Know your numbers without becoming an accountant.
Dental practice financial management, done for you: monthly P&Ls with plain-English commentary, KPI benchmarks from about 40 practices, and a team that flags problems before they hit cash.
The back office you will feel every month
Most owners only find out something went wrong after it has already hit cash.
The full back office, run on a standardized chart of accounts.
Eight focus areas, reviewed every month.
Full visibility into your own books through monthly reports and the online portal, and the final say on every spending decision. We bring data and recommendations; you decide.
Measured against each practice’s trailing 12 months (TTM) before partnership.
A comprehensive monthly financial package with commentary on what moved and why, plus daily practice KPIs. Together they cover production and collections, collection ratio, adjustments, accounts receivable, cost structure, budget vs. actuals, breakeven, and cash flow and debt.
We benchmark your wages, lab and supply costs against about 40 peer practices, as a percentage of collections, so you can see where you stand.
We handle bookkeeping and payroll. Your outside tax provider still files each year, and we coordinate with them.
Yes. You get monthly reports plus an online portal with all your practice data, any time.
Start with production and collections trends, collection ratio, adjustments, accounts receivable aging, cost structure as a percentage of collections, budget vs. actuals, breakeven, and cash flow and debt.
Daily KPIs catch issues early, and the monthly review explains what happened and why.