Podcasts about eide bailly

Navigating the Internal Revenue Service (IRS) can be intimidating for individuals and businesses alike. In these situations, it helps to have a former IRS professional on your side. On this episode of the Art of Dental Finance and Management podcast, Art is joined by Ben Peeler, Partner in Charge of Eide Bailly's Tax Controversy and Procedures group. Ben provides updates on proposed personnel cuts at the IRS and what they mean for current and future audits. Ben also discusses issues with S Corporation shareholder loans, why it's important to report all your income, and what documentation is necessary for expenses. Finally, Art and Ben discuss the IRS's “Dirty Dozen” — the worst of the worst scams taxpayers may encounter this year. Tune in to receive actionable insights from someone familiar with the ins and outs of the IRS.

Dave's got a beef with how much it cost him to DIY his federal and state income taxes -- Dave explains his gripe and the hosts discuss the pros and cons of hiring a professional to do taxes or doing it online. Mike R. Criddle - Tax Partner, Eide Bailly joins the show to discuss.

For the first time in history, Texas is home to three female presidents leading Healthcare Financial Management Association (HFMA) chapters, alongside the organization's first female CEO, Ann Jordan. This unprecedented moment is more than symbolic; it highlights a shift toward inclusivity, collaboration, and innovation in healthcare financial management. With Texas chapters spanning diverse regions and communities, these leaders are driving initiatives to energize the next generation, foster meaningful service, and expand HFMA's reach across the state. How are these trailblazing women redefining leadership in healthcare finance, and what does their work mean for the future of healthcare communities?On Highway to Health, host David Kemp sits down with the women in question, namely Rachel Pugliano, Jamie Hill-Walters, and Anna Stevens, to celebrate this historic moment and discuss their vision for HFMA's future.Key Takeaways from the Episode:Inclusive Engagement: Rachel Pugliano emphasizes bridging gaps across South Texas' vast geography, ensuring all members—new and seasoned—feel connected and valued.Empowering the Next Generation: Jamie Hill-Walters highlights initiatives like hands-on volunteer work, education, and certifications to attract and support emerging leaders in healthcare finance.Community in Action: Anna Stevens shares how the Gulf Coast chapter is moving beyond financial support to hands-on service, deepening ties with local organizations.About the Guests:Rachel Pugliano: Rachel Pugliano, Director at Eide Bailly, is a healthcare executive with over 20 years of experience in revenue cycle optimization and process improvement. Leveraging her clinical background, she delivers sustainable solutions and trains teams across all levels of healthcare operations. As President of HFMA's South Texas chapter, Rachel drives initiatives to enhance member engagement and inclusivity.Jamie Hill-Walters, CRCR: Jamie Hill-Walters, CRCR, is a healthcare revenue leader with over 20 years of experience driving financial growth, client engagement, and revenue cycle optimization for major U.S. healthcare systems. Currently Chief Customer Officer at Janus Health, she specializes in implementing strategies that enhance financial outcomes, process efficiency, and client relationships. As President of HFMA's Texas Lone Star Chapter, Jamie champions education, leadership development, and community engagement to advance healthcare financial management.Anna Stevens, CPA, FHFMA: Anna Stevens, CPA, FHFMA, is Partner-in-Charge of Healthcare at Weaver, where she provides assurance, compliance, and financial analysis services to healthcare organizations, including hospitals, clinics, and post-acute care facilities. A Fellow of HFMA and President of the Gulf Coast Chapter, Anna champions initiatives to strengthen healthcare financial management and foster community engagement. With experience as a Corporate Controller for a post-acute healthcare system, she has successfully managed operating budgets, financial reporting, and departmental performance, leveraging over a decade of expertise to drive operational excellence.

Taxes: Bob Story of the Montana Taxpayers Association Grains: Live Report from the Montana Grain Growers Association’s Annual Convention and Trade Show Government Reports: Adam Sweet from Eide Bailly on Business Disclosures Mandated in Corporate Transparency Act The post Taxes, Grains, Government Reports first appeared on Voices of Montana.

In this episode of the Art of Dental Finance and Management Podcast, Art Wiederman is joined by Eide Bailly's Director of Legislative Affairs Mel Schwarz for a conversation about the outcomes of the 2024 presidential election. From equipment purchases to pension plans, Art and Mel discuss potential shifts in tax legislation and how they may affect dental practices.

