Growth & Advisory · Fixed-fee healthcare advisory

See Your Dental Practice Overhead. Plan What's Next.

Growth gives your dental practice a KPI dashboard: collections per visit, payer mix, dental practice overhead per provider, plus quarterly tax planning, starting at $1,200–$1,800/mo. CFO & Advisory adds cash-flow forecasting, budgeting, payer fee-schedule analysis, and exit/DSO readiness, starting at $2,000–$3,500/mo. Proactive guidance from your accountant for dentists on reimbursement-driven cash flow, fee-schedule negotiations, and provider compensation modeling.

  • KPI dashboardCollections per visit, payer mix, overhead per provider
  • Quarterly tax planningProactive planning, not April scrambles
  • Cash-flow forecastingKnow what reimbursement delays mean for cash
  • Exit & DSO readinessFee-schedule analysis and a practice buyers trust
Why Growth & Advisory

Advice that understands reimbursement

  • Reimbursement-driven cash flow: forecasting that accounts for insurance payment delays
  • Fee-schedule negotiations: know what payers should be paying you
  • Provider compensation modeling: structure pay that attracts and retains
  • Quarterly tax planning: proactive moves all year, not April scrambles
  • KPI dashboard: collections per visit, payer mix, overhead per provider
  • CFO-level strategy: budgeting, expansion planning, and exit readiness

Growth and CFO & Advisory give practices the forward-looking financial guidance they need, for a fixed monthly fee.

Book a consultation
What's in Growth & Advisory

Advisory that moves your practice forward

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KPI Dashboard

Collections per visit, payer mix, overhead per provider: tracked monthly for your specialty.

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Quarterly Tax Planning

Proactive tax moves all year, not an April scramble. Planning built around practice income.

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Cash-Flow Forecasting

See where your money is headed with forecasting that accounts for reimbursement delays.

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Budgeting & Provider Compensation

Annual budgets and provider compensation modeling that attracts and retains.

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Payer Fee-Schedule Analysis

Know what payers should be paying you, and negotiate from data.

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Exit & DSO Readiness

A practice buyers trust: clean books, strong controls, and defensible numbers.

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CFO-level strategy

budgeting, expansion planning, and exit readiness

Why Growth & Advisory

A firm that plans ahead with you

You won't get passed off to a faceless system or a rotating team of strangers. David from Accounting is a firm dedicated to healthcare practices: we know your specialty's numbers, from reimbursement-driven cash flow to provider compensation. Quarterly tax planning, KPI dashboards, and CFO-level guidance, all for a fixed monthly fee. No hourly meter running. No generic advice. Just proactive financial partnership for practices that want to grow on purpose.

Common Questions

Growth & Advisory FAQs

What's the difference between Growth and CFO & Advisory?+

Growth (starting $1,200–$1,800/mo) gives you a KPI dashboard and quarterly tax planning. CFO & Advisory (starting $2,000–$3,500/mo) adds cash-flow forecasting, budgeting, payer fee-schedule analysis, and exit/DSO readiness: a true financial partner.

Is this only for large practices?+

No. Growth fits practices that want real visibility and proactive tax planning. CFO & Advisory fits practices planning expansion, a second location, or a future sale.

What does cash-flow forecasting involve?+

We model your expected collections against payroll, rent, and other costs, accounting for reimbursement delays, so you can plan hiring, equipment, and distributions with confidence.

How do you help with fee schedules?+

We analyze what your payers actually pay versus contracted rates, flag underpayments, and give you data to negotiate from, directly improving collections.

How often do we meet?+

Quarterly planning sessions on Growth; a monthly strategy rhythm on CFO & Advisory, plus answers whenever questions come up.

Can we start with Growth and move up?+

Yes. Many practices start with Growth and add CFO-level guidance as they expand. Your plan scales with you.

Other Ways We Can Help

More Services From David From Accounting

Foundation

Monthly bookkeeping, payroll, and close by the 10th: a healthcare-specific chart of accounts for how practices earn.

Learn more →

Payroll

Payroll for clinical and admin staff: filings, W-2/1099 runs, new-hire setup, and PTO tracking.

Learn more →
Ready to plan ahead?

Start with Growth

Book a consultation and we'll quote your fixed Growth or CFO & Advisory fee in writing, based on your practice size, providers, and goals.