Services — Your Assistant is Here

Administrative Support

Do you feel like your emails are a big mess? Is your calendar overwhelming you? Hate making those follow up calls, emails, texts to potential clients or just don't have the time? Don't want to look at another Excel spreadsheet? This is where we come in.

We understand that some of your daily tasks on top of seeing clients can get to be overwhelming and we’re here to help you. We will take your inbox and calendar from impossible to immaculate before your eyes. Our Google and Microsoft Suite expertise and can tackle any spreadsheet, Power Point, or Publisher task you can think of.

Let us help you optimize your time and leave the details to us.

» Creating decks for presentations

» Follow-up phone calls and or emails after a networking event, workshop or to your list you have not used

» Sending the perfect gifts to clients

» Testimonial programs-making it easy for you to build a bank of great social content

» Digital Organization - electronic files, inboxes, email templates, calendars and more

» Psychology Today profile creation, maintenance and monthly stats

» Building prospective contact lists

» Follow-up phone calls and emails

» Media outreach to get you and your practice featured online

Billing and Invoicing

At the end of a long day, the last thought on your mind is billing your practices clients.
Let us help!
We manage the billing for hundreds of clients each week, and ensure you get paid in a timely manner. Our team can also take care of getting payment for clients whose credit cards on file decline.

Insurance Concierge

Generating and sending Superbills (weekly or monthly)
Verifying clients out of network benefits
Submitting clients insurance claims
Follow up with insurance companies for clients claims - don’t waste your time sitting on hold, let us do it for you!

"Jessica and her team have made such such a difference with my practices billing. After a long day of seeing clients I am able to relax, take a breath and know that it’s being covered"