Money In, Money Out

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. “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

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 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

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

As Certified Fraud Examiners, Janice Janssen and Susan Gunn bring you stories straight from the headlines of those who have chosen to commit fraud. These individuals believed they could get something for nothing. They believed the cost of having whatever they wanted, outweighed the cost of getting caught. But they did indeed get caught. Episode Highlights Amtrak $31k Fraud Chiropractic Clinic Fraud $2m+Dentist Commits $12m Wire FraudDr In Office Drug Dealing Greed in FraudA Doctor, Dentist and NBA Player plus a few othersEvaluate your community of friends Quotes “There are so many ways to commit insurance fraud.” “Just because you haven't been arrested, doesn't mean you are in the clear” “In order to commit fraud like this, it seems you need recruiters.” “The stream of victims is much wider than those committing the fraud.” “Insurance fraud comes back on all of us, because we need to pay more on our premiums because there is so much fraud out there.” “She was billing for office visits and she was on vacation, completely out of the State - during these visits the patients met with unqualified providers.” “She wrote controlled substance prescriptions to patients without any need.” “It is greed. Every single time greed is the reason fraud is committed.” “Unrelenting greed gets you into trouble every time.” “If it sounds too good to be true…it is.” Links & Resources Department of Justice Press Releases: https://www.justice.gov/usao-nj/pr/four-people-charged-multimillion-dollar-health-care-fraud-scheme-defraud-amtrak https://www.justice.gov/usao-ndil/pr/suburban-chicago-dentist-charged-orchestrating-12-million-fraud-scheme https://www.justice.gov/Usao-wdmi/pr/2022_0608_Peterson https://www.justice.gov/usao-sdny/pr/us-attorney-announces-charges-against-doctor-dentist-and-former-nba-player-defrauding Harry Markopolos, No One Would Listen about how he uncovered Bernie Madoff’s scam Janice Janssen’s Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844-664-4487 Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Ask The Expert Online Consultation

One of Susan’s speaking presentations is called Unrelenting Greed. In not one of her embezzlement cases has the embezzler truly been in need, in dire straits, from the spouse losing a job, or a sick child or anything requiring the money that was stolen. Most often the embezzler got themselves into trouble because of the image they wanted to live. Greed. Janice Janssen and Susan Gunn discuss this particular recent headline case, The Chrisley’s, in another episode of In The Embezzlement News. Episode Highlights Todd’s Background Todd and Julie Chrisley Found GuiltyTape and GlueWhy stop now - Julie continues the fraudThe Accountant The IRS isn’t Stupid Quotes “They intended to defraud multiple banks by providing false information.” “They had physically cut and glued and taped the financial report together, not using photoshop.” “After all of that what does Todd do? He filed bankruptcy for $20 Million Dollars.” “Imagine that - Julie and Todd never paid the rent on the house they fraudulently rented.” “If you have an accountant encouraging fraud and being unethical, WALK AWAY.” “Defrauding the IRS is never a good idea, and yet it happens all the time.” “You need to make sure that your CPA’s, Hygienists, Dental Assistants etc are verified and that their licenses are still active.” “That is tax evasion, not lessening your tax burden - how stupid do you think the IRS is?” “The network has a certain societal responsibility to change the titles - the Chrisleys do not know best.” “Deposit all your patient payments, including cash.” “Remember your kids and anyone close to you, because they are watching and picking up what you do.” Links & Resources www.CPAverify.org DOJ Press Release: The Indictment https://www.justice.gov/usao-ndga/pr/federal-grand-jury-indicts-chrisley-knows-best-stars-todd-and-julie-chrisley DOJ Press Release: The Conviction https://www.justice.gov/usao-ndga/pr/reality-tv-stars-convicted-fraud-and-tax-evasion USA Network https://www.usanetwork.com/chrisley-knows-best Janice Janssen’s Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844-664-4487 Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation

In this episode, Susan Gunn shares her personal thoughts around those lives not to be forgotten on Memorial Day. Do not let Memorial Day be the only day you pay respects to our fallen heroes and pray for those they left behind, the gold star families.

