Katie Collin : Beyond the Balance Sheet
Podcast Description
Welcome to Katie Collin: Beyond the Balance Sheet, the podcast that lifts the lid on the financial realities of life as a medical professional in the UK. Hosted by Katie Collin, partner at Ramsay Brown LLP and specialist medical accountant, this show goes deeper than the numbers. From NHS pensions and tax planning to GP practice management and policy shifts, Katie shares expert insights, candid conversations, and real-world guidance tailored for doctors, practice managers, and healthcare professionals. Whether you're navigating your annual allowance, planning a career move, or running a thriving partnership, this podcast is your essential companion to making informed, confident financial decisions. New episodes drop regularly. Follow now and take control of your financial future.
Podcast Insights
Content Themes
The podcast focuses on essential financial topics for healthcare professionals, including NHS pensions, tax planning, GP practice management, and policy changes. For example, a debut episode discusses the implications of the Employer's National Insurance increase on GP practices, addressing costs and operational impacts, while future episodes will cover incorporation and its effects on medical practices.
Welcome to Katie Collin: Beyond the Balance Sheet, the podcast that lifts the lid on the financial realities of life as a medical professional in the UK. Hosted by Katie Collin, partner at Ramsay Brown LLP and specialist medical accountant, this show goes deeper than the numbers. From NHS pensions and tax planning to GP practice management and policy shifts, Katie shares expert insights, candid conversations, and real-world guidance tailored for doctors, practice managers, and healthcare professionals. Whether you’re navigating your annual allowance, planning a career move, or running a thriving partnership, this podcast is your essential companion to making informed, confident financial decisions. New episodes drop regularly. Follow now and take control of your financial future.
In this episode of Beyond the Balance Sheet, Katie Collin is joined by Gareth Salomon, founder of Xenon Connect, to uncover the hidden bookkeeping errors that can distort financial decisions for GP practices, PCNs, and federations.
What we cover
- Why reconciled bank lines are not the same as accurate books
- The five red flags that quietly distort GP accounts: unreconciled bank items, old unpaid bills, duplicate invoices, misposted bill payments, and duplicate contacts
- Opening balances and why year-on-year comparatives go wrong
- How a simple health score and monthly report helps practice managers, PCNs and federations keep on top of quality
- Governance and fraud detection benefits when margins are tight
- What MTD for ITSA means for bookkeeping accuracy and investigation risk
- Where AI helps, and where professional judgement still matters
About Xenon Connect
Xenon Connect plugs into Xero, QuickBooks Online, Sage and FreeAgent to scan bookkeeping data against double-entry norms, flag likely errors and let you fix them fast. Ramsay Brown uses it to provide monthly health-score reports to clients and to speed up month-end reviews.
Who this is for
GP practices, PCNs, federations and healthcare finance leads who want timely, reliable financials without adding headcount.
Resources mentioned
Xenon Connect
Ramsay Brown LLP bookkeeping and management accounts support
MTD for ITSA overview and readiness support
Work with us
If you’d like help improving bookkeeping quality, monthly reporting or MTD readiness, email [email protected] and we’ll set up a short call.
Disclaimer
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