DEO's Growth Secrets Podcast for Dental Organizations

231: How Top Dentists Cut Financial Management Time in Half

Jun 12, 2025
In this discussion, Ashley Valdivia, an Account Executive at BILL specializing in dental organizations, reveals how automation can revolutionize financial management in dental practices. She shares compelling stories of practices that have trimmed their financial workload by integrating digital solutions, moving away from outdated paper methods. The conversation also dives into overcoming mindset challenges for dental entrepreneurs and the impact of adopting technology on efficiency and growth.
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ADVICE

Automate Payments and Integration

  • Automate accounts payable and expense management to save time and scale confidently.
  • Integrate payment systems with your accounting software for seamless workflows.
ADVICE

Ditch Paper Checks Fast

  • Replace manual paper checks and spreadsheet tracking with digital systems to reduce errors and lost invoices.
  • Digitize approval workflows to improve efficiency across multiple practices.
ADVICE

Control Spending with Smart Cards

  • Use credit card and expense modules with smart cards to automate receipt capture and streamline month-end reconciliation.
  • Set enforceable budgets for practices to prevent overspending and keep better cost control.
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