Total revenue
Biggest expense categories
Any variances or surprises
You’re simply asking:
“Did the practice perform the way I thought it did?”
Even a quick review gives you clarity going into 2026.
3. Review Outstanding Accounts Receivable (AR)
Holiday delays and insurance slowdowns make this the perfect time to clean up your AR:
Follow up on anything 60+ days
Check unposted claims
Flag anything inaccurate
A little cleanup now = stronger January cash flow.
4. Check Next Year’s Schedule, Staffing & Capacity
Before kickoff week hits, double-check:
Provider and staff schedules
Vacation coverage
Any predictable bottlenecks
This alone can prevent a chaotic first week of January.
5. Do a Quick Tax Prep Review
Even if you have a tax professional, take a moment to review:
Section 179 equipment purchases
Major deductions
Any state B&O exposure
Outstanding documentation
If you’re working with a CFO or tax planner, send them a quick year-end summary.
A few minutes here can save thousands.
6. Review Your Tech & Subscriptions
Scan your recurring software and subscription list and ask:
“Do we still need this?”
Cutting unused systems adds up quickly.
7. Celebrate Your Wins
This is the part practice owners skip, but need the most.
Take a moment to acknowledge:
Patient growth
Team wins
Operational improvements
Financial progress
Any major milestones
Celebration is fuel for momentum.
8. Set 1–3 Simple Goals for Q1 2026
No big overhaul needed, just a clear direction:
Lower overhead
Improve collections
Update workflows
Hire key roles
Add a profitable service line
Small goals become big outcomes.
Bonus: Get Support for 2026 With the PRO Tax Membership
If you’re tired of piecing together financial advice from different places, here’s something you’ll love…
Balanced CFO works directly with EPIC Private Wealth (yes... we’re a husband-and-wife team and our offices are in the same location), which means your CFO, bookkeeping, and tax planning are totally aligned.
Our new PRO Tax Membership gives practice owners an all-in-one solution, including:
Advanced tax planning
Year-round strategy
Business support
Integrated financial oversight
Direct access to EPIC Private Wealth + Balanced CFO
So instead of juggling multiple advisors, you get one connected team working proactively to support your entire financial picture.
Cheers to 2026!!
Your last week of 2025 doesn’t need to be overwhelming. Just a few intentional steps can set you up for a smoother, more profitable, more organized 2026.
And if you want support going into the new year with clean books, proactive tax planning, and a financial strategy you can trust, we’re here to help.
