Working with Custom Practice Analytics

Our products and services are available in three different monthly options. The investment you make in these services will pay themselves back tenfold or more in the success of your dental practice.

Custom Practice Analytics: At Your Service

Custom Practice Analytics was designed for dental practices to highlight areas of opportunity, offer insight and decision making all using the numbers from your dental practices to provide custom practice analytics. We can show you and your team areas of improvement comparing real data to targeted KPI's (Key Performance Indicators). Once symptoms are identified, we search for the cause, ultimately leading to an actionable solution through dental coaching sessions and "outside of the box" strategies.

Your Monthly Options

Our goal is to build a relationship with you and your team by identifying opportunities of growth for your dental practice through custom reporting and monthly coaching calls. We begin with interpreting your numbers and then we move to bridge the gap between the numbers and the actions needed for success.

Reporting Only

Plan Includes:

  • Access to DIY reporting
  • Frequently asked questions and answers
  • One onboarding coaching call
  • Access to our video vault

Down payment covers onboarding and initial coaching call.

Book a Call


Plan Includes:

  • Everything included in the Dental Reporting tier
  • Monthly group calls with Jake

Down payment covers a look back at the last 12 months of your practice performance, onboarding, and initial coaching call.

Book a Call

Reporting+ Premier

Plan Includes:

  • Everything included in the Reporting+ tier
  • Monthly one-on-one coaching calls
  • Direct email and text access to Jake

Down payment covers look back at the last 12 months of your practice performance, onboarding, full access to Jake via text & email, initial coaching call, and monthly calls with Jake.

Book a Call

One-Time Analysis

Plan Includes:

  • Analysis of your practice
  • Practice valuation
  • One 40-minute coaching call
Book a Call

How It Works

In order to bridge the gap between "accountant" lingo and tangible business action, we combine the numbers from your practice software, financial statements, and payroll reports to create dental-specific, easy to read reports. In a nutshell, we take what's broken and create an at a glance perspective using a "Red is bad, black is good" approach.

Book a Discovery Call

Dental Software We Support

We work to combine multi-platform reporting into one easy to digest financial picture. Below is a list of some of the most common dental and financial software we work with, but we can work with any software to tailor our solutions to your needs.