Financial Tools

Why Do You Need Financial Management Tools?

Just as you use x-rays to guide appropriate treatment, we use special diagnostic tools to reveal the hidden meaning behind your numbers and to help you increase your wealth. This can mean helping you optimize your tax return, reporting on your current financial situation, and advising you accordingly. 

Understanding your finances gives you the power to make better decisions for your dental practice. Our reports will also help you make your dental practice more financially sound and more attractive to business partners and help see the way to a happy retirement. 

What Tools Does the Willeford Group Use?

Here are some of the tools we use:

QuickBooks® for Your Dental Practice

Basic financial reports fall short of providing meaningful information to monitor the health of your practice. We have specially designed our unique financial statements to address the needs of dental procedures and goals for improved financial management. Our proprietary reports include special "cash flow" tracking to answer the age-old question, "But where did my cash go?"

At Willeford Group, it is our goal to help dental professionals keep more of their money and to help shore up places where you could be spending more money than you thought or losing more money than you considered.


When you are running a dental practice, merely balancing your checkbook is not enough. You need to know concrete information about your finances and how they compare to a healthy practice. In other words, you may be surprised to discover that a few simple steps can save you money.

DentaMetrix™ is our digital dashboard-reporting tool to focus your attention on key indicators and trends in your practice. Our real-time database of dental financials and digest of key financial measures spans over forty years. We apply that breadth of knowledge to direct your attention to key financial measures and ratios that lead to better decision-making and financial security.

Your Time Is Valuable

We utilize easy software and programs that don't cut into your time. We want to help you focus on dentistry but be able to measure your financial standing with a few keystrokes, or at a glance. The team at Willeford Group understands that busy dentists do not have time to navigate complicated software programs and read through a lot of rhetoric and numbers to examine their financial bottom line. 

Contact the Willeford Group for More Information about Financial Tools for Dentists

To learn how we can help you manage and even increase your profits, or for information on our easy financial tools, we invite you to schedule a consultation today. Call us toll-free at (877) 643-7087.

We work with dentists across the country, including but not limited to Florida, Georgia, Arizona, California, and Nevada.