ONLINE COURSE

Stop feeling lost with your dental practice overhead.

In our online video course, learn how to calculate dental practice overhead and then benchmark it against other practices, so you always know where you stand. No accounting background necessary. 

Dental Practice Overhead, Dental practice bookkeeping
Dental Practice Overhead, Dental practice bookkeeping

No longer depend on someone else to tell you how you're dong. 

You don’t know what the numbers mean on your financial reports, and you have no idea where you stand without your accountant telling you. 

But you are a capable practice owner who should have clarity around the numbers each month you get a Profit & Loss report. Not another confusing conversation with your accountant.

Learn how to know where your practice stands with only your Profit & Loss report and no accounting background.

Learn how to know where your practice stands with our Discover Overhead course.

Dental Practice Overhead, Dental practice bookkeeping

Compare your practice to industry averages.

Learn how to measure your progress.

Improve your mastery of the numbers.

We teach you step-by-step how to calculate and compare your practice overhead percentages against the average of other practices.

Learn how to measure progress of operating improvements and monitor the big picture to make sure you're heading in the right direction.

The more you know about your numbers, the more control you have over the results. Our course will give you a path to improving your skill.

YOUR INSTRUCTOR & TEAM

Support from the best and super experienced accountants.

We know exactly how you feel and where you're struggling. We heard the same pain points from our 200+ dental practice clients that we work with daily.

In this course, you will learn from the best dental benchmark accountants and get plenty of support for your questions on your journey to learning where your practice stands.

Percentology | Dental Practice Overhead
Alissa Greene | Percentology
Jenna Monaco | Percentology
Sara Renze | Percentology
Amanda Bristol | Percentology

ONLINE COURSE

Student Testimonials

Dental Practice Overhead Course

Ahmed Salem, DDS, MBA, MClinDen, DICOI

I have been with Percentology since 2014. They do my bookkeeping for all locations and I have never been more at ease with how they handle everything. One of my favorite parts is the how they show my overhead averages compared to the national averages for all dentists, and the real life averages of the other dentists working with Percentology. I look forward to working many more years with them.

Still with us as of 2022!

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The course has just opened and we will be back here with more testimonials as they come in. 

Dental Practice Overhead, Dental practice bookkeeping

ONLINE COURSE

What's in the course:

Learn how to turn your Profit & Loss report into a dental overhead expense benchmarking tool. 

  • Organized in eight modules, with  33+ chapters of step-by-step lessons 

  • Listen, watch and learn from 3 convenient hours of video recordings sticking to the most helpful information

  • Learn from an example real practice Profit & Loss report and their overhead percentages

  • Easy to follow course PDF Workbook

  • Access to a comprehensive overhead benchmarking Google Sheets template

  • Bonus materials and more!

COURSE CURRICULUM

What you'll learn in Discover Overhead

0

Introduction + Course Tour

First I’m going to walk you through what you’ll be learning in each module, then we’re going to swing back around and give you the best practices for navigating this course since it's a little different from traditional online courses.

Dental Practice Overhead, Dental practice bookkeeping

Course Introduction (15m)

Welcome

The Why Behind Benchmarking

Screen Recording of Course Tour

Course Navigation Tips & Tricks

PDF Course Workbook (15 pages)

1

Categorizing Expenses

In this module you'll learn how to to organize the expense accounts on your Profit & Loss report into just six overhead categories using a method I call the highlighter method to make it fun and easy. I teach you a lot about the expense accounts I'm highlighting too.

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Categorizing Expenses (25m)

Benchmark Category Breakdown with Highlight Key

Categorizing Personnel (Team)

Categorizing Clinical

Categorizing Facility & Equipment

Categorizing General Business

Categorizing Discretionary

Categorizing Doctors, Other + Profit

Did you miss anything?

2

Calculating Percentages %

I show you how to add up the dollar amounts for each category we just highlighted in module one. Once we find the totals, we are going to figure out how much each category is in proportion to your collection income. We do that by turning your category totals into a percentage of that income.

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Calculating Overhead Percentages % (25m)

Explanation

Personnel (Team) %

Clinical %

Facility & Equipment %

General Business %

Discretionary %

Doctors, Other & Profit %

Total Overhead %

Balance Check & Catching Mistakes

3

Comparing (Benchmarking) Percentages

In module three, I am going to take you step-by-step through each overhead category and show you how to compare each category of expenses against the dental industry averages. This is when you learn where you stand. I also go over some best practices for the percentages too.

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Comparing Percentages (35m)

Comparing Your Percentages Against Other Practices

Specialty Dentists Average Percentages

Adjusting for Spouse Office Manager

Individual Expense Benchmarking

4

Implementing Benchmarks

I will show you the different ways to implement a benchmarking monthly tracker and how to use it to visualize and understand the big picture of your practice profitability. 

 

Then I lay out a seven step process for you that I call the overhead reaction steps. The reaction steps is another course I’m currently making but I give you a decent run through in this module so that you have something you can take action on now if you discover you have high overhead compared to industry averages. 

