Irvine Family Dental
Practice
Accounting
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CLIN AI Financial Advisor
I've analyzed your practice finances and identified 5 insights that could help optimize your financial performance.
Financial Highlights
Revenue & Expense Trends
Monthly Financial Analysis
| Month | Revenue | MoM Change | Expenses | MoM Change | Net Income | Margin |
|---|---|---|---|---|---|---|
| Jul | $88,184 | — | $60,537 | — | $27,647 | 31.4% |
| Aug | $81,026 | -8.1% | $48,272 | -20.3% | $32,754 | 40.4% |
| Sep | $80,476 | -0.7% | $61,627 | +27.7% | $18,849 | 23.4% |
| Oct | $85,145 | +5.8% | $53,712 | -12.8% | $31,433 | 36.9% |
| Nov | $90,976 | +6.8% | $60,364 | +12.4% | $30,612 | 33.6% |
| Dec | $80,973 | -11.0% | $54,734 | -9.3% | $26,239 | 32.4% |
Financial Trend Analysis
Revenue has decreased at an average rate of 1.4% month-over-month. Revenue declined in 3 of the past 5 months.Peak revenue of $90,976 was recorded in Nov.
Expenses have remained stable with an average change of -0.5% month-over-month. Expenses decreased in 3 of the past 5 months.
Net income has shown a positive trend with an average change of +5.2% month-over-month. Profit margin has ranged from 23.4% to 40.4%, with the current margin at 32.4%.
Your practice's financial performance is trending positively compared to dental industry benchmarks:
- Revenue is 5.2% above average for practices in your area
- Your expense-to-revenue ratio is 3.1% better than industry average
- Consistent profit margin improvement suggests effective cost management