Elevating Dentist. Empowering Teams.
Our Services
Best for: Independent offices feeling overwhelmed, stagnant, or inefficient
What This Package Delivers
Goal: Quickly identify leaks, inefficiencies, and missed revenue opportunities.
Includes:
Comprehensive practice operations audit
Scheduling efficiency
Provider & hygiene utilization
Staffing structure & role clarity
Insurance verification & billing workflows
Financial snapshot review
Production vs. collections
Insurance aging trends
Team & workflow assessment
Customized 30-day Action Plan
Clear priorities
Quick wins to improve cash flow & reduce stress
2 strategy calls (Kickoff + Review)
Written report with recommendations
Key Outcomes for owners who want clarity:
Immediate clarity
Identified cost savings
Clear roadmap for improvement
No long-term commitment
Custom 30-day action plan
Best for: Offices doing $800K annually that want more profit and growth without the chaos. For owners ready to improve profit and reduce stress.
What This Package Delivers:
Goal: Optimize systems, improve profitability, and stabilize the team.
Includes everything in Practice Reset, plus:
Scheduling Optimization
Reduce clinic days where possible
Improve daily production flow
Insurance & Billing Optimization
Verification protocols
Claims follow-up systems
Reduction of AR & denials
Team Systems
Hiring & onboarding framework
Role accountability
Retention strategies
Weekly or bi-weekly coaching calls
KPI dashboard setup
Scripts & SOPs
Front desk
Insurance communication
Patient financial conversations
Hygiene education
Key Outcomes:
Improved collections
Better staff morale & retention
Fewer working days with higher production
Sustainable, repeatable systems
Best for: Owners ready to scale profits, reduce workdays, and build a self-running office. For owners who want real change.
What This Package Delivers
Goal: Replicate your proven results: higher revenue, fewer clinic days, and a team that stays.
Includes everything in Practice Reset & Growth & Systems Optimization:
End-to-End Practice Optimization
Scheduling mastery
Insurance & billing overhaul
Staffing & leadership systems
Hands-on implementation support
Team training (virtual or onsite option)
Advanced KPI tracking & accountability
Profitability & cost-reduction strategy
Targeting 20–30% efficiency gains
Owner time & lifestyle optimization
Unlimited support (Google Teams/email)
Monthly leadership coaching
Key Outcomes:
Revenue growth (similar to my $1M → $1.8M result)
Reduced clinic days
Fully staffed, happy team
Owner freedom & predictability
Team Training
Leadership Coaching
Schedule your appointment
Schedule your free consultation today, to see if we are the right fit for your office! This is a time to go over areas you believe your office needs assistance in, and I can briefly go over the Preparation, Analysis, and Implementation steps.
About
our company
Hi, I’m Casey!
With over a decade of experience in the dental and healthcare industry I bring a results driven, systems focused approach to practice management and consulting. My career began in the United States Navy, where I served as a Hospital Corpsman (HMDA) LPO overseeing multi-department operations, managing budget, and leading teams in high performance environments. Since then, I have led operations in general and pediatric dental offices, most notably increasing annual production from $1M to $1.8M in 12 months while reducing provider work days.
But beyond numbers, my mission is to help reshape the perception of dentistry. Too often, patients feel skeptical and team members feel burned out. I believe dentistry should be built on trust, education and integrity; where employees genuinely enjoy coming to work and patients feel informed rather than sold to. By strengthening systems, culture, and leadership, I help practices create environments where teams thrive and patients relationships are built on transparency and long term care.
I am currently based in Seattle, when not working to help practices you will catch me reading, writing or exploring the PNW with my family!
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Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!