Find out what your books or your billing is actually costing you
Pick the audit you want, tell us the basics, and we will send you a written findings list. No obligation and no pitch — if nothing is wrong, we will tell you that too.
A written findings list
Not a sales deck. A plain list of what we found, what it is costing you, and what we would do about it.
Back within 5 business days
One senior accountant reviews it. You get the write-up by email — no follow-up call unless you ask for one.
Nothing shared, nothing sold
Encrypted in transit and at rest. For billing audits we sign a BAA before you send anything containing PHI.
How we handle access to your data
Before we ever look at a transaction or a claim, here is exactly what we ask for, what we never ask for, and how access is controlled from start to finish.
What we ask for
Read-only access to your accounting system or clearinghouse — enough to see transactions, claims and AR, never write or delete access unless you specifically agree to it in scope.
What we never ask for
We never ask for your bank login password, your Social Security number or EIN by email, or patient records or PHI dropped into a web form.
How credentials are shared
Access and credentials move only through the secure, invitation-only document exchange — never by email.
How and when access is revoked
Access is revoked on request, and in every case within 5 business days of the engagement ending.
When the BAA is signed
Our HIPAA Business Associate Agreement is signed before any protected health information is shared — not after.
Who can see your data
Only the named lead accountant and the specialist assigned to your account can see your data — least-privilege access, checked on every request.
Retention & deletion
Records are retained only as long as needed, and returned or deleted within five business days of a request to end the engagement.