Financial Organization

Start Strong: What Every Practice Must Do Before the Year Ends

December 15, 2025

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.

PART ONE: 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.

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.

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 […]

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 […]

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. […]

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 […]

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 […]