Essentials, The Financial Foundation Everything your practice needs to stay on top of the numbers, without the complexity. Monthly financial reviews, Cash flow reporting, Clear, consistent financial visibility. Ideal for practices that want a reliable financial baseline.
Pro, Optimize Your Revenue Everything in Essentials, plus expert support where practices most commonly lose money. Insurance A/R support to capture missed reimbursements, Expense benchmarking against dental industry standards, and identify where your costs are out of line Ideal for practices ready to tighten up their revenue cycle.
Elite, Full Financial Oversight The most comprehensive financial package we offer, for practices that want expert eyes on every dollar. Dedicated vendor oversight, Deep dental finance expertise, Full support across all financial functions, Everything in Pro & Essentials. Ideal for high-growth or multi-location practices.
Most dental practices run on intuition when it comes to finances. Our Financial Packages replace guesswork with clarity, giving you the data, expertise, and support you need to make smarter decisions and stop leaving revenue on the table.
We start with a clear-eyed look at your practice's current financial picture, where money is coming in, where it's going, and where the gaps are.
Depending on your package, you receive monthly reviews, cash flow reporting, insurance receivables support, and expense benchmarking, delivered consistently so you always have a current view of your practice finances.
Our dental finance specialists are in your corner, helping you interpret data, act on insights, and navigate the financial complexities that come with running a modern dental practice.
With full financial visibility, you stop making expensive guesses and start making confident decisions that drive profitability and growth.
Stop Revenue Leakage, Insurance billing errors, missed reimbursements, and unchecked expenses are costing your practice money every month. Our packages find and fix those leaks.
Dental-Specific Expertise, Generic accountants don’t understand the nuances of dental practice finance. Our team does, from insurance A/R to overhead benchmarking to vendor contracts.
Clear Monthly Reporting, No more wondering how the month went. You get clean, clear financial reports delivered consistently so you always know where you stand.
Pro focuses on optimizing your revenue cycle, insurance, billing, and expense management. Elite adds dedicated vendor oversight and deep dental finance expertise for practices that want comprehensive financial management.
No. Our Financial Packages are designed to work alongside your existing financial team, adding dental-specific expertise and support rather than replacing what you already have.
Most practices identify significant revenue recovery opportunities within the first 30–60 days of engagement.
