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Based on over 25 years of guiding practices to a greater understanding in their financial organization and business flow, Susan Gunn brings a voice of wisdom to the confusion. She is known for being energetic, laughs a lot, and a gives honest, sometimes direct, but always practical advice.

May 24, 2021

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 success
  • Your Dream CPA
  • Ensuring correct financial reports
  • Back to Back Accountability 


“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 




Susan’s Website:  (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

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