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Ep 093: Streamlining Finances: A practical Guide to Financial Planning
In this episode, Ross Brannon speaks with Jessica St. Clair about the importance of financial awareness for dentists. Jessica shares how her company, Maven Financial Partners, helps dental practice owners take control of their finances and make informed decisions. She emphasizes the need for dentists to clearly understand their cash flow and financial statements to measure their success, reduce stress, and focus on what matters. Jessica also discusses common industry challenges, such as staffing and patient cancellations, and offers practical advice on addressing them. She recommends dental practice owners prioritize financial organization and find trusted bookkeepers and CPAs to support their efforts.Key takeaways:✅: Financial awareness is critical for dental practice owners to make informed decisions and measure success.✅: Cash flow and up-to-date financial statements are essential for reducing stress and focusing on priorities.✅: Common industry challenges, such as staffing and patient cancellations, can be addressed with creative solutions and industry benchmarks.✅: Dental practice owners should prioritize financial organization and seek support from trusted bookkeepers and CPAs.Jessica Nunn founded Maven, which provides small business owners with accessible financial advice. Before starting Maven, she was a founding partner of Skytale Group and worked in public accounting firms. Jessica focuses on building meaningful client relationships and is committed to helping businesses reach their full potential. She enjoys reading, yoga, and spending time with her family in her spare time.Maven Financial Partners Instagram: https://www.instagram.com/mavenfinancial/Email: [email protected]://mavenfp.com/jessica-nunn/https://mavenfp.comAddress: 5851 Legacy Cir Sixth Floor, Plano, TX 75024LinkedIn Companyhttps://www.linkedin.com/company/maven-financial-partners/LinkedIn personal:LinkedInhttps://www.linkedin.com/in/jessica-nunn-1474a417/https://www.facebook.com/mavenfp/Learn more about your ad choices. Visit megaphone.fm/adchoices
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By Ross Brannon
5
1616 ratings
In this episode, Ross Brannon speaks with Jessica St. Clair about the importance of financial awareness for dentists. Jessica shares how her company, Maven Financial Partners, helps dental practice owners take control of their finances and make informed decisions. She emphasizes the need for dentists to clearly understand their cash flow and financial statements to measure their success, reduce stress, and focus on what matters. Jessica also discusses common industry challenges, such as staffing and patient cancellations, and offers practical advice on addressing them. She recommends dental practice owners prioritize financial organization and find trusted bookkeepers and CPAs to support their efforts.Key takeaways:✅: Financial awareness is critical for dental practice owners to make informed decisions and measure success.✅: Cash flow and up-to-date financial statements are essential for reducing stress and focusing on priorities.✅: Common industry challenges, such as staffing and patient cancellations, can be addressed with creative solutions and industry benchmarks.✅: Dental practice owners should prioritize financial organization and seek support from trusted bookkeepers and CPAs.Jessica Nunn founded Maven, which provides small business owners with accessible financial advice. Before starting Maven, she was a founding partner of Skytale Group and worked in public accounting firms. Jessica focuses on building meaningful client relationships and is committed to helping businesses reach their full potential. She enjoys reading, yoga, and spending time with her family in her spare time.Maven Financial Partners Instagram: https://www.instagram.com/mavenfinancial/Email: [email protected]://mavenfp.com/jessica-nunn/https://mavenfp.comAddress: 5851 Legacy Cir Sixth Floor, Plano, TX 75024LinkedIn Companyhttps://www.linkedin.com/company/maven-financial-partners/LinkedIn personal:LinkedInhttps://www.linkedin.com/in/jessica-nunn-1474a417/https://www.facebook.com/mavenfp/Learn more about your ad choices. Visit megaphone.fm/adchoices