the incredible impact of the Eide Bailly ResourceFULLness Award, a unique grant that celebrates creative problem-solving among nonprofits. Host Meico Marquette Whitlock speaks with Deb Nelson from Eide Bailly and Alyssa Golob, Executive Director of Helping Paws of Minnesota, to discuss the transformative impact of this award on organizations like 2024 winner Helping Paws, which trains and places service dogs with individuals in need. Deb explains the award's goal and how winners are selected: “We created this award to showcase nonprofits that think outside the box—it's about mining your diamonds, finding what you already have, and making it work for you.” She speaks to the importance of clear, compelling communication, sharing that organizations who excel in storytelling and impact often resonate most with judges.2024 Award winner, HelpingPaws.org, Alyssa Golob, shares the journey of Helping Paws' "More Dogs, More Impact" campaign, which aims to quadruple the number of service dogs placed annually. “Our waiting list for a service dog is two-and-a-half years. With this campaign, we're aiming to reduce that significantly, allowing us to match more dogs to people who need them.” She reveals how they creatively involved donors in the campaign with a unique challenge that inspired significant community support.Through this conversation, we learn that strategic fundraising, social media storytelling, and genuine engagement with community members are keys to success. The discussion amongst the trio also highlights the evolving role of social media in nonprofit storytelling, with past winners using digital platforms to effectively amplify their messages and impacts. Find out more about the award and the application process: EideBailly.comFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Host Meico Marquette Whitlock, and special guest Jeff Hensel from Eide Bailly, summarize the Nonprofit Power Week covering artificial intelligence and it's role in the nonprofit sector. This conversation centers around answering viewers questions about practical concerns and considerations from nonprofits.The duo begin with comments about the shared responsibility between humans and AI within nonprofits. While AI can automate tasks and provide valuable insights, human oversight remains essential. Validating AI-generated content, ensuring data accuracy, and making informed decisions based on AI outputs are all critical steps in maximizing AI's benefits while mitigating its risks.One listener question focused on the use of personal devices and public AI platforms for work purposes. Jeff acknowledges the allure of readily accessible AI tools like ChatGPT but cautions against the use of sensitive data on such platforms. "The tech contractor is accurate in saying you shouldn't do that," Jeff explains, referring to the practice of inputting proprietary data into public AI modelsHe advocates for a more controlled approach, leveraging platforms that prioritize data security and responsible AI usage.Another crucial point raised is the ongoing nature of AI implementation. Jeff pushes for a measured approach, starting small and iteratively expanding AI usage as the organization gains experience and comfort. He draws an analogy to training an intern, highlighting the need for continuous learning and refinement. "AI learns," he explains, "but we have to teach it what it needs to know”The understanding you'll get from this lively chat is the importance of viewing AI as a powerful tool that, when used responsibly, can significantly enhance nonprofit operations.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

AI is not just for tech giants—it is accessible, and with the right approach, it can empower nonprofits to achieve their missions more effectively. In the nonprofit world, staying current with technology is essential for efficiency and growth. In this Nonprofit Power Week episode, Jeff Hensel, a director at Eide Bailly, highlights the importance of integrating artificial intelligence (AI) into nonprofit operations. AI offers a wealth of opportunity, but as Jeff points out, it's essential to adopt it thoughtfully.Watch on video!“AI is completely possible in your organization, but you need to be ready for it before you start using it,” Jeff begins. Nonprofits need to assess their current processes, secure their systems, and ensure leadership and staff are aligned in their understanding of the technology.The fascinating conversation touches on AI's potential for streamlining time-intensive tasks, like data management, freeing staff for more strategic work. As an example, Jeff describes how robotic process automation (RPA) reduced one client's workload by 70%, allowing them to focus on higher-value tasks. Such automation, he suggests, can be a game-changer, especially for smaller organizations with limited resources.While the fear of AI replacing jobs is a common concern, Jeff describes to host Julia Patrick, that AI, when implemented correctly, enhances productivity without diminishing the human element. It's about improving processes, not eliminating roles.This video treatise with Jeff, is that nonprofits, regardless of size, are encouraged to start small—perhaps with automating content creation or donor communications—and build from there. This gradual integration allows teams to see immediate benefits, reducing fears and fostering a culture of innovation. Ultimately, the key to success with AI is to “map your process” first, ensuring that you're automating well-thought-out systems rather than perpetuating inefficiencies.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Enjoy this buzzing conversation about the cutting-edge world of artificial intelligence (AI) in the nonprofit sector. The theme? Winning the Tech Game! Jeff Hensel, a tech expert from Eide Bailly, with a background at Microsoft, brings a wealth of knowledge and enthusiasm to the conversation, sharing game-changing insights on how nonprofits can harness the power of AI. “At the end of the day, AI is going to become pervasive,” he says.  . . . . .Whether you're a chemist, an accountant, or a nonprofit leader, the future is clear: AI will be integrated into nearly every aspect of work. The question is, how can nonprofits stay ahead of the curve?Watch on video!A key theme of this discussion, with cohosts Julia Patrick and Meico Marquette Whitlock, is the gradual, mindful implementation of AI. As Jeff describes, “It's a process…you don't want to go too big in terms of your scope.” He emphasizes the value of starting small, especially with manageable tasks like content generation or HR processes, to build momentum and achieve quick wins. This cautious yet proactive approach helps nonprofit organizations avoid the pitfalls of rushing into AI adoption without a solid foundation in place. The trio also talk about the human element of technological change. Meico suggests how a successful AI integration depends heavily on people's buy-in and engagement, saying “From a psychological perspective…it's actually healthy in terms of being able to support long-term change,” adding that employees need to see tangible short-term results to maintain momentum and alleviate fears about AI displacing jobs. And Jeff goes on to concur, stressing that fostering a culture of trust and continuous learning is crucial for navigating the complexities of AI adoption. Organizational success with AI lies not just in adopting the technology, but in aligning it with long-term strategic goals and ensuring strong leadership support. Jeff shares that AI should be seen as a tool to complement, not replace, human efforts, with its true potential unlocked when approached thoughtfully, with careful planning and organizational buy-in. This is day 3 of a very insightful Nonprofit Power Week Series, with Eide Bailly, covering many important aspects of tech in nonprofits. Don't miss any of them!Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Nonprofits, like other organizations, are facing a pivotal moment where technology, particularly AI, is becoming increasingly central to operations. However, adopting new tech is not always seamless, and nonprofits often struggle to integrate these changes effectively. In this Nonprofit Power Week Day 2 episode, cohost Julia Patrick, along with Meico Marquette Whitlock, engage with Jeff Hensel, Director at Eide Bailly, in a discussion about preparing nonprofits for technological changes.Watch on video!Jeff begins by describing how one of the key components for success in adopting technology, especially AI, is understanding data. He explains that AI is built on data, both structured and unstructured, and organizations must be strategic in managing this data. He says, "AI is built on data...you need a strategy for both structured and unstructured data," reinforcing that a well-thought-out data management plan is essential for leveraging AI effectively. Without this strategy, organizations risk inefficiency and even potential security issues. This thought provoking conversation also explores the cultural barriers within organizations that may impede technological progress. Meico highlights that organizations often fail not because of the technology itself, but because of a lack of alignment and culture within the organization. He points out that having formal data systems in place is not enough if informal, disconnected systems persist—employees may still rely on their personal methods, like using Dropbox or thumb drives, which can undermine collective efforts.  . . . . .reinforcing the importance of a shared vision and consistent organizational practices.Finally, the trio talk about governance and security, reminding nonprofits that technological change is not just about adopting the newest tools but also about safeguarding data and ensuring that everyone is on the same page. As Jeff suggests, nonprofits must think holistically about technology, emphasizing the importance of governance structures that align with the organization's long-term objectives.Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