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Implementing Benchmarks (30m)

Introduction to Monthly Tracking

Reflecting with Benchmarks

7 Reaction Steps for High Overhead

5

Optimizing your Profit & Loss report

If you can get your Profit & Loss report setup for success from the start, you will more likely stick to a benchmarking routine. That consistency and reflection of your results will be a big driver in moving the needle forward in your business. This module is going to help you get set up for success to benchmark.

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Optimizing Your Profit & Loss Report

Introduction to Chart of Accounts

Using Payroll Departments

Payroll Balance Check (Catching Errors)

Separating Employee Benefit Expenses

Tracking 1099 Contractor Expense

Owner's Insurance Expense

Outsourcing Services Expenses

Adding Care Credit Fees Correctly

Business vs. Personal Expenses

6

Recap and Next Steps

Now you’ve successfully completed the course, you’ve learned so much and by module 6, and you should have a completely new perspective of your Profit & Loss numbers and what they mean. I do a recap in this module, but I also tell you what your next steps are so don’t skip this module. It’s only 5 minutes. Besides, you get to see my smiling face again. 

Optimizing P&L Screenshot.png

Next Steps (5m)

What Your Next Steps Should Be

7

BONUS | Benchmark with Google Sheets

The course teaches you how to do benchmarking with paper and pen, but those of you who like spreadsheets, I added a Google Sheets benchmark template you can use and a video that quickly runs you through how to use it. 

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BONUS: Benchmark with Google Sheets (7m)

How to use our benchmark Google Sheet template

Google Sheets Template

8

Resources + Downloads

The very last module is not really a module. It’s a resources space that has the course PDF workbook you can download, the sample Profit & Loss we use in the course, our template Chart of Accounts you can use in QuickBooks, etc. We will continue to add resources to this space as we come across things or create new downloads or templates that you might benefit from.

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Resources + Downloads

Discover Overhead Course PDF Workbook

Real Client Profit & Loss Report (used in the course)

Dental Chart of Accounts Template PDF + Excel

What's great about an online pre-recorded course is that it's a resource that will evolve, grow, and improve over time. As a future participant of the Discover Overhead course, we look forward to your feedback!

PREVIEW + COURSE TOUR

Watch the Introduction (15m)

FAQ

📌 Frequently Asked Questions

Who is best for taking this course?

This course was created for dental practices in the range of $0 to $5 million in annual revenue. Although I speak directly to dentists in the course, it is also great for office managers, spouses, and bookkeepers too. Regardless of who in the practice wants to learn, the best part is that none of you need an accounting background at all. You will be able to understand and apply the concepts taught in this course.

When does the course start?

The course can start as soon as you purchase it. The course is self-paced and you may take as long as you need to complete it. There is no time limit and each lesson is pre-recorded, so you can go back and watch as many times as you want.

How long do I have access to the course?

We are currently deciding on this before we open the course. I'll be sure to update before opening. 

Can I get a refund if I don't like the course?

Yes. You get a decent breakdown of what the course encompasses in the Introduction Video posted above. But you should get an even better sense of what the course will be like within the first three days of purchasing. I hope that is enough to make an educated decision that you won't regret. If you're unhappy though, please send us an email at hello@percentology.com within the first 72 hours (3 days) of purchase and I'd love to see if I can help make the experience better or offer a full refund. Once your refund is initiated, your access to the course will be revoked.

What tools will I need to complete the course?

  • Profit & Loss report from your bookkeeper

  • Six different color highlighters

  • A notebook or some paper

  • A pen or pencil (I use a pen in the course)

  • Calculator (or just use the one on your phone)

How do I access the course materials?

Log into our Percentology courses by clicking 'Buy now' or 'Login' in the upper right hand corner of this page or by going here

The course videos are not available for download and must be viewed through the platform. Some items, such as the course workbook, will be available to download and you have access to those in the 'Resources' module of the courses.

What do I do if I need help?

When you go inside a module, you’ll notice at the very bottom of each module is a place where you can post a question, provide feedback, or just tell us any thoughts you have about the module. 

 

Then the other students of the course, our clients, and the Percentology team of accountants can see and respond to your questions while everyone can chime in, so we can have really well rounded discussions and get different perspectives. 

 

That kind of collaboration is why we built this course inside of our learning community platform instead of building it in a traditional and cold online course platform where it’s much harder to help each other.

We have our email address (hello@percentology.com) at the end of each module for easy access in case you want to ask us a question privately, but I really encourage everyone to use the comment/question feature at the bottom of the module so that we can collaborate with each other inside the course before you decide to ask us questions privately. If you ask your questions in the module, it gives everyone else an opportunity to learn from your questions. 

Discover Overhead Logo.png

Learn how to calculate and benchmark dental practice overhead.

If you're not 100% happy with the course, let us know within three days of your purchase and you'll get 100% of your money back.