7 Goal-Setting Strategies for Your Dental Practice | Dental CPAs


Have you defined goals for your practice? Planning and achieving milestones provides a sense of personal satisfaction, inspiration to others, and often, greater profitability. Whether you want to double your patient flow, open a second office, or become a key opinion leader (KOL), your goals can be attainable if you create a strategy and work towards them systematically.

Here are seven strategies for goal-setting for our dental CPA organization:

Define your objectives: If you only have a big-picture idea of what your goal looks like and a fuzzy vision of how to achieve it, stop and reassess. Start with the “why,” and progress to the “how.”

Sketch or write it out, measure it, and break it down into steps. Ambitious plans are only successful if you create a detailed map to reach them.

Take it one step at a time: It can be easy to focus on all the effort required to reach a goal and quickly become overwhelmed. Break it down into milestones that are weekly, quarterly, and even yearly. Creating these incremental steps allows you to celebrate minor achievements and pivot quickly if a plan is not working.

Create visual reminders: Set up a vision board or a private Pinterest page for visual inspiration. A Kanban-type board or thermometer poster can help you measure progress.

Choose what works best for you and your type of goal. The more tangible you make your vision, the more inspired you will be to turn it into reality.

Talk about it: Talk to your personal advisors, friends, loved ones and, if appropriate, your team about your goals. It will keep you accountable and allow others to share your inspiration.

Map out benchmarks: Define the steps needed to achieve your dream, such as creating a new marketing plan, adding an additional team member, or a setting out on a real estate hunt. Work your plan by breaking the large steps into smaller ones. 

Don’t let setbacks defeat you: Remember the old saying, “Quitters never win and winners never quit?” The road to reaching dreams can be bumpy; expect setbacks and roll with them. Don’t allow yourself to feel discouraged or defeated. 

Show yourself kindness: Don’t work to the point of burnout. Take breaks and be as gracious to yourself as you would to a friend who is on a mission to achieve a goal.  

Through gradual and measurable goal-setting, you will likely gain the clarity needed to reach your objective. Our dental accounting team can help you create a roadmap based on our many years of experience and put the financial pieces into perspective.

Contact our dental accounting firm today to make an appointment for a free consultation and set your goals in motion!