All 21st Century healthcare practices (dental, veterinary, chiropractic, and medical) use two software for a complete accounting system. Based on over 24 years of guiding these practices to a greater understanding in their financial organization and flow, and the book of the same name, Susan Gunn brings a voice of wisdom. Stay tuned for a wide range of topics and guests.
Money In, Money Out
Claim This Podcastby Susan E Gunn
5.0(4 reviews)
45 episodes
Updated Daily
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Podcast Overview
All 21st Century healthcare practices (dental, veterinary, chiropractic, and medical) use two software for a complete accounting system. Based on over 24 years of guiding these practices to a greater understanding in their financial organization and flow, and the book of the same name, Susan Gunn brings a voice of wisdom. Stay tuned for a wide range of topics and guests.
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Publishing Since
3/14/2020
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Recent Episodes
November 17, 2022
Hire Train Retain
<p>Stacie Humbles, Principal at Susan's alma mater, Arlington High School, has led the charge at analyzing the affects of the past two years not only on the students, but the teachers and staff at her school. This podcast is very unique and insightful into the difficulty of keeping a community in the midst of the pandemic fallout trauma.</p> <ul> <li>the emotional evolution of students and teachers during the pandemic</li> <li>the social skill issues of returning students</li> <li>how education is actively participating in healing</li> <li>The trauma responses of fight, flight, freeze or fawn </li> <li>how being kind ultimately helps others heal</li> </ul> <p>“There are a lot of similarities between the systems of healthcare and education, with the biggest one being dealing with real people, at some of their rawest moments.”</p> <p>“Everyone came to us for the answers when the pandemic started but we didn’t know the answers. We knew the experts but didn’t necessarily have immediate answers.”</p> <p>“The August after virtual learning was created, there was already the beginnings of burn-out.”</p> <p>“Everyone kept telling us to find balance but we couldn’t figure that out as we were working 20 hour days, so we began working on Counter Balance.”</p> <p>“We thought we would only be dealing with students who would be missing math or English skills and thought we could quickly bring them back up but that’s when we were really surprised.”</p> <p>“Social skills for kids and adults were gone. Everyone was absorbed in their screens.”</p> <p>“We rewarded the kids for looking people in the eye, using a pleasant voice, saying hi - they would get bingo dabbed on the hand if they did. The kids got into it and the adults loved the results.”</p> <p>“I don’t think we looked at the COVID as trauma on everyone in the beginning. At one point we had to realize that we were not normal either. Everyone went through trauma.”</p> <p>“Everyone was treating every situation as it was the most extreme crisis.”</p> <p>“The trauma responses took their toll on the workforce. Burnout.”</p> <p>“Everyone is not as high performing as they were before the pandemic.”</p> <p>“If you are feeling burned out, then we need to know why and figure out our role in it. Burnout has to be dealt with on the organizational level, not the individual level.”</p> <p>“Everyone needs their organization to have a means to work through burnout.”</p> <p>“Wear your badge everywhere and have others start a conversation with you – in the service industry and can engage in conversation, that is key.”</p> <p>“Trying to get people in for the interview then to choose us was interesting. We would do anything and everything to stand out.”</p> <p>“There are people that really want that human connection but they are very awkward in having it because we are out of practice and think we can just jump right in and have those conversations.”</p> <p>“People just wanted a battle, ready for a fight, the speak to the manager era. No one wanted a resolution but just wanted someone to get in trouble. That is still happening today.”</p> <p>“Now, during the last three years of pandemic that no one knew what was going on, restructuring society and now rebuilding, we are the ones that are to be here to get humanity through this.”