Steps in the DPA Process

Financial Metrics

This step breaks down into two components.  Bookkeeping and KPI Reporting.  By keeping your books on our cloud based system we'll be able to monitor all of you Key Performance Indicators (KPI) and assess how close you are to your financial goals and ensure you keep moving toward them.  This doesn't involve any extra work on your part or your staffs' part.  You simple start inputting your numbers on our cloud based system every week/month like you do with your current accounting software.  Our software and my team take it from there.  Of course, you can monitor any number of reports yourself to ensure you're staying on target between evaluation calls with us.

Financial Road Map to Success

If we are going to rapidly accelerate you toward your financial goals, we need to have a map.  You wouldn't set out on a road trip to somewhere you've never been by saying, “I think we should head North.”  If you did, you might get there, but probably not.  Same with your financial destination.  Our road map will include revenue projections based in reality, financial allocations and budgets for each part of your practice, and projected profit numbers.  Based on those projections we can determine the quickest and safest way for you to reach your desired financial destination and make sure you stay on target.  It doesn't sound sexy, I know.  But you will literally have a road map to follow that will show you how to get truly independently wealth!

Tax Planning

Uncle Sam requires you to pay taxes.  However, most of my clients agree that much of their tax money is wasted by government, and a large portion is spent on programs they philosophically disagree with.   For that reason, and because you deserve to keep the money you earn, we work very hard to reduce your tax burden.  Better you should keep your money than give it to the government.  By the time we are done crafting a plan to reduce your tax payments, I believe you'll be shocked at how much you've been overpaying Uncle Sam.


Too many dentists don't really understand the cost of an employee.  If you truly understood how much your employees cost, I believe you'd demand they do their work more efficiently.  When you enter the Dental Profit Advisors coaching program, you'll see exactly how much each employee is costing you and why it's critical to your financial success that you maximize each hour of their workday.

Get the How To Double Your Profits While Cutting Your Chair Time in Half Ebook without cost or obligation.

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