The growing role of AI in the nonprofit sector. Jeff Hensel, Director at Eide Bailly's Technology Consulting Group, joins our cohosts as they examine the practical and transformative potential of AI for nonprofits. This is the first in a deep dive five-part series dedicated to helping nonprofit organizations understand how AI and technology are reshaping the sector and how to navigate this shift effectively. Watch on video!Cohost Julia Patrick sets the stage with comments about the fears and uncertainties many nonprofit leaders feel about AI.  Jeff responds, noting that AI, particularly generative AI, is more accessible than ever. . ...  “The reality is that technology impacts every organization, and it's not a magic wand but a powerful tool that, when used correctly, can supplement and enhance your organization's work,”. His remarks reflect how AI is not a distant futuristic tool but an immediate reality that nonprofits must integrate into their long-term planning. Rather than feeling overwhelmed, he suggests that nonprofits approach AI like they would a new intern: "AI can add value, but it needs direction and guidance from humans to be truly effective." This synergy between human oversight and AI capabilities is where the real magic happens.As Jeff continues, he touches on the exponential growth of AI technology, warning that nonprofits should not fall into the trap of thinking AI will solve all problems instantly. Instead, they should focus on building a strategic plan that aligns AI use with their organizational goals. By understanding the limitations and strengths of AI, nonprofits can harness it for content creation, efficiency, and more, all while ensuring they don't overlook vital aspects like data security and governance.This first day of Nonprofit Power Week with Eide Bailly begins the expanded in-depth series to follow. Tune in to each episode!!!Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Estate planning can be a daunting task for family farms and ranches and its drawn even more attention lately with the sunset of the increased estate tax exemptions in 2025. Devin Hecht, tax and business advisor with Eide Bailly, joins us to provide some insights into how producers can build a successful succession plan.See omnystudio.com/listener for privacy information.

Akron-based accounting and business advisory firm Apple Growth Partners is set to merge with Fargo, N.D.-based Eide Bailly. AGP — which through a strategic effort by Chairman Chuck Mullen grew to become the 18th-largest accounting firm in Ohio —will see its 24 partners and 125 staffers join Eide Bailly's 3,800-person team. Chuck and tax principal Jeff Brooks talk about the deal and all that's led to it — from both joining AGP after its acquisition of Brott Mardis back in 2008, to how their recent conversation about ChatGPT ultimately sparked the firm's sale.  

