Financial & Practice Management 

• Billing and Invoicing: Managing the revenue cycle, from generating accurate invoices and superbills to tracking payments and following up on outstanding client balances.

• Expense Tracking & Reporting: Utilizing QuickBooks to categorize all business expenses and generate monthly Profit & Loss reports, providing you with a clear picture of your practice's financial health.

• Client Financial Communication: Professionally handling all email communication with your clients regarding billing, payments, and insurance inquiries.
  
  

Administrative & Operational Support 

• Strategic Calendar & Email Management: Organizing your schedule and inbox to protect your clinical time, prioritize important messages, and ensure timely responses.

• Practice Management System (PMS/CRM) Support: Managing the administrative functions within your existing client management software to ensure it runs efficiently.

• General Administrative Projects: Handling other operational tasks as needed, such as data organization, online research, and document preparation.