Do you need help understanding your financial results?  At Wipfli we can help you create a budgeted monthly financial statement, cash flow projection, and consultation.

• Production – Through discussion with you, we will develop individual and practice daily production goals.  We will then identify the number of production days by month and for the year to determine total production for the year.
  
  
• Fees – Through analysis of survey data and discussions with you, we will identify any adjustments to your fees to determine the impact of those changes on annual financial results.
  
  
• Staff Wages and Benefits – Staff, hours, wages and benefits will be identified individually for purposes of computing overall wage and benefits for the year.  Through discussions with you, we will also identify any potential adjustments to be made to staff compensation.
  
  
• Lab and Dental Supplies – Through discussions and mix analysis, we will project your lab and supplies expenses for the year.
  
  
• Other Practice Overhead Expenses – We will develop your overhead expense budget using historical numbers adjusted for anticipated changes.
  
  
• Other Changes – Any other items, such as entering into a new lease, or acquiring a new piece of equipment, that may have a cash flow impact would be incorporated into the plan.