A La Carte & One-Time Projects
For practices that aren’t ready for a long-term commitment or simply need help with a specific project—this is flexible, focused support tailored to your current phase of growth. With clear pricing based on your practice size, you’ll know exactly what to expect.
Practice Startup & Growth
Practice Startup & Incorporation
Solo: $950
Includes a step-by-step startup checklist (California-specific), EIN & NPI guidance, HIPAA starter pack, and telehealth setup basics.
Business Plan & Strategy
Solo: $1,000 | Emerging: $1,800 | Growing: $2,000 | Expanding: Custom Quote
A comprehensive plan that covers your mission, services, revenue model, and growth path.
Systems Setup & Templates
Admin & Telehealth Setup
Solo: $1,000 | Emerging: $1,200
Support with selecting and setting up systems for scheduling, communication, EHR, and telehealth.
Onboarding Systems & Templates
Solo: $800 | Emerging: $1,000 | Growing: $2,000 | Expanding: $2,500
Includes checklists, welcome packets, and workflows to get new team members up and running smoothly.
Hiring & Team Growth
Job Description & Hiring Kit
Emerging: $750 | Growing: $900 | Expanding: $1,200
Custom job descriptions, interview questions, and hiring timeline support.
First Hire Toolkit
Emerging: $1,200
Everything you need to make your first hire confidently—includes onboarding tools, classification guidance, and templates.
HR & Compliance
Employee Handbook (CA, Federal, County Compliant)
Solo: $850 | Emerging: $1,000 | Growing: $1,800 | Expanding: $2,500
A fully editable handbook customized to your values and current legal requirements.
HR Compliance Audit
Emerging: $1,200 | Growing: $1,500 | Expanding: $3,000
A full review of your HR practices to ensure compliance and reduce risk.
Policy & Procedure Development
Emerging: $1,200 | Growing: $1,500 | Expanding: $3,500+
Development of custom policies and SOPs that reflect your practice values and keep you compliant.
Strategic & Operational Support
Workflow Strategy / Mapping
Solo: $500 | Emerging: $1,000 | Growing: $2,000 | Expanding: $3,000
Mapping out your operations to streamline processes, increase efficiency, and reduce burnout.
Strategic Planning Session
Solo: $500 | Emerging: $600 | Growing: $850 | Expanding: $1,000
A one-on-one session to help you assess your current path, set goals, and create a sustainable growth plan.
Compliance Kits
HIPAA Policy Manual
All Sizes: $600
Editable and tailored to your practice—covers privacy, security, and breach policies.
OSHA Safety Checklist (For In-Person Practices)
All Sizes: $300
Ensure your physical space meets safety standards with this easy-to-follow checklist.
Required Labor Posters & Notices (CA)
All Sizes: $125
Digital versions of what you need to stay compliant with California labor laws.
AB 5 / Contractor Classification Guide
All Sizes: $250
A simple guide to help you correctly classify and manage 1099 contractors under CA law.
Client Experience Systems
Intake Workflow Template
All Sizes: $350
Step-by-step process for a seamless intake experience—from first contact to first session.
Consent & Confidentiality Form Templates
All Sizes: $300
Editable templates to help you meet ethical and legal requirements with ease.
No-Show / Cancellation Policy Templates
All Sizes: $200
Customizable policies that protect your time while remaining client-centered.
Discharge & Referral Planning Docs
All Sizes: $300
Templates to support smooth transitions and continuity of care.
Feedback Collection Templates
All Sizes: $250
Surveys and systems to help you gather meaningful client feedback.
Business Strategy Tools
Annual Goal-Setting Workbook
All Sizes: $300
Guided prompts to help you reflect, plan, and move intentionally into the year ahead.
Service & Capacity Planning Worksheet
All Sizes: $200
Tool to map out your offerings, ideal caseload, and financial goals.
Pricing Strategy Worksheet
All Sizes: $250
A tool to confidently price your services based on your needs, market, and values.
Productivity & Caseload Calculator
All Sizes: $150
Built to help you understand your ideal caseload based on income goals and capacity.
Practice Health Scorecard
All Sizes: $300
A self-assessment to evaluate where your practice is thriving and where support is needed. (Report and recommendations)