Practice Goal Planner
Model your next-year financial targets against industry benchmarks.
© 2026 DG Accounting Professionals LLC — For informational use only.
How to use this planner: Enter your current year financials below to see your reality. Then set new patient goals and adjust expense targets to model your target year. Operating Profit is calculated automatically. All figures are before associate or owner compensation.
Current Year Reality
Enter your actual financial data as dollar amounts
Operating Profit (Calculated)
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Next Year Target
Set growth goals and adjust expense targets
Revenue Growth Calculator
Attrition assumption: 12 patients/month natural loss
Net new patients/month: +18
Revenue uses rolling average: new patients generate partial-year revenue (avg 6.5 months in year 1)
Est. New Revenue
+$0
Projected Revenue
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Expense Targets
How Expense Targets Are Calculated
Staff Costs & Facility — Fixed Dollar Inputs
Enter a target dollar amount. These fields auto-fill from your Current Year actuals and can be overridden. The percentage shown is calculated as: Target $ ÷ Projected Revenue.
Clinical & Direct Operating — Variable Dollar Inputs
Enter a target dollar amount, or leave blank to auto-calculate. When Current Year Revenue is entered, the field populates using: CY Expense ÷ CY Revenue × Projected Revenue. The percentage shown next to the field is the derived rate: Target $ ÷ Projected Revenue. Comparison bars always display percentages for benchmark comparison.
Benchmark Comparison Bars
Each row shows Your Practice vs. the benchmark average for your revenue tier. The difference is expressed in percentage points (pp) — the arithmetic difference between two percentages.
Operating Profit
Calculated as: Projected Revenue − Total Overhead (Staff + Clinical + Direct Operating + Facility). Reported before associate or owner compensation.
Total Overhead
0%
Target Operating Profit
0%
Enter your Calendar Year Revenue in the Current Year section above to activate the full comparison and goal planning tools.
Professional Disclaimer
This analysis is prepared for informational and benchmarking purposes only and should not be construed as legal, tax, financial, or professional advice. Data represents survey averages and may not reflect the specific circumstances of any individual practice. Users should consult with a qualified professional before making financial or business decisions based on this data. © 2026 DG Accounting Professionals LLC. All Rights Reserved.