See
Week one
Tie deposits out to the bank, benchmark overhead, examine collections against production, and review how the owners are actually paid. Written findings with dollars attached.
Independent medical practices
Nobody reconciles the two. In most independent practices that gap is never checked by anyone — which is exactly why it's where the money goes.
Prefer to read? Everything in the video is written out below.
How it works
Tie deposits out to the bank, benchmark overhead, examine collections against production, and review how the owners are actually paid. Written findings with dollars attached.
Stand up the monthly deposit tie-out as a permanent control, fix owner compensation and retirement structure, address the overhead lines that are genuinely out of range, and build the cash forecast.
A monthly session on collections, overhead, and cash — plus the decisions that come up: hiring an associate, buying equipment, adding a location, restructuring how partners are paid.
Who I am
For most physicians and dentists the practice is the retirement plan, so practice finances and personal wealth cannot sensibly be handled by two people who never talk. How the entity is structured, how partners are paid, what goes into the retirement plan, and what the eventual exit looks like are all the same conversation.
The bottom line
A short call about how the practice is actually doing and what you'd want to change. No cost and no pitch deck — and if it isn't a fit, I'll say so.
Book a fit call