When Something Feels “Off” — Or You Just Want to Understand What You’re Looking At
Maybe your production is up but the bank account doesn’t show it.
Maybe you’ve got a hunch that something isn’t adding up.
Or maybe you’re just staring at your practice reports thinking,
“Am I supposed to know what this means?”
That’s where I come in.
The Ask The Expert™ Consultation is a two-hour, remote working session where we dig into the business side of your practice — together. Whether you’re worried about potential embezzlement, overwhelmed by software you don’t fully understand, or just want to know how to protect your hard-earned revenue, this time is customized for you.
You don’t need proof to schedule this. Just curiosity — or concern.
If you have that gnawing gut feeling something’s wrong, but no hard evidence, this is the perfect place to start. You’ll send over some key documents ahead of time, and then we’ll go over everything live — looking at your reports and systems through the eyes of a Certified Fraud Examiner (me).
And if we do find clear signs of embezzlement during the consultation?
The cost of this call is credited toward a full fraud investigation. You haven’t wasted a dime.
What You’ll Get From This Consultation:
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Clarity around your practice software reports: what they are, what they mean, and what to look for
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A guided tour of your current systems and where the risks may be hiding
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Hands-on learning — you’ll see your numbers through my fraud examiner lens
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A completely confidential, judgment-free space to ask what you’ve always wanted to ask
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A practical, prioritized plan to improve your financial controls
This isn’t just a “talk about it” call — this is a roll-up-our-sleeves working session.
You’ll walk away smarter, more confident, and better equipped to lead your practice.
Client Controlled. Expert Led. Your Call — Literally.
Whether you own one practice or several, this call gives you powerful insight into your own business without pressure or fluff.
Doctors often tell me it’s the best two hours they’ve ever spent on their practice’s business health.
Let’s turn confusion into clarity — and worry into wisdom.