Blog

Thoughts from a fraud examination expert. For businesses seeking to understand the fraud and embezzlement schemes that can restrict growth and damage trust.

The Good, The Bad and The Glitchy: AI in Dental Insurance Verifications

August 20, 2025

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 […]

The Missing Piece in Your Practice Oversight

August 4, 2025

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.

Is Your Practice Running You? How to Reclaim Control with Systems That Serve You, Not the Other Way Around

April 30, 2025

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.

Stop Flying Blind: Why You Can’t Ignore the Business Side of Your Practice

March 24, 2025

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.

No NEW QuickBooks Subscriptions after September 30

September 4, 2024

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 […]

QuickBooks Desktop Update

April 9, 2024

This will be a short blog post but daily I still get emails regarding what is going on with the QuickBooks desktop version and what they should do, and how Intuit Sales told them that the online version would be the only survivor of the two options because Intuit was no longer going to sell […]

Yet Another Dangerous Breach

April 2, 2024

This last week, AT&T notified 73 million of its current customers of a cyber-attack where personal information was found on the dark web. 65.4 million former account holders were also affected. That’s one in five Americans…. Here is what was breached: Social Security Numbers Four-digit pins Perhaps full names, email addresses, mailing address, phone numbers, […]

Super Tuesday in Texas

March 6, 2024

Yesterday was Super Tuesday in Texas. It was a day that we exercised our right to vote on the things that matter to us in this country. Our vote matters. The results do not always end up how we voted but it is a blessing to live in a country where we can still EXERCISE […]