• Defining goals and practice model

• Creating pro forma financials and revenue projections

• Building startup budget and cost planning

• Developing pricing and fee schedules

• Assisting in securing lines of credit or startup funding

• Forming your legal business entity, practice NPI, etc.

• Setting up HR, payroll, and employee benefits

• Ensuring compliance and security: HIPAA, liability, policies

• Billing setup and insurance credentialing

• Managing hiring & training processes

• Selecting and implementing EHR + practice management systems

• Evaluating and implementing AI and other software to streamline processes and gain efficiency

• Sourcing and coordinating medical, office, and cleaning supplies

• Evaluating and negotiating with vendors (billing, labs, phones, equipment, etc.)

• Reviewing contracts and securing favorable pricing

• Managing integration, ordering systems, and rollout timelines

• Custom website creation, SEO + brand positioning

• Setting up digital presence (Google, social media, etc.)

• Outreach strategy and event planning for local referral sources

• Launch communications, intro campaigns, and patient funnel setup

• Ongoing COO-level leadership as needed

• Ops and staffing workflow management

• Problem-solving and systems optimization

• Support for service expansion, scaling, and financial oversight