Following up on securing our work internet from cyber attacks, the fundamentals of protecting your home against cyber attacks are within your grasp and should be fully implemented. If you have not ensured that your home internet is secured, you will definitely want to listen as Cyber Security Expert Debi Carr joins Susan and Janice at the table to discuss what really needs to be done to protect your privacy from intrusion. Episode Highlights How a firewall protects your home, as well as your businessHow a VPN can protect your phone and home computersHow a GOOD antivirus can protect your computersHow to lock your credit bureau and your property titlesThe importance of backups Quotes "Every home needs a firewall and it can be purchased for around $200 on Amazon or Best Buy.” “A firewall controls who is coming in and what is going out.” “The firewall can create segments to separate devices, in the case of an intrusion.” “The firewall can be monitored and can send alerts as to who is doing what.” “Messages received that have a link to click on should NOT be clicked on.” “Do not use Windows Remote Desktop to remote into your computer.” “It all goes back to the layers of internet security in your home and the culture of security that you are creating with your family.” “There has been an uptick of identity theft in the past two years.” “The only one that is going to protect our identity is ourselves.” “Always do your Windows updates.” “A Trusted Platform Module (TPM) chip (that sits on the MotherBoard) which allows you to encrypt your computer at the end point. If the threat factor does get in, then the data is unreadable outside the computer itself.” “Watch what you are posting on Social Media.” Links & Resources Debi Carr’s Website: https://dkcarr.com/ DK Carr & Associates Phone: (844) 352-2771 Janice Janssen’s Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844-664-4487 Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation

With much anticipation of imminent cyber warfare attacks increasing from Russia, in the midst of the ongoing onslaught of the Ukraine, out of a sense of urgency the next two podcasts were recorded. If you have not ensured that your work internet is secured, you will definitely want to listen as Cyber Security Expert Debi Carr joins Susan and Janice at the table to discuss what really needs to be done to protect any business from cyber warfare. Episode Highlights The current landscape of cyber warfareCyberwarfare is not contained to a countryFour layers of cybersecurity protection Quotes "For us to have it in our heads that it’s happening over there and it could never affect us here, is a myth…” “We are all still very vulnerable to this situation. The threat is real.” “We work off IP addresses and you never know if that IP address is in Russia, the Ukraine or wherever.” “If that email happens to have a trojan in it and they click on it, then it can affect all computers.” “ A lot of phishing emails are trying to get donations, creating fears that compel action - it all about the money.” “Do not follow any links in an email. If you get an invoice, do not enable ANY macros (should be a popup).” “Be careful where you are internet surfing. Between February 25 2020 and March 25, 2020, over 500k websites were created and the FBI estimates that over 450k of them held malicious code in them.” “Google ads can be cloned by not the real company they supposedly represent and have malicious code downloaded into your computer by simply clicking.” “We need to have a culture of security by having layers of security.” “No personal emails on your work computer.” “Every business in the US should have a firewall.” “Every business should have a perimeter defense.” “They need a firewall that needs an active IDS that is constantly updating, like a traffic cop standing on the corner, making sure that all traffic has permission to be there.” “Use active directory to grant user permissions for a workplace server.” “Guest accounts should have restrictions in the active directory setup.” “Always use a VPN on your phone or laptop at a restaurant or hotel when accessing their internet.” “Using Google’s Incognito protects your privacy in search but does not protect from malicious coding.” “The purpose of an active backup is to get back up as quickly as possible in the event of a malicious attack or crash.” “The four layers need to be in your practice or workplace.” Links & Resources Debi Carr’s Website: https://dkcarr.com/ DK Carr & Associates Phone: (844) 352-2771 Janice Janssen’s Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844-664-4487 Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation

Susan is no stranger to the devastation of tornadoes so when tornadoes deeply wounded familiar territory, it was time to state the obvious: it is going to take a lot of resources to help those affected recover and we have to step up and help wherever we can. Episode Highlights The economic impact of natural disasters in an already economically challenged areaSmall towns with big heartsSalvation Army is boots on the ground for physical but also much needed emotional supportRed Kettle story you won't want to miss Quotes "Kentucky is ranked fourth in the 2021 poverty levels at 16.67%" "Dental and medical care is more often paid for out of an already strained and shallow pocket." "The one thing I knew to be absolutely true this past weekend is that the Salvation Army were boots on the ground almost immediately following the tornado's destruction." "We were standing in the freezing weather but all I felt was a warm heart." "Often it is not the one being given to that is blessed the most but the giver themselves." "To whom much is given, much will be required." Links & Resources Salvation Army https://disaster.salvationarmyusa.org/ Teamwkyrelieffund.ky.gov. To mail in a donation, send check to Public Protection Cabinet, 500 Mero Street, 218 NC, Frankfort, KY 40601, with a note “Team Western Kentucky Tornado Relief Fund" Appalachians for Appalachian https://docs.google.com/spreadsheets/d/1YTzQFT4ANDcChivFDfUW9oC0gJWDyT9FHoDrAD2VA7A/edit?fbclid=IwAR0Xfcg-LyX8LL42a5jFcdgbeAWrWE6k-sZdjwBYHE7C3J6YbO5dzj-Qt0U#gid=0 Kentucky State Police - those who want to volunteer to call 270-331-1979 Contact Andy Kasitz of Kentucky State Parks at 502-418-3581 or andy.kasitz@ky.gov. The state parks are also accepting donations. Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation

