Where is the money going in your practice?
Plenty of owners feel money getting tighter but cannot say where it is going. Usually the numbers exist somewhere, just not in one place you can read. Sometimes they point to a real problem, like rent or payroll that is now too high for what you bring in. Either way, you have to see it before you can fix it. We put it in front of you, we are your point person on it, and we bring in your financial advisor when the work needs deeper finance help.
Where does the money usually go?
In most small practices, the money goes to a few things: payroll, rent and fixed costs, the gap between what you bill and what you collect, and the software and supplies you pay for each month. A clear monthly view tells you which of those is the problem in your practice, in your own numbers, so you fix that one instead of guessing.
How we help
We become your point person on the numbers: a short dashboard you will actually look at, and a simple monthly routine for using it. We work alongside you or your practice manager.
Common questions.
A short set, chosen for your practice. Common ones: overhead as a percent of collections, staffing cost against your volume, and what you actually collect versus what you bill. We build the few that matter for you.
Revenue is what you bill. Collections is what you keep. Measure overhead against collections, not revenue.
We are your point person on the operational numbers and the dashboard. For deeper financial modeling or valuation, we bring in your financial advisor and coordinate it with you.
See the pressure before it hits.
Start with the Operations and Money-Trail Review. You leave with a one-page money-trail and an owner dashboard built from your own numbers.
Start with a practice review