Sometimes, peace of mind comes from a second set of expert eyes.
This isn’t about taxes. It’s not about your CPA. And it’s definitely not the IRS.
This is a comprehensive, independent review of your practice’s financial systems and procedures — designed to give you clarity, confidence, and control.
If there’s no suspicion of embezzlement but you still wonder:
“Is everything really running the way it should?” —
This is where you get your answer.
This is for you if you’re a dentist who…
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Wants to be sure your practice is fully protected
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Is about to bring on an associate
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Is preparing to buy or sell a practice
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Doesn’t know if the right reports are being run — or how to read them
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Just wants a deeper understanding of how your money moves
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Feels unsure whether your current systems are helping or hurting
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Knows “you don’t know what you don’t know” and wants to change that
Maybe you’re not worried about theft — and that’s great.
But you are smart enough to want an honest check-in.
That’s where the Financial Analysis™ comes in.
What Happens During a Financial Analysis™
This is a remote, detailed review of your systems — done quietly behind the scenes so it doesn’t disrupt your practice.
Every financial layer of your business is looked at side-by-side:
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A full year of data: patient payments, insurance reimbursements, membership plans
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Adjustment deep dive: Are they appropriate? Are they used correctly?
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Audit Trail Review: What’s happening behind the scenes of your practice software
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Cross-checking with accounts payable software or CPA summaries
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Internal controls: Pinpointing where gaps or weaknesses could be leaving your practice vulnerable
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Follow-up call: A two-hour one-on-one to go over the results, answer your questions, and lay out clear next steps
You’ll receive one comprehensive report — packed with all the findings, red flags (if any), and suggested changes. It’s written so you can understand it, and it’s built for action.
If Something Doesn’t Look Right…
In the rare event that this analysis uncovers signs of embezzlement, the cost of your Financial Analysis™ is rolled into a full Fraud Examination. You don’t lose what you’ve invested — you just shift gears.
You don’t need to be suspicious. You just need to be smart.
This is one of the most affordable, protective steps you can take for your practice.
It typically takes about three weeks (depending on access to records), and it’s fully customized to your software, systems, and needs.
It must be initiated by the doctor owner.
Lead your practice with insight — not assumption.
The best decisions come from a place of clarity. Let’s get there together.
Ready to learn what’s really going on behind the numbers? Let’s talk.