Are you looking to optimize your financial strategies and drive profitability? Then tune in to explore better construction accounting practices!   In the latest podcast episode of the Mobile Workforce Podcast, host Mike Merrill welcomes CPAs Barry Weber, Partner at Eide Bailly, a CPA and consulting firm, and Brian Cronnelly, CCIFP Outsourced Accounting Manager also at Eide Bailly.   Their conversation focuses on strategies that contractors can use to enhance their business operations through financial reporting, tax crediting and leveraging industry benchmarks to improve decision-making and profitability. Weber and Cronnelly stress the importance of timely and accurate billing reports and overview the impact of recent changes in energy tax credits.   Key Takeaways: ·       Timely financial reporting is necessary for regular and accurate financial statements, aiding decision-making. ·       Recent changes in energy tax credits significantly impact the construction industry. ·       Benchmarking against industry standards helps set realistic goals by comparing financial metrics with industry averages. ·       Effective cash flow management strategies help avoid high-interest expenses and ensure business liquidity. ·       Implementing tech solutions like geofencing can improve operational efficiency and reduce costs. Quote:   “A big one we look at is working capital. If you don't have the funds to keep your projects going, you'll need to find other financing sources,” said Cronnelly. “One important KPI is backlogged working capital—how much you have in current work compared to your working capital. If you can't fund your projects, it's time to talk to a banker.”   Exit and Self-Promo: When looking for the right construction software for your operations it's important to assess your needs. WorkMax allows you to connect information from the field and office to provide you with real-time insights into workforce efficiency and productivity. Equipped with great features like geofencing, WorkMax is sure to reduce your labor costs while improving operational efficiency.   https://workmax.com/workmax-employee-time-tracking/ https://workmax.com/insight-productivity-management/

Meet State Auditor Candidate:  https://www.rickyhatch.com/about-ricky "Ricky has a passion for good government. Since his election as Weber Clerk/Auditor in 2010, his mission and purpose have been to operate the Clerk/Auditor's Office with the highest degree of integrity and transparency. He often says, “My job is to protect your money and your vote.” That statement proves true in both the fiscal improvements he has made, and the recognition he has earned in guiding national governmental accounting standards and election policy. Ricky is a public servant in the truest sense of the word. He is always willing to hear and discuss the recommendations and concerns of Utah's citizens. His expertise is evidenced by the many awards he and his team have earned, and the overwhelming outflow of support he has received across the state.   After graduating with honors from Brigham Young University with a master's degree in accounting, he worked as an information systems auditor and consultant for PricewaterhouseCoopers in Los Angeles and Warsaw, Poland. He worked as a business analyst and project manager in Germany and Boston. In 2002, he established, ran, and taught at a private K-12 school in Ogden, Utah, later becoming CFO and COO of a chain of private schools throughout the western U.S. He has been honored by his peers as Utah's County Auditor of the Year in 2013 and 2017 County Clerk of the Year in 2015 and 2022. He served as President of the Utah Association of Counties, President of the Utah Clerk and Auditor Association, and has chaired the Utah Clerk's Legislative Committee for the past eight years. Ricky served as the chair of Leadership Northern Utah, the leadership development program for the Ogden Weber Chamber of Commerce. A devoted fan of the U.S. Constitution, he served ten years on the Constitution Day Committee of Utah. He's also an Eagle Scout. Ricky has five fantastic children and three cute-as-a-button grandchildren. He speaks French, albeit slowly and with a funny accent.   Establishing an Internal Audit Function (700 attendees, Government Finance Officers Association, Minneapolis, 2014) Audit Committees for Governments (Eide Bailly, 2015) Best Practices for Public Sector ERP Modernization Initiatives (250 webinar participants nationwide, Eide Bailly, 2023) Segregation of Duties and Best Practices (Utah Association of County Commissioners and Council Members, 2021) Tax Sale Best Practices (Utah Association of Counties, 2018) Conflict Resolution (Utah Association of County Commissioners and Council Members, 2020) Citizens Academy (Weber State University, 2021) Girls' State (150 attendees, Weber State University, 2014, 2015) Elections Cybersecurity (Utah Association of Counties, 2018) Rotary Club (Ogden, 2012) Community Service (Utah Military Academy, 2016) National Elections Funding (U.S. Election Assistance Commission, Orlando, Florida 2017) Drop boxes – Best Practices (Pennsylvania Election Officials, 2021) Vote by Mail Best Practices (International Association of Government Officials, Nevada, 2021) Vote Centers and Vote by Mail Best Practices (Maryland Association of Election Officials, 2017, 2023) Vote by Mail and Cybersecurity (South Carolina Association of Recorders and Election Officials, 2018) Utah's Election-day Registration System (200 attendees, National Association of State Election Directors, Washington DC, 2019) Administering Elections During COVID 19 (National Association of Counties, webinar, 2020) Internet Voting, Possibilities and Warnings, (100 attendees, International Association of Clerks, Recorders, Election Officials, and Treasurers, Colorado, 2015) Internet Voting, (50 attendees, National Association of County Recorders and Clerks, California, 2015)"

In this episode of The Art of Dental Finance and Management, Art speaks with colleagues Scott Haberman and Don Watson, both partners at Eide Bailly. The three address some of the most frequently asked questions they receive every tax season and discuss potential tax law changes that may impact dental practices.