In this episode Susan details the case of the Collin Street Bakery embezzlement with Teresa Duncan of Nobody Told Me That Podcast! It was a small business with high revenues - sound familiar? Take the lessons from this case and do an assessment of your office. Are you at risk? To be honest, your practice is always at risk. What matters is how fast you find the shadiness. This thief was pretty eccentric. Did you know they made mattresses from horsehair? Who knew! Episode 66 Highlights Quotes $16.6 million ---------- Resources from the episode: Just DessertsDiscovering An Eight Year Long Scam | American Greed | CNBC PrimeCollin Street Bakery | Collin Street Bakery ADA Survey: Employee Theft in the Dental PracticeHorsehair mattress!Bernie Madoff - Movie, Sons & Ponzi SchemeNo One Would Listen: A True Financial Thriller Susan's Podcast: Money In, Money Out - Financial Organization For Your Practice Susan's Website: SusanGunnSolutions.com Susan's Book: Money In, Money Out Available On Amazon Links **If you like the show then I’d appreciate a good rating. Tell your friends. Even podcasters ask for referrals!** Teresa’s Website- https://www.odysseymgmt.com/ (sign up for my newsletter!) Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations http://odysseymgmt.corecommerce.com/Book/ (use ‘newsletter’ for $3 off

In The Embezzlement News with Janice Janssen Everyone is a target for a well run scam. These scams are delivered to our unfiltered ears via in person, telephone, email and snail mail - any form of communication. Everyone is a target and when it works, it compels the fraudster to keep trying. These schemes have not died and are a growing threat to everyone, which is why this podcast is important for you to share with everyone. Episode Highlights ⅓ Americans are victims Janice’s Personal Story of FraudInternet FraudRelationship FraudLoan ScamsCredit CardsTips for Protecting Yourself Quotes “Telephone scams do tend to be the most effective for the scammers getting what they want.” “59.4 Million Americans have lost 29.8 BILLION DOLLARS to scam artists from March 2020 to February 2021.” “It sounds like a really good deal, so they go into something they don’t know.” “If it sounds too good to be true, it probably is.” “Never use a debit card in a public place.” “Just assume everyone doesn’t know. Talk about it this with your friends and your family.” “A refresher about the internet: if you put it out there, it is permanent, and it can be found. Whatever post you make, it’s permanent.” “Government agencies will not call to confirm your personal information...period.” Links & Resources Matters Of The Heart: A Journey in Caring For Aging Loved Ones Blogpost: Virtual Kidnapping: It is All Too Real CNBC article: Americans lost $29.8 billion to phone scams FBI.Gov: Romance Scams Kevin Mitnick Iphone Feature Detect and Block Spam Calls: Silence Unknown Ringers Samsung Galaxy Block Spam Calls Feature Two Brothers Plead Guilty in Multimilliob-Dollar International Robocalls Scheme Two Indicted for $4m Warranty Fraud Scheme Experian Credit Bureau Equifax Credit Bureau TransUnion Credit Bureau Janice’s Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844--664-4487 Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation

The final batter at Globe Life Park for the 2010 American League Championship was Susan’s favorite personal moment of baseball. What do those winning moments teach us about Team Dynamics, which make the losing moments even more poignant? Colorado Rockies Sports Writer Kevin Henry joins Susan to rehash some of baseball's greater and less than great moments in history but also about how we can learn volumes of business principles by watching. Episode Highlights Kevin and Susan talk baseball, of courseBaseball is a business Poisonous teammates destroy goalsCommunication with team members is imperativeTone is set at the top of any teamFinancials speak volumes about team dynamics Quotes “In the middle of center field, he blew out his ankle with no one around him.” “He was dealing with the demon of drugs and in the midst of really struggling, he was poison in the dugout.” “You have got to have a team leader.” “The longer that negative player is allowed to participate on that team, the more damage control that needs to happen.” “Get rid of the poison first.” “Team members need to be communicated with so they know they are valuable.” “Sometimes leaders throw themselves on the sword for the betterment of their teammate.” “Would you hire yourself as a doctor for your practice?” “Every day before the game The Rockies have a team meeting… if it is good enough for professional athletes, maybe we should learn something from that.” “The right leaders need to be in place for any team talent to be successful.” Links & Resources Kevin Henry’s Website: https://www.kevinspeaksdental.com IgniteDA - Home Chew On This Podcast Dental Assistant Nation AADOM Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Money In, Money Out Fruitcakes & Fraud: The Collin St. Bakery Embezzlement

