Thoughts from a fraud examination expert. For businesses seeking to understand the fraud and embezzlement schemes that can restrict growth and damage trust.
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.
Bad advice often sounds good because it tells us what we want to hear. From viral tax hacks to Ponzi schemes to practice embezzlement, misplaced trust has devastating costs. Here’s why you must choose counsel wisely—and always verify.
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.
Guest Contributor Introduction from Susan In consulting, there are colleagues you might cross paths with and then there are the trusted few you confidently refer practices to again and again. Dana is one of those trusted few. A fellow Texan—sometimes a thicker-than-blood distinction—she brings deep expertise in dental insurance, stays current on ever-changing policies, and—most […]
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.
Credit card fees are eating into already thin margins—and many practices are turning to surcharging to survive. But doing it wrong can cost you even more. Here’s how to track surcharges properly across your systems and protect your bottom line.
Running a dental practice isn’t just about providing great care—it’s about managing the business side effectively too. Whether you’re a dentist or part of the team, creating clear, simple systems can transform how your practice operates, making it more efficient, less stressful, and ultimately more profitable. Learn how to regain control and create systems that serve you, not the other way around.
In a time when ethical lines feel blurry, your practice can still stand firm. Discover how everyday decisions shape your integrity and your success.
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.
This is the last month QuickBooks Desktop will be sold to NEW CUSTOMERS. If you are a current subscriber, this does not pertain to you. No NEW subscriptions will be sold after September 30, 2024. According to an Intuit post, “We will continue to provide security updates, product updates, and support for existing subscribers.” If […]