In this educational episode, Beth Farley, CPA and partner at Eide Bailly, joins host Jarrett Ransom for day four of Nonprofit Power Week. The focus of the episode is "Back to Basics," and Beth's insights into documenting best practices are invaluable. Beth discusses the importance of clear and organized documentation, emphasizing the need for consistency and accessibility. She recommends creating a table of contents (TOC) to help organize documents, ensuring that essential information is easily accessible to everyone involved. Beth stresses that documentation should adapt and evolve as an organization grows and changes. The conversation also touches on the role of automation in documentation and how it can streamline processes and save time. Beth highlights the significance of board involvement in reviewing documentation strategies, as well as the naming conventions for files and folders to maintain consistency. Beth encourages nonprofits to start organizing their documentation systematically, even if it seems overwhelming at first. She suggests creating folders by fiscal year, designating a permanent file for essential documents, and gradually building a robust documentation system. The Power Week episode serves as a reminder that while documenting may seem basic, it is a crucial practice that can help nonprofits operate more efficiently, reduce risks, and adapt to their evolving needs. Follow us on the Twitter: @Nonprofit_ShowSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Beth Farley, CPA from Eide Bailly accounting firm, responds to questions received from this Power Week series which explored the vital role of documentation in nonprofit organizations, providing practical advice and highlights the importance of staying organized and proactive to ensure financial stability and compliance. Beth's quote underlines the relevance of these principles for nonprofits of all scales "The finance department . . . . . .when you're talking about the accounting part of an organization, it is absolutely crucial to the organization's long-term success. . . . . . your programs are hugely important . . . . . . But if you don't have the backbone of the organization, your finances strong, and the documentation strong, then you will not be able to continue because you're not going to lose funding over some of these things. And that's what it really boils all down to. " Beth continues by highlighting how accounting firms like Eide Bailly have evolved beyond traditional financial statements and tax returns. Now, they strive to become strategic partners, offering expertise in technology, cybersecurity, compensation analysis, and more. The series emphasized the significance of creating a compliance calendar, which helps organizations keep track of important deadlines and tasks. Beth explains how this calendar should include items like 990 filings, audits, payroll taxes, state charitable registration, and more. She stressed the importance of regular reviews to ensure the calendar remains accurate and helpful. The discussion also digs a bit into donor documentation and recognition, emphasizing the need to clearly define when a planned gift should be recognized and how it aligns with accounting principles. It was underlined that careful documentation ensures fair and accurate recognition for development officers. The role of the board in documentation was discussed, with Beth amplifying that boards must understand their fiduciary responsibilities and ensure that policies and procedures are in place. This can include incorporating documentation expectations into CEO evaluations. The series closed with a discussion on how documentation impacts audits. Beth emphasized that documentation is essential for audits, including financial audits, IRS audits, and single audits for federal funding. Proper documentation helps organizations avoid findings that could lead to financial loss or reputation damage.Follow us on the Twitter: @Nonprofit_ShowSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this day three episode of Nonprofit Power Week, we'll explore the key topic of reducing risk within nonprofit organizations through effective documentation techniques and systems. Join us as we navigate the world of nonprofit finance, gaining insights into the staff roles within these organizations, the influence of leadership, the importance of compliance calendars, efficient task management, and the significance of clear policies and procedures. You'll discover how transparency and accurate documentation play a pivotal role in building trust with donors and stakeholders. We'll also touch upon the ever-evolving landscape of technology and how it's transforming financial processes within nonprofits. This Power Week session is a comprehensive discussion led by Beth Farley, a seasoned CPA partner at Eide Bailly. She shares her expertise and illuminates the path to risk reduction through proper documentation in the nonprofit sector. Don't miss this opportunity to enhance your understanding of nonprofit financial management and its critical role in safeguarding organizations. Watch on video: https://bit.ly/46xVlvlFollow us on the Twitter: @Nonprofit_ShowSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

