how we help.

You’re not just building a practice—you’re building your future.

Whether you’re launching solo, leaving a group, or scaling a growing team, we help you turn your vision into a sustainable business. One with systems that support you, not stress you out.

From credentialing and compliance to hiring, billing, and brand presence, we handle the operational heavy lifting—so you can focus on what you do best.

Just real support for real clinicians.

private practices.

start up + launch.

Launch your private practice with clarity, structure, and confidence.

We provide step-by-step support to help you establish your business legally, clinically, and operationally—ensuring you're fully prepared to open your doors and serve clients from day one.

  • We help you lay the foundation for your private practice—business structure, licensure, paperwork, and all the backend stuff you didn’t learn in grad school. From NPI to LLC, we’ll make sure you're legit from day one.

    Includes:

    • Business entity formation (Sole Prop, S-Corp, or PC)

    • EIN and NPI registration

    • Local business license setup

    • Basic compliance guidance + liability considerations

    • Professional liability insurance support

    • CA state requirements navigation

    • Good Faith Estimate (GFE) templates

    • HIPAA + telehealth documentation review

  • Once you're official, we’ll help you go live—setting up your EHR, intake process, fee schedule, forms, and systems so you can start seeing clients with confidence and clarity. No chaos, just clean workflows.

    Includes:

    • EHR platform selection + setup (e.g., TherapyNotes, SimplePractice)

    • Fee schedule creation + private pay/hybrid model support

    • Client intake + onboarding process design

    • Informed consent, ROI, and intake form templates

    • Scheduling, calendar, and reminder system setup

    • HIPAA-compliant email, phone, and file storage setup

    • Practice policy development (no-show, cancellation, etc.)

contracting + credentialing.

Get insurance-ready with expert guidance from start to signature.

We help you get credentialed with the right payers, submit clean applications, and avoid the delays and denials that derail so many new practices.

  • We’ll help you navigate insurance contracts like a pro—even if you’ve never touched a CAQH profile. Whether you're going in-network, hybrid, or just exploring your options, we’ll handle the fine print and guide you through every step.

    Includes:

    • Insurance panel research + strategy (which payers, and why)

    • Contract request + application submissions

    • Rate negotiation guidance (when applicable)

    • Payer-specific documentation prep

    • Tracking system for applications + follow-ups

    • Review of contract terms + requirements

    • In-network vs. out-of-network model consulting

  • From insurance panels to EHR setups, we’ll get you credentialed quickly, cleanly, and without the usual headaches. We know the process, the timelines, and the tricks—and we’ll keep you updated every step of the way.

    Includes:

    • CAQH profile setup or cleanup

    • NPPES and PECOS updates (if applicable)

    • ERA/EFT enrollment (for direct deposit + remittance)

    • Credentialing packet completion + submission

    • Communication with payers during verification

    • Ongoing status updates and troubleshooting

    • Recredentialing support for existing providers

billing + back office.

Keep your practice organized, compliant, and financially healthy.

From getting paid on time to streamlining your intake process, we help you build systems that support both your clients and your operations. Whether you’re billing insurance, private pay, or both—we’ll make it work smoothly behind the scenes.

  • We set up your billing systems to actually work—claims, payments, and reports that don’t leave you guessing. Whether you need full-service billing or just help getting started, we’ll make sure you get paid without chasing every dime.

    Includes:

    • Billing platform setup (SimplePractice, TherapyNotes, etc.)

    • Clearinghouse + payer connections

    • ERA/EFT setup for direct deposit and remits

    • Claim submission workflow setup

    • Denial resolution and resubmission support

    • Superbills + private pay receipts

    • Monthly financial reporting basics

    • Patient billing scripts + process consulting

  • Your practice should feel like it runs itself—even when it doesn’t. We help you set up the tools and workflows that keep clients moving through intake, scheduling, and communication—without dropping the ball.

    Includes:

    • Client intake workflow mapping

    • Form creation + secure documentation storage

    • Full-service billing, patient scheduling, customer service options

    • Scheduling and calendar system setup

    • HIPAA-compliant email + phone setup

    • Patient messaging + reminder system planning

    • Digital file storage + folder structure templates

    • Administrative SOPs and team onboarding workflows

hiring + people ops.

Build a strong team—and the structure to support it.

Whether you’re hiring your first admin or scaling a team of therapists and associates, we help you recruit, onboard, and manage with clarity and compliance. From job posts to payroll, we’ll help you grow without the growing pains.

  • Hiring doesn’t have to be overwhelming—or risky. We’ll help you attract and onboard the right people, whether you’re bringing on employees, associates, or independent contractors.

    Includes:

    • Job description drafting + review

    • Sourcing + posting strategy

    • Interview process planning

    • Offer letter + contract templates (W-2 and 1099)

    • Hiring decision consultations

    • Supervision setup for pre-licensed staff

    • Intern onboarding + documentation guidance

  • Your team deserves structure, support, and accountability. We help you create policies, workflows, and systems that protect your business and empower your people.

    Includes:

    • Employee handbook creation or review

    • Labor law compliance (CA-specific if needed)

    • Supervision documentation + tracking

    • Workplace policies (vacation, sick time, no-show, etc.)

    • Payroll system setup (Gusto, QuickBooks, etc.)

    • W-2 vs. 1099 classification guidance

    • Retention strategy + org culture consulting

compliance + accreditation.

Stay protected, prepared, and positioned to grow.

We help you meet clinical, legal, and operational requirements with confidence. From HIPAA to accreditation applications, we’ll make sure your practice is audit-ready and structured for long-term success.

  • We help you navigate the legal and clinical requirements of running a practice, so you can operate with confidence and reduce risk.

    Includes:

    • HIPAA compliance checklist + implementation

    • Telehealth policies and state-specific requirements

    • No-show, cancellation, and fee policies

    • Workplace Violence Prevention Plan (CA-compliant)

    • Documentation audits + workflow alignment

    • Supervision compliance + recordkeeping

    • GFE and No Surprises Act compliance support

  • Whether you’re seeking CARF or Joint Commission (JCAHO) accreditation, CE provider status, or state licensure, we’ll help you prepare every piece—clearly and thoroughly.

    Includes:

    • APA CE provider application support

    • Joint Commission or CARF prep (if needed)

    • State licensure documentation review

    • Accreditation readiness assessments

    • Required policy + procedure development

    • Program evaluation and feedback integration plans

    • Ongoing compliance strategy consulting

marketing + brand growth.

Stand out—without selling out.

We help you build a brand that reflects your values, attracts the right clients, and positions your practice for long-term growth. From building your website to referral strategy, we make sure your message is clear, consistent, and credible.

  • Marketing doesn’t have to be loud—it just has to be honest, clear, and easy to find. We help you build visibility and trust, without the fluff.

    Includes:

    • Psychology Today + therapist directory optimization

    • Referral outreach strategy + email templates

    • Social media basics + bio development

    • Newsletter setup + email automations

    • Marketing plan tailored to your services + niche

    • Copy editing for listings, bios, and landing pages

  • Your brand is more than a logo—it’s how people remember you. We’ll help you define your tone, message, and presence so you show up as the real deal, online and off.

    Includes:

    • Brand identity consultation (tone, values, audience)

    • Logo design and style guide (if needed)

    • Website copywriting or refresh

    • Business card + print collateral design

    • Voice-of-practice development (language + positioning)

    • Visibility strategy for your niche or specialty

see our pricing.

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