The Most Important KPI May Be the One You Cannot Find on the Income Statement
Most physician-owners can tell you their practice revenue without pausing. Many also know their collections rate, overhead percentage, patient volume, and annual income. Those numbers matter. But they share a common blind spot: none of them account for one of … Read more…
Is Your Hygiene Department Profitable or Simply Busy?
Your hygiene schedule is full. Patients are waiting weeks, perhaps months, for an appointment. Your hygienists are working hard, and the front office is constantly trying to find room for another recall visit. From the hallway, the department looks successful. … Read more…
Oregon’s New Jobs Credit: A Tax Break for Businesses That Are Growing
Oregon rolled out a new tax incentive this year that is worth paying attention to if your business is adding jobs. Officially known as the Oregon Qualified Jobs Creation Tax Credit (QJCTC), the credit is effective for tax years beginning … Read more…
Q3 Estimated Tax Payments Are Coming Up
Q3 estimated tax payments will be due soon, on September 15. If you need to make a payment, we recommend paying electronically through IRS Direct Pay, EFTPS, or your IRS Online Account. For state payments, most states also offer online … Read more…
The Most Dangerous Number in Your Dental Practice
Many dentists make financial decisions using a single number: Their bank account balance. The logic seems reasonable. Collections were strong, payroll cleared, and there’s plenty of cash in the operating account. Things must be going well. The problem is that … Read more…
Why Growing Your Medical Practice Doesn’t Always Build Wealth
Most physician owners know whether last year was a good year. Collections were up. Revenue increased. Maybe a new provider joined the practice. Maybe patient demand remained strong despite all the challenges facing healthcare. By most measures, the practice was … Read more…
When Tax Strategy Meets Life Strategy: Why CPAs and Investment Advisors Must Work Side by Side
Most people experience their financial lives in fragments. Taxes are handled by one professional. Investments by another. Retirement planning sits in a separate silo. Estate planning lives in yet another binder, often unopened. Each advisor may be competent, even excellent, … Read more…
The S-Corp Hype: What Social Media Isn’t Telling You
Thinking About an S-Corp for Your Medical Practice? Here’s What You Need to Know Scroll through Instagram or LinkedIn and you’ll see it everywhere: “Form an S-Corp and save thousands in taxes!” Influencers make it sound like the ultimate business … Read more…
Is Your Healthcare Practice at Risk for Fraud? Here’s What You Need to Know
Fraud isn’t just a big-business problem — it’s a growing concern for healthcare practices of all sizes. Whether you run a solo clinic or manage a multi-provider group, your practice may be more vulnerable than you think. Rising operational costs … Read more…
Why Dentists Should Raise Their Fees in 2026: A CPA’s Perspective
Let me share a story I hear all the time from dental clients. A dentist calls me in frustration: “I’m working harder than ever, but my profits keep shrinking. Where is all the money going?” After reviewing their numbers, the … Read more…
