Dental A Team with Kiera Dent
Dental A Team with Kiera Dent
Dentists, this is your playbook for building a practice that THRIVES rather than just survives! If you're ready to scale, streamline, or simply want to lead like a CEO, we're here to support you with our strategies.
Dental A Team

FREE End of Year Preparation Checklist for Dentists

FREE End of Year Preparation Checklist for Dentists

9/18/2025 5:25:24 PM   |   Comments: 0   |   Views: 6

The last quarter of the year can make or break your practice. For many dentists, Q4 brings stress, surprise expenses, and a scramble to tie up loose ends. But with the right preparation, you can close out the year celebrating wins instead of worrying about what slipped through the cracks.

That’s exactly why we built the End of Year Preparation Checklist for Dentists: a free, step-by-step guide to help you evaluate your numbers, systems, and team so you roll into 2026 with clarity and control.

Download the End of Year Checklist


Why You Need an End of Year Checklist

Dentists are already running million-dollar businesses, yet too often Q4 feels like guesswork:

- Unclear financials: Do you know your true profitability, or are you just looking at production?
- Last-minute tax surprises: Are you planning with your CPA now or just waiting until filing season?
Fee increases ignored: Has your team mapped out how to roll out adjustments without losing patient trust?
Goals left unchecked: Is your practice growing on purpose, or just reacting to the day-to-day?   

This checklist takes the guesswork out by giving you a clear framework to review everything that matters: financials, scheduling, systems, and team alignment.


What’s Inside the Checklist

Here are a few of the key areas the list covers:

• Reviewing your current year's performance
• Goal setting for 2026
• How to build 2026 targets and projections
• How to assess core areas of your practice
• And more!


The Benefits of Preparing Now

Practices that go through this process see measurable results:

25–75% increase in production
15–35% overhead reduction
Higher case acceptance (up to 115% increase for some DAT clients)
More new patients and stronger retention
Less stress and a more unified, accountable team   

When your systems, schedule, and financials are aligned, you stop reacting and start leading.

Ready to Enter 2026 With Confidence?

Don’t wait until December chaos sets in. Use this checklist to set your practice up for success now!

Download Your Free End of Year Preparation Checklist



And if you’re ready to go deeper, join us at the Dental CEO Workshop: Maximize Profit, Minimize Stress on November 10th. You’ll learn how to take what you uncover in the checklist and build a concrete plan for 2026 growth!

Keep an eye on our Event Page

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