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Did You Miss Something? The Hidden Impact of Bookkeeping with Guest Jeannette Delgado
Manage episode 456716325 series 3457427
Konten disediakan oleh Kevin Sullivan / Wealth Advisor - Host. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Kevin Sullivan / Wealth Advisor - Host atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Doctors, join us with guest Jeannette Delgado, Founder of J D 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
Jannette Delgado click to book a complimentary assessment:
•Jeannette Delgado is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds Podcast
PODCAST INFO
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: kdsullivan@lpl.com
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.
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 appropriate qualified professional prior to making a decision.
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