In response to a recent dental industry magazine article regarding whistleblowers in the dental industry, Susan has invited colleagues Teresa Duncan and Kevin Henry to discuss this delicate issue. Episode Highlights What is a whistleblower?Varieties of whistleblowing Preventing claimsHiring for heartbeats is dangerousCoding Quotes “You don’t just blow the whistle and get a check.” “You are gathering the information in the name of the greater good and protecting kids that may have been subject to what they are doing.” “If you are going to report you should do it while you are there, otherwise it may look like retaliation.” “If you are trying to avoid this situation, the best thing you can do as a practice owner is not be shady.” “There is no silver bullet. If they want to do something, they will do it anyway.” “Susan, you are the queen of difficult conversations when it comes to this stuff.” “If you have a patient that is unhappy, and you think there is going to be something to report, get in front of that.” “Let's be honest, some practice owners may not know this is happening.” “Don’t just hire anyone with a heartbeat, look at their references and experience.” “I think the next 2-3 years for embezzlement is going to be interesting, I think I am going to be very busy.” “I've got my ear to the ground, listening to the hoofbeats in the distance and I think it is going to be a stampede.” “You need to make sure your documentation can support the code being used.” “If you take one thing from this podcast is that if you see something, don’t just go rant about it on Facebook and air your dirty laundry.” Links & Resources Highlighting the Not-So-Ethical Shady Dental Practice Nobody Told Me That Podcast Hoverboard Dentist Episode: A Dramatic Reading Chew On This Podcast Dental Assistant Nation Extraordinary Circumstances: The Journey of a Corporate Whistleblower by Cynthia Cooper Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Money In, Money Out Fruitcakes & Fraud: The Collin St. Bakery Embezzlement

Unforced errors happen in every sport but did you know that unforced errors also happen in your business? There is so much to learn from sports and during recovery for my total knee replacement this summer, I watched back-to-back sports during physical therapy. Theresa Narantic has been a NCAA Division 1 Referee for 18 years and has seen her share of unforced errors, in both refereeing and business consulting. We have a great time talking about the recent Tokyo Olympics and Unforced Errors. Episode Highlights Tokyo Olympics ReviewUnforced Errors ExamplesThe Damage Unforced Errors Can Have In Your BusinessMissed Opportunities & No StrategyOffense & Defense Made Unforced ErrorsThe Importance of TeamworkLeadership - Pure and Simple Quotes “Unforced errors can happen because their head is not in the game.” “Then they are not beaten by the opponent, they are beaten by themselves.” “If it's going on in my head, and I don't share it with my team, I make the mistake for not sharing that information.” “In business you are either proactive or you are reactive, there is nothing in between.” “Regardless of what you implement in your business, you will have unforced errors. What matters is how you respond to them.” “It’s the leader of the practice that sets the tone for the team.” “I made a decision that I would be the best patient they have ever seen.” “You are not going to improve by candy coating it.” “For every Olympian that made it to the games, there were those that worked just as hard but did not make the cut.” “Develop a plan. Work hard. Execute the plan.” Links & Resources Theresa Narantic: http://speaker.dental Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Money In, Money Out Fruitcakes & Fraud: The Collin St. Bakery Embezzlement

