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Services

Practice Growth

Unlock the full potential of your dental practice with personalized growth consulting. We help you identify revenue leaks, missed production opportunities, and internal inefficiencies, then build strong systems that drive accountability, improve collections, and empower your team. Whether you’re a startup or scaling a second location, we align your team, streamline your operations, and help you grow with confidence.

Key Features:

  • Production and collection optimization
  • Front-office training and accountability systems
  • Role clarity and performance benchmarks
  • Long-term growth planning

Financial Protection & Embezzlement Prevention

Protect what you’ve worked hard to build.

We specialize in safeguarding dental practices from financial risks, especially the ones no one talks about. With proven systems for revenue tracking, secure deposit workflows, and software updates that minimize embezzlement opportunities, we ensure your collections go where they belong: your bank account.

Key Features:

  • Embezzlement audits & prevention systems
  • Secure check-handling & bank deposit protocols (e.g. lockbox setup)
  • Outdated software risk evaluation
  • Support for disability or temporary leave planning

Internal Process Improvement

Run a smarter, more efficient practice every day.

We identify bottlenecks, wasteful habits, and outdated processes that slow your practice down. From front-desk procedures to hygiene revenue gaps, we help you implement simple, effective systems that create time, reduce stress, and improve patient flow.

Key Features:

  • Daily task management systems
  • Streamlined patient flow
  • Hygiene production optimization
  • Staff time usage audits and improvement plans

Ongoing Maintenance & Accountability

Keep your practice on track even as your business evolves.

Growth isn’t just about one-time changes. We provide ongoing support to help your practice stay aligned, efficient, and profitable as you scale. Whether it’s training new team members, refining systems, or staying on top of revenue targets, we’re with you for the long haul.

Key Features:

  • Ongoing consulting and team coaching
  • Quarterly performance reviews
  • Process updates and role refinements
  • Real-time feedback and support

Credentialing

Get credentialed with confidence and without the headaches. We help dental practices navigate the often confusing credentialing process with insurance providers. From gathering documentation to managing timelines and follow-ups, we make sure your practice is properly credentialed so you can start billing and collecting revenue as quickly and efficiently as possible.

Focus Areas:

  • Initial and renewal credentialing
  • Insurance panel applications and tracking
  • Re-credentialing and compliance support
  • Timeline management to avoid revenue delays

Clinical Operations & Startup Consulting

Build strong clinical foundations from day one. From designing efficient room setups to minimizing inventory waste, we ensure your clinical operations support does not slow down your practice. Our consultants also help dental startups reduce launch costs, meet compliance standards, and avoid costly missteps that many new practices make.

Key Features:

  • OSHA and clinical compliance checklists
  • Room setup standardization
  • Inventory management systems
  • Startup support for launching a new practice

Auditing

Know exactly what’s working and what’s not. Our detailed audits uncover the truth behind your numbers, team performance, and internal systems. Whether you’re concerned about embezzlement, inefficiencies, or missed revenue, we deliver honest, data-driven assessments that give you clear next steps to improve.

Focus Areas:

  • Financial and operational audits
  • Embezzlement red flag reviews
  • Insurance and billing accuracy
  • Performance benchmarking

Revenue Cycle Management (RCM)

Your revenue shouldn’t be a mystery. We manage and streamline your revenue cycle so you can focus on patient care, not chasing payments. From front-desk collection protocols to back-office billing and deposits, we optimize the entire flow of money through your practice, ensuring it ends up where it belongs.

Focus Areas:

  • End-to-end RCM strategy and oversight
  • Claims submission, tracking, and appeals
  • Patient billing processes
  • Transparent financial reporting and cash flow control

Dentists in Transition

Planning to buy, sell, or expand? We’ll guide you through it.

Transitions are high-stakes moments, and we’re here to help you make informed, profitable decisions. Whether you’re acquiring your first practice, adding an associate, or preparing to sell, we offer strategic support to ensure a smooth and successful change.

Focus Areas:

  • Practice acquisition and valuation prep
  • Selling and exit strategy support
  • Adding associates and team restructuring
  • Transition planning for scaling or retirement
Contact Info

Bee Caves Rd Ste 1 #124
Austin TX 78746
 
Phone: 512-969-0997

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