</p> <p> </p> <p><strong>LINKS & RESOURCES</strong></p> <p><span style="color: #002cff;"><strong><a style="color: #002cff;" href= "https://www.amazon.com/ONE-Thing-Surprisingly-Extraordinary-Results/dp/1885167776/ref=sr_1_1?crid=1YTHPJ4RD07EV&keywords=the+one+thing+gary+keller&qid=1668710276&sprefix=the+one+thing%2Caps%2C133&sr=8-1"> The One Thing</a></strong></span> by Gary Keller and Jay Papasan</p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.thrivingleaders.co/team/sylvia-e-fuentes"><strong>Sylvia</strong> <strong>Fuentes</strong></a></span>: Trauma and Toxic Stress</p> <p>Burnout Self-Test <span style="color: #002cff;"><a style= "color: #002cff;" href= "https://www.mindtools.com/pages/article/newTCS_08.htm">https://www.mindtools.com/pages/article/newTCS_08.htm</a></span></p> <p><strong>Susan's Website:</strong> <span style= "color: #002cff;"><a style="color: #002cff;" href= "https://susangunnsolutions.com/">https://susangunnsolutions.com/</a></span></p> <p><strong>SGS Phone:</strong> 888-994-3167</p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.amazon.com/s?k=susan+gunn&crid=DF0C8SDB2SOR&sprefix=susan+gunn%2Caps%2C82&ref=nb_sb_noss_1"> <strong>Money In, Money Out Book</strong></a></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.amazon.com/Matters-Heart-Journey-Caring-Aging/dp/1537003933/ref=sr_1_1?crid=2738Q2XGA0K6C&keywords=susan+gunn+books&qid=1668711356&sprefix=susan+gunn+books%2Caps%2C107&sr=8-1"> <strong>Matters Of The Heart</strong></a></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://susangunnsolutions.com/financial-practice-analysis/"><strong> Financial Practice Analysis</strong></a></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://susangunnsolutions.com/ask-the-expert/"><strong>Ask The Expert Conference Call</strong></a></span></p>
October 17, 2022
In The Embezzlement News: NonProfits, Bookkeepers & Tax Preparers
<p>We have handpicked another round of a few dumbfounding DOJ fraud cases involving nonprofits, bookkeepers and tax preparers! Join us as we explore some of the interesting details of these cases and it will be quickly apparent how these cases caught our attention.</p> <p><span style="color: #8e44ad; font-size: 14pt;"><strong>Episode Highlights</strong></span></p> <ul> <li>Update: Home Health Care Owners sentenced</li> <li>Another scam targeting seniors</li> <li>Previously convicted bookkeeper has embezzled again</li> <li>Trusted nonProfit director charged with embezzlement</li> <li>Nationwide tax fraud thief charged</li> <li>Beware of the tax preparer that encourages fraudulent returns</li> </ul> <p><span style= "color: #8e44ad; font-size: 14pt;"><strong>Quotes:</strong></span></p> <p>“I never feel the sentences are strong enough to match the level of dishonesty that is needed to commit this kind of fraud.”</p> <p>“We cannot stress enough the importance of background checks. This case is proof of the necessity.”</p> <p>“According to the DOJ, quite a significant number of the tax returns contained fabricated business expenses, household help income, business losses and /or falsely claimed education credits and fuel excise tax credits that they were not entitled to.”</p> <p>“Remember, it is not the tax preparer who is ultimately responsible for the tax returns.”</p> <p>“Their lines (tax auditors) and code interpretations may be different and you want a CPA that respects, not prepares you for, the guillotine.”</p> <p>“The one thing they all have in common is that they THINK they will never be caught.”</p> <p><span style="color: #8e44ad; font-size: 14pt;"><strong>Press Release Links</strong></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.justice.gov/opa/pr/home-health-care-company-owners-sentenced-67-million-health-care-fraud" target="_blank" rel= "noopener">https://www.justice.gov/opa/pr/home-health-care-company-owners-sentenced-67-million-health-care-fraud</a></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.justice.gov/opa/pr/two-defendants-grandparent-scam-network-sentenced-rico-conspiracy-targeting-elderly-americans"> https://www.justice.gov/opa/pr/two-defendants-grandparent-scam-network-sentenced-rico-conspiracy-targeting-elderly-americans</a></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.actionnewsnow.com/news/crime/suspect-in-embezzlement-case-was-convicted-of-grand-theft-in-2017/article_fe41f8e8-400e-11ed-8612-4bc51cdf89fc.html" target="_blank" rel= "noopener">https://www.actionnewsnow.com/news/crime/suspect-in-embezzlement-case-was-convicted-of-grand-theft-in-2017/article_fe41f8e8-400e-11ed-8612-4bc51cdf89fc.html</a></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.pressdemocrat.com/article/news/former-santa-rosa-nonprofit-director-suspected-of-embezzlement/"> https://www.pressdemocrat.com/article/news/former-santa-rosa-nonprofit-director-suspected-of-embezzlement/</a></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.justice.gov/opa/pr/florida-woman-sentenced-prison-her-role-nationwide-tax-fraud-scheme"> https://www.justice.gov/opa/pr/florida-woman-sentenced-prison-her-role-nationwide-tax-fraud-scheme</a></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.justice.gov/opa/pr/justice-department-seeks-shut-down-texas-tax-preparer" target="_blank" rel= "noopener">https://www.justice.gov/opa/pr/justice-department-seeks-shut-down-texas-tax-preparer</a></span></p> <p><span