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
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/
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Susan’s Website: https://SusanGunnSolutions.com (sign up for the newsletter)
SGS Phone: 888-994-3167
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