Intake
New-client intake and follow-up
We map how new clients reach you, then give every inquiry an owner and a next step.
Professional offices · Virtual, nationwide
New clients wait. Forms get chased. Bills go out late.
Upfront Consulting with Tiff & Reco LLC finds where work waits between your front desk, your professionals and billing. Then we help you fix those handoffs.
- Fixed prices
- Straight answers
- No real records needed
Sound familiar?
Where a busy office loses time
Law, dental, vet, eye, accounting, bookkeeping, payroll, insurance, title and real estate offices run different software. But each one hands work from the front desk to a professional to billing.
- New inquiries sit in voicemail until someone has a minute.
- Your team confirms appointments all morning, and people still don't show.
- The same forms get chased again and again.
- The front desk thinks the professional handled it. The professional thinks the front desk did.
- Billing hears about the work days later, and old balances wait.
- One person knows how everything works, and the office holds its breath when they're out.
Each of these is a handoff. Handoffs can be mapped, written down and fixed. That's the work we do.
What we do
What we fix in a professional office
We start with how your office works today and the tools you already own. Then we help you fix the handoffs that cost the most time.
Schedule
Scheduling, reminders and no-shows
We tighten how appointments get booked, confirmed and rescheduled, often with reminder features your software already has.
Paperwork
Forms and documents
One clear way to request and track paperwork, with a list of what's still missing.
Handoffs
Front desk to professional to billing
Simple rules for what gets passed along, to whom and when, with a clear “work is done, bill it” step.
Get paid
Billing and collections follow-up
A steady routine your team runs for sending bills and following up on unpaid balances.
Write it down
Procedures that don't live in one head
We write down what one person knows and cross-train your team, so someone else can cover.
Privacy and professional rules
How we handle private information
- We work from sample or made-up examples. We never ask to see real patient or client records.
- In systems that hold those records, your staff makes the changes while we guide with sample data.
- We work within the privacy and compliance rules your office already follows.
- If a change touches legal, tax or financial questions, we bring in your attorney or CPA first. We don't give legal, tax or financial advice.
- Clinical, legal and financial decisions stay with your professionals.
Upfront pricing
You'll know the price before we start
Every engagement gets a written scope and a fixed price. If anything changes, we agree on it in writing first.
Discovery Call
Free
20 minutes · video or phone
Tell us where your office gets stuck. We'll tell you plainly whether we can help.
- An honest answer on fit
- At least one fix you can make this week
Operations Checkup
$750
Best place to start
We walk through your handoffs with you, your front desk and your billing staff.
- 2-hour working session, on-site or by video
- Written report of gaps and quick wins
- Prioritized 90-day roadmap you keep
- Fee credited toward any project booked within 30 days
Build & Integrate
from $3,500
Fixed-price projects
We build what the Checkup found, on a scope and price you approve first.
- Intake, scheduling and reminder steps, set up with your team
- Document tracking and billing routines your staff runs
- Written procedures and team training
Fractional Operations Partner
from $2,000/month
Ongoing support
Steady operations leadership without a full-time salary.
- Monthly planning and progress reviews
- Training as you add staff or locations
Questions
Good questions to ask before we talk
Don't see yours? Ask it on the free call, or meet Tiffany and Reco first.
- Will you need to see our patient or client records?
- No. We map how work moves, not what's in your files, and we use sample or made-up examples.
- Do we have to switch software?
- No. We don't sell software, and we start with the tools you already pay for. Many offices pay for features they don't use.
- You're a new firm. Why trust you with our office?
- We're a new firm, and we'll always tell you that up front. Tiffany has 10+ years of leadership, including running a legal document department and accounts receivable teams. Reco, a former yacht captain, stays calm under pressure and decides on facts. You keep the Checkup roadmap either way.
- Do you come to our office?
- Yes, when it helps. We're a virtual company, and we work by video with offices nationwide. On-site visits are available anywhere. Travel is billed at cost, with your approval first.
Get started
Let's find where your handoffs break
Book a free 20-minute discovery call. You'll leave with at least one fix you can make this week, whether or not you hire us.
- Book a call
- Send us a note below or email us to pick a time
- Call or text
- (321) 222-0112
- Follow us
- Where we work
- Virtual, by video · on-site anywhere when needed
- Serving
- Businesses nationwide
Send us a note
Tell us a little about your business. Reco or Tiffany will get back to you to set up your free 20-minute call.