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.
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 […]
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. […]
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 […]
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 […]
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 […]
It is a New Year with new challenges – are you ready? Take a deep breath and step into a fresh new start for the new year! For many, the 2022 goals were oriented in “survival.” The trauma of the pandemic continued and was overwhelmingly real to so many who lost loved ones, friends, and […]
These past few months I have cleaned up four of the worst QuickBooks data files I have seen in 25 years. I have been stunned at the chart of accounts design, incorrect balances, misplaced transactions and the inability for the practice owner to get accurate financial reports in a timely manner, if ever. Seriously. These […]
What a whirlwind the last few weeks have been. So much to sort out and figure out, and then once you figure out how to “play the game,” someone changes the rules. Truly we can say we have never experienced anything like it and I hope we never do again. However, IF something like this […]
