Self Study Webinars ,

Financial Clarity: A Profit & Loss Deep Dive

View Course details

Alicia · May 5, 2026

with Special Guest Speaker: Jaime Staley, CPA, CFO

Recorded on May 5th, 2026

1.0 CE Credit

AGD PACE Subject Code: 550 – Practice Management and Human Relations

**Course Description:** Your profit and loss statement should be the most powerful tool in your practice—but for many practice owners, it’s confusing, inconsistent, and difficult to trust.

In this practical, real-world deep dive, you’ll learn how to structure and interpret your dental practice P&L so it actually supports decision-making, improves profitability, and prepares you for future growth or sale. We’ll walk through how to properly categorize expenses, handle common grey areas, and create clarity between payroll, overhead, and true profitability.

You’ll also gain insight into how accountants, consultants, and buyers evaluate your financials—so you can align your numbers with industry standards and confidently understand what your practice is really earning.

Whether you’re looking to gain control of your finances, improve performance, or position your practice for a future transition, this session will give you a clear, actionable framework to make your numbers work for you.

**Course Objectives:**
**1. Interpret and Analyze a Dental Practice P&L for Operational Insight**
Participants will be able to read and break down a dental-specific P&L to understand profitability drivers, cost structure, and performance trends.
**2. Apply Proper Categorization and Structure to Improve Financial Clarity**
Participants will learn how to organize their chart of accounts, correctly classify expenses (including payroll and grey-area items), and eliminate inconsistencies that distort financial reporting.
**3. Design a P&L That Supports Multiple Stakeholders (Owner, CPA, Consultant, Buyer)**
Participants will understand how to structure financials so they are simultaneously useful for tax reporting, operational management, benchmarking, and third-party review (e.g., lenders or buyers).

**Course Expiration:** May 5, 2029

**Cancellation/Refund Policy:** There are no refunds given for this event

ALL Mommy Dentists in Business webinars are FREE to official Mommy Dentists in Business paid members, and will have various prices depending on the CE credit for unpaid members.

Please visit www.mommydibs.com if you are interested in signing up for membership! Please visit our website to see the other benefits our members receive! #mdibmembership

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Did you know we have a Mommy Dentists in Business podcast? Dr. Grace Yum interviews a variety of experts talking on all sorts of topics! You can find our multiple seasons of the podcast on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/mommy-dentists-in-business/id1316885704
Spotify: https://open.spotify.com/show/2d1jXaUCoGTLGXRKXReRhC?si=muKaB_aJRyiVxB8ufobmNw&nd=1&dlsi=1bea3cc2ffdf42c7
iHeart Radio: https://www.iheart.com/podcast/263-mommy-dentists-in-business-29945477/