CFO Series · The Defense
You cannot see thirty small leaks from inside four big categories. Here's how vendor-by-vendor budgeting finds the money that's quietly walking out the door.
The problem nobody explains
Most practices budget overhead in one big lump - "supplies, about ten grand a month." That lump is exactly where the leaks hide, and you cannot negotiate with a category. You can only negotiate with a vendor.
Why sorting the last 12 months by actual vendor (not by category) finds money almost every single time
The difference between fixed overhead (rent) and variable overhead (supplies, lab) - and why a flat budget is wrong 12 months a year
How a real overhead plan sits directly against your revenue plan, month by month, so a miss gets flagged immediately
Why this has to be reviewed every single month - a budget built in January and never touched is a resolution with a spreadsheet attached
Send me last year's P&L and one number - what you want to earn. I'll show you the gap and the three biggest things causing it. Twenty minutes, and the analysis is yours whether we work together or not.
Send Bubba Your P&L →From Bubba Cook · Dental Profits Institute