As a new year begins, most practice owners feel like they should  “plan better” than they did last year.

But here’s the problem:
Most annual reviews are so complex that they never actually get finished and often focus on things that don’t really move the needle for a cash-based or mostly OON practice.

In this episode, I walk through a practical, real-world approach to reviewing your year and designing the next one — without chasing someone else’s version of success or spending time/resources on things that don’t make a big impact.

This isn’t about arbitrary benchmarks or grinding harder…

It’s about building a Cash-Based Practice that supports your life, priorities, and definition of success.

What You’ll Learn in This Episode

• Which KPIs actually matter in a cash-based model
• How to evaluate revenue, expenses, and growth honestly
• Why “good revenue” can still hide serious problems
• How to turn a year-end review into a clear plan for the year ahead

1. Reviewing the Numbers That Actually Matter

In this episode,I break down how to evaluate your core financials in a way that reflects reality—not vanity metrics. That includes understanding true profit after paying yourself fairly, evaluating payroll, rent, and marketing as percentages of revenue, and recognizing when pricing, utilization, or conversions are the real issues.

One of the biggest mistakes owners make is assuming something is “too expensive” when the real problem is that the practice isn’t producing enough revenue per visit or converting leads effectively.

When you look at the right numbers in the right context, the story becomes much clearer.

2. Volume, Conversions, and Retention Tell the Real Story

Revenue alone doesn’t tell you whether your business is healthy.

This episode breaks down how to evaluate:

• How many people are finding you
• How many actually book
• How many show up
• How many commit to care
• How long they stay

Small leaks at each step compound into major losses over a year.

When you track these numbers consistently, planning stops being guesswork — and becomes strategic.

3. Turning Insight Into a Real Plan

A year-end review only matters if it informs what comes next.

I explain how to use what you uncover to identify what’s truly working, what needs improvement, and what no longer deserves your attention. From there, planning becomes about sequencing and focus—deciding what to work on first instead of trying to fix everything at once.

This approach prevents burnout and creates momentum rather than overwhelm.

Your Free Resource: Year-End Review Process for Cash-Based Practices

To make this process faster and clearer, I’ve got a free resource for you: “Year-End Review Process for Cash-Based Practices”.

This guide walks you step-by-step through completing your annual review efficiently — using the critical data and key performance indicators that Cash-Based practices should track but often don’t.

It shows you exactly:

• What numbers to pull
• What are the benchmark goals for each KPI in a cash-based practice
• How to interpret them to guide your plan moving forward

Download your free guide now!

Thanks so much for checking out this week’s podcast… hope you enjoy the resource!

The Final Word

A great year doesn’t have to start with hustle… but it DOES need to start with clarity

When you define success on your terms, review the right numbers, and plan intentionally, your practice becomes a tool that supports your life — not something that runs it.

— Jarod

The Year-End Review Process That Actually Grows Your Cash-Based Practice

Want Step-by-Step Guidance to Start, Grow, or Transition Your Own Cash-Based Practice?

> Click Here to learn how to start, grow, or transition your own Cash-Based Practice <<

Here Are Some More Episodes on Small Business Planning:

The fastest way to create a solid business plan for the new year
If you know you should create a business and strategic marketing plan for the new year, but you don’t know how or you don’t have the time to spend multiple days creating it, then this video will help.

Key performance indicators to track for a cash-based practice
In this episode, I explain the KPIs I suggest a cash-based practice owner should be focusing on for each area of business as well as for practices at different developmental stages

The key KPI’s every cash-based practice owner must track
This video delves into the specific KPIs I use in my own thriving cash-based practice as well as recommend that all my practice-owner coaching clients use to optimize their businesses.

More Resources to Help You Build and Scale a Successful Cash-Based Niche:

Cash-Based Practice Freedom e-Course 2.0

This course gives you every step, script, process, and resource I’ve used (and coached 1,000+ practice owners through) to build highly profitable, insurance-free practices. It’s all laid out in a perfect step-by-step blueprint … Check out the Course here.

Cash-Based Practice Mastermind

If you want to double your profit per patient and build the practice of your dreams—without relying on greedy insurance companies—this Mastermind coaching program gets you there with: weekly live coaching, a supportive community, and a vault of done-for-you resources and masterclasses to accelerate your growth and avoid costly mistakes. Check out the Mastermind here.

Cash-Based Practice Marketing Intensive

Learn how to keep your phone ringing and your inbox flooded with qualified out-of-network leads using my R.O.I. Marketing Method and the power of AI. This training walks you step-by-step through proven marketing systems that bring patients straight from social media to your schedule.Check out the Masterclass here.