All-in-one monthly financial report
Put your monthly numbers on a single sheet with this Excel document.
For monthly metrics, ask your bookkeeper or practice manager to use an all-in-one reporting form, such as this one. This Excel document includes monthly income and expenses and lets you compare it to the same month last year. You can also ask for the data on transactions and new clients, accounts payable and receivable, and doctor production. This single report shows you how your practice is doing on a monthly basis.
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When cost is a barrier for clients: Navigating financial challenges
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