Returning guest Dayna Johnson talks to us about what she’s seeing in patient accounts. Some of the most common mistakes can cause big headaches when it’s time to bring on a new dentist or time to make a sale. Find out which reports she runs daily, weekly, and monthly - and why. If you love numbers … [Read more...] about EP 82: Financial Ledgers and You: Love Story or Work in Progress?
Straight from news headlines, PPP & EIDL frauds abound. It seems that the offer of financial assistance meant to help struggling businesses has brought out the worst in some people. This week on Money In Money Out, Susan Gunn is joined by Janice Janssen for another episode of In The … [Read more...] about In The Embezzlement News with Janice Janssen: Intriguing PPP & EIDL Loan Frauds
A businesses’ financial reports should contain accurate information and be easy to understand your business Money In, and Money Out. With four of the worst financial systems seen this year, Linda Valencia and Jody Catalanello from Mosaic Management Group join Susan to talk about what … [Read more...] about Working with Your CPA Should NOT Be Painful
I asked Dr. Suzanne Ebert to share the horror stories and what she’s seen go wrong when dentists buy and sell practices. My listeners need to know the dark side, not just the rah rah moments. Dr. Ebert is with ADA Practice Transitions™ and has facilitated agreements with strange requirements (take … [Read more...] about Minimizing the Unexpected Parts of Practice Sales
Kate Willeford, CPA joins Susan to discuss the classic financial psychology book, The Millionaire Next Door by William D. Danko, Ph.D., and Thomas J. Stanley, Ph.D., who studied, wrote and spoke on affluence in America. Highlighting 3 of the 7 surprising common factors between the wealthy mentioned … [Read more...] about How Do The Wealthy Become Affluent?
In this episode, Susan is closing out 2020 the way she started it, with her friend and colleague, Kate Willeford, CPA. Susan and Kate talk about the current information regarding PPP forgiveness, reviewing your finances and steps you need to take to wrap up 2020! Episode Highlights … [Read more...] about Closing Out The Year with Kate Willeford