A businesses’ financial reports should contain accurate information and be easy to understand your business Money In, and Money Out. With four of the worst financial systems seen this year, Linda Valencia and Jody Catalanello from Mosaic Management Group join Susan to talk about what … [Read more...] about Working with Your CPA Should NOT Be Painful
Minimizing the Unexpected Parts of Practice Sales
I asked Dr. Suzanne Ebert to share the horror stories and what she’s seen go wrong when dentists buy and sell practices. My listeners need to know the dark side, not just the rah rah moments. Dr. Ebert is with ADA Practice Transitions™ and has facilitated agreements with strange requirements (take … [Read more...] about Minimizing the Unexpected Parts of Practice Sales
How Do The Wealthy Become Affluent?
Kate Willeford, CPA joins Susan to discuss the classic financial psychology book, The Millionaire Next Door by William D. Danko, Ph.D., and Thomas J. Stanley, Ph.D., who studied, wrote and spoke on affluence in America. Highlighting 3 of the 7 surprising common factors between the wealthy mentioned … [Read more...] about How Do The Wealthy Become Affluent?
Closing Out The Year with Kate Willeford
In this episode, Susan is closing out 2020 the way she started it, with her friend and colleague, Kate Willeford, CPA. Susan and Kate talk about the current information regarding PPP forgiveness, reviewing your finances and steps you need to take to wrap up 2020! Episode Highlights … [Read more...] about Closing Out The Year with Kate Willeford
