Our finance experts help you cut costs, track progress, and plan. So you can improve efficiency and return on your investment.

Prepaid financial consultation sessions can be regarding anything you need assistance with, for one low fee. Start building relationships with financial consultants you can trust by signing up now.

Financial advice packages available for as low as $1500!

WHAT WE CAN HELP WITH:

• Maintain accurate financial records
• Optimize financial operations and processes
• Reduce bookkeeping costs
• Improve financial performance and stability
• Develop customized financial strategies to meet individual or business needs

 HOW IT WORKS:

• Conduct a comprehensive review of bookkeeping systems and processes
• Identify potential areas for improvement in bookkeeping accuracy and efficiency
• Develop customized solutions to improve bookkeeping accuracy and efficiency
• Implement and optimize bookkeeping systems and processes
• Provide ongoing bookkeeping services, including monthly, quarterly, or annual bookkeeping
• Provide expert advice and guidance on financial decision-making
• Provide ongoing monitoring and analysis of financial performance
• Facilitate discussions and collaboration among stakeholders

Outcomes for healthcare clinics:

• More accurate and timely financial reporting
• More effective and efficient bookkeeping systems and processes
• Reduced bookkeeping costs
• Improved financial performance and stability
• More informed and effective financial decision-making.

Together we can review your metrics, reports, electronic record, QuickBook data, review report details and reconcile them, as well as discuss the findings, provide recommendations, etc. 

Reassess progress: Review progress, see where we need to make changes, what improved, and where we need to tweak.

• Data forecasting and summary reviews will give us a picture of your business, and let us know the status of your business efficiency. It also lets us forecast, know where to make changes, and know if something is wrong, needs to be adjusted, know how strategies are doing, as well as being the final evidence based approach to tracking your business health overall. Reviewing your business financial data lets you know if it is heading in the right direction, as well as catching issues that may otherwise be hard to spot.
  

Together we can review your tracking reports, KPI's, create optimized strategic directions and strategies for the future, redirect, and get a better picture of how your business is actually doing.

Signing up for prepaid business finance consulting services is easy

Pick a plan  Sign up to receive consulting sessions. - 3hrs Finance Consulting - 8hrs Finance Consulting Plan hours expire three months after purchase.

Schedule your financial consultation  Schedule your financial consultation with our expert advisor. Need finance advice right away? We've got your back.

Discuss your business finance matter You will receive a call to discuss the requested finance matter at your scheduled date / time. Implement what you learn in your strategic decision making.

Reach Out Now For Business Finance Advice.

Financial Optimization Areas We Specialize In:

FINANCIAL AUDITING:

• Accounting Reporting Review & Optimization
• Time In Accounts Payable & Receivable / Strategies To Optimize These
• Accuracy Optimization of Financial Reporting
  
• Acquisitions Readiness + Assistance In Acquiring Firms
  
• Advanced Financial Analytics
  
• Questions related to Federal and State Quarterly Payroll & Tax Reports, Forms, Annual W-2 Forms, 1099 Forms, etc.
  
• Business Analytics
  
• Analyze ROI, ROA, ROE, To Optimize Business Efficiency and Profits
  
• Analyze Business Functions For Efficiencies / Potential For Improvement (Like Payroll, Accounts Receivable, Accounts Payable, Operational Efficiency Data, etc.)
  
• Audits For Quality Assurance, General Review, Compliance Guidance, Committee Advisories, Embezzlement, Medicare, Medicaid, Areas for Improvement, etc.
• Bank & Credit Card Reconciliations, QuickBook Review
• Billing and Collections, Bill payment, Time in AR, Time in AP, Breakdowns Of Payor Mix, etc.
  
• Business and Practice Calculation of Value
  
• Business and Tax Planning, Deduction Optimization
  
• Chart Audit and Review
  
• Collections and Billing Reimbursement Review, Ensure Denials Are Being Followed Up On
  
• Company Setup, Optimization Of Systems,
• Complex Financial Reporting Creation, Tracking, Review, Optimization, & Recommendations
  
• Corporate Investigative Services, Embezzlement, Waste Optimization, etc.
  
• Cost Transformation & Optimization
• Credit Card Reconciliations & Quickbooks Review
  
• Deals Review & Strategic Advice
  
• Employee Benefit Plans Audit
  
• Employee Theft and Embezzlement Research, Strategy, And Recommendations
  
• Financial Institution Fraud Review
  
• Financial Reporting, Planning, and Forecasting
  
• Financial Statement Audit & Assurance
• Forms Advice such as 1099, W2, 1099-Misc, etc.
  
• Fraud & Forensic Accounting
  
• Fringe Benefit Calculations, Planning, etc.
  
• Healthcare Reimbursement Compliance
  
• Internal Audit, Compliance & Risk Management Solutions
  
• Internal Controls Audit, Fraud Prevention, & Risk Management
  
• International Financial Reporting Standards (IFRS) & GAAP
  
• International Tax Advice
  
• Interpreting Business Reporting Numbers and Providing Solutions and Insights
  
• Loan Review, Planning, and Strategies
  
• Medical Billing Reconciliations, Payer Mix Review, Time In AR, etc.
  
• Monthly Reconciliation Review Of Bank/Credit Card Statements
  
• Monthly, Quarterly, or Annual Bookkeeping Outsourcing Solutions And Review
  
• Nonprofit Audit Expertise, Strategy Advice, Formation, and Planning
  
• Outstanding AR Review, Breakdown etc.
  
• Payroll Review, Reporting, and Form Assistance
• Reconcile Quickbooks, Business Profit And Loss, Balance Sheet accounts, etc.
  
• Revenue Cycle From Charge To Final Payment, With A Focus On Compliance & Optimum Reimbursement.
  
• Retirement Planning Audit,
  
• Revenue Cycle Gap Analysis
  
• Reviews or Compilation Of Financial Statements
• Shareholder Disputes
• Stark Anti-Kickback Compliance Discussion, Training, And Advice
• Service Organization Control (SOC) Readiness, Audits, Project Planning, Control Evaluation, & Reporting
• Trend Report Of Metrics Over Time To Understand Cashflow, Identify Bottlenecks, Understand Progress Toward Optimal AR, Denial Volume, & Appointment Trends
  
• Trend Report Of Practice E&M Utilization Level Against National Trends To Identify If Practice Is Being Too Aggressive On E&M Level & Risks Audit, Or Too Conservative On E&M Level & Risks Lost Revenue
  
• Business Valuation, PE, Advice For Selling Firm
  
• Workers Compensation Surveillance, Discussion, And Advice
  
• Revenue Cycle Management
• Assessment Audits
• Medical Records Audits
• Medicare / Medicaid Coding
• Contract Negotiations
• Contract Review