Services

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Accounting, Team, Operations, and Marketing.”][/vc_column][/vc_row][vc_row type=”full_width_content” full_screen_row_position=”middle” column_margin=”default” equal_height=”yes” content_placement=”top” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” bottom_padding=”10%” left_padding_desktop=”10%” right_padding_desktop=”10%” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” advanced_gradient_angle=”0″ overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” shape_type=”” gradient_type=”default”][vc_column column_padding=”padding-3-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”right” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” animation_type=”default” enable_animation=”true” animation=”fade-in-from-bottom” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_row_inner equal_height=”yes” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all” css=”.vc_custom_1703375186694{border-top-width: 1px !important;border-top-color: #dbdbdb !important;border-top-style: solid !important;border-radius: 1px !important;}”][vc_column_inner column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” advanced_gradient_angle=”0″ gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/4″ tablet_width_inherit=”default” animation_type=”default” enable_animation=”true” animation=”fade-in-from-bottom” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” gradient_type=”default”][image_with_animation image_url=”44″ image_size=”full” animation_type=”entrance” animation=”Fade In” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text css_animation=”none” css=”.vc_custom_1703374254273{margin-bottom: 15px !important;padding-right: 20px !important;}”]

Metrics That Matter

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  • Monthly account reconciliations
  • Online access to Quickbooks
  • 3 Key financial statements
  • Payroll and quarterly filings (no additional cost!)
  • Annual business tax filings (no additional cost!)
  • Tax optimization strategies
  • Entity structure
  • Discount on personal tax filing
  • Financial graphs by month, quarter, and year
  • Comparison to industry benchmarks
  • No hourly billing – unlimited access to a CPA
  • … and much more

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Serve to Lead

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  • Team Handbook
  • Training manuals for every position
  • Vision, Core Values, and Purpose
  • Job description for every position
  • Metrics for every team member

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Elevating Patient Experience

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  • Bulk lab and supply discounts – save immediately!
  • Elevate Patient Membership Discount Plan
  • Elevated Patient Experience System
  • Phone Mastery System
  • Ideal Scheduling System
  • Elevate 5S System
  • Perfect Practice Design System
  • Checklists for quality control
  • Custom office paperwork and forms
  • Perio education program

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Share Your Light

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  • Custom practice website – formats to any device
  • Website in Spanish and English
  • Custom patient online booking request forms
  • Social media account optimization
  • Google Maps optimization
  • Custom office chat integrated with Facebook, Google My Business, and website chat (new feature!)
  • Custom website funnel and autoresponder
  • Annual marketing plan
  • Discount on marketing materials (business cards, mailers, etc.)

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