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Financials 101: The Profit & Loss
Why Financial Literacy Matters for Medical Practices. Welcome to my Financials 101 series: Understanding the Profit & Loss Statement.

Kelly Chard
Dec 8, 2025


Financials 101: The Balance Sheet
Why Financial Literacy Matters for Medical Practices. Welcome to my Financials 101 series to help you understand the three fundamental reports that help you make informed decisions.

Kelly Chard
Nov 17, 2025


Medical Fraud and Risk Checklist
At least 50% of medical practices have some form of financial internal control issue. That is my experience, anyway, based on talking with hundreds of owners and PMs this year.

Kelly Chard
Aug 21, 2025


Property Investors Tax Return Checklist
As an investment property owner, filing your tax return can feel overwhelming, especially with the complexities of deductions and compliance specific to your investment properties. To simplify the process, we’ve created a handy checklist to help you.

Kelly Chard
Aug 14, 2025
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