Sound Sense from Susan

Speaker, Author, Consultant, Fraud Examiner

2023 Into 2024

January 6, 2024

2023’s mantra were the following three things: Be the Compassion and Wisdom Someone Else Needs Work Smarter, Not Harder Remember to Play, For There You Are It is shortsighted to believe that nothing needs changing in our work and personal lives. Everything can be going great, yet something always needs tweaking. We just have to […]

Read More

Important Year End Considerations

December 22, 2023

2023 is coming to a close but before we bring on 2024 (can you believe it?), there are important considerations remaining for 2023. Gather the logins, passwords and security questions/answers.  Let’s say you are an Office Manager and you have an accident that leaves you incapacitated. Where does the practice owner find all the logins […]

Read More

2024 Intentional Decisions

December 18, 2023

How have you decided to begin 2024? Same ole, same ole? Doing the same things over and over, just as you have always done it, and ignoring those processes that are not working, just because you have always done it that way? The new year is a time to make changes to obtain a more […]

Read More

BREAKING NEWS: US QUICKBOOKS DESKTOP NOT SOLD AFTER JULY 2024

December 4, 2023

Ok, I admit. This came out a couple of weeks ago and a client knew before I did. Is it true? In April of this year, I started getting panic phone calls that Intuit was discontinuing all desktop products, forcing everyone to move to QuickBooks Online. It turns out they were just sunsetting QuickBooks 2020. […]

Read More

Dentistry Today’s Leaders in Consulting

November 30, 2023

Since 2005, I have been honored to be included in Dentistry Today’s notable list of dentistry’s Who’s Who. I will never forget the look of my parents when I showed them my picture on the cover in 2005. Let’s be honest. They probably were in shock! Looking at the faces on the cover this year […]

Read More

ISSUE #3: DO YOU UNDERSTAND YOUR FINANCIAL REPORTS?

November 13, 2023

When you walk into a make it or break it battle, you want all the tools available to fight for whatever crosses your path, right? You do not necessarily want to show up to the raging battle with a kitchen knife, right? Or even a spear, if you were untrained as to how to successfully […]

Read More

Saving Cents with Common Sense Issue #2

October 30, 2023

Saving Cents with Common Sense Issue 2: Interest rate hikes stink if you need a loan or carrying a credit card balance but they are great for high-yield savings accounts and CDs. High yield savings accounts make money for you without expended energy. The past few months, I have been pleased to see more practices with […]

Read More

Saving Cents with Common Sense Issue #1

October 17, 2023

The impact of a slowing economy has hit our bank accounts hard with the rising cost of groceries, gas, replacement costs of equipment, supplies, utilities,travel … the list goes on. I just purchased a flight for an upcoming speaking engagement and the cost stunned me. This flight had increased 32% in a year. So, let’s […]

Read More

UPDATED: Let No Background Go Unchecked

October 10, 2023

Imagine hiring an employee only to discover down the road that they are stealing from your practice. Now imagine discovering that the same employee has a criminal record for which you were completely unaware of. Not just one or two convictions, but four. This exact scenario happened to a recent client of mine, and one […]

Read More

Intuit’s QuickBooks Changes Over 30 Years

September 9, 2023

There have been many Intuit’s QuickBooks changes over 30 years. I have been teaching and writing about QuickBooks for over 28 years, starting with my first book, QuickBooks 1.0. It has certainly been a journey of drastic changes trying to keep up with an evolving technical environment. I was one of the first QuickBooks ProAdvisors […]

Read More