Joseph is a dynamic leader that provides financial insight, a sharp eye for detail, and encouragement to those he encounters. He currently serves as the Lead Planner and CFP Professional© for Tooth and Coin Wealth, a Fee Only Fiduciary that serves the Dental Community. Prior to his time at Tooth and Coin Wealth, Joseph served as the Accounting Director for Tooth and Coin CPAs where he lead a team of 8 accountants in providing accounting and bookkeeping services for Dental Practices across the country. Joseph served Jonesboro Prosthetic & Orthotic Labs for over 10 years. Joseph has established himself as a key leader and a reimbursement expert in the field of Durable Medical Equipment Prosthetic Orthotic Supplies (DMEPOS) and is well versed in ICD-9 & 10 and HCPCS coding. Joseph has worked on reimbursement issues with the Medicare Program, Arkansas & Missouri Medicaid, and various other private insurance payers. Joseph is active in the CPA community. He served a facilitator for the Association of International Certified Professional Accountants and the Arkansas Society of CPAs. He has been a guest speaker for numerous organizations both in and out of the CPA profession. Through his leadership and influence, Joseph has helped bring financial clarity and transparency to many organizations and individuals. Joseph is passionate about helping others reach their full potential by connecting them to information and resources. He is at his best when able to lead a group and empower individuals to be successful and feel fulfilled.
Tooth & Coin Wealth
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Founder And Lead AdvisorTooth & Coin Wealth Jan 2022 - PresentDenton, Texas, United StatesI've always had a passion to help entrepreneurs and small business owners with their money. At Tooth & Coin Wealth we get to help Dentists live their best life today, while saving for the future. We are a Fee Only Fiduciary offering Financial Planning & Investment Management through our Independent Registered Investment Advisory Firm.
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Accounting Director & Profit ConsultantTooth & Coin Feb 2018 - Jan 2022Little Rock, Arkansas AreaJoseph specializes in Profit Consulting for Dentists. Joseph drives profit in small practices specializing in the dental industry. Joseph is a Certified Profit First Professional for Dentists. The Small Business Administration estimates that 83% of small businesses are living check to check. Joseph became a CPA to help small businesses grow and succeed. Every day he get to help dentists get on sound financial footing through profit consulting and accounting. -
Continuing Education InstructorJoseph M Rugger, Cpa Jan 2013 - Jan 2022United StatesJoseph teaches continuing education to CPA's on a variety of both technical and non-technical topics. He's spoken In 14 US States and internationally in Nassau, Bahamas. Technical topics included: Advanced Controller & CFO Skills, Annual Controller Update, Lean Accounting and Management, Financial Statement Analysis, Financial Forecasting and Decision Making, and Roberts Rules of Order. Non-technical topics included: Introductions to Negotiations, Advanced Negotiations, Body Language, Courageous Leadership, Leadership Failure, Networking 101, Time Management, Generational Differences, and Personal Finance.
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Director Of AccountingJonesboro Prosthetic & Orthotic Laboratory Jan 2016 - Oct 2019JonesboroAs the Director of Accounting for Jonesboro Prosthetic & Orthotic Lab / JP&O Labs, Joseph oversaw the accounting function. Duties included: Month End Closing, Financial Reporting, Accounting Reconciliation, Multi-Location / Multi-State Accounting & Tax Compliance, Budgeting & Forecasting, Payroll, & Overall Financial Management of the companies. -
Chief Financial OfficerJonesboro Prosthetic And Orthotic Laboratory May 2006 - Jan 2016As the Director of Finance & Administration for Jonesboro Prosthetic & Orthotic Lab, Joseph supervised a staff of 20 administrative professionals and oversaw all of the company's financial and administrative operations. These functions included accounts payable & payroll, credentialing, insurance reimbursement, financial accounting, benefit administration and human resources. -
ControllerJp&O May 2006 - Oct 2007As the Controller for Jonesboro Prosthetic & Orthotic Lab Joe was responsible for electronic claims submission, accounts payable, payroll, and financial statement preparation. -
Host "Get In The Financial Know With Joe"Kabf / Arkansas Broadcasting Foundation Aug 2010 - Sep 2012Joe hosted a weekly talk radio show on KABF 88.3 FM in Little Rock called "Get in the Financial Know with Joe." It was on Monday nights from 5-6 pm. The show covered a wide variety of topics in the world of personal finance, money, career and taxes. Several past shows are available as podcasts for free: www.joerugger.com.
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Adjunct Professor Of AccountingLyon College Aug 2010 - Dec 2010Joe served as an Adjunct Professor for the Fall Semester of 2010 and taught Principles of Accounting I at Lyon College. -
Staff AccountantBlue & Co., Llc Jan 2005 - May 2006Joe performed duties as a Staff Accountant at a Mid-Sized Regional accounting firm. He assisted with Compilations, Reviews, Audits and Personal and Corporate Tax Returns. -
Regional Consultant, Southern RegionTau Kappa Epsilon Fraternity May 2003 - Jul 2004-Facilitated 56 recruitment training sessions at 51 different college campuses in the Southern States emphasizing Dale Carnegie Sales Advantage techniques. -Strategic Business Consultant for 81 TKE Fraternity Chapters and Colonies in the Southern States.-Created budgets, collected bills, and managed accounts receivable totaling well over $500,000.-Communicated with high level local officials to improve overall chapter visibility and successful operations.-Increased undergraduate membership by 3% and alumni volunteer involvement by 25%.
Joseph Rugger, Cpa, Cfp® Education Details
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Bs Accounting, Bs Finance, Ba Economics -
Catholic High
Frequently Asked Questions about Joseph Rugger, Cpa, Cfp®
What company does Joseph Rugger, Cpa, Cfp® work for?
Joseph Rugger, Cpa, Cfp® works for Tooth & Coin Wealth
What is Joseph Rugger, Cpa, Cfp®'s role at the current company?
Joseph Rugger, Cpa, Cfp®'s current role is Financial Planner and Wealth Manager for Dentists.
What schools did Joseph Rugger, Cpa, Cfp® attend?
Joseph Rugger, Cpa, Cfp® attended Indiana University-Purdue University At Indianapolis, Lyon College, Catholic High.
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