Services & Pricing Summary

Practice Start Up

Our start up services include business plan creation, software and tech stack selection, operational setup and training, website development, marketing strategy, sales training, tax planning and entity selection, and required licensing. We give you all the tools you need to turn your idea into a legitimate business.

Reinvent

Have we identified some areas where there is a ton of opportunity for improvement? Our reinvention services include an extensive business process and workflow analysis, technology upgrade and implementation, transitional employee training, and formal business process narratives. Change can be a good thing, especially when it saves you time and money.

Accounting & Administrative

Our track, analyze, and thrive services are the all-in-one solution to make sure your practice is continuing to meet its goals. This comes with a monthly financial health and opportunity meeting where we identify ways to grow your business and then provide strategies to capitalize on these opportunities (Reinvent). Want to make your life even easier? Don’t forget about our add-ons — clean up, bill pay, payroll, expense reporting, invoicing, and collections.

Practice Analytics

Practice analytics are the backbone of your practice’s health. We set up the tracking on our fully customizable platform, help you set goals, analyze the results, and help you make the data-driven business decisions to help you thrive. We provide all of this in a fully customizable dashboard that will integrate seamlessly with systems you already have in place.

Reinvent!

With the technology available in the world today, there are a thousand different ways to automate and streamline your financial and operational environments. The hardest part is trying to keep up with the speed that technology is evolving. We’re certified in the latest tech and will not only show you how to keep up with technology, but how to move faster.

Already have a rockstar office manager who doesn’t have the time to get into the weeds of a tech update? No problem. Reinvention has got you covered.

6-8 Hours (FREE)

Business Process & Workflow Analysis

Before we make any recommendations, we want to understand exactly what you need and what you don’t need. We take an in-depth look at your current operations and workflow to determine where improvements can be made. This step is always FREE and there is no commitment required.

8-10 Hours

Employee Training

We show you exactly how to operate within the new systems and how to use them most effectively. We’ll teach you how to market correctly and then provide your staff the training to close on all the leads that you can. We’re there for you when you have questions and need someone to lean on.

20-25 Hours

Technology Upgrade & Implementation

Once we decide on areas of improvement, its time to implement the technology and systems that will save you time and money for years to come.

4-5 Hours

Process Narratives

As we’re implementing new systems and software, your day to day roles will be documented in formal process narratives. You’ll always have a document to go back and look at in order to see how things are designed to operate.