When you look at your bank account, how do you feel? *

Calm. I know exactly what's mine to spend.

Unsure. The number is there but I don't trust it.

Confused. I have no idea what's actually profit.

Anxious. I avoid looking when I can.

What's the hardest part of running your practice right now? *

I'm doing fine, just want to optimize

Bringing in enough patients

My time is tied up in patient work

Keeping enough cash to cover payroll and bills

Paying myself a real, consistent salary

How often do you get surprised by a bill, tax payment, or cash shortfall? *

Almost never

A few times a year

Most months

Constantly. I feel like I'm always reacting

What would "winning with money" look like to you? *

Paying myself a steady, predictable paycheck

Building a cash cushion so I stop worrying

Finally taking real profit out of the business

Hiring so I'm not the only one treating patients

Just understanding the numbers for once

Which statement sounds most like you? *

I'm just not a numbers person

I'm good with money, I just don't have a system

I track everything but still feel behind

I trust my accountant to handle all of it

How do you decide if you can afford to make a purchase? *

I have a system that tells me what's safe to spend

I ask my accountant or bookkeeper

I check my bank balance and go with my gut

I spend and hope it works out

When money comes into the business, what happens first? *

I pay bills and keep whatever's left

It sits in one account until I need it

I set some aside for profit and taxes first

Whatever's there is what I spend

Have you read the original Profit First by Mike Michalowicz? *

yes and I use it

Yes but never implemented it

No

What's Profit First?

How many providers are in your practice (including you) *

Just me

2-3

4-9

10+

Where Can We Send Your Results?

Full Name *

Email *