Financial Flossing

Ginger BratzelFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 033: No Holds Barred MarketingDr. Ginger Bratzel is the founder and creator of Rio Grande DATP LLC. Ginger started her professional career as a dentist where she developed systems and strategies to increase patient and client attraction to create business growth. From Ginger’s own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly began coaching private clients on how to do it, as well. Ginger was invited to consult and be the lead coach for one of the largest healthcare marketing companies in the nation to their top-level clients teaching them her proven step-by-step program to show owners exactly how to attract more of the right kind of patients, clients, and customers. Ginger is known for her “no holds barred and shoot straight from the hip” approach to business growth as well as getting and keeping clients.   Listen to this information-packed Financial Flossing episode, where Ben and Pasha tell us everything we need to know about managing finances as aesthetic dentists.Here is what to expect on this week’s show:How Ginger’s first experience in owning a dental practice gave her the skill set needed to found Rio Grande DATPHow Ginger learned how to maximize her marketing efficiency as a dentistThe services that Ginger provides her clients, the promises she makes them, and the questions she asks themThe mindset change that Ginger helps her clients make when it comes to marketing Ginger’s three pillars of marketingConnect with Ginger:WEBSITE: https://gingerbratzel.com/patients/FACEBOOK: https://www.facebook.com/dr.gingerbratzel/LINKEDIN: https://www.linkedin.com/in/drgingerbratzel/Learn more about your ad choices. Visit megaphone.fm/adchoices

Pasha Hakimzadeh and Ben ReyhaniFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 032: The Business of AestheticsWith a mutual mission to improve people’s lives, Dr. Pasha Hakimzadeh and Dr. Ben Reyhani are leaders in both aesthetic dentistry and dental entrepreneurship through their companies Smile Makers LA and Simple Systems Management. They are the founders of nine dental practices in the Southern California region in addition to being partners and co-owners of the world renowned aesthetic dentistry practice, Apa Aesthetic Los Angeles in Beverly Hills. In addition to serving patients, the duo are also co-founders of Simple Systems Management, a dental management and marketing consulting arm that provides support to area dentists helping them further their customer base, grow their operations and enhance their marketing channels, while their brand Smile Makers LA is a one-stop-shop for all things aesthetic and anti-aging dentistry. Dr. Pasha and Dr. Ben are also proud to bring quality dental care at an affordable price to underserved regions through their financial hardship program operating at seven out of nine of their dental practices.   Listen to this information-packed Financial Flossing episode, where Ben and Pasha tell us everything we need to know about managing finances as aesthetic dentists.Here is what to expect on this week’s show:The story of how Ben and Pasha got their start in dentistry, came to work for Apa Aesthetics, and co-own nine different practices in the LA areaHow the doctors manage all these practices, and the inefficiencies that they’re willing to put up with to manage themHow aesthetic dentistry is different from any other typeTips to managing cash flow from the doctors who manage it from multiple different practicesTips that the doctors would give to any dentist who may be thinking about getting involved in aesthetic dentistryConnect with Ben and Pasha:SMILE MAKERS WEBSITE: http://www.smilemakersla.com/SIMPLE SYSTEMS WEBSITE: https://www.simplesystemsmgmt.com/APA AESTHETICS WEBSITE: https://www.apaaesthetic.com/team-la/BEN’S INSTAGRAM: https://www.instagram.com/dr.benreyhaniPASHA’S INSTAGRAM: https://www.instagram.com/doctorpashaddsLearn more about your ad choices. Visit megaphone.fm/adchoices

