402.488.2020

WHAT IS YOUR PRACTICE’S

WEAKEST LINK?

Take the Financial Health Check now!

Name(Required)
Do you receive monthly financial reports (P&L, balance sheet, cash flow)?(Required)
Do you track your monthly cash in vs cash out?(Required)
Do you forecast your cash flow at least 3 months in advance?(Required)
Do you know your EBITDA from the last 12 months?(Required)
Has your profitability improved over the last year?(Required)
Is your profit margin competitive with other doctors of your size?

Do you meet with your accountant before year-end for tax planning?(Required)
Do you know your expected tax liability for this year?(Required)
Do you have a documented, clear compensation model / bonus structure?(Required)
Is your payroll data integrated into your financial reporting?(Required)
Do you use your financial reports to guide growth decisions?(Required)
Do you have a financial strategy for scaling, hiring, or preparing for the next phase?(Required)
Do you review your numbers monthly with a financial advisor or CPA who understands optometry?(Required)
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