Ep. 34 "Money In, Money Out" with Susan Gunn, CFE
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My guest today is Susan Gunn, CFE. That\\u2019s short for Certified Fraud Examiner. Our talk today isn\\u2019t all about fraud though. We talk about money, receivables and why ethics is an issue today. Susan is a prolific author and sought-after speaker in the dental industry. She\\u2019s one of my top financial go-to persons so keep her information handy! A couple of high points from our conversation:
- Hear what Susan and I both think about EFTs (electronic fund transfers). Her take on it comes from a Quickbooks and accounting point of view while I tackle the workload issues.
- Fraud in our industry is more widespread than you think. If you ask any speaker/consultant they\\u2019ll tell you reported numbers are low. Why is that? What do you do when you spot it?
- What does ethics have to do with dentistry? How often do Susan and Teresa hear crazy ethical questions? Often. We\\u2019ll describe different scenarios so you can be on the lookout.
- What\\u2019s this trend of zero-ing out fee schedules? We shake our head at this all too common phenomena.
- If you give employee benefits, are you reporting it correctly? Can it come back to bite you?
- We transition into one of Susan\\u2019s older books about caregiving. Whatever stage of life you\\u2019re in it\\u2019s applicable.
- Do you have a succession plan for when a key player like a manager or even the doctor pass away? Here\\u2019s how to put that in motion.
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Resource Links:
Susan\\u2019s books:
Money In, Money Out: : $en$ible Financial Organization In Your Practice
Matters Of The Heart: A Journey in Caring For Aging Loved Ones
How to find Susan:
Susan\\u2019s company on Facebook