For dental practices & groups

Run a dental group like it's built to scale — not survive the week.

Senior HR, operations, and finance leadership. Fractional. Multi-site aware. Ontario-anchored.

Start the Dental Operations Diagnostic → Download the services overview
HRHiring, onboarding, performance, retention
OperationsFront-desk, scheduling, patient experience
FinancePayroll, close, monthly reporting

A successful dental practice requires more than clinical excellence. It requires people, structure, accountability, efficient systems, strong leadership, exceptional patient service, and financial discipline.

How we work with practices

Three engagement tiers

Start where the practice is. Move up as needs mature.

01
Assess

Understand where you stand

Structured operational and financial assessment

A structured review across people, patients, providers, operations, payroll, and financial performance. You leave with a clear picture of what is working, what is limiting production, and where the practice is exposed.

Includes
  • Practice evaluation across five operational domains
  • Staffing structure and workload review
  • Schedule and operatory utilization analysis
  • Provider productivity review
  • Patient experience and reviews audit
  • Payroll and pay-practice review
  • Financial reporting and margin review
  • Prioritized findings and recommended action plan
Best for Owners preparing for growth, considering an acquisition, or unsure why revenue is not tracking to capacity.
Deliverable Written assessment report and one working session to walk through it.
02
Build

Put the systems in place

Install the operating system

We turn the assessment into working systems — hiring, onboarding, scheduling, patient experience, performance reviews, payroll operations, and financial reporting cadence — installed with your team by the fractional CHRO working alongside our senior dental operations and finance advisors.

Everything in Assess, plus
  • Hiring, recruitment, and onboarding frameworks
  • Role-specific training: front desk, treatment coordination, patient communication
  • Scheduling protocols to maximize provider and hygiene hours
  • Patient experience playbook and reviews monitoring
  • Performance review structure and continuing-education plan
  • Payroll operating model: pay cycles, source deductions, T4 readiness
  • Bookkeeping and month-end close discipline
  • Financial reporting package: P&L by location and provider, cash flow, KPI dashboard
Best for Practices with the right people in place who need the operating system around them.
Deliverable Documented systems, playbooks, and reporting installed with your team.
03
Operate

Ongoing fractional leadership

Embedded CHRO, ops, and finance

Embedded fractional CHRO leadership paired with ongoing senior dental operations and finance advisors. Monthly performance and financial reviews, live hiring and performance support, payroll oversight, and leadership development — without the cost of a full-time CHRO, COO, or CFO.

Everything in Build, plus
  • Monthly performance, budget, and financial reviews
  • Ongoing hiring, retention, and performance-management support
  • Payroll oversight and issue escalation
  • Monthly financial statements and variance review
  • Practice manager and team-lead coaching
  • Continuous improvement across scheduling, patient experience, productivity
  • Escalation support on employment, policy, and people decisions
Best for Multi-location groups and growing practices who want senior leadership without adding three full-time executives.
Deliverable Ongoing partnership with a defined cadence and quarterly business review.

Multi-site dentistry runs on systems, not heroics — and the systems have to fit the way your team already works.

What we cover

The operational spine

Every engagement is drawn from the same set of capabilities. We start with what matters most to the practice.

People
Hiring & Recruitment
Identify staffing needs, develop role expectations, and support interviewing and selection.
Onboarding — People & Practices
Structured onboarding for new team members and full integration plans for new locations.
Ongoing Team Development
Mentoring, coaching, cross-training, and continuing-education planning.
Performance Reviews
Structured annual reviews and an ongoing feedback cadence.
Operations
Front-Desk & Coordination Training
Role-specific training for reception, treatment coordination, scheduling, and patient communication.
Scheduling & Operatory Utilization
Right patient, right appointment, right provider — with protocols that reduce open-chair time.
Patient Experience & Service Standards
Interaction standards, reviews monitoring, and complaint-resolution playbooks.
Practice & Office Evaluations
People, patients, providers, operations, and equipment reviewed as one connected system.
Team Integration & Culture
Team building, recognition, communication, and leadership development.
Payroll
Payroll Operating Model
Pay cycles, pay-code discipline, statutory compliance, source deductions, T4 and ROE readiness.
Payroll Oversight
Monthly review of payroll accuracy, exceptions, and escalations.
Financial Accounting
Bookkeeping & Month-End Close
Consistent chart of accounts, reconciliations, and a repeatable close.
Financial Reporting Package
P&L by location and provider, cash flow, KPI dashboard, and variance commentary.
Budgets & Targets
Monthly performance reviews, expense oversight, and production and collection targets.
Productivity & Profitability Review
Provider production, hygiene production, treatment acceptance, and cost structure.
How we operate

A repeatable cycle

Assessment feeds planning, planning feeds implementation, implementation feeds measurement — and measurement loops back to improvement.

