2572: The Daily Money System Every Practice Owner Needs
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Show Notes
On today’s episode, Dr. Mark Costes is joined by Brent Saunier and Chris Sands of Pro-Fi 20/20 and Phase One Dental CPAs for a practical conversation on cash flow planning inside the dental practice. Instead of focusing only on tax strategy, they break down how practice owners can use accounting data, Profit First principles, and daily transfers to better understand where money is going and give every dollar a clear purpose.
Brent and Chris walk through the importance of separating funds into dedicated accounts for payroll, labs and supplies, marketing, rent and loans, consulting, CE, travel, profit savings, owner distributions, and taxes. They also explain how this system can help doctors reduce cash flow stress, avoid surprise tax bills, manage credit cards more intentionally, and build stronger financial habits that support long-term practice growth.
Be sure to check out the full episode from the Dentalpreneur Podcast!
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