Most independent clinics have never measured the drag — unbilled revenue, inventory waste, admin hours that compound. I go inside your practice, find it, and build the fix. Proven inside a real NJ clinic.
You're seeing patients, running the clinical side, and the business side is quietly bleeding. These aren't rare problems — they're the default state of most independent clinics.
Most clinics are losing money in 4–6 places simultaneously — and treating each one as an isolated problem.
Unbilled services, missed follow-ups, untracked adjunct revenue. You're delivering value you're not capturing — and it compounds every month.
Typical cost: $3,000–$12,000/yrHours spent on administrative tasks that should take minutes. Every week of wasted admin time is money your practice isn't earning.
Typical cost: $4,000–$10,000/yrSupplies walk out the door, get over-ordered, or expire on a shelf. Without a system, you're ordering by gut feel and losing margin.
Typical cost: $2,000–$8,000/yrManual logs and spreadsheets only one person understands. Every staff change is a knowledge crisis — and a compliance liability.
Typical cost: compliance + turnover riskOne NJ acupuncture clinic. Everything below is from that engagement — real systems, real outcomes, still running today.
"Every system and number on this page comes from one real practice. I built the inventory tracker, rewrote the workflows, and modeled the outcomes from invoice history and workflow analysis. These aren't hypotheticals — they're projections grounded in real data from a real engagement."
— Alec Corby, Founder, Margin Health Advisory
| Area | Before | After |
|---|---|---|
| Inventory tracking | Manual guessing, over-ordering | 106 SKUs digitized, ~22% est. waste reduction |
| Admin time | ~10+ hrs/week on manual tasks | ~6 hrs/week recovered (estimated) |
| Revenue visibility | No system for adjunct revenue tracking | $8,400/yr in identified leakage captured |
| Staff documentation | No SOPs — knowledge in one person's head | Written SOPs for every rebuilt workflow |
| HIPAA documentation | Informal, incomplete | Full compliance documentation package |
Three clear paths. Flat-fee pricing. No retainer traps, no scope creep surprises. Most clients recover the engagement cost within 3–6 months from identified leakage alone.
A comprehensive diagnosis of where your practice is leaking revenue, wasting time, and creating compliance risk. You'll receive a full report with prioritized action items.
A written findings report (15–25 pages), a prioritized action matrix, and a recorded 30-min findings call — a blueprint you can execute independently or hand to any operator.
We don't just identify problems — we build the systems to fix them. Inventory tracking, workflow documentation, compliance protocols, and staff training included.
A live inventory tracker in your existing tools (Sheets, Notion, or EHR), written SOPs for every rebuilt workflow, and a staff training session — all documented and yours to run.
End-to-end operational transformation. We audit, build, implement, and optimize every system in your practice — and stay on until results are proven and measurable.
Everything in System Build, plus a financial visibility dashboard, ROI tracking reports at day 30 and day 60, an operational SOP library, and three monthly advisory calls.
Three steps from first conversation to measurable results in your practice.
We start with a 30-minute call to understand your practice — the size, the pain points, and the biggest opportunities. No pitch, no pressure. Just honest assessment.
30 minutesBased on your diagnosis, we recommend the right service tier and build a clear engagement plan with timelines, deliverables, and expected outcomes. You know exactly what you're getting.
3–5 daysWe build your systems, train your team, and document the outcomes. Every engagement ends with a clear picture of what was found, what was built, and what changed — and systems that keep running after we're gone.
30–60 daysMost practices are losing $6,000–$40,000 annually to operational inefficiency. Find out your number. Estimates based on benchmarks from independent clinic operational audits and published healthcare operations research.
Enter a few details about your practice and we'll estimate the annual cost of your current operational gaps.
That number is an estimate — an audit will find exactly which of those dollars are real in your practice.
Book a Free Diagnostic →We work exclusively with independent practices — not hospital systems or corporate chains. If you own and operate your clinic, you're exactly who we built this for.
I took a finance background directly into a live NJ acupuncture practice — built the inventory system, digitized 106 SKUs, rewrote the workflows, and designed the HIPAA documentation package. The result: ~22% estimated waste reduction, ~6 hrs/week recovered (projected from workflow analysis), and $8,400 in annual leakage identified. One real engagement, built from the ground up.
My lens on healthcare came first as a patient — years of specialists, a four-week inpatient stay at Children's Specialized Hospital, and more billing and intake friction than most people see in a lifetime. The clinicians were excellent. The operations around them weren't. My parents built careers in finance, so I grew up knowing exactly what that costs. That combination is what I bring to every engagement.
Fair. Here's the actual answer: I'm not selling you 20 years of opinion. I'm selling you systems I've already proven inside a real practice. That's a different thing.
Book a free 30-minute practice diagnostic. I'll tell you what I see and what I'd do — no pitch, no commitment.
The Founding Practice Program closes after 3 clients. Two spots remain at the discounted rate.