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Advisory Services

Turn your practice's numbers into better decisions.

Benchmarking, profitability analysis, and proactive year-round guidance built for dental practice owners.

LLI dental practice consultant reviewing financials with a practice owner

Collections tell you what came in. Advisory tells you what to do about it.

LLI's practice-advisory work combines dental-industry benchmarks, monthly reporting, and a personal review from your assigned partner. We identify what's working, what's leaking, and where you have real leverage — then help you act on it.

What's included

Comprehensive advisory for dental practices.

  • Monthly and quarterly financial reviews
  • Dental-industry benchmarking by specialty
  • Overhead & staffing analysis
  • Provider compensation modeling
  • Fee-schedule and PPO review support
  • Cash-flow and owner take-home planning
  • KPI dashboards tailored to your practice
  • Coordination with your dental consultant, banker, or attorney
How we work

The LLI process.

  1. Step 01

    Practice-stage conversation to understand your goals and current position.

  2. Step 02

    Financial review covering profitability, benchmarks, and risk.

  3. Step 03

    Prioritized recommendations and a written action plan.

  4. Step 04

    Ongoing quarterly reviews with proactive check-ins between meetings.

FAQs

Common questions.

How is practice advisory different from monthly accounting?
Monthly accounting produces reliable statements. Practice advisory turns those statements into decisions — what to change, what to protect, and what to prepare for next.
How often do we meet?
Most advisory relationships involve quarterly practice reviews plus year-end planning, with additional meetings when a purchase, expansion, or transition is on the horizon.
Do you replace our in-office bookkeeper?
We work with whatever structure fits your practice — from complete outsourced accounting to advisory alongside an internal bookkeeper.

Ready to talk with a dental CPA?