Money In, Money Out  Por  arte de portada

Money In, Money Out

De: Susan E Gunn
  • Resumen

  • 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.
    All content is for the listener's implementation, NOT to be reproduced, sold, repackaged in any format. It has taken years to gain this content, and ironic as it would be, please do not steal intelligent property for your monetary gain.
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Episodios
  • Hire Train Retain
    Nov 17 2022

    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.

    • the emotional evolution of students and teachers during the pandemic
    • the social skill issues of returning students
    • how education is actively participating in healing
    • The trauma responses of fight, flight, freeze or fawn 
    • how being kind ultimately helps others heal

    “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.”

    “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.”

    “The August after virtual learning was created, there was already the beginnings of burn-out.”

    “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.”

    “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.”

    “Social skills for kids and adults were gone. Everyone was absorbed in their screens.”

    “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.”

    “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.”

    “Everyone was treating every situation as it was the most extreme crisis.”

    “The trauma responses took their toll on the workforce. Burnout.”

    “Everyone is not as high performing as they were before the pandemic.”

    “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.”

    “Everyone needs their organization to have a means to work through burnout.”

    “Wear your badge everywhere and have others start a conversation with you – in the service industry and can engage in conversation, that is key.”

    “Trying to get people in for the interview then to choose us was interesting. We would do anything and everything to stand out.”

    “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.”

    “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.”

    “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.”

     

    LINKS & RESOURCES

    The One Thing by Gary Keller and Jay Papasan

    Sylvia Fuentes: Trauma and Toxic Stress

    Burnout Self-Test  https://www.mindtools.com/pages/article/newTCS_08.htm

    Susan's Website: https://susangunnsolutions.com/

    SGS Phone: 888-994-3167

    Money In, Money Out Book

    Matters Of The Heart

    Financial Practice Analysis

    Ask The Expert Conference Call

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    1 h y 7 m
  • In The Embezzlement News: NonProfits, Bookkeepers & Tax Preparers
    Oct 17 2022

    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.

    Episode Highlights

    • Update: Home Health Care Owners sentenced
    • Another scam targeting seniors
    • Previously convicted bookkeeper has embezzled again
    • Trusted nonProfit director charged with embezzlement
    • Nationwide tax fraud thief charged
    • Beware of the tax preparer that encourages fraudulent returns

    Quotes:

    “I never feel the sentences are strong enough to match the level of dishonesty that is needed to commit this kind of fraud.”

    “We cannot stress enough the importance of background checks. This case is proof of the necessity.”

    “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.”

    “Remember, it is not the tax preparer who is ultimately responsible for the tax returns.”

    “Their lines (tax auditors) and code interpretations may be different and you want a CPA that respects, not prepares you for, the guillotine.”

    “The one thing they all have in common is that they THINK they will never be caught.”

    Press Release Links

    https://www.justice.gov/opa/pr/home-health-care-company-owners-sentenced-67-million-health-care-fraud

    https://www.justice.gov/opa/pr/two-defendants-grandparent-scam-network-sentenced-rico-conspiracy-targeting-elderly-americans

    https://www.actionnewsnow.com/news/crime/suspect-in-embezzlement-case-was-convicted-of-grand-theft-in-2017/article_fe41f8e8-400e-11ed-8612-4bc51cdf89fc.html

    https://www.pressdemocrat.com/article/news/former-santa-rosa-nonprofit-director-suspected-of-embezzlement/

    https://www.justice.gov/opa/pr/florida-woman-sentenced-prison-her-role-nationwide-tax-fraud-scheme

    https://www.justice.gov/opa/pr/justice-department-seeks-shut-down-texas-tax-preparer

    LINKS & RESOURCES

    Janice Janssen’s Website:   GTSGurus.com (sign up for the newsletter)

    GTS Phone:  844-664-4487

    Money In, Money Out Book

    QuickBooks Extreme Makeover 

    Ask The Expert Conference Call

    Susan's Website: https://susangunnsolutions.com/

    SGS Phone: 888-994-3167

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    44 m
  • Saving Cents with Common Sense
    Oct 3 2022
    In light of the recent interest rate increases, in light of the potential of a financial crisis, in light of any future crisis, 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.

     

    "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."

    "With credit card interest rates almost doubling, make sure you are paying your credit card balance in full by the due date."

    "Set up a weekly autopay for credit cards that are close to maxing out monthly."

    "Downloading credit card charges into your accounting software will give you oversight to what is being charged."

    "Big box banks tend to offer the lowest (savings accounts) interest rates."

    "Make your money work for you. Do not overlook this opportunity."

    "You don't necessarily want to show up to a battle with a kitchen knife, right?"

    "I love being able to see at a glance what I have earned and spent and how that compares to previous years."

    "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!"

    LINKS & RESOURCES

    SNL Skit: Can I Buy It  https://www.youtube.com/watch?v=R3ZJKN_5M44

    Bankrate.com Savings Account Interest Rates: https://www.bankrate.com/banking/savings/rates/

    Bankrate.com Savings Account Calculator: https://www.bankrate.com/banking/savings/simple-savings-calculator/

    Money In, Money Out Book

    QuickBooks Extreme Makeover 

    Ask The Expert Conference Call

    Susan's Website: https://susangunnsolutions.com/

    SGS Phone: 888-994-3167

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    46 m

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