Data Collection Resource Center

Our goal is simplicity when it comes to data collection. Provide us with your reports and we’ll do the rest!

Below is the information to help you gather the necessary data from your practice.

Typically our clients spend less than an hour gathering this information.

What Reports Are We Looking For?
1. Profit and Loss Statment (most recent 12 months)
  1. Profit and Loss Statement (Most recent 12 month period)
      • For example, if you have July closed out, you can use the date from August 1, 2020 to July 31, 2021
      • You can obtain this from your accounting software (i.e., QuickBooks) or your CPA
2. Payroll Summary Report (same 12 months as P&L)

Payroll Summary Report from your Payroll company or Quickbooks (Cover the same 12 month period as your P&L)

The report should include the following:

  • Name
  • Position (DVM, Tech, Assistant, front desk,ect.)
  • General wage information: (payroll wages, Salary)
  • Hourly rate
  • Total overtime hours worked and Paid
  • Vacation days or hours (if any)
  • Holiday hours (if any)

Note: once we have this information and analyze it against the P&L, we may reach out and confirm the employee benefits.

3. Information from your Practice Management Software(same 12 months as P&L)

Find your Practice Management software below for instructions on how to pull the following reports:

  • Doctors production Report

Depending on your practice software, it may be described differently. You can refer to the PDF “Tips for Running Services Reports” or contact your consultant to help you.

  • Services Report

Reports providing frequency, revenue (sales) by service, etc

Information Needed

Profit and Loss Statement
Payroll Summary Report
Doctors production
Services Report
Equipment Information


Accounting Software (QB’s or CPA)
Payroll company or Quickbooks
Practice Management Software
Practice Management Software
Fixed Asset Report from QB’s or CPA

Time Period

Most Recent 12 mo Period Completed
Same Time Period as Profit & Loss
Same Time Period as Profit & Loss
Same Time Period as Profit & Loss

Practice Management Report Help Guides

(click on wording to access guide)

Quickbooks and Payroll Help Guides

(click on wording to access guide)

What If We Have Questions:

You can email or call your consultant or our support team:

Customer Support – 855-810-9274 opt 1 or email [email protected]