Assess
Understand the current state of the practice.
Plan
Identify opportunities and develop an action plan.
Implement
Put practical systems, training, and processes into place.
Measure
Track performance against established targets.
Improve
Continuously adjust strategies to achieve sustainable results.
Who delivers this

A senior team assembled around your practice

A fractional CHRO leading the engagement, backed by a bench of senior operations and finance advisors. No juniors staffed to your engagement.

01 · Engagement lead
The Fractional CHRO
Experience
Senior HR executive and fractional CHRO with a career built across regulated, multi-site, and people-intensive operating environments.
Owns
Overall engagement, HR strategy, employment and policy leadership, hiring and performance systems, practice-manager coaching, and the direct client relationship.
02 · Operations bench
Senior Dental Operations Advisors
Experience
A bench of senior operators, each with 25+ years running dental practices across single-owner and multi-location environments. Deep operator experience across scheduling, operatory utilization, front-desk and treatment-coordination systems, patient experience, and practice-manager development.
Own
Operations assessment, scheduling and utilization design, front-desk and coordination training, and hands-on practice-manager mentoring. Matched to your engagement by fit.
03 · Finance bench
Senior Dental Finance Advisors
Experience
A bench of senior finance advisors, each with 20+ years advising dental practices on payroll, bookkeeping, financial reporting, and provider profitability. Career specialization in dental — not generalist accountants retrofitted to the industry.
Own
Payroll operating model, bookkeeping and month-end close, monthly financial reporting package, and provider-level profitability analysis. Matched to your engagement by fit.
Every engagement is led by the fractional CHRO and staffed from the senior operations and finance benches above. No offshoring. No junior handoffs.
What practices tend to see

Consistent patterns, varied starting points

Outcomes vary by starting point, but the pattern is consistent.

Stronger retention
Better onboarding, clearer expectations, and structured recognition reduce avoidable turnover.
Fuller schedules
Scheduling protocols and operatory utilization free real capacity from the existing team.
Higher provider productivity
Provider-level review surfaces mix, hours, and support gaps that limit production.
Better patient experience
Consistent service standards and reviews-as-signal improve retention and reputation.
Financial discipline
Monthly financial statements and variance reviews replace end-of-year surprises.
Payroll confidence
Consistent pay cycles, statutory compliance, and clean records.
Where this tends to land

Three practice profiles

The profiles we work with most often.

The single owner-operator practice

  • Owner is still the bottleneck for hiring, scheduling, payroll questions, and people decisions.
  • Revenue is capped by the owner's clinical hours plus admin load.
  • Financial statements arrive months late — or only at year-end.
Entry pointAssess

The multi-location group

  • Two or more locations with inconsistent operating standards.
  • Practice managers vary in experience and confidence.
  • People decisions escalate to the owner or CEO too often.
  • Reporting is not comparable across locations.
Entry pointBuild or Operate

The acquiring or integrating group

  • Just acquired or preparing to acquire a practice.
  • Needs a defensible integration plan across people, systems, payroll, and financial reporting.
Entry pointAssess, then Build
The Dental Operations Diagnostic

Not sure which tier fits?

Take the Dental Operations Diagnostic. Ten questions. Five minutes. A tailored callback within two business days.

Start the Diagnostic →
Downloadable

Services overview — one-pager PDF

A concise walkthrough of the three tiers, service areas across HR, operations, payroll, and financial accounting, and how engagements are scoped. Share with your owner group or leadership team.

Get the one-pager →

Delivered as a PDF after a short form. Occasional emails on dental operations, HR, payroll, and finance — unsubscribe any time.

Frequently asked

Common questions

Do you work with single practices or only groups?
Both. Single owner-operator practices most often start with Assess. Groups tend to start with Build or Operate.
Are you a bookkeeper or an accounting firm?
No. Our senior dental finance advisor leads a specialized dental-practice payroll, bookkeeping, and financial-reporting workstream inside our engagement — we are not filing corporate tax returns or performing audits.
Do you replace our practice manager?
No. We work with the practice manager, coach them, and put the operating system around them so they succeed.
How is pricing structured?
Assess is a fixed-fee engagement. Build is scoped after the assessment. Operate is a monthly retainer sized to the number of locations and the cadence you need.
Is this only for Ontario practices?
Ontario is our primary market and where our regulatory depth sits (ESA, OHSA, PHIPA). We work with practices in other provinces on people, operations, payroll, and financial-reporting work that does not require province-specific regulatory specialization.

Prefer to talk it through first?

Start with the Diagnostic and we will reach out within two business days →