OUR PACKAGES
All Operational Packages are billed as a monthly retainer and include a FREE 30-minute Initial Consultation.
Operations Packages are performed on a monthly schedule conducive to the practice and the consultant’s availability.

BRONZE PACKAGE
$375 / Month
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Monthly Bookkeeping Using QuickBooks Online (Up to 3 Hours, Additional Time Charged $95 / Hour. May require One Time QuickBooks Setup Fee or Cleanup Fee.)
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Monthly Financial Reports and Consultation: Profit / Loss, Balance Sheet, Cash Flow
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Systems Analysis and Report: Website, EHR, Marketing

SILVER PACKAGE
$575 / Month
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Monthly Bookkeeping Using QuickBooks Online (Up to 4 Hours, Additional Time Charged $95 / Hour. May require One Time QuickBooks Setup Fee or Cleanup Fee.)
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Monthly Financial Reports and Consultation: Profit / Loss, Balance Sheet, Cash Flow
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Systems Analysis and Report: Website, EHR, Marketing
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Business Consultation on Choice Matter(s) (Up to 1 Hour)

GOLD PACKAGE
$975 / Month
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Monthly Bookkeeping Using QuickBooks Online (Up to 5 Hours, Additional Time Charged $95 / Hour. May require One Time QuickBooks Setup Fee or Cleanup Fee.)
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Monthly Financial Reports and Consultation: Profit / Loss, Balance Sheet, Cash Flow
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Systems Analysis and Report: Website, EHR, Marketing
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Business Consultation on Choice Matter(s) (Up to 2 Hours)
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Quarterly Strategic Planning Consultation with Budget Analysis (Up to 2 Hours)
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Licensing, Permits, and Regulatory Compliance Analysis
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Annual HIPAA Compliance Report

GROUP PACKAGE
$2,500 / Month
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Monthly Bookkeeping Using QuickBooks Online (Up to 8 Hours, Additional Time Charged $95 / Hour. May require One Time QuickBooks Setup Fee or Cleanup Fee.)
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Monthly Financial Reports and Consultation: Profit / Loss, Balance Sheet, Cash Flow
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Systems Analysis and Report: Website, EHR, Marketing
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Business Consultation Monthly on Choice Matter(s) (Up to 8 Hours)
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Administrative Systems Support Monthly (On Call Up to 4 Hours)
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Quarterly Strategic Planning Consultation with Budget Analysis (Up to 8 Hours Per Quarter)
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Annual Licensing, Permits, and Regulatory Compliance Analysis
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Annual HIPAA Compliance Analysis and Report
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Annual Facility Analysis
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Annual Insurance Analysis and Policy Consultation