Speaker, Author, Consultant, Fraud Examiner

Money In, Money Out:  Making Sense of the Financial Systems In Your Practice

Accounting has never been a trendy topic among doctors, but I’m on a mission to change their minds. Regardless of the accounting software a practice is (or isn’t) using, the organization of financial information is essential to understanding and utilizing business trends.

A healthcare practice has two accounting software systems: the practice management software and the accounting software or CPA. In this digital information age, there are more moving parts than ever. From banks, credit cards and merchant card services to insurance companies and payment plans, that’s a lot to keep track of and stay HIPPA compliant in the process.

I will break down the basics of organizing your practice finances and build up your financial systems to work beyond simple tax accounting. After this course, attendees will know how to create highly effective systems for goal planning and financial analysis.

Learning Objectives

  • Create effective Practice Management Charts of Accounts
  • Organize accountability between accounting and practice software
  • Track and utilize business trends from financial reports
  • Integrate the practice with the digital information age
  • Identify accounting options and their realistic timeframes
  • Conduct end-of-day, month and year procedures
  • Differentiate between a check scanner and check processor
  • Seamlessly work with a CPA
  • Gain financial insight into your practice from the Financial Organizational expert herself, Susan Gunn, An Agent of Change.

The Other Half Of The Practice Software Equation: QuickBooks Pro

Over 70% of practices are using QuickBooks, but are they getting the most out of QuickBooks for their practice?

I will show your attendees everything they need to maximize their QuickBooks beyond taxes, to a highly effective yet simple practice management tool for financial analysis and goal planning.

Whether attendees are beginners, current or long-time users of QuickBooks, all will increase their know-how of the systems and procedures that will take their QuickBooks and their business to the next level.

Learning Objectives

  • Practice Management Chart of Accounts
  • Bank accounts
  • Deposits
  • Passwords
  • Credit card payments
  • Working with your CPA

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