Associate & Profit-Share Reporting
Figures that every associate can read and feel settled by
Reporting on associate arrangements and profit shares presented so clearly that conversations between colleagues stay calm, factual, and grounded.
What this delivers
Reporting that keeps associate relationships on solid ground
When the numbers around associate arrangements are presented clearly and consistently, there's far less room for misunderstanding. This service exists to make sure every colleague in your practice can see exactly what they're owed, how it was calculated, and what the practice as a whole is carrying — without having to ask for clarification.
Colleagues on the same page
Every associate sees the same clear figures. No separate versions, no ambiguity about what's been included or left out.
Calculations laid out plainly
Profit splits and associate payments shown step by step — so the figures can be followed by anyone, not just those who prepared them.
Conversations that stay calm
When the reporting is clear, discussions about money between colleagues start from a settled place rather than a disputed one.
A common tension in group practices
Associate arrangements can quietly become a source of friction
In most group dental practices, the associate relationship works well — until the reporting doesn't. It doesn't take much: a payment that looks different from what was expected, a cost deduction that wasn't fully explained, a profit-share calculation that two people read differently. None of it has to be anyone's fault for it to create awkwardness.
The underlying issue is usually that the reporting was set up for the practice owner, not for the associate reading it. The figures may be accurate, but they're not presented in a way that makes them easy to follow — and that gap is where doubt and uncertainty tend to grow.
For practices with two or more associates, this can start to affect the working relationship in ways that are hard to name but easy to feel.
Where reporting tends to fall short
-
Profit-share figures arrive without a breakdown of how they were calculated
-
Costs shared between associates aren't itemized or explained
-
Associates receive different summaries and can't compare them easily
-
Monthly payments are consistent but the underlying data is not shared regularly
-
Questions from associates take time to answer because the records aren't structured for easy explanation
Our approach
Reporting built to be read by everyone it concerns
We structure associate and profit-share reporting around the people who need to understand it — not just the person who commissioned it. Each report is designed to be followed, not just filed.
Step-by-step profit splits
Each profit-share calculation is presented in sequence — gross income, shared costs, net position, individual entitlements — so every step can be traced and verified independently.
Shared costs itemized
Any cost that's allocated between associates is listed individually with an explanation of how it's been apportioned. Nothing appears as a single unexplained deduction.
Consistent format for all associates
Each associate receives reporting in the same structure and format. Figures are comparable across the group, which reduces the scope for misreading.
Plain language throughout
Reports are written to be read, not decoded. Where accounting terms are necessary, they're explained. Where plain language does the job, we use it.
What working together looks like
A reporting rhythm the whole practice can rely on
Once we understand the associate structure of your practice — who's in the arrangement, how profit is split, which costs are shared and how — we produce reporting on a regular cycle. Monthly, quarterly, or whatever cadence suits your practice best.
Each reporting period, every associate receives their individual summary alongside the practice-level figures. The format is consistent each time, which means associates quickly become familiar with how to read it — rather than approaching each report as something new to interpret.
When your arrangement changes — a new associate joins, a split is renegotiated, costs are restructured — we update the reporting accordingly. The records reflect the current arrangement, not last year's one.
We understand your arrangement
A conversation to map out who's involved, how the splits work, and what costs are shared — so the reporting reflects your actual structure.
Regular reporting produced
On your agreed schedule, reports go out to each associate and to practice leadership. Clear, consistent, and comparable each period.
Questions answered promptly
If an associate has a question about their figures, we answer it directly. No waiting for the next reporting cycle to get clarification.
Updated when the arrangement changes
Arrangements evolve. We update the reporting structure when they do, without disruption to the regular cycle.
The investment
$440 per month
A fixed monthly amount that covers reporting for the full practice arrangement — all associates, all periods, all the conversations that come with it. The fee doesn't change as your associate group grows to the service scope.
What's included each month
Profit-share calculations for all associates
Individual associate summaries in consistent format
Itemized shared cost allocations with explanations
Practice-level overview alongside individual reports
Responses to associate queries about their figures
Updates when arrangements or splits change
Historical period comparisons where useful
Records structured to support year-end accounts
Invoiced monthly. Cancel with one month's notice — no long-term contracts required.
How the approach holds up
Transparency is the mechanism, not the goal
Clear reporting doesn't resolve disagreements — it prevents most of them from forming in the first place. When associates can see the figures and follow the logic, the conversation about money stays professional and straightforward. That's what this service is designed to make possible, month after month.
Month 1
Structure established
We map your associate arrangement and produce the first report in the agreed format. Associates see the template they'll receive going forward.
Months 2–3
Format becomes familiar
Associates recognize the layout and start reading the reports directly rather than needing to ask questions about how to interpret them.
Ongoing
Conversations stay grounded
Money discussions in the practice start from a shared set of facts. The figures are there, clearly laid out — there's less to dispute.
Our commitment
We stand behind the clarity of our reports
If a report we've produced is unclear, contains an error, or prompts questions from an associate that indicate something isn't being presented well — we revise it. Promptly, and as part of the service. Our aim is reporting that doesn't need explanation once it leaves us.
Revisions included
If something in a report isn't clear or correct, we address it. This is part of the service, not a separate request.
Initial conversation at no charge
We'll talk through your associate structure before anything begins. No commitment required and no charge for the initial conversation.
Your records stay with you
All reporting and underlying data belongs to your practice. If you move on, everything is provided to you in full.
One month to leave
No long-term contracts. If your circumstances change, one month's notice is all that's needed.
Getting started
Starting is straightforward
01
Send us a message
Use the form below to get in touch. A brief note about your practice and how many associates are involved is helpful, but not required.
02
We discuss your arrangement
A short conversation to understand your current structure, what the reporting needs to cover, and what would be most useful for your colleagues.
03
Reporting begins
We produce the first report for your review. Once you're happy with the format, it goes out on the agreed schedule each period.
We respond within one working day. There's no obligation after the initial conversation.
Ready for reporting your whole team can read clearly?
If associate arrangements in your practice could benefit from clearer, more consistent reporting — or if you'd simply like to understand what that might look like — we're happy to have that conversation.
Get in touch about associate reportingOther services from Molaris
Each built around the particular needs of a dental practice.
Dental Practice Bookkeeping
Tidy bookkeeping that handles the mix of income and costs a dental practice carries, kept current and clearly organized.
Year-End Accounts & Review
Preparation of year-end accounts with a calm review and a plain conversation about the year ahead.