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Teresa Duncan explores the dental business from behind-the-scenes of the industry to tackling management and business issues in the office.

Jun 11, 2019

My guest today is Susan Gunn, CFE. That’s short for Certified Fraud Examiner. Our talk today isn’t 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’s 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’ll 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’ll describe different scenarios so you can be on the lookout.
  • What’s 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’s older books about caregiving. Whatever stage of life you’re in it’s applicable.
  • Do you have a succession plan for when a key player like a manager or even the doctor pass away? Here’s how to put that in motion.


Resource Links:

Susan’s 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’s company on Facebook

Susan on Twitter

Susan on LinkedIn