Bronze Package: The Essentials
Perfect for the solo practitioner who needs a dedicated specialist to manage core financial and administrative tasks, ensuring the practice runs smoothly.
$450 / month
Includes 10 hours of dedicated support per month (approx. 2.5 hours per week).
Core Support:
Client Billing & Invoicing
Payment Tracking
Expense Categorization in QuickBooks
Essential Administrative Support:
Calendar & Email Management (Organization & Prioritization)
Client Communication via Email
Silver Package: The Growth Package
Ideal for the practitioner ready to delegate key operational tasks and gain monthly financial clarity, freeing up time to focus on practice growth or personal priorities.
$800 / month
Includes 20 hours of dedicated support per month (approx. 5 hours per week).
Enhanced Financial Management:
Revenue Cycle Management (Client Invoicing, Payments, Basic Follow-Ups)
Expense Management & Monthly Profit & Loss Reporting in QuickBooks
Expense Categorization in QuickBooks
Client Financial Communication via Email
Broader Administrative Operations:
Calendar & Email Management
Practice Management System (PMS/CRM) Management (Admin Functions)
General Administrative Projects
