The discussion with Lisa Yarbrough, an independent sales agent with Transworld Systems, focuses on various strategies and services to help businesses, particularly dental practices, improve cash flow and efficiency.
Topics include specialized tax incentives such as the Work Opportunity Tax Credit (WOTC), emergency Employee Retention Credits (ERCs), cost segregation studies for accelerated property depreciation, and cybersecurity solutions.
A significant emphasis is placed on best practices for handling accounts receivable, including establishing effective credit policies and using streamlined software for billing.
The conversation also touches on handling insurance claims efficiently and the benefits of having a financial responsibility form.