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    Compliance Management Services

    5.0 (1 review)
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    Business consulting

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    Essential Numbers Accounting

    Essential Numbers Accounting

    (2 reviews)

    I am grateful for Julie's service! Her bookkeeping and Quickbooks expertise was very helpful and I…read moregot great feedback on setting up the chart of accounts. I also appreciated her candidness: she was open about areas where she can help and areas where she recommended speaking with other accounting professionals instead of claiming deep expertise in them. I look forward to working with Julie again in the future.

    As a small business owner, I was looking for CPA/Bookkeeper who would help me with my books. Julie…read morehas been excellent. She cleaned up my books for 2021 and has spent the past four months verifying and ensuring accuracy as we prep for tax season. She has also prepared end-of-year forms for our employees. Julie's impeccable attention to detail, resourcefulness, communication abilities, professionalism, and knowledge has helped me make informed and confident decisions. She gives me personalized business attention, and we meet regularly to check in and set goals. She is not only an accountant but someone who cares about your overall business vision and helping you attain them. I often leave meetings with her feeling grateful and assured that I chose the right person to help me grow my business. I own a mental health group practice, and I am often busy managing our staff and clients and need someone to rely on for the accounting side of things. Julie has been reliable and consistent with everything she does. As a mental therapist, I am extroverted, and Julie is introverted. We work together really well. Her personality is easygoing, calm, and reflective. She makes space for you to lead and does her part to guide and inform you to make sound business decisions. It's a delicate balance, and she does it well. Thank you, Julie!

    Scheduling Institute - Let's chat about New Patients!

    Scheduling Institute

    (3 reviews)

    I am a cosmetic surgeon. This group mainly serves dentists. However, they taught me how the sales…read moreand marketing world operates and I believe their training is fantastic for anyone who manages their own small service business. Medical personnel, particularly the support staff you see posting negative reviews, may get confused about what is happening at these training seminars and mistake the real-world advice given here for unethical tricks. Jay and his team break down how these businesses operate and tell you how to polish each aspect to make the organization effective and profitable. Starting with the internal structure and actions that attract and keep customers, they help doctors and the staff learn the courtesy and professionalism needed to attract and retain patients. Marketing is also addressed. They are trying to train these mostly small practices in the techniques used by large corporations to stay in business. None of this material is covered in medical or dental school. The Scheduling Institute tries to teach interpersonal superpowers​. I reflect back on what I learned during my year with them over and over in the past decade. I didn't fully understand many lessons until years later. They have a free day where they share many goodies and try to use their sophisticated tactics to sign you up. If you give yourself a chance to model them, your practice should grow. There is no one technique, and nothing is ever easy. Give yourself time to learn.

    Top of the industry practice management company! Best company if you want results in growing your…read morebusiness.

    Compliance Management Services - businessconsulting - Updated May 2026

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