Managing Rising Costs through Strategic Pricing WorkshopSteps & Registration
Welcome to the Profit Solver (PS) Workshop page.
This hands-on Workshop will use your practice data to work through the services and pricing exercises. As a result, we will need to gather critical data before the Workshop to set up your file and populate the Profit Solver software with your information.
Below are the steps and information needed before the Workshop. If we have any questions about your data, our consultants will connect with you before the Workshop.
Complete Registration for Workshop
After registration, we will set up your Profit Solver file and your consultant will be assigned to your account within 7 days. In the meantime, you can go to step 2 and begin gathering your reports.
Generate Reports (15-20 Min)
Below is the information that is needed and the instructions to help you gather the reports
Due by December 9th
|Information Needed||Source||Time Period|
|Profit and Loss Statement||Accounting Software (i.e. Quickbooks or CPA)||Most Recent 12 month Period Completed|
|Payroll Summary Report||Payroll company or Quickbooks||Same Time Period as Profit & Loss|
|Doctors production||Practice Management Software||Same Time Period as Profit & Loss|
|Services Report||Practice Management Software||Same Time Period as Profit & Loss|
|Equipment Information||Fixed Asset Report from Quickbooks or CPA|
Please Read this Instruction Guide First Click Button Below:
(click on wording to access guide)
Submit Reports to Profit Solver (5 min)
You can email your reports to your Profit Solver consultant who will be in contact with you after registration or you can Email to [email protected]
Due by December 9th
Consultant Will Contact You If Needed
There may be questions on the reports that you provide us and we will contact you to clarify the data if needed.
Complete Pre-Meeting Survey (5-7 minutes)
We will send you a brief survey prior our meeting to allow us to tailor our meeting to meet your goals.
Week of December 12th
Your Profit Solver File is Ready for the Workshop
We must have your software file ready for the workshop. Your consultant will work with you to make sure all the data is ready by the due date.
Due December 15th
You can email or call anyone of us at any time, if you have any questions or need help with any of the information requested.
Ulli Riddick – 855-810-9274 opt 1 or email [email protected]
Brad Marconyack – 954-614-8835 or email [email protected]
Steve Castillo – 512-593-5500 or email [email protected]