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The Practice Toolkit
The working documents we use with clients, what we ask for at intake, and what we check every month. Published in full, and downloadable as Word files you can edit and use whether or not you ever work with us.
A practice owner who can run their own monthly review is a better client. These are published in full for that reason.
Eight documents. An intake checklist and a monthly performance review for each of the four practice types we work with.
Dental intake checklist
Everything to gather when switching accountants, and why each item matters. Ten sections, dental-specific records included.
Dental · MonthlyDental monthly performance review
What to check every month, how to read it, and the threshold that turns a number into an agenda item.
Optometry · IntakeOptometry intake checklist
Everything to gather when switching accountants, and why each item matters. Ten sections, optometry-specific records included.
Optometry · MonthlyOptometry monthly performance review
What to check every month, how to read it, and the threshold that turns a number into an agenda item.
Veterinary · IntakeVeterinary intake checklist
Everything to gather when switching accountants, and why each item matters. Ten sections, veterinary-specific records included.
Veterinary · MonthlyVeterinary monthly performance review
What to check every month, how to read it, and the threshold that turns a number into an agenda item.
Mental Health · IntakeMental Health intake checklist
Everything to gather when switching accountants, and why each item matters. Ten sections, mental health-specific records included.
Mental Health · MonthlyMental Health monthly performance review
What to check every month, how to read it, and the threshold that turns a number into an agenda item.