Your business needs the right strategy in place in order to truly achieve financial soundness. CMS will help you understand what’s possible in your business today and tomorrow. As well, CMS will help you to understand what peers in similar markets are able to achieve. We’ll create real benchmarks to measure your success and plot a clear, actionable plan to achieve!
Our team will review your client facing processes from your client’s lens and your internal processes from a point of view of experienced consultants. We will recommend areas that could be streamlined to gain operational efficiencies. At the end of the project, a detailed evaluation report will provide you with the recommendations, action steps and support to meet your objectives.
Increase your profitability by harnessing the power of our proprietary Marketing Automation Platform (MAP) and decades of training experience. Our platform allows you to make informed marketing decisions and increases your ROMI and also dramatically improve your leads to appointment conversion ratio. Personalized staff training will help keep your calendar balanced and full.
Business owners often overlook the importance of real time accounting. Readily available financial information can not only assist in making sound decisions, but it is key to manage cash flow for sustainability and growth. Our full-service bookkeeping program securely inputs, manages, and maintains your financial data. Through our safe and secure system, your monthly bills, deposits, and statements are entered directly into your QuickBooks account. This means consistent and accurate information at your fingertips in real time — without manual data entry on your behalf. More importantly, our advisors will help you will interpreting the financial data and show you the path to financial soundness.
Marketing Automation Platform (MAP)
Afterhours Appointment Support Via Chat and Voice
Inbound Call Monitoring
Customer Service Training
Customer Service Analysis
Daily, Weekly, Monthly or Yearly Accounting and Bookkeeping
Accurate Financial Reports
Improved Data Entry and Financial Reporting Timelines
Operations Consulting (Client Facing)
Would you like to know how we can make your clinic or business more efficient? Why not contact us for a free, no-obligation consultation today!