Quarterly Integrity Oversight

Quarterly Integrity Oversight

Description

Stop Guessing.  Start Knowing.

Every dentist deserves to know the truth about their numbers. Yet most practices only see a fraction of their financial picture. Bank deposits look fine. Collections “seem” right. But without intentional oversight, you are left vulnerable—often until it’s too late.

That’s why I created Quarterly Integrity Oversight.

Why It Matters

In nearly 30 years of investigating embezzlement cases, I’ve seen one theme repeat:

  • No one was reviewing the practice management reports.

  • The CPA never asked the right questions.

  • The dentist trusted that someone else was watching.

The result? Missing puzzle pieces, incomplete pictures, and in some cases, hundreds of thousands of dollars lost before anyone noticed.

Quarterly Integrity Oversight closes that gap. It ensures your practice management software and your accounting software match up—back-to-back. No gaps. No blind spots.

Will oversight prevent every single act of embezzlement? No. A brazen embezzler will always try to find a way—that is the essence of greed. But what oversight does is shrink the window of opportunity. Fraud that might otherwise go undetected for years can be discovered in months or even weeks. That difference alone can save your practice tens—or even hundreds—of thousands of dollars.

What You Get

Each quarter, I:

  • Review your collections, adjustments, and deposits against your bank and accounting software.

  • Look for anomalies that signal risk—before they spiral into losses.

  • Provide you with clear, actionable insights to strengthen your systems.

  • Meet with you (and your CPA if desired) to explain exactly what the numbers mean.

This isn’t a canned report. It’s customized, personal, and focused on protecting your practice.

Why Me?

I’m Susan Gunn, Certified Fraud Examiner, speaker, and author of more than 48 books on dental practice management and financial integrity. I’ve investigated embezzlement cases from $700 to $1.2 million. I’ve worked with practices across the country who believed “it couldn’t happen to me.”

It can. And it does. But with oversight, it can be caught much sooner—before it destroys your peace of mind or your practice.

The Next Step

If you trust your CPA but want more accountability…
If you’re overwhelmed and need someone to connect the puzzle pieces…
If you know you can’t afford to wait until something feels “off”…

It’s time for Quarterly Integrity Oversight.

👉 Schedule a time to talk with me today. One conversation could be the difference between confidence and catastrophe.