The AMTA office will be closed after 2:00 p.m. Central Time on Friday, May 24 and all day Monday, May 27 for Memorial Day. We look forward to connecting with you on Tuesday, May 28 after 8:00 a.m. Central Time.

Planning for Tomorrow to Help You Today

$15.00 members / $25.00 nonmembers     1.0 CE credits

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Budgeting and planning for the next fiscal year is an important aspect of any business; however, massage therapists tend to neglect this important part of their practice management. Taxes also play an important role in planning for next year. This session will focus on the fundamentals of why planning is so important, and how to use information that is already known to inform the next year’s budget.

This course is presented with a video and audio component.


Participants will be able to:

Explain the importance of budgeting and planning for the next year
Identify the previous year’s revenues and expenses and how that information informs the next year’s budget
Explain how to organize financial information to pass on to a tax professional

About the author(s)

Ruth Cox is an experienced accountant with expertise in budget management and accounting for small businesses. In addition to having her MBA in Accounting, and being a certified QuickBooks Pro Advisor, Ruth has over 30 years of accounting experience.

Course expiration

Please note that you must complete each AMTA online learning course and pass the exam one year from the date of purchase. If you do not complete the course and pass the exam within one year, you will be required to re-purchase the course.

Online courses expire one year from the date of purchase. When a course expires, you will no longer have access to the course materials and will be required to re-purchase the course.

Course approval codes



This course contains information that is proprietary. None of the material contained within this course may be used without the express written permission of AMTA unless otherwise indicated in the course. As a reminder, before practicing any new modalities or techniques, check with your state’s massage therapy regulatory authority to ensure they are within the state’s defined scope of practice for massage therapy.


Online courses are non-refundable. AMTA will not cover fees incurred from duplicate payments, insufficient funds, stopped payments or credit/debit cards over credit limits.

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in helping me get to the place I am today."

Lee S., AMTA member since 1995