Financial Consulting & KPI Tracking
Stop Guessing at Growth.
Start Engineering Profit.
You are busy. You are producing. Patients are coming through the door and the schedule looks full. But at the end of the month, the number in your account does not reflect the effort you are putting in, and you are not entirely sure why. The answer is almost always in the numbers. Overhead creeping past healthy benchmarks, hygiene production running below its potential, a gap between what you are producing and what you are actually collecting, or staff costs that have drifted out of proportion. These are not dramatic failures. They are quiet leaks, and they add up. We dig into the financials of your practice, measure what matters, benchmark it against where a healthy practice of your size and type should be performing, and give you a clear, actionable picture of where the opportunity is hiding
FINANCIAL ADVISORY
Working Hard is the Baseline. Working Smarter is the Strategy.
You do not need to be struggling for this to be valuable. Some of our most impactful engagements are with practices that are doing well, but suspect they could be doing significantly better with a clearer picture of their own performance. Whether you feel like your production is strong but your take-home pay does not reflect it, or you simply want to know how your practice compares to benchmarks for practices your size, we provide the clarity you need. If you have ever wondered where the money is going, we can show you.
What We Measure to Find Hidden Profit
Our financial consulting work starts with a thorough review of your practice’s financial performance. We focus on the metrics that have the most direct impact on your bottom line and where dental practices most commonly leave money behind.
Production vs. Collection Analysis
Production is what you generate in the chair. Collections are what you actually receive. We analyze your production-to-collection ratio, identify where the gap is occurring, and give you clear recommendations for closing it.
Overhead Analysis by Category
Overhead is the single biggest driver of practice profitability after production volume. We break your overhead down into its component categories and benchmark each one against industry standards so you know exactly what is out of line.
Hygiene Department Performance
The hygiene department represents a significant portion of your revenue and growth potential. A hygiene department that is running below its potential is one of the most common and most impactful sources of untapped profit we find.
New Patient Flow & Case Acceptance
Getting patients in the door is only half the equation. We analyze your case acceptance rate to help you understand how much diagnosed treatment is sitting unscheduled and build a strategy for converting more of it.
Provider-Level Profitability
If you have multiple providers, practice-level averages can mask significant variation in financial performance. We calculate the net contribution margin by provider so you know what each clinician is actually contributing to the bottom line.
Ongoing KPI Dashboarding
A financial analysis is just a snapshot. For practices that want ongoing financial visibility, we build and maintain a custom KPI dashboard that tracks the metrics most relevant to your practice so you can manage your growth proactively.
Client Insights
Endorsements of Excellence.
The Strategic Advantage of Partnering With a Dental-Specific CPA
Discover why transitioning from a general accountant to a specialized dental CPA provides the strategic insight and proactive tax architecture necessary to scale your practice confidently.
Strategic Insights, Delivered.
Join a private network of practice owners receiving our monthly tax and operational briefings.
Generic Benchmarks Are Misleading. Dental Data Is Actionable.
General financial benchmarks do not apply to dental practices. The overhead structure, production model, collections cycle, and profitability drivers of a dental practice are different enough from other small businesses that comparing yourself to general industry averages will give you misleading answers.
We benchmark your practice against dental-specific data. We know the right staff cost percentage for a practice your size, the hygiene production targets appropriate for your patient base, and the lab fee ratios that make sense for your case mix.
When we tell you a metric is out of line, it is because it is out of line for a dental practice like yours. That specificity is what makes our recommendations actionable, and it is only possible because we work exclusively in dentistry.
Let Us Find What Is Already in Your Practice
You do not need to overhaul your practice to improve your profitability. In most cases, the opportunity is already there, it just has not been measured yet. A conversation with our team costs you nothing, and it will give you a clearer picture of where your practice stands than most dentists ever get.
Schedule a free consultation and let us take a look at the numbers together.