Clarify the financial picture
Confirm sources and period, identify missing or overlapping expenses and clarify owner remuneration. Do not treat revenue as collections or the arithmetic residual as profit.
Fictional example
From incomplete figures
to clear decisions.
A demonstration of how we read an initial questionnaire. All figures are invented. This is not a real client case or a complete audit.
The available information
| Area | Reported information |
|---|---|
| Practice | One location; four chairs, two normally used; 40 opening hours a week. |
| Team | Three dentists, one hygienist, three dental assistants and one receptionist. |
| Annual revenue | EUR 800,000, estimated by the owner; accounting reconciliation needed. |
| Listed annual expenses | EUR 650,000. Completeness and owner remuneration remain unclear. |
| Net result and collections | Not provided. The EUR 150,000 difference is not established profit. |
Up to three priorities to investigate
Understand scheduling gaps
Two chairs in use do not establish low efficiency. First define actual available clinical hours, clinician presence, bookings, cancellations and recoveries.
Clarify decision ownership
List recurring organisational requests that return to the owner. Agree who acts, within what limits and when escalation is required. Clinical decisions remain with qualified professionals.
A proposed 90-day plan, with reviews at 30, 60 and 90 days
01–30 DAYS
Build the baseline
Reconcile annual figures and observe two comparable weeks of scheduling using aggregate data only. Assign an owner to each information gap.
31–60 DAYS
Test one process
Agree rules for selected recurring organisational decisions, with responsibilities and escalation points.
61–90 DAYS
Review the evidence
Compare a second consistent period with the baseline, record limits and decide which action to continue or revise.
Dates and responsibilities are illustrative. A 90-day plan is an audit deliverable, not three months of implementation support. No financial outcome is guaranteed.
Discuss a practice audit