We are NOT here to replace you! We don’t want to do data entry, sort invoices or generate reports. We don’t want to provide tax advice! We do want to take all that hard work and bring it to life for your clients. Add value to what you do for the practice! We also help your clients “see” what answers you have been waiting for from them!

Tired of building reports? People in a position to assess performance should NOT be the ones building the reports. Mistakes happen in formulas and data acquisition. It is inherent that the person who built a report cannot “see” the mistakes! Let us provide the data in an accurate and meaningful way so you are a better decision-maker.

There are two types of owners (and neither is better than the other). The ones who just want to look at a visual, see the results and turn to someone and say either “great job” OR ‘fix it”! The other type wants to dive deep into the numbers and understand them to deepest level. We provide reports and dashboards for each type of owner.

The CEO, CFO, HR & receptionist/technician – is there any job a practice manager isn’t tasked with performing? In addition, they are supposed to help “run the business”. We help you with better PIMS reporting. We help you understand where to find opportunities to fix things in the PIMS. We help you understand basic business principles you can use to make meaningful decisions that drive practice success!