CFO Series · The Plan
Here's the real difference between a goal you hope to hit and a revenue plan you can actually explain - built provider by provider, month by month.
The problem nobody explains
You've probably built a budget before. It lived in a spreadsheet. It probably died in February - because it was never a plan. It was a number somebody said out loud in a January staff meeting.
The one-sentence test for whether you have a real plan or just a goal: can you explain where the number comes from?
Why we build revenue provider by provider, month by month - not one annual number divided by twelve
How planning around real life (vacations, CE courses, maternity leave) turns a slow July into Tuesday instead of a crisis meeting in August
Why a real plan tells you the moment something's off - not in March, not at tax time, that 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