Free Download

Know Your Numbers!


The Essential Practice
Assessment Guide.

Discover the reports, benchmarks, and business metrics that reveal the true health and growth potential of your practice.

Identify the #1 revenue leak in your practice

Benchmark your fees against industry standards

Evaluate your team's accountability and culture

Assess your systems, KPIs, and operational gaps

Discover your fastest path to 35–45% revenue growth

100% free. No credit card required. We respect your privacy and will never share your information.

Prefer to do it interactively?

Take the guided online audit — answer 16 questions and get your personalized score and recommendations instantly.

Take the Free Online Audit

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Premium Service — Complimentary

The Practice Profitability Audit

A comprehensive, data-driven analysis of every major revenue and expense driver in your practice — delivered by Liz personally. Most practices discover $200K–$500K+ in untapped revenue they didn't know existed.

A $4,000 Service — Offered to You at No Cost
01

Production

Gross & net production by provider and procedure code

02

Collections

Collection rate, A/R aging, write-offs, and outstanding balances

03

Insurance & Fees

What insurance is actually costing you per plan

04

Hygiene Department

Your single largest untapped revenue source

05

Team & Overhead

Controllable expenses benchmarked against industry standards

06

New Patients

Growth engine — source, cost, value, and conversion

07

Case Acceptance

The gap between diagnosis and completed dentistry

08

Owner Income & Profits

What the practice actually pays you — and what it should

How It Works

Step 1

Request the Audit

Fill out the form below. Check your email for your report checklist and secure upload link.

Step 2

Pull Your Reports

Download the checklist and pull the listed reports from your practice management software.

Step 3

Upload Securely

Submit your reports through our encrypted upload portal. Your data stays private.

Step 4

Get Your Findings

Liz reviews your data and delivers a written findings summary with your top opportunities.

Watch: What the Profitability Audit Reveals

Video coming soon — check back shortly

Request Your Audit

Claim Your Free Practice
Profitability Audit

Enter your details below. You'll receive an email with your report checklist (PDF) and a secure link to upload your practice documents.

100% confidential. Your data is never shared. Unsubscribe anytime.

Inside the Guide

What You'll Discover.

Financial Performance Audit

Benchmark your production, collections, overhead, and fee schedule against industry standards to identify exactly where you're underperforming.

Systems & Operations Review

Evaluate your scheduling, case acceptance, recall, and front-office systems to uncover the operational gaps costing you patients and revenue.

Team & Culture Assessment

Assess your team's accountability, communication, and culture — because your team is either your greatest asset or your biggest liability.

Leadership & Vision Clarity

Evaluate whether your practice has a clear vision, defined KPIs, and the leadership infrastructure to execute on your goals consistently.

Liz Lord — Dental Business Coach

About the Author

Liz Lord

With over 30 years in dentistry and a team bringing a century of combined experience, Liz has helped practice owners across the country achieve 35–45% revenue growth, go fully out-of-network, and build practices that work for them — not the other way around.

Learn more about Liz

"Before working with Liz, I didn't know my fees were nearly 50% below industry averages — or that key systems in my practice simply weren't being followed. Liz performed a comprehensive analysis, helped me go fully out of network, and rebuilt our systems from the ground up. Last year I achieved over 20% growth despite dropping all insurance, including Delta Dental."

Dr. Tim S.

Oral & Maxillofacial Surgeon · Long Beach, CA

Ready to Go Deeper?

The audit guide is just the beginning. Book a free strategy call with Liz and get a personalized assessment of your practice — and a clear path forward.