It's day two of the Nonprofit Power Week series, and Beth Farley, a CPA and partner at Eide Bailly, discusses the critical roles documentation plays in ensuring accuracy, compliance, and transparency within nonprofit organizations. She highlights the need for clear policies and procedures that cover financial and non-financial aspects of operations. One key quote from Beth during the discussion is, "If it's not documented, it did not happen." She emphasizes the importance of documenting key information such as client numbers, financial data, and procedures. Beth also discusses the three C's of documentation: concise, correct, and current. Beth and the hosts jump into topics like the timing of documentation updates, the involvement of various team members in the process, and how documentation can help mitigate fraud risks. They also touch upon the need for consistency and accessibility in documentation practices. Beth suggests starting with the riskiest areas and gradually documenting processes, making it a priority even if resources are limited. The conversation concludes with the idea that documentation should also play a role in performance reviews to ensure accountability and clarity of roles within the organization. Watch on video: https://bit.ly/45wYz0JFollow us on the Twitter: @Nonprofit_ShowSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Part one of a compelling five-part Nonprofit Power Week series dedicated to nonprofit documentation and accounting, with special guest Beth Farley, CPA from Eide Bailly. The focus of the episode is on the importance of documentation and how it contributes to a nonprofit's success. Beth emphasizes the significance of clear documentation, professing how it helps prevent errors, misstatements, and even fraud. The discussion highlights that documentation isn't just an accounting concern—it encompasses various aspects of nonprofit operations, from financials to compliance and IT security. This first episode conversation touches on topics such as compliance calendars, the impact of changing funding sources, and the need for ongoing evaluation and adaptation of accounting processes. Beth stresses that nonprofits need to be proactive in documenting their financial processes, rather than waiting for an audit or a specific event. Throughout each episode, Beth and the hosts will dive deeper into topics such as setting up documentation protocols, staff and board alignment, and effective monitoring. Nonprofit leaders and professionals are encouraged to watch them all for a wealth of practical advice and expert guidance. Watch on video: https://bit.ly/45tY8nPFollow us on the Twitter: @Nonprofit_ShowSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

A cyberattack can have devastating effects on your dental practice. Is your dental practice ready? In this episode of The Art of Dental Finance and Management podcast, Art meets with Kyle Hendrickson, cybersecurity director at Eide Bailly, to discuss what a cyberattack is, how you can prevent one, and what to do if one happens to your dental practice. Reach out to Art if you have any questions regarding dental finance and management for your dental practice

While in dental school the dream of one day owning your own practice may seem far off, but with good advice and a solid financial plan, you may be able to achieve that goal sooner than you think. In this episode of The Art of Dental Finance and Management podcast, Art meets with Bob Affleck, Dental Coach and Buyers Advocate at Dental Coach USA, to discuss the steps dentists can take to go from finishing dental school to buying or starting their own practice, including financial considerations. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.[CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

Join Scott Haberman, Partner at Eide Bailly join us on the show today to discuss his lecture on Legal Structures & DSO Reporting. Being able to interpret operating reports, income statements, and balance sheets is one of the biggest challenges a dentist has when building a group practice and becoming a CEO. Seats are still available! Join us this October for our 2nd Annual Scailing from Clinician to CEO conference in Scottsdale, AZ! Learn more here: https://www.polarishealthcarepartners.com/scaling-from-clinician-to-ceo

Your patients interact with many members of your team throughout their visit, including the front desk, dental hygienist, and the dentist. If they have even one negative interaction during their visit, it could ruin their whole experience. In this episode of The Art of Dental Finance and Management podcast, Art meets with Denise Williams-Jones, Founder and Owner of Next Level to Success, to discuss the importance of team bonding and improving your team's communication skills as well as best practices for improving communication between your team and patients.Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.[CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

There are many things you need to consider when running a dental practice, including effective scheduling and how to keep your team working together smoothly. In this episode of The Art of Dental Finance and Management podcast, Art meets with Lois Banta, CEO of LJB Seminars, to talk about relevant topics from her books “Minimizing Open Time” and “Secrets to Practice Success – Top 10 Management Tools.” Art and Lois discuss management tools you can use to successfully run your dental office, including how to reduce appointment cancelations as well as how you can encourage team bonding through team retreats outside the office. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.[CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

When your dental practice is doing well and you decide it's time to bring in a little help, it's important to choose the right associate or partner to join your practice. Bringing on the wrong person could cost your practice valuable time and money. In this episode of The Art of Dental Finance and Management podcast, Art meets with Bob Spiel, founder of Dental Partner Pros, to discuss what the process might look like when hiring a dental associate, including best practices. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.[CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

In this episode, Eric Nuttall, Partner in Charge of Medical Practices at Eide Bailly shares what he will discuss at the upcoming CPOMP conference.  The CPOMP 2023 Annual Meeting is quickly approaching! Listen to get a sense of the timely real estate-focused discussions that will take place between physicians, executives, and industry experts this fall in Ponte Vedra Beach, FL. Join your peers in these valuable conversations from November 2nd to 4th, 2023 at the Ponte Vedra Inn & Club in Ponte Vedra Beach, FL. Register at www.CPOMP.org/2023meeting.

