2572: The Daily Money System Every Practice Owner Needs

2572: The Daily Money System Every Practice Owner Needs

Author: Dental Consulting August 11, 2026 Duration: 47:10

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!

EPISODE RESOURCES


Running a dental practice is about so much more than clinical skills; it's a complex business that demands leadership, strategy, and personal resilience. The Dentalpreneur Podcast w/ Dr. Mark Costes directly addresses that reality, moving past generic advice to offer concrete conversations for growth. Each episode features in-depth discussions with leading voices from dentistry and beyond, focusing on the actionable lessons that have shaped their success. You'll hear candid explorations of practice profitability, team management, systems efficiency, and the personal development required to lead effectively. The dialogue acknowledges the unique pressures and isolation that can come with the profession, providing a sense of community and practical solutions. This isn't just about working harder, but about working smarter to build a practice that supports a more balanced and fulfilling life. By translating high-level business and entrepreneurial concepts into the specific context of a dental office, the podcast serves as a ongoing resource for dentists who see themselves as innovators and business owners. Tune in for honest stories, strategic insights, and the mindset shifts needed to thrive both in the operator and in the marketplace.
Author: Language: English Episodes: 50

The Dentalpreneur Podcast w/ Dr. Mark Costes
Podcast Episodes
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2573: The Stress-Free Hygiene System [not-audio_url] [/not-audio_url]

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Duration: 27:09
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