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Virtual CFO Services

Ready to grow your Dental Practice?
Want more time to focus on Patients?
Need to improve Cash Flow and Profit?

Meet the strategic financial partner dentists trust to get them there.

Transform Your Practice, Simplify Your Life™

Many of our clients are specialty Dentists who, before coming to us, didn’t even realize what they had been missing. They had a vision for their practice, but didn’t have enough time to focus on the business side of things. Now, they have more time to spend with patients, new insights to run a more profitable practice, improved cash flow, and streamlined processes that keep staff happy and productive.

Not all Dental Practices, or Accounting Firms, are alike.

Every Dentist we work with is unique, from specializations to accounting standards to financial and staff resources. Most general accounting firms simply don’t understand the complexities and intricacies of dental accounting. They might be able to record your financial transactions or do your taxes, but when it comes to helping you strategize growth, comply with industry standards and identify ways to achieve a competitive advantage – that’s just not their thing.

Your need a true partner who knows you industry, keeps up on dental trends and best practices, and provides the specific metrics and reports you need to build your practice. Together, we’ll set goals and help you achieve them.

That’s why Dentists choose Performance Business Analytics

Investing in your long-term success is very much our thing.

 

Our Practice Financial Analysis will score your practice in different financial areas, show how you compare with other practices and provide recommendations for areas of improvement.

PBA’s Virtual CFO services take accounting to the next level—actionable information

Most general accounting firms simply don’t understand the complexities and intricacies of dental accounting. They provide one-size-fits-all reporting.  Through PBA’s Virtual CFO services, we provide you with proactive insight. Instead of reports long after the month is over, we deliver insight throughout the month, with dashboards to highlight key metrics.

As your dental practice Virtual CFO, we will help you focus on the important pieces of financial information to guide the business to achieve your vision.  

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Know your cash flow

With tighter controls and more visibility into cash in and out, you will get a more accurate view of your cash position. Prompt reconciliation between your practice’s billing software and the bank account verifies completeness and accuracy as well as helping to detect and deter theft by staff.

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Timely financial and business analytics

Your reporting should be designed to monitor both financial and operational performance metrics. We will help you focus on the most relevant indicators—like Production to Dentist, Production to Hygienist, Production to Operatory Chair, and Production to Net Collections Ratio —that you can act on to improve your practice.

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Improve operations

To meet evolving patient expectations, we will help you continually modernize and streamline practice operations. Systems and software can reduce in-house staff hours and simplify the management of your dental practice.

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Improve front office efficiency

As your dental practice accounting advisor and partner, we handle the tasks that distract your front office employees so they can spend more time on patient care.

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Realistic forecasting and budgeting

We will help you establish budgets based on realistic forecasts to help you align resources with demand and protect profitability.

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Grow the practice without growing payroll

With more efficient processes, your dental office team can handle more transactions and more patients. If you are working to build a specialization, more efficient processes allow you to expand services without additional administrative costs.

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Remove unnecessary distractions

It’s not just accounting that takes your time away from the practice. There are insurance agents, bankers, 401K administrators, and HR consultants to distract you. As your dental accounting partner, we can handle many of the relationships that take time away from patients and planning for the future.

outsourced accounting services
outsourced accounting services

Our Practice Financial Analysis will score your practice in different financial areas, show how you compare with other practices and provide recommendations for areas of improvement.

Transform Your Practice, Simplify Your Life™

Most general accounting firms simply don’t understand the complexities and intricacies of dental accounting. At PBA, we understand the challenges—from specializations to accounting standards to financial and staff resources—facing dental practices. We help you transform your practice and simplify your life.

Business Partnership

We will work with you to strategize growth, comply with industry standards, and identify ways to achieve a competitive edge.

Meaningful Metrics

We will recommend industry-specific metrics and benchmarks to monitor financial and operational efficiency.

Proactive Insight

Instead of reports long after the month is over, we deliver insight throughout the month, with dashboards to highlight key metrics.

Industry Perspective

We will provide you with a comprehensive report comparing the performance metrics of your dental practice with others like it. The report helps to identify functional areas that need improvement as well as processes that are serving you well.

Rapid ROI

The strategies, systems, and efficiencies we apply more than offset our costs. The investment in your practice will deliver real returns.

Simply your life

We take the burden of accounting and financial management off of your shoulders to allow you to focus on your practice.

Let’s get started with a thorough assessment to build your detailed report on risks, metrics, and how-to guidance.

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Liquidity

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Profits & Profit Margins

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Assets

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Employees

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And more

For more information email:

Mark Neumann at info@virtualcfopartner.com

Expert Approach

We take a collaborative approach to provide information to our business partners using financial analytics, streamlined processes, and combined knowledge. We drive goals, visions, and dreams.

 

 For your free Practice Financial Analysis or to receive more information on PBA services, please complete the form below.

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