Annette WoodsFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 031: Financial Wisdom from a Bookkeeping Perspective Annette Woods is a 1983 graduate of the University of Michigan Dental Hygiene School. She worked for 35+ years as a dental hygienist in many different types of dental practices from general dentistry to periodontics. Her experience also included working for HMO, PPO and Private pay offices. She became familiar with the different ways these offices were run. Twenty-five of these years were spent practicing dental hygiene in South Florida and becoming very familiar with the inner workings that made successful dental offices. Annette later moved to North Florida, where she also owned and helped run several businesses with her husband Steve, along with still practicing Dental hygiene. This led to a need for acquiring bookkeeping skills. In January of 2016, Annette’s husband passed away and she made the decision to change her life and have a more flexible career in order to spend time with her teenage son and be at all his school events. She however, did not want to waste her years of knowledge in the dental industry and her passion for helping people. So, she then went on to acquire more advanced training in the virtual bookkeeping world, which included mastering many of today's technologies available. She has become very active in bookkeeping mastermind groups and is one of the founding members in the Digital Bookkeeping Association. Annette has also worked virtually for a dental consulting firm learning more about dental specific bookkeeping. Becoming a Quickbooks ProAdvisor, using professional bookkeeping training and her many years of dental experience she formed her own bookkeeping firm, Bookkeeping Aesthetics, LLC. Her firm has put together the latest and most accurate systems to help dentists understand their practice better and build a healthy and more prosperous practice.  Listen to this information-packed Financial Flossing episode, where Annette dispenses some financial pearls of wisdom from a bookkeeping perspective.Here is what to expect on this week’s show:How Annette turned her previous experience in dentistry and her late husband’s business experience into a dental bookkeeping firm when an unexpected tragedy struckHow Annette uses the lexicons of both the dentistry world and the financial world to credibly assist her clients in a way they understandWhy cash flow is king, and you should start money hoarding in case of emergencyThe importance of having a CPA who isn’t just a specialist for dentists, but also, is a tax planner rather than a history reporterWays to prevent falling victim to fraud, which happens to 60% of dentistsWhy you can’t expect your CPA, bookkeeper, or financial advisor to wave a magic wand and make your financial problems go awayConnect with Annette:WEBSITE: https://www.bookkeepingaesthetics.com/LINKEDIN: https://www.linkedin.com/in/annettewoodsrdh/FACEBOOK: https://www.facebook.com/BookkeepingAestheticsLearn more about your ad choices. Visit megaphone.fm/adchoices

Melissa HoustonFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 030: Your Money Tells a StoryMelissa Houston is founder of The Fractional CFO Agency, a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their personal wealth. Melissa's seen the bottom and climbed her way back up, she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don't define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over 20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate & personal tax, audit, and SR&ED. Listen to this information-packed Financial Flossing episode, where Melissa takes us through how she helps her clients, dental and otherwise.Here is what to expect on this week’s show:The importance of having a basic understanding of accounting principles, no matter what field you’re employed inHow Melissa, as a CPA and fractional CFO, helps her clients grow their businessesHow Melissa worked herself out of a large debt, and the emotional and financial lessons she learned from the experienceWhy a lot of dealing with money is about mindset shift, and dispelling pervasive myths or insecurities and just going for itA look inside Melissa’s 5-Step Road Map to Business Financial FreedomConnect with Melissa:WEBSITE: https://www.melissahoustoncpa.com/LINKEDIN: https://www.linkedin.com/in/melissahoustoncpa/FACEBOOK: https://www.facebook.com/melissahoustoncpaTWITTER: https://twitter.com/melissahcpaINSTAGRAM: https://www.instagram.com/melissahoustoncpa/PINTEREST: https://www.pinterest.ca/melissahoustoncpacga/_created/Learn more about your ad choices. Visit megaphone.fm/adchoices

Mary Ann ScottFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 029: Unfound Money: Claiming Yours Through the R&D Tax IncentivesMary Ann Scott spent 25 years as a senior manager in global operational roles for Fortune 200 technology companies working in Boston and Silicon Valley. She was recruited as a CEO to a take over a venture-backed startup and continued working with small businesses and early-stage companies until she was introduced by an investor to Business Group Resources. She is also a faculty advisor and Executive In Resident at Cal State San Marcos, teaching and coaching students. Listen to this information-packed Financial Flossing episode, where Mary Ann explains how dentists can access unfound money through the R&D tax incentives.Here is what to expect on this week’s show:The definition and history of the R&D tax incentivesHow dentists, specifically, can utilize the incentives, and what makes them such a prime sector to take advantage of themDispelling pervasive myths about R&D tax creditsWhy you shouldn’t be afraid of audits when thinking about taking advantage of these incentivesWhy so many of Mary Ann’s clients are glad they took her adviceConnect with Mary Ann:WEBSITE: http://maryann.businessgroupresources.com/LINKEDIN: https://www.linkedin.com/in/maryannrussoscott/EMAIL: [email protected] NUMBER: 858-382-8830Learn more about your ad choices. Visit megaphone.fm/adchoices

