Vet Clinic Profitability Checklist

Vet Clinic Profitability Checklist
Use this quick checklist to uncover where money is slipping through the cracks in your veterinary practice — and how to keep more of what you earn.
Revenue & Pricing
☐ Are all services priced with a clear profit margin?
☐ Do you review fees at least once per year?
☐ Do you offer treatment plans or packages to increase client retention?
☐ Are wellness plans priced to cover actual costs (not undercutting)?
Expenses & Cost Control
☐ Do you track inventory to avoid waste and expired products?
☐ Are vendor contracts reviewed annually for better pricing?
☐ Do you monitor staff overtime to prevent unnecessary payroll spikes?
☐ Are you separating personal and business expenses properly?
Client Experience & Retention
☐ Do you have a follow-up system for recheck appointments?
☐ Is there a reminder process for vaccinations and wellness visits?
☐ Are client communications (calls, texts, emails) consistent and timely?
☐ Do you collect client feedback to identify service gaps?
Financial Systems
☐ Are daily transactions reconciled against bank and payment accounts?
☐ Do you review monthly profit & loss statements?
☐ Is payroll processed on time and accurately?
☐ Do you have a process for handling tax compliance throughout the year?
Growth & Planning
☐ Do you set annual revenue goals and track progress quarterly?
☐ Are you allocating funds toward marketing to bring in new clients?
☐ Do you have a plan for equipment upgrades or expansions?
☐ Are you preparing an exit or succession strategy?
■ Next Step
Count how many boxes you checked. Every unchecked box represents profit you could be leaving on the table.
☐ Download the full guide + action steps to fix each gap and start keeping more of what you earn.