Service type is reactive. This plan provides the basics needed to run your practice. We help you stay compliant, by reviewing records to ensure accuracy, taking care of tax filings, and being in your corner as you navigate practice ownership. With this package, you can focus on your core operations while ensuring your financial foundation is solid.
One Time On-Boarding Fee: Varies
Est. Onboarding Time: 5 Weeks
Communication Priority: Priority 24/hr Video Meet, Text, or Call
Includes everything in the Starter Smile and Pro Bite Package
Monthly Elevate Meeting [2]
Customized KPI - Practice Dashboard Clean-Up
Annual Meeting with Practice Advisor
On-Going Entity Maintenance Review
Practice Management Software Intergration
Accounts Receivable Concierge
Entity Maintence - Minutes, etc.
Wealth Advisory Meeting (Semi-Annual)
