From Frazzled to Focused: Financial Clarity for the Busy Practice Owner
Are your days consumed with patient care and team questions, while your financials sit on the back burner? You’re not alone. Most practice owners didn’t go into dentistry to become financial managers—but without clarity and oversight, you’re left leading in the dark. In this candid and empowering session, Susan Gunn shows how busy practice owners can create systems that deliver the insights they need without adding to their already full plate.
You’ll learn which reports to review regularly, how to delegate financial tasks without giving up control, and how to spot early signs of trouble—before they become major problems. Whether you’re feeling overwhelmed, disconnected from your numbers, or simply unsure of what to track, this session gives you a practical way forward.
Key Takeaways:
- How to identify the key financial indicators every owner should monitor.
- Which tasks can be delegated—and which should never be handed off blindly.
- How to reduce anxiety by building confidence in your financial systems.
- Practical strategies for staying informed without getting bogged down in data.
Length: 2 to 3 hrs
Audience: Anyone involved in the business finances
Houston: We Have a Problem: Restoring Financial Order Without the Drama
Every practice hits a point where the numbers stop making sense—charges don’t match deposits, reports conflict, no one knows who’s responsible for what, and the person who used to handle it is either gone or guessing. If that sounds familiar, you’re not alone. In this honest and practical session, Susan Gunn walks attendees through how to restore order, build clarity into their systems, and make sure no one’s left saying, “I don’t know, we’ve always done it this way.”
Whether you’re a doctor-owner, office manager, CPA, or the spouse-turned-bookkeeper, this session will help you understand how your financial systems should work together, what oversight really looks like, and how to delegate financial responsibility without giving up control. And yes, there may be a few “Lost in Space” references—because wandering in financial chaos isn’t just frustrating, it’s risky.
Key Takeaways:
- Where the most common breakdowns happen in practice financial systems—and how to fix them.
- How to align practice management and accounting software to tell the same story.
- What financial roles and workflows create healthy oversight without micromanagement.
- How to regain control (and calm) with systems that support everyone on the team.
Length: 2 to 3 hrs
Audience: Anyone involved in the business finances
Financial Integrity Starts Here: Organizing for Profit, Protection & Peace of Mind
Financial disorganization is more than an inconvenience—it’s a silent threat to your profitability, your leadership, and your peace of mind. In this practical, eye-opening session, Susan Gunn walks you through the foundational systems every practice must have in place to protect against fraud, support clean reporting, and ensure decisions are made with clarity and confidence. Whether you’re starting fresh or trying to untangle a long-standing mess, you’ll leave with a clear roadmap to structure your practice finances for long-term integrity and success.
Susan pulls back the curtain on the systems she’s seen work (and fail) across hundreds of practices, and offers real-life examples that connect the dots between disorganization and financial loss. This is the “back to basics” your practice never actually got—and it’s never too late to build it right.
Key Takeaways:
- Why financial integrity begins with how your systems are organized.
- How to separate duties and create checks and balances—even with a small team.
- What documentation you must have in place to prevent loss and support audits.
- How to get your systems out of people’s heads and into reliable, repeatable processes.
Length: 2 to 3 hrs
Audience: Anyone involved in the business finances
Between the Lines: What Your Financial Reports Aren’t Telling You (But Should)
Financial reports are only as useful as your ability to interpret them. Too often, reports from your practice management software or accounting system give the illusion of clarity—until you start asking the right questions and realize things don’t quite match up. This session is for anyone who handles, reviews, or relies on financial data to make decisions—whether you’re a practice owner, an office manager, a spouse helping out, or even a CPA looking to better support a dental client.
Susan Gunn breaks down the most common disconnects between systems, highlights what to look for in everyday reports, and explains how to develop meaningful oversight processes. With her practical insight and decades of experience working across hundreds of practices, Susan equips attendees with the tools they need to stop skimming and start understanding.
Key Takeaways:
- Why two reports saying the “same thing” may tell very different stories.
- How to recognize mismatched data between accounting and practice management systems.
- What to review regularly to ensure accurate, trustworthy financial reporting.
- How to approach financial reports with more confidence—no accounting degree required.
Length: 2 to 3 hrs
Audience: Anyone involved in the business finances
Let’s start the conversation.
Use the link below to choose a time that fits your schedule. I’d love to learn more about your event and how I can help make it unforgettable.