Are you opening a new dental office location or thinking about doing a remodel? It's important to think about all the details that are involved with dental office design. In this episode of The Art of Dental Finance and Management podcast, Art meets with Kim Reddick and Natalie Nickerson, interior designers at Nickerson Design, to discuss the design process for dental offices including timeframe, budgeting, and choosing the right team for the design. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.[CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

Most dental offices only use 10% to 15% of what their practice management software is capable of. In this episode of The Art of Dental Finance and Management podcast, Art meets with Dayna Johnson, founder and CEO of Novonee, to discuss how you can make the most of your front office software system – including ten capabilities you might not know exist in your practice management software. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist. [CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

Selling part of your dental practice to a Dental Support Organization (DSO) is a big decision and it's important to know all the details. In this episode of The Art of Dental Finance and Management podcast, Art meets with Chip Fichtner, co-founder of Large Practice Sales, to discuss what dentists should consider before making the decision to contract with a DSO. Art and Chip also discuss how dentists should navigate the process of selling to a DSO, the difference between invisible DSOs and traditional DSOs, and which dental practices might be eligible. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist. [CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

The COVID-19 pandemic had a major impact on the dental industry and many dental offices are still feeling the effects. In this episode of The Art of Dental Finance and Management podcast, Art meets with Anders Bjork, Vice President of Strategic Intelligence and Analytics for the California Dental Association (CDA). Art and Anders discuss different trends that have been occurring in the dental industry from the time of the COVID-19 pandemic, including staffing issues, declining dental school application numbers, and generational trends. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist. [CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

Having the right life insurance policy is essential because you want to ensure your family is protected if something were to happen. In this episode of The Art of Dental Finance and Management podcast, Art meets with Zachary Schnitzler, Insurance Specialist at Eide Bailly, to discuss the different types of insurance dentists may need including life insurance, disability insurance, and long-term care insurance. Art and Zach also discuss how to ensure you're making the right decisions when it comes to choosing your insurance policy. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist. [CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm Check the background of this firm on FINRA's BrokerCheck | Customer Relationship SummaryFinancial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. Securities Licensed in: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM,  NV, NY, OH, OK, OR, SD, TN, TX, UT, VA, WA, WI, WV, WYAdditional Disclosures

 Ben “Nighthawk” Ellingson: partner at Eide Bailly, avid hunter, and Busch Light aficionado! A detailed man with a detailed plan, Ben shares with us how he fell into accounting (figuratively) and his journey at Eide Bailly. Our guest shares the how having a relationship-focused outlook has positively impacted both his personal and professional life, and the vital importance of striving for a healthy work-life balance. Stay tuned for time stamp 1:36:04 where Ben shares an extremely controversial take on Hunt's ketchup.

There are many external factors to consider when making the decision to sign a contract with a preferred provider organization (PPO). In this episode of The Art of Dental Finance and Management podcast, Art meets with Katie Fornelli and Matt Nelson from California Dental Association (CDA) to discuss what a PPO is and the evaluation process dentists should follow when deciding whether to sign up or stay in a contract with a PPO. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist. [CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

The decision to change your practice's relationship with an insurance company can be challenging, and the fear of losing patients may be holding you back. In this episode of The Art of Dental Finance and Management podcast, Art meets with John Riley, executive vice president of Amplify 360, to discuss how dental offices can evaluate their relationship with insurance companies to potentially become more profitable. Art and John also touch on the importance of marketing, including examples of marketing tactics you can use to attract patients. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist. [CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

Before dentists can begin treatment on their patient, the patient first needs to agree to get the treatment. In this episode of The Art of Dental Finance and Management podcast, Art meets with Debra Engelhardt-Nash, Practice Development and Team Improvement Consultant, to discuss the eight rules Debra recommends dentists follow to increase treatment acceptance. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist. Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

In this episode of The Art of Dental Finance and Management podcast, Art discusses the current state of the economy, where he thinks the economy is headed, and how it might affect your dental practice in the long term. Art also speaks on the importance of owning real estate and how to best navigate this tax season. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist. [CALL OUT BOX – We Can Help button] Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

In this episode of The Art of Dental Finance and Management podcast, Art speaks with Eric Vickery, dental coach at All-Star Dental Academy. Art and Eric discuss how important it is for dentists to strengthen their leadership and team-building skills to positively motivate their dental team, resulting in increased retention.Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

In this episode of The Art of Dental Finance and Management podcast, Art speaks with Dr. Christopher Green, cofounder of The Practice Launchpad. Art and Dr. Green discuss what dentists should consider before starting their own practice, whether opening their first practice, or expanding an existing practice to multiple locations. It's important for dentists to carefully analyze the opportunities, challenges and potential pitfalls before endeavoring on practice ownership. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

The deadline to file your 2022 Tax return is April 18, 2023.  But just because the filing deadline is delayed a few days, doesn't mean you should wait. The CEO of Utah Association of CPAs, Susan Speirs, and Chett Campbell, senior manager at Eide Bailly say the sooner you file the less likely you are to have someone you don't know file 'on your behalf' and steal your refund.   You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page. Be sure to email Heather your questions and request topics you'd like her to cover here.See omnystudio.com/listener for privacy information.

