Smart Scale Package

Designed for high-growth or multi-location practices, the Smart Scale Package is perfect if you're preparing for expansion or an exit strategy. In addition to everything in the Smart Growth package, we offer bi-weekly CFO strategy sessions, multi-location and multi-entity reporting, and production vs. capacity modeling to maximize your practice’s performance. We assist with strategic hiring and compensation planning, profitability tracking at the provider level, and readiness planning for your next big step—whether it’s expansion or exit. With board-level quarterly reporting and presentations, you’ll have the insights you need to lead with confidence. Ready to take your practice to the next level? Book your discovery call today!

What's Included:

⦁ Everything in Smart Growth, plus:

⦁ Bi-weekly CFO strategy sessions

⦁ Multi-location and multi-entity reporting

⦁ Production vs. capacity modeling

⦁ Strategic hiring and compensation planning

⦁ Provider-level profitability tracking

⦁ Exit or expansion readiness planning

⦁ Board-level quarterly reporting & presentations

⦁ Investment: Starting at $3,500/month

⦁ Optional Add-Ons

⦁ Bookkeeping clean-up (flat rate, scope-based)

⦁ Business tax filing & compliance

⦁ Bookkeeper management and review

⦁ Dental tech stack implementation (QBO, Dental Intel, Gusto, etc.)

⦁ Financial coaching for office managers or practice owners