style="color: #8e44ad; font-size: 14pt;"><strong>LINKS & RESOURCES</strong></span></p> <p><strong>Janice Janssen’s Website: </strong> <a href= "http://gtsgurus.com"> <strong>GTSGurus.com</strong></a> (sign up for the newsletter)</p> <p><strong>GTS Phone:</strong> <strong>844-664-4487</strong></p> <p><a href= "https://www.amazon.com/s?k=susan+gunn&crid=DF0C8SDB2SOR&sprefix=susan+gunn%2Caps%2C82&ref=nb_sb_noss_1"> <strong><span style="color: #002cff;">Money In, Money Out Book</span></strong></a></p> <p><span style="color: #002cff;"><strong><a style="color: #002cff;" href= "https://susangunnsolutions.com/qbooks-extreme-makeover/">QuickBooks Extreme Makeover</a> </strong></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://susangunnsolutions.com/ask-the-expert/"><strong>Ask The Expert Conference Call</strong></a></span></p> <p><strong>Susan's Website:</strong> <span style= "color: #002cff;"><a style="color: #002cff;" href= "https://susangunnsolutions.com/">https://susangunnsolutions.com/</a></span></p> <p><strong>SGS Phone:</strong> <strong>888-994-3167</strong></p>
October 3, 2022
Saving Cents with Common Sense
<div style="font-weight: 400;"><span style= "font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif;"> In light of the recent interest rate increases, in light of the potential of a financial crisis, in light of any future crisis,</span> <span style= "font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen, Ubuntu, Cantarell, 'Open Sans', 'Helvetica Neue', sans-serif;"> there are some common sense issues you need to be aware of and tasks to implement. Let's talk about how to manage these issues in your business and personally.</span></div> <div style="font-weight: 400;"> <p> </p> <p>"The debate is in full swing whether there will be a recession or not but what there seems to be full agreement on is that the economy has slowed."</p> <p>"With credit card interest rates almost doubling, make sure you are paying your credit card balance in full by the due date."</p> <p>"Set up a weekly autopay for credit cards that are close to maxing out monthly."</p> <p>"Downloading credit card charges into your accounting software will give you oversight to what is being charged."</p> <p>"Big box banks tend to offer the lowest (savings accounts) interest rates."</p> <p>"Make your money work for you. Do not overlook this opportunity."</p> <p>"You don't necessarily want to show up to a battle with a kitchen knife, right?"</p> <p>"I love being able to see at a glance what I have earned and spent and how that compares to previous years."</p> <p>"Maybe we should all run our businesses and work on evaluating our financial reports as if Warren Buffet was going to sit down and review our financial reports with us!"</p> <p><strong>LINKS & RESOURCES</strong></p> <p><strong>SNL Skit: Can I Buy It </strong> <span style= "color: #002cff;"><a style="color: #002cff;" href= "https://www.youtube.com/watch?v=R3ZJKN_5M44">https://www.youtube.com/watch?v=R3ZJKN_5M44</a></span></p> <p><strong><a href="http://bankrate.com/">Bankrate.com</a> Savings Account Interest Rates:</strong> <span style= "color: #002cff;"><a style="color: #002cff;" href= "https://www.bankrate.com/banking/savings/rates/">https://www.bankrate.com/banking/savings/rates/</a></span></p> <p><strong><a href="http://bankrate.com/">Bankrate.com</a> Savings Account Calculator:</strong> <span style= "color: #002cff;"><a style="color: #002cff;" href= "https://www.bankrate.com/banking/savings/simple-savings-calculator/">https://www.bankrate.com/banking/savings/simple-savings-calculator/</a></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://www.amazon.com/s?k=susan+gunn&crid=DF0C8SDB2SOR&sprefix=susan+gunn%2Caps%2C82&ref=nb_sb_noss_1"> <strong>Money In, Money Out Book</strong></a></span></p> <p><span style="color: #002cff;"><strong><a style="color: #002cff;" href= "https://susangunnsolutions.com/qbooks-extreme-makeover/">QuickBooks Extreme Makeover</a> </strong></span></p> <p><span style="color: #002cff;"><a style="color: #002cff;" href= "https://susangunnsolutions.com/ask-the-expert/"><strong>Ask The Expert Conference Call</strong></a></span></p> <p><strong>Susan's Website:</strong> <span style= "color: #002cff;"><a style="color: #002cff;" href= "https://susangunnsolutions.com/">https://susangunnsolutions.com/</a></span></p> <p><strong>SGS Phone:</strong> 888-994-3167</p> </div>
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