Holiday Closure Checklist for Private Practices

The holidays are a welcome chance to rest, yet for many private practice owners, they can also bring a wave of last-minute admin tasks. Whether you're stepping away for a couple of days or closing your practice for a longer break, a little preparation now can make your time off truly restorative. Download this checklist for a step-by-step guide to closing down your practice.

This checklist will help you:
  • Reduce burnout by automating common year-end tasks
  • Keep cash flow steady by collecting outstanding balances before the break
  • Maintain a seamless client experience, even while you're offline

  • Reduce burnout by automating common year-end tasks
  • Keep cash flow steady by collecting outstanding balances before the break
  • Maintain a seamless client experience, even while you're offline

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