FAQ

We treat others how we like to be treated, which means never locking our clients into long-term contracts (unlike most advisory firms). Moreover, you can cancel your agreement anytime (just give us 30 days’ notice). At the end of the day we are confident in the value of our services, and this how we put our money where our mouth is.

Yes, we work with medical and dental practices of all sizes. Whether you’re a solo practitioner or a multi-location group, we can provide tailored solutions to meet your specific needs. Our expertise spans from pre-launch startups to established practices preparing for an exit, ensuring we offer valuable guidance at any stage of the process.

Yes! While we are based out of New York and Connecticut, we have the ability to engage projects across the entire United States. Depending on your needs we can schedule a mix of remote and onsite work to ensure that we deliver the exceptional results our clients deserve.

Our team brings a wealth of knowledge cultivated through years of experience working with practice owners and their teams. This includes experience running and growing practices from the inside (as executives), as well as from the outside (as consultants). Very few teams bring both real-world perspectives, so it’s a valuable differentiator that we’re proud to share.

The sincere answer is that it depends on the type of project, your timeline, and the level of engagement. We can tell you that there are certain factors that make a project more or less expensive. For example, many clients don’t have a major need for us to spend a lot of time physically working in their office, which allows us to structure lower rates. Conversely, some practices have tight deadlines or request more in-person support, which will cause a project’s price to increase. 

Overall, the more flexible you are, the more we will be able to work with you on pricing. At the end of the day, we are willing and able to work with most practices to deliver exactly what they need at a fair price.

To receive an exact quote, schedule a free, no-obligation consult and we’ll outline project and pricing options for you to choose from.

For practices that are already running smoothly with efficient systems, a healthy culture, and strong financials in place, there are often only a few targeted areas to address. In these cases, monthly coaching or an individual project tend to deliver the most value.

More common, however, are practices that have several under-performing areas that need to be addressed simultaneously. These practices are doing “okay” but know they could be doing much better, and it’s often a challenge for managers inside the practice to step back and determine where to start.

In these cases what practice owners truly need is someone who views things with their long-term, best interests in mind and can help take action to start making improvements across the board. This is generally a gradual process of daily and weekly enhancements to a number of areas including finance, marketing, and operations that requires ongoing, general management support for a period of time.

Unlike traditional accounting firms, our medical bookkeeping services are tailored specifically to the healthcare industry, giving us a deeper understanding of the financial priorities and realities of medical practices. By focusing only on bookkeeping for medical practices, we are able to provide actionable insights that help you improve cash flow, reduce costs, and maximize profitability. At the end of the day, your finances are vitally important, so why go to a generalist when you can have a specialist? 

We identify vulnerabilities and offer recommendations to fortify your practice’s digital defenses through comprehensive risk assessments. In addition, we’ll help to train staff, select systems, and test your team (e.g. simulated phishing attacks) so you can stay one step ahead of threats to your practice. 

Not to worry! We know that hiring any new company or individual can come with its own set of hesitations. We recommend that you begin by setting up a free consultation. This is a no-commitment, 30-minute phone call to walk through some of your goals and provide you an opportunity to learn more about us.