Where the Money Is Going
See where each dollar is going and whether anything looks off for a practice your size.
Find out where your profit is leaking
between collections and our bank
account, and what to fix first.
$100M+ under management. 50+ client engagements. BBB Accredited Business
Featured and cited in
Four deliverables in 20 minutes. All on one page. Yours to keep.
See where each dollar is going and whether anything looks off for a practice your size.
Identify the biggest areas that appear to be costing you money and what’s likely driving them.
Put an estimated annual dollar amount on the gap between what you’re making and what the practice should be producing.
Estimate the federal tax savings opportunities that may be available with better planning.
Sample of the actual 1-page deliverable
Bennett Financials
MKSCreatives
August 5, 2026
Verdict
Scale-BlockerIn 20 minutes, we found:
Annual profit gap
$584,000
$48,667 / month
Federal tax savings
$188,484
Year-one cash
Total annual upside
$772,484
Profit + tax · combined
Needs work
Gross Margin
55.0%
Target: 60%
Gross Profit
$2,860,000
Gap: $260,000
Needs work
Sales & Marketing
17.0%
Target: <=15%
S&M Spend
$884,000
Gap: $104,000
Gap
G&A Overhead
19.2%
Target: <=15%
G&A Spend
$1,000,000
Gap: $220,000
Gap
Operating Margin
18.8%
Target: 30%
Operating Profit
$976,000
Gap: $584,000
Category gaps show the upside in each area on its own. The overall profit gap accounts for how these interact. Categories overlap because they feed the same operating margin.
Estimated Revenue
$5,200,000
Estimated Profit Gap
$584,000
Target Profit (30%)
$1,560,000
Without strategies
$384,269
With strategies
$195,785
Estimated savings
$188,484
Based on married filing jointly at $1,276,000 estimated AGI. The specific strategies, deployment requirements, and implementation plan are mapped in the full Scale-Ready Assessment.
The Leak Check is Call 1 of a three-step process. Only the first step is on this page. The rest is optional (and still free) until you decide you actually want it implemented.
Step 1 · Today
Quick numbers, no documents. We identify whether there's a meaningful profit / overhead / value leak. You get the 1-page Profit & Tax Leak Map.
Step 2 · Free, if warranted
If the Leak Check shows real upside: we plug into your actual books, run the full 60/15/15 analysis, build a complete tax plan, and deliver an enterprise value report with a prioritized roadmap.
Step 3 · Optional, $5K/month
If we both want to work together, ongoing CFO work starts at $5,000/month. That includes replacing the entire financial stack: bookkeeping, reporting, tax prep, tax planning, and CFO-level strategy. If you don't want implementation, you still keep everything from Steps 1 and 2.
Where the money goes
01
Your practice generates cash. But cash and profit are different things. Paying yourself, reinvesting in equipment, managing owner distributions: these decisions feel intuitive until you realize you're either taking too little (and leaving money the business could use for growth) or too much (and creating tax problems you didn't anticipate).
02
Your CPA minimizes taxes on your 1040. Smart. But a cash-pay elective practice has strategies your CPA probably isn't using: entity structure decisions, timing strategies, cost-segregation opportunities on equipment and buildout that most practices leave on the table.
03
You have two locations, or you're thinking about it. Growth looks simple on a spreadsheet. It's not. Most surgeons don't know their true cost per procedure: what OR utilization actually costs, what injectable margins actually support, where the staffing model breaks.
Every year you're flying blind costs you real money, not just in taxes you're overpaying, but in the decisions you can't make confidently.
Should you expand to a second location? You don't have the profit model to decide.
Should you invest in new technology or staff? You don't know if the numbers support it.
Should you take more money out, or reinvest more? You're guessing.
Meanwhile, your peer five miles away made the same decisions, but with a full financial map. They're building a business worth significantly more.
The gap compounds every year.
One last step
Tell us where to reach you. We confirm your 20-minute call and send a short prep note so it is worth your time.
We just sent a confirmation with a link to pick a time that works for you. If you do not see it within a few minutes, check spam or your promotions tab.
Pick your time from the link in your email.
No prep needed. We come ready with the questions that find the leaks.
Leave with a number. You will see what your Leak Score means in real dollars.
Questions before the call? Reply to that confirmation email and a real person answers.