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محتوای ارائه شده توسط Kevin Sullivan / Wealth Advisor - Host. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Kevin Sullivan / Wealth Advisor - Host یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Did You Miss Something? The Hidden Impact of Bookkeeping with Guest Jeanette Delgado

36:10
 
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Manage episode 456716325 series 3457427
محتوای ارائه شده توسط Kevin Sullivan / Wealth Advisor - Host. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Kevin Sullivan / Wealth Advisor - Host یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Doctors, join us with guest Jeanette Delgado, Founder of J D Management Advisory, LLC, for this very important bookkeeping discussion on the podcast PHYSICIAN WEALTH MEDS - It's wealth medicine for doctors!
Important points:
1. What accurate bookkeeping means to your bottom line.
2. The need for a bookkeeper who understands your medical practice
3. What are you missing as a result of inaccurate entries?
4. How much is inaccurate bookkeeping costing you and your practice each year?
5. Outsourcing is in!
A bookkeeper who understands your practice and your industry will help you address many issues that doctors face:
1. Time Constraints
2. Complex Revenue Streams
3. Expense Categorization
4. Accounts Receivables
5. Regulatory Compliance
6. Tax Complexity
7. Technology Integration
8. Scalability & Growth
9. Lack of Financial Expertise
10. High Volume of Transactions
Jeanette Delgado click to book a complimentary assessment:
•Jeanette Delgado is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds Podcast

PODCAST INFO

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901
Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637
Got questions?
Click here for a complimentary discussion or virtual meeting.
For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the a...

  continue reading

29 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 456716325 series 3457427
محتوای ارائه شده توسط Kevin Sullivan / Wealth Advisor - Host. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Kevin Sullivan / Wealth Advisor - Host یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Doctors, join us with guest Jeanette Delgado, Founder of J D Management Advisory, LLC, for this very important bookkeeping discussion on the podcast PHYSICIAN WEALTH MEDS - It's wealth medicine for doctors!
Important points:
1. What accurate bookkeeping means to your bottom line.
2. The need for a bookkeeper who understands your medical practice
3. What are you missing as a result of inaccurate entries?
4. How much is inaccurate bookkeeping costing you and your practice each year?
5. Outsourcing is in!
A bookkeeper who understands your practice and your industry will help you address many issues that doctors face:
1. Time Constraints
2. Complex Revenue Streams
3. Expense Categorization
4. Accounts Receivables
5. Regulatory Compliance
6. Tax Complexity
7. Technology Integration
8. Scalability & Growth
9. Lack of Financial Expertise
10. High Volume of Transactions
Jeanette Delgado click to book a complimentary assessment:
•Jeanette Delgado is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds Podcast

PODCAST INFO

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901
Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637
Got questions?
Click here for a complimentary discussion or virtual meeting.
For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the a...

  continue reading

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