Mary Jane HanlonFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 028- The Promethean SparkDr. Mary Jane Hanlon has a long and varied background in the field of dentistry. She realized her dream in 1997 of becoming a dentist when she graduated from Tufts University School of Dental Medicine. She started a practice from scratch in Lexington, MA where she would work for the next fifteen years. Having had some challenges along the way with her dental practice from a business perspective, she realized she wanted a more formal education in the principles of business. This led her to pursue an MBA from Suffolk University in 2012. In April of 2014, she began her new role as Assistant Dean of Predoctoral Clinical Education where her major responsibility was to revamp the clinical environment making it more patient centered, increasing the efficiency of the students interactions with both patients and faculty and improving the overall financial picture of the undergraduate clinics. In January of 2016, she became Associate Dean of Clinical Affairs overseeing all of the undergraduate and postgraduate clinical operations for the school. Currently, she is President of the Massachusetts Dental Society and the fourth female president in June of 2020. Following her tenure in dental education, she joined the business side of dentistry as the Senior Vice President of North America for Promethean Dental Systems, an educational and technology company whose mission is to evolve dental education at all phases of the professional’s life. Listen to this information-packed Financial Flossing episode, where Mary Jane explains what Promethean is doing to help new dentists continue their education.Here is what to expect on this week’s show:How Mary Jane’s multi-faced, accomplished career led her to Promethean Dental Systems, and what makes her excited to work with themWhat Promethean Dental Systems is teaching future dentists that they might not be learning in dental schoolOutlining Promethean's multi-phased approach to complementing a well-rounded dental educationAdvice that Mary Jane would give to anyone newly starting out in the dental field, regarding business, insurance, and moreConnect with Mary Jane:WEBSITE: https://www.drmaryjanehanlon.com/FACEBOOK: https://www.facebook.com/DrMJHanlonINSTAGRAM: https://www.instagram.com/dr_mj_hanlon/LINKEDIN: https://www.linkedin.com/in/maryjane-hanlon-077b1932/EMAIL: [email protected] NUMBER: 617-690-8884Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill DischingerFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 027- Financial Lessons in OrthodonticsDr. Bill Dischinger maintains private practices in Lake Oswego and Canby, Oregon in the United States. He has lectured and taught all over the world and is recognized as an expert on many subjects within the specialty of orthodontics. He is a KOL for both Ormco and Propel Orthodontics. He is an adjunct professor at the University of the Pacific Department of Orthodontics in San Francisco, California. Dr. Dischinger has published numerous articles and written a book on a variety of subjects within the specialty of orthodontics. Dr. Dischinger completed his dental training at Oregon Health Sciences University in 1997 and his orthodontic residency at Tufts University in Boston in 1999. He and his wife, Kari Lynn have been married for over 25 years and have four sons. Listen to this information-packed Financial Flossing episode, where Bill talks braces, tech, DSOs, and more.Here is what to expect on this week’s show:How the business end of orthodontics drew Bill and his former NBA Rookie of the Year father to the careerWhat Bill talks about when he gives orthodontic lectures around the world, and where his favorite places to lecture areHow Bill’s practice keeps on the cutting edge of technology, and the tech that he thinks will become more mainstream in coming yearsWhy everyone should consider orthodontic work, no matter their ageBill’s understanding of the current private equity landscape in the dental healthcare fieldConnect with Bill:WEBSITE: https://dischingerteam.com/FACEBOOK: https://www.facebook.com/DischingerOrtho/INSTAGRAM: https://www.instagram.com/dischingerteamorthodontics/LINKEDIN: https://www.linkedin.com/in/bill-dischinger-54a53017/TWITTER: https://twitter.com/billdischingerLearn more about your ad choices. Visit megaphone.fm/adchoices

