CFO Series · The Assess Phase
Your plan will break this year - a blizzard, a resignation, a burst pipe. That was never the point. The point is knowing exactly what it cost you while you can still fix it.
The problem nobody explains
The practice down the road with no plan gets punched too - they just won't find out what it cost them until their accountant tells them in April, sometimes not until next February. Tracking without assessing is just watching.
Why the assessment has to happen every single month, not quarterly or annually
The real levers we pull when a practice falls behind - production, overhead, schedule, hygiene reappointment
The counterintuitive move that got one practice back on plan by Q2: sometimes falling behind means you should spend more, not less
Why "assess" means both adjust and accountability - you're both on the hook, every single month
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