Speaker, Author, Consultant, Fraud Examiner

Revenue Management: Money In, Money Out

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.

Presentation Length: 2.5 hrs to 3 hrs

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

The Other Half Of The Practice Software Equation: Managing Accounts Payable

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.

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.

Presentation Length: 2 to 3 hrs

Learning Objectives

  • The difference designing a Practice Management Chart of Accounts makes
  • How to choose an accounts payable software, a CPA, a payroll service and a bank
  • How to best enter deposits and pay your bills

Three Distressing Practice Financial Nightmares

This unique course explores three financial practice nightmares that cause distress and confusion in too many practices.

There is a way to implement dual software cohesiveness, as well as designing an adjustment list that’s easy to oversee. And knowing how to run specific reports and when, should not be a mystery that eludes you.

It may very well be that the things that keep you awake at night, could be easily resolved but you won’t know unless you come.

We will review these scenarios:

  • No back-to-back accountability
  • Adjustment chaos
  • You finally have time to look at your finances and…

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

Presentation Length: 1 to 2 hrs


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!

Presentation Length: 1.5 to 2 hrs


 

Book Now