Straight from news headlines, PPP & EIDL frauds abound. It seems that the offer of financial assistance meant to help struggling businesses has brought out the worst in some people. This week on Money In Money Out, Susan Gunn is joined by Janice Janssen for another episode of In The Embezzlement News! Quite frankly, with the number of cases that have been filed for prosecution the first five months of this year, it was hard to pick only 6 cases to talk about. But pick six they did. Susan and Janice talk about businesses that didn’t exist, employees not employed, identities stolen for unemployment and the purchases made with our hard earned tax dollars. It is truly intriguing! Episode Highlights 60 cases reviewed - from $15,000 to $21,900,000 36 unemployment cases, 16 involving identity theftWhat Jags, Mercedes and Lamborghinis all have in commonFirst female accused of Cares Act fraudThe many uses of alpaca wool Quotes “Unfortunately fraud will always be around.” “8 people stole 2 million dollars!” “There are photos of the accused fanning out the cash!” “He claimed he had 743 employees… I think he had 10.” “I laughed because yes, I do actually know how easy it is for others to modify tax returns, as a Certified Fraud Examiner!” “We have learned anything is completely possible when you are talking about fraud and embezzlement.” “Alpaca wool is also used in very nice mattresses.” “This guy had good taste, just really bad ethics.” Links & Resources Janice’s Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844--664-4487 Susan’s Website: SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Money In, Money Out Fruitcakes & Fraud: The Collin St. Bakery Embezzlement

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 your practice needs from your financial statements, as well as what your relationship with your CPA should look like. Practice accounting systems are NOT rocket science and should not be mysterious, withheld or difficult. Episode Highlights Setting yourself up for accounting successYour Dream CPAEnsuring correct financial reportsBack to Back Accountability Quotes “When I hear my accounting software is a mess, I ask, which one?” “This year I have seen 4 of the worst Quickbooks files I have ever seen.” “Checks and check stamps, they are ripe for someone to take advantage of.” “I never recommend using a debit card.” “The tax stuff, that is why your CPA is premium.” “The dentist giggled with excitement from seeing the changes and finally understanding their QuickBooks.” “Your accountant needs to know you, your goals, your vision, where you want to go and help support you.” “If something doesn’t look right, or feel right, make some phone calls and ask some questions.” “It is never too late to get a scope of work letter for this year from your CPA.” “I cannot help if you do not call.” Links & Resources Linda: linda@mosaicmanagementgroup.com Jody: jody@mosaicmanagementgroup.com https://www.mosaicmanagementgroup.com/ -- Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice QuickBooks Extreme Makeover Ask The Expert Online Consultation

Sports has taught many of us invaluable lessons that we carry on throughout our lives. Some players become coaches themselves, Lynne Leggett, CEO of Victory Dental Management, being one of them. Lynne has coached hundreds of young women on the basketball court and off the basketball court. And now she carries those same coaching principles to help dental practices develop their game strategy to reach maximum potential. In this podcast, Lynne shares life skills and the coaching needed to promote those skills! This episode is full of sports analogies and takeaways, so get your pen ready! Episode Highlights Quotes “Bringing out potential has always been the focus for me.” “Teaching my players how to have confidence and to come back once they are knocked down, that skill will last them for life.” “You don’t put your team members into positions where they are going to fail.” “It is interesting how bias makes everyone feel within the practice.” “Sometimes it can take 8 hours to create a vision statement.” “Most team members do not know what everyone else does on a daily basis, in detail.” “You can never have enough team cohesion.” “Sometimes as the coach, it is hard to realize that you played a better team.” “Perfection is not a goal for me as a basketball coach or a dental coach.” “History is a great teacher.” Links & Resources Lynne’s Website: www.victorydentalmanagement.com You Can’t Coach Quit: https://www.amazon.com/You-Cant-Coach-Quit-Practice/dp/1080806237 Contact Lynne: https://victorydentalmanagement.com/contact/ -- Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Prepare Protect Prosper Valuable eBook Free Download

If you are a practice that accepts insurance, you will not want to miss this episode. Susan Gunn is joined by returning guest Teresa Duncan, MS and Dana Moss, to discuss insurance, highlighting ways to save you money and debunking some myths that could be costing you! Episode Highlights Teresa’s & Dana’s BackgroundCovid-19 Insurance Claims Negotiation MythInsurance TrainingInsurance CredentialingCoding Mistakes Quotes “Stop saying that MetLife and Delta will never negotiate - they will if the terms are favorable.” “What stinks is that patient probably knew they were not covered because they were fired, or furloughed.” “Document, document, document - it’s the name of the game.” “Never ever send money back unless there is a request for it.” “I hate the number 6 infront of a crown. What number do you prefer?” “Facebook should not be your insurance coordinator training.” “At a minimum get an updated coding book and attend 2 webinars on coding every year.” “I bill on prep date unless I am told otherwise.” “That one simple line ‘radiographs reviewed’ can save you a lot of money.” Links & Resources Dana’s Website https://ppodentalconsulting.com -- Teresa’s Website- https://www.OdysseyMgmt.com/ (sign up for my newsletter!) Teresa’s Insurance Webinars - https://odysseymgmt.com/media2/webinars Nobody Told Me That Podcast Drug Addiction podcast: https://nobodytoldmethat.libsyn.com/ Teresa’s Book Moving Your Patients to Yes! Easy Insurance Conversations (use ‘newsletter’ for $3 off) -- Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Prepare Protect Prosper Valuable eBook Free Download

