Year-end dental practice checklist: your numbers, taxes, hiring and marketing before the new yearYear-end practice checklist
Cisor Metrics

Request a Dental Practice Analysis

Find out where your practice really stands. Cisor Metrics builds key performance indicators from your financial statements and bank transactions, so you can see which parts of the practice are working and which need attention, before you spend on fixes.

What we look at

The numbers behind your results

  • Overhead by category against typical ranges
  • Production, collections and collection rate
  • Insurance write-offs and fee schedules
  • Accounts receivable and how fast claims are paid
  • Staff costs and how the team’s time is used
  • Hygiene, recall and treatment acceptance
What to have ready

Reports you probably already have

  • Profit and loss statements for the last two years and year to date
  • Balance sheet
  • Production and collections reports from your practice software
  • Accounts receivable aging report
  • Payroll summary

Missing a report? That is fine. Gaps in the books are often the first finding.

How it works

Four steps

  1. Send the request

    Fill in the form or call us. Tell us what prompted the review.

  2. Share your reports

    We send a short list of the reports we need and a secure way to share them.

  3. We build your metrics

    Cisor Metrics builds KPIs from your financial statements and bank transactions.

  4. Walk through the findings

    We go over what is working, what needs attention and the order to fix it in.

Want to check a few numbers yourself first? Try the dental overhead calculator or read our practice finance guides.

Get started

Request your practice analysis.

Tell us a little about your practice and what you want to understand. We’ll get back to you, or call us directly.

Request an Analysis

Book a ConsultationCall (703) 345-0606