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Your Office Manager Might Be Stealing From You (And You’d Never Know)
Payroll problems don’t stay in payroll. They show up in your taxes. At Lakeview, the issue wasn’t just padded PTO. Taxes weren’t being paid on time. Filings weren’t being reviewed. Numbers weren’t being reconciled. Once payroll data is wrong, everything downstream is wrong:
Your financials
Your profit
Your tax liability
Doctors CFO
Apr 73 min read


The Hidden Cost of Caring Too Much
Being a great clinician and being a great business owner are two completely different skill sets.
Dr. Mitchell mastered one. The other nearly destroyed his practice.
If you:
Discount constantly
Over-explain everything
Undermine your team’s financial systems
You don’t have a revenue problem. You have a boundary problem. And boundaries don’t come from trying harder. They come from systems that make the right behavior automatic.
Doctors CFO
Mar 244 min read


The Employee Who Quit the Moment Someone Checked Her Work
Your front desk is the front door of your practice. If no one is checking whether that door is open, you could be losing: new patients, referral relationships, hundreds of thousands of dollars in revenue without realizing it
Doctors CFO
Mar 114 min read


You Can’t Make This Stuff Up: A Lesson in Staffing, Boundaries, and Timing
The practice had an office manager who had been with them for years. She was a good worker. Reliable. Familiar with the systems and trusted by the team. Like many long-tenured employees, she wasn’t perfect. She could have used a small attitude tune-up, but overall, she did the job and kept the office moving. There were no major red flags.
Doctors CFO
Jan 272 min read


The Coder With “20 Years of Experience”
The office thought they had struck gold. Billing had been a persistent pain point, so when a coder applied claiming nearly twenty years of experience, strong confidence, and fluency in all the right terminology, it felt like the solution they had been waiting for. The interview went smoothly. The résumé looked solid. The explanations sounded convincing.
Doctors CFO
Jan 213 min read


The Front Desk Prodigy: My Accidental Discovery of a New Hiring Pipeline
For practices, this can be an unexpected hiring pipeline. For students like her, it’s a head start on adulthood. Real responsibility. Real skills. Real confidence earned early. That doesn’t mean every homeschool student is a fit. Just like any hiring pool, you still need structure, training, and clear expectations. But it does mean many practices may be overlooking capable candidates simply because they don’t match the traditional profile.
Doctors CFO
Jan 162 min read


The 15-Minute Finance Habit That Builds Confident Office Teams
Most office leaders agree on one thing: their teams need better financial skills. Fewer agree on how to make that happen.
Doctors CFO
Dec 23, 20253 min read


The Hardest Hire You’ll Ever Make: Finding a True Successor
When you hand over your practice, you’re not just transferring assets—you’re transferring identity.Your successor inherits more than a patient roster and a revenue stream. They inherit your name on the door, your standards of care, and the trust your community has placed in you.
That inheritance is sacred—and one wrong hire can erode it faster than any market downturn or billing error. Finding the right successor isn’t just a business decision; it’s the hardest hire you’ll e
Doctors CFO
Oct 25, 20253 min read


Momentum, Not Motivation: Why Weekly Practice Beats Big Seminars
Picture this: the seminar just ended. The speaker was dynamic, the slides were sharp, and the energy in the room was electric. You walk out with a thick notebook of ideas, convinced the next quarter will be different.
Doctors CFO
Sep 25, 20252 min read


How to Help Your Medical or Dental Practice Survive the COVID-19 Pandemic
Medical and Dental practice owners are facing unprecedented times as they try to figure out how to survive the partial and potentially full
Doctors CFO
Mar 19, 20207 min read


What is a Chief Financial Officer (CFO)?
Like a doctor, a CFO needs experience in and out of the classroom. Typically they have an accounting degree and a Masters in business.
Doctors CFO
Dec 30, 20197 min read


Reputation Protection: When You Throw a Doctor Under the Bus, You Throw the Profession Under the Bus
A doctor's reputation will influence the individual success of the doctor, but also has an impact on the public's view of the specific field
Doctors CFO
Nov 21, 20196 min read


How to Plan for Employee Salary and Raises
From our experience in medical consulting and dental consulting we know that employee salary, bonuses, and raises are a strategic way to mot
Doctors CFO
Nov 7, 20196 min read


What is the Most Important Question to Ask Yourself When Evaluating an Employee?
Holding regular employee evaluations is an important part of managing your practice. Performance can be monitored and employee growth can be
Doctors CFO
Oct 23, 20196 min read


What are the Essential Ingredients of an Employee Appraisal?
Now we would like to discuss how to do a performance appraisal on your employees. Too often, these reviews are complicated and there is conf
Doctors CFO
Aug 26, 20196 min read


How to Implement an Employee Accountability Program
his article will cover how to start an employee accountability program. Even if you hired an employee that is detail-oriented, works well as
Doctors CFO
Aug 14, 20197 min read


How to Start a Practice Management Accountability Program
The focus of this article will be practice accountability. Many doctors assume that their staff is obliged to do jobs correctly and efficien
Doctors CFO
Aug 5, 20196 min read


Pop Goes the Weasel
Last weekend, my wife heard strange sounds coming from my backyard where my three small dogs like to play. Not only did she hear them barkin
Doctors CFO
Jul 11, 20195 min read


How Will Standards Align Employees and Improve Outcomes?
In this article, we would like to suggest an approach to help you manage your employees when they say "you are treating me different." Or yo
Doctors CFO
Jun 26, 20195 min read


What Responsibilities Does the Doctor's Spouse Have Towards the Practice?
This blog will be focusing on the roles of someone who is not necessarily an employee but an important member of the practice family, the do
Doctors CFO
May 8, 20196 min read
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