By Wes Read CPA, CFP®
Aug 21 2020
Your First Month: Your Practice Management Software
The practice management software is the technology backbone of your practice. It allows you to
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By Wes Read CPA, CFP®
Aug 21 2020
Your First Month: Merchant Processing
On day one of practice ownership, you need a merchant terminal in place and ready to accept pay
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By Wes Read CPA, CFP®
Aug 21 2020
Your First Month: Handling the Sellers AR and AR Credits
AR (or Accounts Receivables) is what a practice owner expects to receive from treatment ALREADY
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By Wes Read CPA, CFP®
Aug 21 2020
Your First Month: Payroll
Within a couple weeks of closing on your practice, you’re going to need to process payrol
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By Wes Read CPA, CFP®
Aug 21 2020
Your First Month: Accounting and Financial Statements
Establishing your accounting system may sound like you’re about to “count beans.
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By Wes Read CPA, CFP®
Aug 21 2020
Your First Month: Checking and Credit Card Accounts Part 2
Continuing our discussion about bank features for checking accounts, here we explore check scan
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By Wes Read CPA, CFP®
Aug 21 2020
Your First Month: Checking and Credit Card Accounts Part 1
You can’t operate a practice without a dedicated checking and credit card account. Banks
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By Wes Read CPA, CFP®
Aug 21 2020
Your First Month: Legal Entity Formation
The type of legal entity you select for your practice has in important affect on your taxes, pa
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By Wes Read CPA, CFP®
Aug 21 2020
Your First Month: An Introduction
The minute you step into ownership, your world will seem to spin a little faster. But if you
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