This online course will break down how your practice can be profitable on paper but still face cash flow challenges, and why managing both effectively is essential for long-term financial health. By understanding these key concepts, you’ll gain insights into where your money is really going and how to keep your practice running smoothly.
Beyond understanding where your money goes, we’ll dive into what to budget after you’ve accounted for profit, including providing actionable strategies to improve your practice’s financial management. Attendees will leave the session with actionable steps to manage their expenses more effectively, plan for future growth, and maximize their overall financial stability. The value of knowing your numbers will become clear as you gain the confidence to make informed decisions that lead to sustainable success.
At the conclusion of this online course, participants will be able to:
- Understand that Cash Flow and Profit Are NOT the Same: Participants will learn how cash flow and profit function within their practice, and why both are essential metrics for financial success.
- Implement Best Practices for Managing Expenses: Attendees will gain practical strategies for tracking and controlling expenses, helping to improve their practice’s overall financial health.
- Identify What to Budget Outside of the P&L: The course will provide insights into incorporating debt, prioritizing savings, owners’ compensation, and other operational needs.
- Recognize the Value of Predictive Financial Numbers: Participants will explore different ways to utilize projections and why proactive reporting is essential for making informed decisions and maintaining stability.
Sean Healy is the President and Founder of Accounted4 LLC, a leading firm specializing in financial management and advisory services. With over two decades of experience, Sean has built Accounted4 into a trusted partner for businesses seeking expert guidance on accounting, operational strategies, and financial planning. His vision for the company centers on empowering clients with transparent, data-driven solutions tailored to their unique needs. Passionate about innovation and client success, Sean is driven with a commitment to delivering personalized service and fostering long-term financial health for the organizations Accounted4 serves.
Keith Campagna, Growth Officer at Accounted4, LLC, has built his career around connecting people and ideas while delivering value. With extensive experience in SaaS and business transformation, Keith has collaborated with leaders across industries, leveraging his expertise to foster meaningful connections and drive growth. His work centers on aligning personal and professional development, advocating for a holistic approach to workplace engagement, where continuous learning and stress management become competitive advantages. Keith’s mission is to help business leaders unlock their potential and thrive in their roles.
- Private Practice Owners
- Practice Administrators
- Chief Financial Officers
- Anyone Responsible for Financial Tracking of the Practice
In addition to the expertise and advice presented during this online course conference, you’ll also receive a handout (in PDF format) that will include related references.
This online course has not been submitted to any state board or national organization for CEU approval. A certificate of attendance will be available upon completion of the online course for each participant and may be adequate for credit in some states; you will need to contact your state licensing regulatory body to determine whether or not credit will be granted for this online course conference. We provide no additional information for CEU approval.
Approximately 1 hour and 30 minutes (including Q&A time recorded) The online course was presented on April 9, 2025.
There are no refunds for no shows or any other reasons once you register and payment is received. We are not responsible for organization firewalls or computer software issues that may interfere and/or prohibit your connection to the webinar portion of the presentation.
Venue system requirements:
- Microsoft Internet Explorer 7+, Mozilla Firefox 2.5+, Safari, or Chrome
- 1024 x 768 screen resolution
- Stable Internet connection, DSL or above
- Wired Internet connection; wireless is not recommended
- Flash Player 9 or higher
- Disable pop-up blockers
- Computer speakers for participants
Note: Android Smart Phones (i.e. iPhone) are not compatible.
In order to ensure a successful connection to the playback webinar link, please take a moment to conduct a system test by clicking this link: http://web.telspan.com/systemcheck
***Application Sharing does not need to be operational in order to view this webinar playback link.
*** This WEBINAR PLAYBACK LINK and HANDOUTS is not to be distributed outside of your organization. If you have a larger organization and have multiple locations, then please contact us here for pricing.
