Bookstore : Marsha L. Heinke, CPA, Inc.

Red Flag Templates

The Federal Trade Commission new Red Flag Rules go into effect November 1, 2009. Are your practices prepared for compliance?

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The Red Flag Rules require all businesses that extend forms of credit to customers (not including credit cards) to develop a written plan designed to detect, prevent, and respond to identity theft related to extending that credit. For veterinary practices, this would clients with whom you have established periodic payment plans. The Red Flag Rules also require staff training on the provisions of the written plan to insure employees are aware of its content and their responsibilities related to detecting and preventing identity theft.

DiSC Classic Personal Report

We’ve added value to our most popular veterinary employee profile — DiSC® Classic! DiSC Classic 2.0 answers the growing demand for an online DiSC assessment with a personalized narrative report.

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The DiSC Classic 2.0 report adds an informal, conversational style that clarifies all the elements of the original personal performance profile. Plus, you’ll get an expanded narrative that brings the much-used Intensity Index to life. With 30 years of proven reliability and over 40 million users, DiSC Classic remains the most trusted learning instrument. Widely used worldwide in dozens of training and coaching applications, we strongly recommend DiSC for your veterinary practice’s organizational and leadership development and performance improvement.

QuickBooks® Ready Equine Chart of Accounts

Q. Do you sell the Equine Chart of Accounts for set up in QuickBooks ?

A. Yes. If you will be starting from scratch in QuickBooks, we provide a file that will match the program version you will be using. The cost for this service is $75.00, an excellent value, considering the time required to set up an accurate chart of accounts yourself.

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If your practice currently uses QuickBooks, we do not recommend importing the chart into it. Instead, modify the current practice account setup to achieve the correct format. QuickBooks is very flexible in allowing account name changes, account merging, and account reorganization. If you would like assistance with customizing your current QuickBooks chart to match the Equine COA, we provide that service. We quote the price after we are able to view the current condition of your practice’s database. Please call 440-926-3800 and ask Stacey for more information about how we can help accelerate your transition. We do not provide a downloadable version, because QuickBooks is sold in many versions and updates frequently. We will, however, email you the correct file for your program version, in addition to a CD copy.

QuickBooks® Ready Small Animal or Mixed Animal Practice Chart of Accounts

Q. Do you sell a veterinary Chart of Accounts for set up in QuickBooks for our small animal or mixed animal practice?

A. Yes. If you will be starting from scratch in QuickBooks, we provide a file that will match the program version you will be using. The cost for this service is $75.00, an excellent value, considering the time required to set up an accurate chart of accounts yourself. Please see information in Equine Chart of Accounts section above for more information, equally applicable to any veterinary practice type.

Practice Made Perfect: A Guide to Veterinary Practice Management

The only comprehensive management book written exclusively for veterinary practices, Practice Made Perfect is an excellent resource for managers who are new to the veterinary field. It’s also an ideal reference tool for more experienced managers and practice owners who want further information on specific issues such as personnel management, hospital revenue, financial control, bookkeeping, inventory control, medical records, and more.

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Practice Made Perfect, the follow-up to the acclaimed Basic Guide to Veterinary Hospital Management by Dr. McCarthy, addresses virtually every situation a manager might encounter. Dr. Heinke is an authority on management in the veterinary arena, a small- and large-animal practitioner with more than a decade of experience in practice management and consulting with practices of all sizes. Practice managers, practice owners, associates, veterinary students, and technician, kennel, and receptionist managers, will find Practice Made Perfect an invaluable guide for learning what it takes to run a successful veterinary practice. Chapters include: What you need to know about management What does it take to be a manager? Personnel management The employment cycle Employment laws Reception and front-desk procedures Hospital revenue and financial control Accounting and bookkeeping Medical records Inventory control and management The human/companion animal bond Marketing your veterinary practice Using the computer Sample forms, detailed checklists, and guidelines for staff responsibility round out this invaluable resource. 2001, AAHA Press, softcover perfect bound, 459 pages (ISBN 1-58326-013-7) $90, plus shipping and handling. To order an autographed copy, call 440-926-3800 or contact us

DiSC Tele-seminar Team Training

Use our trained and experienced consultants to lead team building development. Explore your practice’s unique profiles. Learn how to effectively intereact with and coach co-workers and employees.

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The one hour tele-seminar includes a PowerPoint slide show for you to keep for future training or personal review. Customized seminars are also available, including at your practice. Call 440-926-3800 for more information.