In this episode of The Art of Dental Finance and Management podcast, Art speaks on the importance of starting the new year strong with his top 10 tips for success. Art discusses how dentists may be impacted by the current economic landscape and what they should be focused on in their personal lives, dental practice and financial planning for a successful 2023 and beyond.Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

In this episode of The Art of Dental Finance and Management podcast, Art meets with Daren Pladson, Principal and Senior Wealth Advisor at Eide Bailly. Art and Daren discuss how dentists can continue to build wealth by investing in the financial market, despite economic uncertainty. The key to good, healthy confidence in your financial future is to develop a plan and work with your financial advisor in order to withstand the volatility. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

This ChamberCast episode shines a light on one of our Chamber members, Yellowstone Valley Electric Cooperative. Hear from featured guests President and CEO Brandon Wittman and Board Chairman Dave Kelsey as they share their connections to agriculture, the importance of agriculture to YVEC, bringing electrical services to rural areas, commitment to community, and much more. YVEC is proud to be the title of the Chamber's Ag Celebration Week and Ag Celebration Banquet, being held January 23-27 with the banquet as the culminating event, as they recognize the importance of agriculture to their cooperative and uplifting the farmers and ranchers they serve. Thank you to our Ag Celebration Week Sponsors: Yellowstone Valley Electric Cooperative, Stockman Bank, Eide Bailly, Ag West Farm Credit, KGHL, AgroLiquid, C&B Operations, Dessert Mountain Broadcasting, Molson Coors, Little Horn State Bank, Hubbard Feeds, Agri Industries, King's Ace Hardware, Bravera Bank, NonStop Local TV, and MetraPark!Thank you to PayneWest Insurance for sponsoring ChamberCast!Learn more:Ag Celebration WeekAg Celebration BanquetBillings Chamber Agriculture Committee

In this episode of The Art of Dental Finance and Management podcast, Art meets with Brannon Moncrief, Principal and CEO of McLerran & Associates, a dental transitions advisory firm. Art and Brannon discuss how dentists should evaluate the various aspects of transitioning to a DSO or taking on a private equity partner. Some key areas for dentists to consider include: • Calculating EBITDA and practice value• Comparing DSO options and various deal structures• Reviewing different types of buyers available in the marketplace• Determining if and when it makes sense to pursue a DSO affiliation Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

In this episode of The Art of Dental Finance and Management podcast, Art meets with Justin Klingshirn, Vice President of Dental Sales for Bank of America Practice Solutions. Art and Justin discuss the current economic conditions affecting interest rates and strategies for obtaining financing for dental practice startups, remodels or acquisitions. Reach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

In this episode of The Art of Dental Finance and Management podcast, Art meets with Mel Schwarz, JD, CPA, Director of Legislative Affairs in Eide Bailly's National Tax Office. Art and Mel discuss the various tax legislation influencing dentists' year-end tax planning and how to best minimize tax liabilities. Some tax considerations include:• Employee Retention Credit (ERC) • Inflation Reduction Act (IRA)• Energy efficiency incentives• Electric vehicles• Tax-exempt organizations • Recognizing capital gain • Retirement plans• Tax rate increase• Depreciation of equipment and vehicles• Deductions• And moreReach out to Art if you have any questions regarding dental finance and management for your dental practice. More information about the Eide Bailly dental team can be found at www.eidebailly.com/dentist.Being more strategic in all aspects of your dental practice will lead to increased profitability. https://www.eidebailly.com/industries/health-care/dentists#chatForm

On this episode of The Internship Show, we speak with Carrie Haugen from Eide Bailly. Carrie gives us insight into their internship experience and what former interns have said about their experience.

Today's episode of The Dentalpreneur Podcast is replete with tax strategies for the dental practice owner as well as for other business structures.  Here, Dr. Mark Costes picks the brains of Scott Haberman, CPA with the Eide Bailly consulting firm, as he shares tax write-off tips and ways to decrease tax liabilities.  These include the Cost Segregation Analysis, the 1031 exchange and conservation easement for real estate investors, as well as business tax deductions such as vehicle purchases, the Augusta Rule, student loan reimbursement and the cash balance plan. EPISODE RESOURCES https://www.eidebailly.com Dental Success Network Subscribe to The Dentalpreneur Podcast Visit the Dentalpreneur Podcast website Write a Review on iTunes

Scott Haberman and Jon Stanfield of Eide Bailly are on the podcast to talk about improving the profitability of your dental practice. Whether you hate numbers or not, it's your moral obligation to know the details of your practice to make smarter decisions for your patients. This episode is absolutely one to bookmark. Scott and Jon talk with Kiera about the following: Standardizing chart of accounts — including where to start Employee retention credits — timelines, how to qualify, where to start Audits Key metrics a practice should watch These can be intimidating topics, but Jon and Scott offer great insight into how Eide Bailly can help your practice, whether it's getting on its feet or a seasoned veteran. Episode resources: Email Scott: shaberman@eidebailly.com Email Jon: jstanfield@eidebailly.com Listen to episode 281: Tax Advantages You're Missing Out On Reach out to Kiera Subscribe to The Dental A-Team podcast Become Dental A-Team Platinum! Review the podcast on iTunes