Susan Gunn Solutions

What Susan Gunn Solutions does

Susan Gunn Solutions is a healthcare-focused financial consulting firm founded in 1997 and headquartered in Arlington, Texas, operating as a founder-owned sole proprietorship. The firm delivers financial consulting, coaching, and educational services primarily to dental practices, with adjacent service to veterinary, medical, and chiropractic practices. The founder, Susan Gunn, holds a Certified Fraud Examiner (CFE) designation, a QuickBooks ProAdvisor credential, and three decades of industry experience, and personally delivers the firm's consulting and coaching engagements.

The company's revenue model spans multiple monetization streams: project-based financial consulting engagements, trademarked coaching programs (Money In, Money Out Coaching™, Ask The Expert™), fee-based speaking engagements at industry venues, and book sales across a catalog of 37 published titles. Distribution channels include the firm's website, an active blog, a podcast, and direct referral relationships cultivated through long-standing presence in the healthcare practice niche. Cumulative operating metrics cited by the firm include 1,700+ clients served, 4,000+ books sold, and 100+ speaking engagements over the life of the business.

Operationally, the firm is structured at small scale (reported 1–10 employees) with no external funding, no acquisitions, and no institutional infrastructure beyond the founder's personal delivery model and a branded content library. Strategic emphasis is on thought-leadership content production, trademark-protected service line differentiation, and extension of services into adjacent healthcare verticals rather than on scaling headcount, geographic expansion, or technology platform development.

Name

Susan Gunn Solutions

Legal name

Susan Gunn Solutions

Website

https://susangunnsolutions.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

Susan Gunn Solutions is a sole proprietorship founded in 1997 that provides financial consulting, coaching, and published content primarily to dental practices, with adjacent service to veterinary, medical, and chiropractic practices, delivered personally by founder Susan Gunn (CFE, QuickBooks ProAdvisor).

Ownership category

akta.pro rank

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Consulting Services: Direct consulting engagements including embezzlement investigation, financial analysis, and expert consultations. Services are priced individually and offered as prepaid support packages.
2. Speaking Engagements: Keynotes and breakout sessions at dental, veterinary, medical, and business conferences. Speaker programs cover ethics, embezzlement prevention, QuickBooks, and financial organization topics.
3. Book Sales: Published books including the QuickBooks In Your Practice series (44 of 48 books), Managing Accounts Payable in Your Practice, and other titles. Books are sold through Amazon and direct channels. Over 4000 copies sold.
4. Coaching Programs: Money In, Money Out Business Coaching provides ongoing coaching engagement. Quarterly PrePaid Support offers recurring service packages for ongoing QuickBooks and financial oversight support.
5. QuickBooks Support Services: Prepaid QuickBooks support packages providing technical assistance and training for QuickBooks desktop and online versions in healthcare practices.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Susan Gunn Solutions is a healthcare financial consulting firm that helps dental, veterinary, medical, and chiropractic practices strengthen financial oversight, prevent employee embezzlement, and master QuickBooks accounts payable systems. The firm provides one-on-one consulting engagements, fraud examinations, financial analyses, recurring coaching, and QuickBooks prepaid support, alongside keynote speaking and a published library of 37 books and a podcast.

Product overview

Susan Gunn Solutions is a professional services firm offering a comprehensive portfolio of consulting, speaking, and educational products. The core offerings include speaking engagements on ethics and fraud prevention, consulting services (Ask the Expert consultation, embezzlement investigation, financial analysis), and coaching programs (Money In Money Out Business Coaching, Quarterly Integrity Oversight, QuickBooks PrePaid Support). The company also publishes books including the QuickBooks In Your Practice series and hosts a podcast. Services are primarily targeted at healthcare practices (dental, veterinary, medical, chiropractic) and small businesses, with a focus on financial organization, fraud examination, and accountability oversight.

Differentiator

Problem solved

Functional benefit

Products and services

• Speaking Engagements

Quantifiable outcome

• Over 1700 healthcare practices coached on financial organization and embezzlement prevention
• +3 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Association of Certified Fraud Examiners (ACFE)coreStrategic or Co-development PartnerSusan Gunn is a member of the Association of Certified Fraud Examiners, the premier organization for fraud examination professionals. She attends ACFE workshops and conferences for continuing education and networking. ACFE is referenced as one of her three professional organizations.
• National Speakers Association (NSA)coreStrategic or Co-development PartnerSusan Gunn is a member of the National Speakers Association, displayed as a logo on the website. NSA provides professional development, networking, and credibility for professional speakers.
• American Dental Consultants (ADMC)minorChannel Partner/ Reseller/ DistributorListed as a partner/affiliate organization on the website. ADMC is a dental consulting network that may refer clients or cross-promote services.
• Intuit (QuickBooks)coreTechnology or IntegrationSusan Gunn is a QuickBooks ProAdvisor and Advanced QuickBooks ProAdvisor. She has been teaching and writing about QuickBooks for over 28 years, starting with QuickBooks 1.0. She provides consulting on QuickBooks desktop and online versions for healthcare practices.

Scale indicators7 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Levin Group: Levin Group is a long-established dental practice management consulting firm offering coaching, systems, and growth advisory to dental practices, serving the same vertical with similar revenue model (consulting plus recurring coaching).
• Jameson Management: Jameson Management is a dental practice management consulting firm providing coaching and operational advisory to dentists, comparable to Susan Gunn's financial organization and accountability oversight services.
• Odyssey Management: Founded by Teresa Duncan (a named testimonial source for Susan Gunn Solutions), Odyssey Management provides dental practice consulting on insurance, billing, and embezzlement — directly overlapping with Susan Gunn's dental fraud-examination and practice-oversight niche.
• ACT Dental: ACT Dental is a coaching and consulting firm serving dental practice owners on leadership, systems, and financial performance, comparable to Susan Gunn's coaching programs (Money In, Money Out, Quarterly Integrity Oversight) targeting the same dentist-owner buyer.
• The Madow Group: The Madow Group provides dental practice consulting, speaking, and content (podcasts, books, live events) targeted at practice owners — directly mirroring Susan Gunn's speaker/author/consultant model in the dental space.
• American Dental Consultants (ADMC): Listed as an affiliate on the Susan Gunn Solutions website, ADMC is a dental consulting network providing practice-management advisory and is comparable as a small, specialized dental consultancy serving a similar buyer.

Others

• Association of Certified Fraud Examiners (ACFE): ACFE is the professional association through which Susan Gunn holds her CFE credential; it provides training, certification, and a network of fraud examiners and is an ecosystem partner that enables Susan Gunn's fraud-examination positioning.

Emerging players

• Dental Intel: Dental Intel is a dental practice analytics platform that helps dentists monitor KPIs and detect anomalies, partially overlapping with Susan Gunn's Financial Analysis™ and embezzlement-prevention services but delivered via software rather than consulting.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/susan-gunn-solutions-llc
• Facebookfacebook.com/SusanGunnSolutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Susan Gunn Solutions