The numbers live in separate systems
Accounting sits in QuickBooks, operating detail in Dental Intelligence, and the two are rarely lined up month by month.
Financials joined to practice performance
Understand what drives a good month. Plan earlier for a difficult one.
QuickBooks financials joined to Dental Intelligence practice data, month by month, so cash flow surprises get explained and, over time, anticipated.
Interactive demo · fictional sample data
Two views of the same month
The P&L tells you what happened. It rarely tells you why.
Financial statements show revenue, expenses, and cash. Practice-performance data shows production, collections, patients, and scheduling. Read together over several years, they make it easier to ask better questions. They point toward causes; they do not prove them.
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One month says little on its own
A soft month only means something next to the same month in prior years.
Cash follows production later
Collections can trail production, so a slow month may show up in the bank account after it is over.
Who this can support
Dental practice context matters.
The questions vary by ownership, number of locations, and the decisions ahead.
Independent practices
Owner-operated dental offices working through visibility, cash flow, tax planning, and owner decisions.
Growing groups
Multi-location practices looking for consistent reporting and a clearer view across offices.
Dental service organizations
Dental platforms considering location economics, consolidated reporting, and finance leadership.
What the work involves
Matched data, aligned periods, then conversation.
The analysis is only as reliable as the inputs. Both sources must cover the same practice and the same months.
From records to planning
What happened, how, and what to do earlier.
Financials describe the result. Performance data helps investigate the drivers. Planning turns the pattern into an earlier conversation.
What
Monthly P&L, balance sheet, and cash flow from QuickBooks.
How / why
Production, collections, and patient activity from Dental Intelligence, on the same months.
Plan ahead
Use recurring patterns to frame staffing, scheduling, and cash conversations sooner.
The working context
Requires owner-authorized access to both systems for the same practice, with monthly data that reconciles.
QuickBooksDental IntelligenceAligned monthly periods
What this can help clarify
What a joined view can make easier.
These are areas for discussion, not guaranteed outcomes or a promise of a particular result.
Compare like with like
Line up each month against the same month in prior years.
Name the ingredients
Look at what tends to show up in a good month and what is missing in a weak one.
Read cash with production
See how collections and deposits relate to the work done in earlier months.
Start planning earlier
Bring staffing, scheduling, and reserve questions forward while there is time to act.
How it fits
One question often touches another.
Explore related parts of a dental financial picture.
By practice stage
Keep exploring
The rest of the financial picture.
Start by email or phone. Private financial records are not collected through this website; secure ShareFile invitations are arranged only after contact.
A clearer way forward
Put your practice in context.
Tell us what you are working through. The first step is a conversation about your practice and the right next question.
Austin Moffat ran the financial side of a Southern California dental group as it grew from two locations to eight between 2016 and 2023, and was part of the transaction when it sold at a 10x EBITDA multiple. DSO CFO is the firm he would have wanted on the owner’s side of that table.
Request a free profit reviewNo obligation. A real conversation about your practice.
