End-of-Year Panic Is Not a Strategy: Get Your Team, Finances, and Focus in Order

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In this episode of the Veterinary Business Podcast, host Don Adeesha sits down with veterinary management consultant Monica Dixon Perry to unpack the biggest year-end challenges facing practice leaders. Together, they explore how clinics can shift from crisis-mode operations to strategic, proactive planning that sets the stage for a smoother close to 2025 and a confident start to 2026.

Monica offers practical guidance on financial readiness, KPI tracking, team coordination, and building strong internal systems that reduce stress—not add to it. From preventing burnout to mastering delegation and establishing reliable workflows, this conversation equips veterinary leaders with actionable strategies to strengthen their practice’s foundation and avoid year-end overwhelm.

Key Takeaways & Time Stamps

• 00:00 – 05:00 | Introduction & Guest Overview
  • Host Don Adeesha introduces the topic of year-end challenges for veterinary leaders
  • Overview of guest expert Monica Dixon Perry and her background in veterinary management
• 05:00 – 12:00 | Financial Planning Essentials
  • Importance of consistent financial check-ins and collaboration with accountants
  • Why tracking KPIs throughout the year prevents last-minute surprises
• 12:00 – 20:00 | Team Planning, Burnout & Communication
  • How disorganization and unclear expectations create burnout and turnover
  • Strategies to improve internal communication and prepare teams for year-end demands
• 20:00 – 28:00 | What Successful Practices Do Differently
  • Establishing regular meetings with structured agendas
  • Implementing effective delegation to empower staff and reduce leadership overload
• 28:00 – 35:00 | Culture, Mindset & Systems
  • The role of tickler systems and checklists in staying ahead of deadlines
  • Planning proactively for evaluations, inventory, and recurring responsibilities
• 35:00 – 40:06 | Final Advice for Overwhelmed Leaders
  • Prioritizing tasks and focusing on what truly matters
  • Delegating intentionally and building systems that ease year-end stress

Monica Dixon Perry, BS, CVPM

Veterinary Management Consultant | Global Speaker Senior Manager, Berry, Dunn, McNeil & Parker, LLC

Monica Dixon Perry is a seasoned veterinary management consultant and global speaker with over two decades of experience guiding veterinary professionals and organizations toward sustainable growth and operational excellence. Currently serving as a Senior Manager at BerryDunn, Monica specializes in financial management, personnel development, regulatory compliance, and ethical leadership within veterinary practices.

With a background that spans consulting, executive leadership, and academia, Monica is known for her hands-on, practical approach to helping veterinary teams thrive. She previously served as Vice President of Strategic Partnerships at Mission Veterinary Partners and operated her own consultancy for over 14 years, supporting veterinary hospitals across North America. Monica also lectured on Veterinary Practice Management at North Carolina State University, enriching the next generation of veterinary professionals.

A Certified Veterinary Practice Manager (CVPM) with a Bachelor’s degree in Biology from the University of North Carolina at Chapel Hill, Monica brings a unique blend of business insight and a deep understanding of veterinary practice dynamics. She is passionate about empowering veterinary teams to deliver exceptional patient care, build resilient practices, and foster workplace environments where people and animals flourish.

Connect with Monica:

• LinkedIn
• Website