Speaker, Author, Consultant, Fraud Examiner

Ultimate Financial Organization (aka Simplicity At Its Finest)

There are five easy-to-implement organizational protocols to make the business flow smoother for your practice. Based on systems in Susan’s book, Money In, Money Out, these protocols provide a back to back accountability between the practice software and QuickBooks, gaining easier to understand financial reports. 

This presentation can be done virtually or in a webinar for up to 2 hrs. 

Learning Objectives: 

  1. Understanding the full” accounting” of a practice 
  2. How to create understandable and executable financial reports 
  3. How to work with your CPA 

This presentation is for a general audience. 

Three Important Key Factors In Using QuickBooks In Your Practice

QuickBooks is unarguably the most commonly used accounts payable software used in dentistry. It is easily customizable to the only 15% used in a practice, due to the accounts receivable being accounted for in a practice management software.  

QuickBooks has a variety of versions used in a practice: Desktop, Mac, and Online. Regardless of the version used, these three key factors needed to be implemented when customizing the QuickBooks In  Your Practice. 

This presentation can be done virtually or in a webinar for up to 2 hrs. 

Learning Objectives: 

  1. Designing a business-oriented chart of accounts 
  2. Memorizing most reviewed financial reports 
  3. Creating a back-to-back accountability with the practice software 

This presentation is for a general audience.