Service Provided:
About:
Arshad Dental Consulting CPA Professional Corporation (ADC CPC) is the go-to accounting firm for dentists ready to take control of their finances and grow their practice. They specialize in helping dental professionals focus on what they do best while maximizing profitability and practice value.
When I met Sana, she had bold goals and a clear vision for the future of her business. It was time to replace outdated processes—think PDFs, scanning, and maxed-out capacity—and implement a system designed to handle her growing needs. Together, we tackled a transformative multi-step plan:
- Develop a modern, user-friendly client portal that includes daily forms, tax information, and tutorials.
- Transition to 100% digital, HIPAA-compliant forms for secure and efficient document handling.
- Introduce a real-time support ticketing system, allowing seamless client communication.
- Implement a CRM to keep her team informed, organized, and aligned.
- Streamline onboarding for new clients to save time and reduce errors.
- Create automated workflows that minimize repetitive tasks and free up capacity.
- Ensure scalability to support ADC CPC’s future growth.
With these systems in place, ADC CPC is delivering exceptional service, scaling effortlessly, and staying ahead of the competition. Sana now has the tools to focus on her big, bold goals.
Challenges & Blockers:
Transforming ADCPC’s operations required overcoming key hurdles to ensure success:
- Client and Team Buy-In: Transitioning from manual workflows to a fully digital system required convincing both clients and the internal team of the benefits. Building trust in the new process was critical for adoption.
- Complexity of Patient Data: Handling sensitive patient information during the move to digital requires strict standards, ensuring security and confidentiality at every step.
- Change Resistance: Some team members were hesitant to adopt new tools, fearing disruption or a steep learning curve.
- Coordination and Training: Ensuring all team members understood and embraced the new systems while maintaining ongoing operations added complexity.
How I addressed them
- Education and Engagement: Hosted training sessions for the team, emphasizing the ease, security, and efficiency of the new systems to build confidence and support.
- Client Communication: Developed clear, client-focused messaging to ease concerns about data security and the benefits of the digital transition.
- Phased Rollout: Implemented changes in manageable stages, minimizing disruption and allowing time for adjustment.
- Client First Approach: Ensured all digital tools were user friendly, as low complex as possible and with clear processes, maintaining trust while enhancing efficiency.
By focusing on clear communication, security, and training, we ensured a smooth transition that empowered both the ADCPC team and their clients to embrace the new systems.
Results (so far)!
While the transformation is ongoing, ADCPC has already achieved measurable results:
- 95% Digital Forms: Nearly all client forms are now fully digital and HIPAA-compliant, streamlining processes and reducing errors.
- 100% Real-Time Form Tracking: All forms can now be tracked in real-time through the client portal, improving transparency and client confidence.
- 75% Clinic Adoption Rate: Three-quarters of clinics have adopted the new systems, with this number expected to grow as familiarity increases.
- 100% Internal Team Adoption: The entire internal team has fully embraced the new tools, driving efficiency and consistency in operations.
- Increased Client Satisfaction: Early feedback highlights ease of use with the client portal and confidence in secure handling of sensitive financial data.
- Scalability: Systems are now prepared to handle more clients without additional staffing needs.
These metrics demonstrate clear progress, positioning ADCPC to achieve even greater efficiency and growth as the rollout continues.
You don't have to take my word for it, see what Sana has to say...
I was searching for a way to build out my systems but felt completely green. I had a clear vision of the end result but no idea how to get there. That’s when I came across Jessie, and what stood out immediately was how comfortable she made me feel about sharing my vision.
Together, we strategized and created workflows that aligned with my current and future needs while staying within budget. Jessie had an incredible ability to understand the problems we were trying to solve and provided solutions that others told me were impossible.
Even when we faced roadblocks, Jessie never gave up on me, and her calm approach ensured I never felt the stress of the project. She’s been instrumental in building systems that not only allow my business to scale but also reflect my unique niche and vision. Without her, I wouldn’t be in the position I am today—with automated systems that have significantly increased profitability.
What sets Jessie apart is her determination and belief in making things work, no matter how challenging. I’m thrilled about future projects with her and confident that with Jessie by my side, my business will continue to evolve and succeed for the long term.
Sana – Founder, CEO
Arshad Dental Consulting CPA Professional Corporation
