Once you book a Discovery Call, you’ll receive a Zoom link to meet face-to-face. During this call, we’ll talk through your business needs, goals, and current pain points. I’ll ask a few thoughtful questions to determine whether we’re the right fit for each other.

If we agree that working together makes sense, you’ll receive a contract and invoice within 24 hours. This will outline the scope of support and cover the first month of services. Both the signed agreement and initial payment are required before onboarding and the start of services.

After payment is received, we’ll schedule an onboarding call. During onboarding, we’ll gather the information needed to get started, including access to relevant systems and tools. We’ll also review timelines, expectations, and standard operating procedures to ensure everything is clear and organized.

Once onboarding is complete, I’ll begin supporting your business. You’ll receive regular updates on progress, and we’ll establish a recurring check-in to review priorities, upcoming tasks, and any new needs as they arise.

Yes! All of my practice support services are fully HIPAA-compliant. Your client information is handled securely, and all administrative systems follow strict privacy standards, giving you peace of mind while I manage your billing, scheduling, and client communication. I am happy to provide you with my HIPAA Certificate per request.

Absolutely! Clients often use me for multiple areas of their practice. You can focus on just one service, or combine several; for example, I can handle admin and client communication while also auditing your billing systems. My approach is customized to your practice’s unique needs.

No. My role is to reduce your cognitive load, not add to it.

At the start of our work together, we take time to clarify expectations, priorities, and workflows. From there, I work proactively, communicate clearly, and handle details without requiring constant direction or oversight. You’ll stay informed, but you won’t need to manage day-to-day tasks or decisions.

Most clients come to me because they want fewer things to think about, and that’s exactly how I approach my work.

I work with a limited number of clients at a time, typically 2-3, so I can provide focused, personalized support and implement meaningful improvements in each practice, while maintaining the balance and well-being needed to serve them effectively.

Support is customized based on your needs, volume, and goals.

I primarily work with clients on an ongoing basis or through defined projects, as this allows for consistency, trust, and proactive support. Ongoing support tends to be the most effective for care-centered businesses where communication, systems, and client experience are interconnected.

Hourly support may be available for consulting or short-term needs and is discussed during the discovery call to ensure it’s the right fit.

While results vary based on scope and support needs, clients typically experience:

• Less time spent in their inbox and backend systems

• Clearer workflows and smoother day-to-day operations

• More consistent and professional client communication

• Reduced overwhelm and mental load

• Greater capacity to focus on their actual work, not the logistics around it

The goal isn’t just efficiency; it’s sustainability. Support should make your business feel easier to run, not more complicated.