The best way to start a new year is to be prepared before it begins. As the year closes, practice owners should pause for a candid review of their financial systems, oversight, and goals—before carrying old habits into a new calendar year.
Debt doesn’t happen overnight—it builds through habits, convenience, and the illusion that “just this once” won’t matter. Whether it’s personal spending or practice loans, the path out of the spending trap begins with awareness, accountability, and action.
The latest TransUnion breach exposed the personal information of 4.4 million people—joining the long list of Equifax, Experian, and AT&T compromises. Once your Social Security number or other PII is out there, it can’t be taken back. Here’s what you need to know—and the steps you should take right now to protect yourself from identity theft.
Too many dentists assume their CPA is watching over everything. But when CPAs don’t request practice reports or ask questions, the picture is incomplete—and the risk of embezzlement grows. Here’s a $1.1 million case that proves why oversight matters.
Bank deposits only tell a fraction of your financial story. Without reviewing practice management reports, dentists risk blind spots that open the door to embezzlement and poor decision-making. Here’s why oversight matters—and how one dentist discovered the truth.
When a convicted couple like the Chrisleys receive a presidential pardon despite extensive evidence and a federal jury’s verdict, those of us in fraud prevention and accountability work feel the impact deeply. Here’s why this moment matters.
You didn’t become a dentist to manage spreadsheets—but you did become a practice owner. And with ownership comes the responsibility of oversight. In this post, Susan Gunn breaks down why clinical excellence isn’t enough if your business systems are running on autopilot. From fraud risks to revenue leaks, she explains why regular business oversight isn’t optional—it’s essential.
ALL my identifiable personal details were found on the dark web as a result of the AT&T breach, and the cause of most breaches is human.
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 […]
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 […]
