Episode Details

Dr. Andy Roark joins host Maria Pirita to respond to a mailbag from a practice manager who is denied access to financials like P&Ls, payroll, and bill paying, yet is evaluated and compensated based on profitability. They discuss why owners may restrict financial transparency, including personal discomfort with money, fear of judgment, comparison, and common embezzlement concerns, and emphasize starting with curiosity about the owner’s goals and fears. They outline how to align expectations and define success, including using non-financial metrics when needed, and encourage clarity on what the role can and cannot accomplish without financial data. They also cover phased access, auditing, checks and balances, and behavioral and operational red flags for fraud, and when to revisit the arrangement or move on.