Consulting & Training

Practical guidance.
Confident next steps.

Business guidance for the practice behind the care. Get support with practice operations, revenue cycle, and planning your next move.

Free 15-minute consultation

Discuss your needs and see whether we are a good fit.

A woman in yellow admiring her flexed arm
Learn it.
Then own it.

The business behind your practice

A little guidance. A lot off your plate.

Start strong. Grow with a plan.

Starting a practice or figuring out your next chapter? Get guidance on team roles, daily operations, and the systems that keep things moving.

Give your billing a solid start.

Set up your EHR, payment processes, and billing routines with clear steps your team can follow.

Untangle the billing backlog.

Take a closer look at unpaid claims, denials, and outstanding balances. Identify what needs attention and build a practical cleanup plan.

Teach your team the ropes.

Hands-on billing training in your own system, so your team can manage claims, payments, and follow-ups with more confidence.

Make sense of your numbers.

Understand what's been billed, what's been paid, and what's still waiting. Turn billing reports into useful next steps.

Bring the moving pieces together.

Get help coordinating practice setup, scheduling, intake, billing, and team workflows, with clear responsibilities and an agreed scope.

Services & pricing

Support for your next step.

Strategy Session

$300

Best for: One focused question or decision.

Intake questionnaire and a 60-minute consultation, with personalized recommendations and a follow-up summary.

Practice & Revenue Audit

$600+

Best for: Understanding billing and operational gaps.

Billing and operational review with written recommendations. No fixed time limit. Larger groups or extensive audits may cost more; scope and pricing are approved before work begins.

Practice Launch Consulting

$1,500+

Best for: Planning a new practice from the ground up.

Four one-hour meetings. Customized launch roadmap and guidance on systems, billing, credentialing and workflows. Starting price; final scope and fee are agreed in advance.

Ongoing Advisory

$1,000 / month

Best for: Regular guidance as your practice grows.

Four one-hour meetings each month, plus one combined hour of email guidance, document review and preparation. Included meetings and support hours expire at the end of each monthly service period and do not roll over.

Hands-on setup, billing, credentialing, and training are separately scoped and priced unless expressly included in writing.

In our clients’ words

“Julie has been an incredible support in starting my private practice. After a bad experience with another credentialing agency, she stepped in, finished my credentialing, trained me on billing through Simple Practice, and answered every question along the way.”
Sara Ansell · Rose and Thorn Counseling

Rather hand the whole thing over?

Our full service team can handle claims, payments, denials, and follow ups.

Explore Full Service Billing

Clear scope. Clear expectations.

Scope, deliverables, payment terms and service limits are confirmed in a written consulting agreement before work begins.

Read consulting scope and service terms

Additional work is separately quoted and approved before starting. Launch packages and full audits are separate from monthly advisory.

Hands-on billing, credentialing, training and implementation are separately scoped and priced unless expressly included in writing.

Consulting provides business, operational, billing, credentialing and revenue-cycle guidance, not legal, tax, accounting or clinical advice. The Practice & Revenue Audit is an operational review, not an independent financial audit or certification of compliance. Results, revenue increases, payer approvals and credentialing outcomes are not guaranteed. Clients remain responsible for business decisions, implementation and compliance obligations.

A little less on your plate

Let’s work
through it.

Tell us about your practice. We’ll help you find the right next step.

Let’s Talk Consulting