WHAT YOU ACTUALLY RECEIVE
Your business essentials.
Created and organized for you.
We create and customize the deliverables in your package, organize them by phase, and prepare them for handoff. Your written scope names the documents, system setup, review steps, and handoff included.
We complete the work
We research, draft, customize, organize, and configure the business deliverables and systems listed in your signed scope.
You guide and approve
You provide your goals and business information, choose vendors, approve documents, authorize access, and sign required applications.
Specialists and agencies review
Attorneys and accountants provide their professional review. Licensing bodies and payers make approval decisions. We prepare the materials and track these handoffs.
Business foundation 01
We prepare and customize: Practice blueprint, formation and registration checklist, insurance comparison worksheet, startup task tracker, professional-review register, and organized document index.
Pricing & financial planning 02
We prepare and customize: Startup budget, monthly operating budget, service fee schedule, consulting package calculator, staffing cost model, break-even worksheet, cash-flow scenarios, and payment-policy draft. Fees are modeled around your costs and market; payer reimbursement is verified separately.
Client forms & clinical operations 03
We prepare and customize: Inquiry and intake templates, service-agreement draft, consent templates for review, release-of-information draft, scheduling and cancellation policy, session documentation framework, incident-report template, referral workflow, and discharge checklist.
Team & supervision systems 04
We prepare and customize: Role descriptions, hiring checklist, interview scorecard, onboarding plan, credential-verification tracker, supervision scheduling workflow, staff training log, and performance-review template.
Telehealth, privacy & technology 05
We prepare and customize: Client-location verification workflow, state and payer requirements checklist, telehealth consent draft, suitability screening, emergency and connection-failure procedure, platform comparison, business associate agreement review checklist where applicable, access-control plan, and documentation workflow.
Billing, referrals & launch 06
We prepare and customize: Payer-enrollment tracker where applicable, authorization workflow, billing handoff checklist, referral outreach scripts, website content outline, consultation script, 90-day launch calendar, and weekly business dashboard template.
Data collection & practice management setup 07
We help select and set up your data collection, practice management, and billing systems. Included setup is defined in your scope and may cover authorized account configuration, user permissions, documentation templates, scheduling, and practice workflows. Your BCBA approves clinical content. You own your business accounts and data and retain primary administrative access. You subscribe to third-party software; the software itself belongs to its provider. Vendor subscriptions are paid directly by you.
Company billing setup 08
We configure the agreed invoicing and payment tools, fee schedules, payment policies, and reporting workflows. Where included, we prepare insurance billing configuration, enrollment materials, and authorization workflows. Payer enrollment and approval are separate. Ongoing claim submission, denial follow-up, and collections require a separate service agreement.
ABA + daycare add-on 09
We prepare and customize: Childcare licensing research tracker, facility and zoning checklist, staffing and ratio review worksheet, safeguarding policy outline, parent communication workflow, separate service and billing maps, and professional-review checklist.
Final documents require review for your state, services, payer contracts, and circumstances. Filing fees, legal review, software subscriptions, insurance, and payer approval are separate from launch-service fees.