About the Budgeting category

Budgeting for your practice is crucial to develop a roadmap for your practice. Feel free to share any resources you’ve found and ask questions that others may be able to help with.

In last night’s webinar, you mentioned a budgeting worksheet practices could use to help guide/adjust operations. Sounded like an Excel document. I haven’t been able to put my finger on it. Could you point me in the right direction? Many thanks!

Paulie posted it on last night’s landing page - here’s a link to the spreadsheet:


Thanks for the information, Paulie and Chip. I would like to contribute a good Cash Flow document and instructions created by a well known medical & dental accounting firm in California. They gave us permission to share.

TD Cash Flow Manager Instructions Thomas Doll.pdf (114.7 KB)

TD Cash Flow Manager Thomas Doll.xlsx (384.9 KB)

TD COVID-19 Cash Flow.pdf (76.6 KB)

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