Synopsis
Business Management and Financial Organization with Dual Practice SoftwareThe voice on the other end of the phone was beyond frustrated. It was the Office Manager and Doctor of a lucrative practice trying to make sense of what their practice software stated they received as income vs what the CPA had on the financial reports. It was a tangled mess and they needed help!The challenge of dual business software exists. Money In, Money Out does not deal with the step-by-step process of how to use either software, but instead focuses on how the day-to-day process of organizing that financial information can and should be managed ... together. With dual business software use in the practice, the necessity for a book that defines the systems and procedures in a practice has grown imperative.Written by the Financial Organizational Expert, Susan Gunn pulls from her 21 years of working with practices nationally to understand the business side of their practice and how to organize their financial information by implementing systems and procedures to help protect the practice from embezzlement. Valuable advice from notable industry thought leaders include Teresa Duncan (Odyssey Management), Kim McClesky (Avitus Group), Andy Cleveland (Dental Accounts Receivable Ninja), Cheryl Donahue (Merchant Advocate), Sally McKenzie (McKenzie Management), Debbie Castagna (Castagna Coaching), Kate Willeford (Willeford Group), Theresa Narantic (Theresa Narantic Inc.), and Virginia Moore (Moore Practice Success).Topics include: establishing your practice's financial flow; back-to-back accountability between the bank, practice software and the accounts payable software; entanglements of insurance payments; outrageous merchant card service providers; end of day/month/year checklists; how to choose a great CPA; how many bank accounts do you really need; paying employees is a good idea; modeling integrity in your practice; and so much more.Susan's 40th book, Money In, Money Out offers readers a mesmerizing plot line about financial organization and the spellbinding romantic relationship between the three major players: #1 Accounts Receivable (Money In), #2 Accounts Payable (Money Out) and #3 what’s left at the end of the day in your bank account!BONUS: Not only do you get this content-rich book, but all forms, checklists and spreadsheets mentioned are available to download with the purchase of the book!
About the Author
Susan Gunn is the Financial Organizational Expert providing solutions within the healthcare industry,including medical, dental, veterinary and chiropractic practices.
Susan was the first to develop a back to back accountability between the practice software and QuickBooks in an understandable business format, substantially influencing accounting across the professional practice industry. She has been an Advanced QuickBooks ProAdvisor since Intuit established the program.
With an existing background in criminology, Susan became a Certified Fraud Examiner. When embezzlement is suspected, she is able to investigate, interview and provide complete reports for prosecution and civil suit purposes.
A nationally recognized motivational speaker, Susan is a Professional Member of the National Speakers Association. Her speaking style combines humor with expertise, lots of stories,with her advice always being down-to-earth and practical.
She is the author of 42 books: QuickBooks In Your Practice (1997-2019), Advanced QuickBooks In Your Practice (2004-2019), More Than Just Turning It On and Matters of the Heart: Caring for Aging Loved Ones. Susan was asked to co-author an American Dental Association publication, The ADA Practical Guide to Expert Business Strategies (January 2014) and she contributed to another ADA Guidelines for Practice Success Managing Finances Best Practices.
The American Dental Association recognized Susan as a Financial Matter Expert in 2015. For the 2016-2017 and 2018-2019, Susan has been appointed as an ADA Consultant to the Council.
Dentistry Today magazine recognizes Susan's expertise by naming her a Leader In Consulting annually since 2005.
Susan lives in Arlington, TX,has served as Treasurer for Arlington CVB Board of Directors and currently serves as Chair for the Arlington Arts & Tourism Council. Susan is also a proud season supporter of the Texas Rangers baseball club.
Follow Susan's blog at susangunnsolutions.com/blog.
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