EPISODE · Dec 20, 2024 · 36 MIN
Did You Miss Something? The Hidden Impact of Bookkeeping with Guest Jeanette Delgado
from Physician Wealth Meds - A Wealth Podcast for Doctors · host Kevin Sullivan / Wealth Advisor - Host
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 practice3. 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 Constraints2. Complex Revenue Streams3. Expense Categorization4. Accounts Receivables5. Regulatory Compliance6. Tax Complexity7. Technology Integration8. Scalability & Growth9. Lack of Financial Expertise10. High Volume of TransactionsJeanette Delgado click to book a complimentary assessment:•Jeanette Delgado is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds PodcastPODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail: [email protected] questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Warner Wealth, a Registered Investment Advisory Firm.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 appropriate qualified professional prior to making a decision.
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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 practic...
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Did You Miss Something? The Hidden Impact of Bookkeeping with Guest Jeanette Delgado
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