In the news several years ago was an embezzler who faked cancer to try and get out of her prosecution. Janice and Susan could not believe those headlines then. With the continued like cases of this sort worldwide, they decided it would make for an intriguing podcast. They will not disappoint! This week on Money In Money Out, Susan Gunn is joined by Janice Janssen for another episode of In The Embezzlement News! These embezzlement scandals highlight those that faked cancer for gain from those who would open their hearts, and their bank accounts. Episode Highlights MotivesIndictments Fraud has no borders Quotes “She didn’t spell the name of the cancer doctor correctly on the fake medical bills - that’s a little give away.” “Not only did she fake this Cancer but she did it against the Federal Government. Don’t mess with Big Daddy.” “Think of the mockery she has made of something as precious as life itself.” “Fraud knows no country alone - we do not own fraud in the United States. Fraud is played out everywhere.” “Just like the rest of embezzlement headline cases, they only get away with it for a short period of time.” “She didn’t go ‘oh I forgot. I stole money, let me report that income to the IRS and pay taxes on that.” “Not only are they doing this to strangers, they are stealing from friends and family. Unbelievable.” “I had a 4-5x repeat offender that just hopped states and towns to continue embezzling.” “The fall out from embezzlement is not what the embezzler is thinking of when they are embezzling. They are simply thinking of what they want.” “Trust but verify.” “When you tell the truth, it is easier to remember!” “Embezzlers love chaos because it screens their activities. If you are a practice owner, you need to be aware of your practice’s finances.” “Fear of the unknown is a great fertilizer for embezzlement.” Links & Resources Janice’s Website: GTSGurus.com (sign up for the newsletter) GTS Phone: 844--664-4487 Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter) SGS Phone: 888-994-3167 Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Money In, Money Out Fruitcakes & Fraud: The Collin St. Bakery Embezzlement Prepare Protect Prosper Valuable eBook Free Download

Conflict. This past year has been packed with drama and conflict. 2020 reads like a well written novel. Enter the protagonist, aka COVID-19, who stirred up all sorts of angst and conflict amongst family, friends and communities. Unresolved conflicts can destroy relationships, destroy our very souls. This week on Money In Money Out, Susan Gunn welcomes Katherine Eitel Belt to talk about the courageous conversations needed to manage conflict. Katherine provides information on two four-letter acronyms that will help in guiding you through conflict resolution in your life and business! Episode Highlights The benefitsRe-frameG.E.C.O checkRules of conflict management 4 reasons people didn’t do what you wanted them to do - A.R.C.HLionSpeak Resources Quotes “This will definitely make work better, but it is bigger than that. Life gets better, and I don’t think it is too bold to say that the world can be better.” “I never lose. I either win or I learn something.” “Any relationship personal or professional that doesn’t have conflict on a regular basis, isn’t growing.” “You can’t take someone to a place you haven’t been.” “There are times that ‘but’ is necessary in a sentence, however ‘but’ is rarely necessary in conflict resolution.” “Vulnerability and transparency in a leader is sexy.” “If your audience could see me, I would get down on my knees and beg that once they reach resolution, not to quit. You are only halfway through A.R.C.H.” “Life will hand you opportunities to practice daily.” Links & Resources Katherine’s website: www.Lionspeak.net Free Poster G.E.C.O/A.R.C.H: Email Info@LionSpeak.net LionSpeak Blog Specific Blog post Katherine mentions: https://www.lionspeak.net/reacting-to-reality/ -- Susan’s Website - https://SusanGunnSolutions.com (sign up for my newsletter) Book Money In, Money Out: Financial Organization In Your Practice Book Getting The Most Out of QuickBooks In Your Practice Book Advanced QuickBooks In Your Practice Ask The Expert Online Consultation Money In, Money Out Lies Breed Lies Episode: SBA EIDL & PPP Fraud Prepare Protect Prosper Valuable eBook Free Download