The Dental Practice Financial Checkup: know where your money is really going.
A fixed-price, one-week forensic review of your practice's books: overhead benchmarks, GL hygiene, collections and AR diagnostics, and a prioritized fix list.
What the Financial Checkup covers
Dental discovery questionnaire review: we start with how your practice actually runs: production, collections, and the numbers you watch today. Chart-of-accounts alignment check: we review your chart of accounts against a dental-specific structure so overhead, supplies, and lab costs are tracked cleanly. Overhead benchmark report: your overhead vs. healthy ranges for a dental practice, so you can see where the money is really going. Top 3 financial fixes: a prioritized list of the three moves that matter most, with concrete next steps. 30-minute walkthrough call: we walk through the findings together and answer your questions.
What happens next
The Checkup is diagnostic, a one-week, fixed-price look under the hood. It doesn't replace your monthly bookkeeping; it shows you exactly what's working and what needs fixing. When you're ready for ongoing support, the Foundation monthly tier keeps your books clean, your close on time, and your overhead in check: the natural follow-up to a Checkup.
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Ready to see where your money is really going?
Fixed price: $1,250. Book a consultation and we'll find a time for your one-week Checkup, or reach out with questions about whether it's the right fit.