Inside the Dental PlayBook

 

Davis and Davis CPAs, PC, created the PlayBook to give clients access to their financial information at all times.  Each client will receive their own Dental PlayBook that contains the following information about their practice:

 

  • Financial statements
  • Benchmark and ratio analysis
  • Employee census and statistics
  • Long - term business plan
  • Long - term tax projections
  • Long - term personal financial plan
  • Long - term net worth projections
  • Practice valuation
  • Transition planning
  • Insurance review
  • Estate plan

 

Each quarter, clients will receive updated information that they then place into their binders.  That information includes their:

 

  • Tax projections
  • Business plan
  • Financial statements
  • Net worth (if needed)