Speaker, Author, Consultant, Fraud Examiner

Revenue Management: Money In, Money Out

Easily Organizing All the Moving Pieces

Based on her book by the same name, this engaging, interactive unique presentation explains the business flow of a practice in easy bite sized pieces!

In this digital information age, there are more moving parts than ever. Two software and three entities create one accounting system. There is a lot to keep track of and stay HIPPA compliant. Susan breaks down the basics of organizing your practice finances to working financial systems and protocols.

This course is based on the book Money In, Money Out (2019) by Susan Gunn and is available for purchase for the attendees at a Distributor rate by the host meeting.

Length: 2 to 2.5 hrs

Audience: Anyone involved in the business finances

Attendees learn the following key thoughts:

  • What to do at the end of the day, the end of the month, the end of the year
  • How to determine your true merchant card service rate
  • Paying employees – always a good thing
  • What to do when employees fail to clock in

Managing Accounts Payable In Your Practice

The Least Utilized Accounting Software In Your Practice

All the options available to pay your bills now is mind boggling.

Help is right around the corner, regardless of what you choose.

What are the questions when choosing an accounts payable software or a payroll service or hiring a CPA? How should patient revenue be entered? What is the best means to pay your bills?

Attendees laugh as they learn how to best organize your software for revenue management, financial analysis and goal planning.

Learning Objectives

  • The most important aspect – the design of your Practice Management Chart of Accounts
  • What questions to ask in choosing an accounts payable software, a CPA, a payroll service, a bank, and so much more
  • How to best enter deposits and pay your bills
  • What vital reports to oversee

Length: 2 to 3 hrs

Audience: Anyone involved in the business finances

This course is based on the book Managing Accounts Payable in Your Practice (2023) by Susan Gunn and is available for purchase for the attendees at a Distributor rate by the host meeting.


Top Three Distressing Practice Financial Nightmares

What Really Should Keep You Awake At Night

These are nightmares that will spook any Doctor Owner…and have. Not horrifying, there are simple and logical systems to implement and oversee in your practice. Take the time now and reap the benefits later. We will review these eerie scenarios:

  • Bloodcurdling Accounts Payable cloud-based software shortfalls (aka tips)
  • Hair-Raising Practice software organizational shortfalls (aka tips)
  • What could alarm you to the embezzler in your practice?

Susan’s wealth of knowledge is poured out to help you prevent these chilling nightmares from haunting you!

Confucius said, “To know what you know and what you do not know is true knowledge.”

Length: 1 to 2 hrs

Audience: Anyone involved in the business finances


Moohlah Matters: Money In, Money Out

Dentistry is hard but how do you manage the practice’s Moohlah?

If we have learned anything these past two years, it is we might need our financial information quickly, at a moment’s notice and it needs to be accurate.

But the money comes in one software and goes out from another software, froth with potential pitfalls between.

There are 3 common organizational problems areas with clear, tangible solutions.

  • Not having back-to-back accountability between software
  • Not having either software designed for business management
  • Not knowing where to find the reports to review

Spend time organizing and save your Moohlah!

Length: 1.5 to 2 hrs

Audience: Anyone involved in the business finances


Talk to Susan About Presenting At Your Next Event