Daniel BakerFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 026- From Student Loans to Practice OwnershipDr. Baker is a general dentist who grew up near Atlanta, Georgia, and earned his undergraduate degree from the University of Georgia. He then completed his dental school training at Virginia Commonwealth University in Richmond, VA. While in school, he prioritized learning about practice management and the business side of dentistry, since he enjoyed it and realized practice ownership was his best path towards financial security. Upon graduation, he completed a residency program at the VA Medical Center in Birmingham, AL. Dr. Baker purchased his dental office right out of residency from a retiring dentist in Virginia and is in his second year of ownership. He is passionate about getting out of debt and achieving financial freedom while maintaining a work/life balance.Listen to this information-packed Financial Flossing episode, where Daniel shares tips on how to live debt-free as soon as possible through dentistry.Here is what to expect on this week’s show:What made Daniel want to get right into practice ownership right out of dental schoolHow Daniel managed to manage high student loans and the expenses of starting his own practice while maintaining healthy cash flowUnexpected lessons that Daniel has learned as a new practice ownerHow Daniel doubled the production of the practice he boughtTips of growing into a leadership roleConnect with Daniel:WEBSITE: https://www.citypointdental.com/Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen NanceFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 025- Proactive Tax PlanningStephen is a CPA, Partner, and Vice President at Drill Down Solution, a firm that provides financial services for dentists, including accounting, bookkeeping, consulting, and more.Listen to this information-packed Financial Flossing episode, where Ross and Stephen stress the importance of planning ahead on paying taxes.Here is what to expect on this week’s show:How Stephen went from IRS auditor to CPAThe critical difference between just doing a tax return and having the foresight create a tax planHow Stephen helps his clients pay off their debtsWhy some dentists are going cash-onlyMistakes that Stephen often sees his dental clients makeConnect with Stephen:WEBSITE: https://www.drilldownsolution.com/LINKEDIN: https://www.linkedin.com/company/drilldown-solutionFACEBOOK: https://www.facebook.com/drilldownsolutionINSTAGRAM: https://www.instagram.com/drilldownsolution/TWITTER: https://twitter.com/DDSProfitMaxYOUTUBE: https://studio.youtube.com/channel/UCGR6xl4S1bKkC4U_K6OojuwLearn more about your ad choices. Visit megaphone.fm/adchoices

Mike JesowshekFinancial Flossing: Guiding Dental Professionals to a Brighter Future with Ross Brannon Episode 024- Effective Tax PlanningMike is the Founder and Host of the Small Business Tax Savings Podcast. Mike has spent his entire career as an entrepreneur. He was CFO and co-founded several companies. Throughout that journey he has experienced all business stages, from the good to the bad. Mike’s mission is to help hard-working business owners overcome complex IRS rules and over-inflated tax bills so they can enjoy the fruits of their labor. This is how the Small Business Tax Savings Podcast was born.Listen to this information-packed Financial Flossing episode, full of tips for tax planning.Here is what to expect on this week’s show:What current historically low tax rates mean for dentists, and where Mike and Ross think they’ll be headed in the near futureWhy Mike looks towards the future when creating a client tax plan, and how he encourages his clients to take that same approach.Ways to turn after-tax spending into pre-tax spending, and how to maximize deductionsWhy tax planning is important for everyone- not just billionairesWhat financial advice Mike would give a recent dental school graduateConnect with Mike:PODCAST: https://www.taxsavingspodcast.com/LINKEDIN: https://www.linkedin.com/in/mikejesowshek/FACEBOOK: https://www.facebook.com/mjesowshekTWITTER: https://twitter.com/mjesowshekLearn more about your ad choices. Visit megaphone.fm/adchoices