Finances
Financial Intelligence Insights
Tips on all aspects of financial management to improve your profitability.
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1.4KHow to Revise Your Practice Budget to Accommodate COVID-19 Impact
Tips for rethinking your budget given the ongoing pandemic.
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3.8KHow We Deliver On Double-Digit Annual Practice Growth
Help getting started on your growth plan.
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4.7KMaximizing the Benefits of Your PPP Loan: Tips from a Certified Financial Planner
PPP loan management tips from a financial expert.
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5.5KThe Most Effective Way to Spend Your PPP Loan
Tips for making your PPP money have the greatest impact.
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9.1KPPP Loan Forgiveness Calculator & Reopening Action Plan
Financial tools to get your practice back up and running.
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5.9KCOVID-19: Financial Management Checklist
Getting your finances in order to survive the crisis.
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8.1KCOVID-19: A Helpful Tool To Use In The Pandemic & Beyond
Help surviving COVID-19 financially as an independent OD practice.
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9.0KThe Budgeting Change Enabling 10% Higher Practice Owner Compensation
Changing how you do budgeting to increase your compensation.
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10.3KPrivate Practice Financial Tips for COVID-19 Pandemic Survival
The pandemic is here. These are the steps that you need to take today.
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10.1K5 Tips to Make Pretesting an Eye Health AND Practice Profitability Winner
Making pre-testing better for patients and practice.
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4.9KHow to Make a PE Deal that Includes a “Second Bite” of Profitability
A second opportunity to profit from a sale to PE.
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8.0KKeys to Creating a Budget & Patient Scheduling Matrix
An important financial comparison analysis.
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4.3KWhy (and When) It’s OK to Stop Focusing on Practice Growth
A new perspective on practice growth.
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3.0KVariance Report: What It Is & How It Can Aid Profitability
An essential analysis to help your practice stay on top.
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1.9KNew Tax Deduction: What to Do Differently Next Year
How to make the most of a new tax deduction.
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1.7K4 Actions to Create a Continuity Plan for Your Practice
Backing you and your family up in case of the unexpected.
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2.7KThe Real Estate Business of Eyecare
The question of whether to invest in practice real estate.
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3.5K5 Key Numbers to Review this Summer to Ensure Year-End Profitability
Tips for conducting a mid-year financial review.
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5.3KHow to Create & Use a Capacity Plan
Guidance for creating an essential financial plan.
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3.2KThe Financial Advantages of Practice Owners Who Make Profit-Sharing Contributions
A way to give back to staff & improve your own finances.
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4.0KTop Budget Priorities When Opening a New Practice
Key investments for new practices.
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3.7KLast Minute Tax Reduction Strategies
There's still time to reduce your 2018 tax bill.
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4.5KBudgeting: Key Steps to Take to Be More Profitable This Year
Keys to creating an effective practice budget.
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3.4KGuide to Setting Practice Financial Goals for 2019
By Adam Cmejla, CFP® Jan. 23, 2019 The beginning of the year offers a fresh slate to do better. One area many...
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7.9KHow to Analyze Your P&L and Save Over $98,000 Annually
Using your P&L to guide cost-cutting.
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4.7KCharitable Tax Deductions: How to Optimize the Benefit to Your Practice
By Adam Cmejla, CFP® Dec. 19, 2018 It’s the time of year when businesses often give to charity. Charitable giving is a...
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4.6K13 Key Questions to Ask When Meeting with a PE-Backed Network
The most important questions to ask of PE buyers.
