Where you stand
Your numbers placed next to the dental benchmarks that matter, so you can see what is in range and what is not.
Find out what your books are really telling you
Send us your trial balance and your last three profit and loss statements. We send back a one-page read on where your practice stands against dental benchmarks, what looks off, and what it means. Free with no commitment required.
THE REPORT
What you'll get back
What looks off
The line items that look miscategorized or out of range, with plain-language notes on why.
What to do next
A short, prioritized read you can act on. No jargon, and no obligation.
Frequently asked questions
Is the Books Health Check really free?
Yes. No cost and no obligation. It is how we show the kind of clarity we bring before you ever consider working with us.
What exactly do I need to send?
Your trial balance and your last three monthly profit and loss statements. If you only have a year-end P&L, send that. You can upload more than one file.
Is my financial information secure?
Your files are used only to prepare your report. We do not share them, and we delete them once your report is delivered.
Will you try to sell me?
No pitch. You get the one-page read and a short note on what it means. If you want to talk after that, you tell us.
How long does it take?
You will have your Books Health Check within 2 business days of sending your files.
Do I have to be a dental practice?
This is built specifically for dental practices, so the benchmarks and the chart of accounts are dental-specific. That focus is the point.