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

Dental Practice Finances

Overhead, P&Ls, collections, cash flow, owner pay, taxes and valuation, explained for practice owners.

Practice ownersOffice managersAssociates planning to buy

Most dentists learn the clinical side of dentistry in school and the business side on the job. These guides close that gap. They explain the numbers that decide whether a practice is profitable: overhead by category, the profit and loss statement, collection rate, accounts receivable, cash flow and how insurance fee schedules change what you actually take home.

They also cover the owner’s side of the money: how practice owners pay themselves, which tax decisions are worth planning before December 31, and how buyers and lenders put a value on a practice. Each guide uses round example numbers so you can compare them with your own reports.

Cisor Consulting’s team includes certified CPAs who work with dental practices. When you want someone to run these numbers for your practice, our dental accounting and Cisor Metrics practice analysis services start where these guides stop.

Start here

The basics, explained with example numbers.

What Is Normal Overhead for a Dental Practice?

What counts as dental overhead, how to calculate it, the typical ranges consultants use for staff, supplies, lab and rent, and how to lower it without hurting care.

12 min readRead guide

How to Read a Dental Practice P&L

A plain walk-through of the dental practice P&L: revenue, cost lines, owner pay by entity type, add-backs, depreciation, key ratios and a monthly review routine.

12 min readRead guide

Dental Collection Rate: How to Calculate and Improve It

How to calculate gross and net dental collection rates, what each one tells you, and the front-desk habits that close the gap between production and cash.

11 min readRead guide

Managing Cash Flow in a Dental Practice

Why profitable dental practices still run short of cash, how to find your break-even month, and how to plan for insurance lag, loans and taxes with a 13-week forecast.

12 min readRead guide

How Dental Practice Owners Pay Themselves (S-Corp Salary vs. Distributions)

How owner pay works in sole proprietorships, LLCs and S corps, how much a practice owner can take home, what “reasonable compensation” means and how salary affects taxes.

12 min readRead guide

Tax Planning for Dental Practice Owners

The 2026 tax rules that matter most to dental practice owners: equipment expensing, QBI, retirement plans, HSAs, hiring family, the SALT cap, Virginia PTET and estimates.

13 min readRead guide

How Dental Practices Are Valued

How appraisers value a dental practice: normalized earnings, SDE vs. EBITDA, a worked capitalization example, what raises or lowers value, and how the price is allocated.

12 min readRead guide
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