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We offer many different services and can help you with whatever your needs might be.  If you dont see a service offered that you are looking for, please let us know and we can cater any package to your liking.


Practice Management

Event Planning and Management

Phone Management

Email Management
Calendar Management
Research Projects
Data Entry
Travel Arrangements
Marketing Plans / Business Plans
Press Releases
Social Media/Online Presence Management and Consulting
Realtor Services

Infusionsoft Management

Zendesk Setup and Management

EHR Management

Contact List Management

*Please note - for practices that are in the beginning stages or just starting to expand as well as not sure what direction to go in, we offer a consulting package where you will have a one on one practice manager to walk you through next steps and brainstorm with on best ways to build your practice. Please contact us to set up a time for a consult.

Here are some of the programs we work with on a regular basis:


  • Spruce Health

  • Practice Fusion

  • Luminello

  • DrChrono - reach out to us, we have special pricing

  • Therapy Notes

  • Office Ally

  • Hushmail

  • MailChimp

  • Updox

  • 8x8

  • Infusionsoft

  • Canva

  • Microsoft Office Suite

  • Constant Contact

  • Highrise

  • Basecamp

  • Social Media sites and platforms

  • Freshbooks

  • Top Producer

  • My Leads

  • Call Fire

  • Harvest

  • Wunderlist

  • Google Docs

  • Quickbooks


If you do not see a particular program mentioned please contact us as we may have experience or be interested in learning the program.

Please note we have special pricing and work closely with the following programs and recommend these systems, reach out to us and we can provide you with the details:

  • Luminello (EHR)

  • DrChrono (EHR)

  • Zynnyme BootCamp and Resources for Private Practice Owners


Here is a list of events we have planned/managed:


Facebook Empire Live - Hilton Head, SC - April 2016


Vinamericas Consumer Portfolio Tasting - Miami, FL - September 2013


Tejo Region Lunch & Meetings - NYC - October 2012


Loire Valley Wine Event - NYC - April 2012


Annual Miami International Wine Fair - Miami, FL - 2008-2012


Florida International Wine Challenge - Miami, FL - 2009, 2010 & 2012



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