Finish 2025 Strong: FREE End of Year Checklist for Dentists

Most practices end Q4 stressed and scrambling. They’re unsure about their numbers, overspend in December, and roll into January already behind. But it doesn’t have to be that way. We’ve created an End of Year Checklist for Dentists! The same process we walk our own clients through to help them finish the year strong, avoid surprises, and start 2026 with clarity and control.

What’s Inside

This free checklist walks you through the key areas most dentists overlook when closing out the year:

• Financials – Know your true profit and review areas to improve.

• Tax Strategy – Estimate liabilities early, maximize deductions, and invest in tools, CE, or consulting that push your practice forward.

• Practice Assessment – Review KPIs, systems, and patient experience to identify gaps before they become costly.

• Budgets & Projections – Set realistic goals and projections for 2026.

• Team Alignment – Get your team on the same page and know where the practice is going so you can grow together.

• 2026 Schedule Planning – Map out doctor days, hygiene coverage, holidays, and CE so your year is intentional—not chaotic.

It’s practical, easy to use, and designed to save you time while maximizing your practice’s potential.

Why This Matters

When you proactively review your numbers, systems, and team before January, you stop guessing and start leading. Practices that go through this process see measurable results:

• 25–75% increase in production

• 15–35% overhead reduction

• Higher case acceptance (up to 115% increase for some DAT clients)

• More new patients and stronger retention

• Less stress and a more unified, accountable team

When your systems, schedule, and financials are aligned, you stop reacting and start leading.

Get the Checklist for Free!

We’re giving you the exact tool our multi-million-dollar clients use. Click below to download it for free and take the guesswork out of your year-end prep!

Download the End of Year Checklist

Want to Go Deeper?

If you’d like support putting these steps into action, be one of the first to save your seat at our upcoming Dental CEO Workshop: Maximize Profit, Minimize Stress on November 10. This live event will show you how to implement the systems and leadership skills that transform practices.

Keep an eye on our Event Page

Hope to see you there!

For more tips, check out our podcast.

Last updated: October 2025
Written by Jacintha Ham, Dental A Team