Consulting Services
You don't need more advice. You need someone who's led inside this.
You're three months from a survey and your documentation isn't ready. Your revenue cycle is bleeding cash from denied claims. Your team is burned out. Your operations are reactive instead of strategic — and you're not sure how to stabilize without losing the people you need most.
You don't need more effort. You need the right system. If your organization is struggling with audits, documentation, billing, or team alignment — you are in the right place.
Who We Work With
- HCBS / Medicaid waiver providers (CIH, FSW, SFC)
- Disability service organizations under compliance pressure
- Leaders overwhelmed by compliance, billing, or operations
- Home health agencies and adult day services
- New or growing providers entering the Medicaid ecosystem
- Founders & small business owners (SBEAP, non-healthcare)
We do not provide services to direct competitors operating in the same service territory and client population.
Small providers don't fail because they lack commitment. They fail because nobody helped them build the foundation.
Situation 01
Your Accreditation Survey Is Coming and You're Not Ready
Who This Is For
HCBS providers facing CQL, CARF, or state survey within 6–18 months who have documentation gaps, staff inconsistency, or unclear compliance systems.
What You Receive
- Full compliance gap assessment across all survey domains
- Documentation system redesign and training
- Mock survey preparation and corrective action planning
- Staff accountability system aligned to survey standards
$3,500 – $12,000
Depending on scope · Timeline 60–120 days
Situation 02
Claims Are Being Denied and Revenue Is Disappearing
Who This Is For
Organizations with recurring Medicaid billing denials, aging receivables, or revenue that doesn't match the care being delivered.
What You Receive
- Revenue cycle audit — denial patterns, billing workflows
- Payer-specific claims correction and resubmission strategy
- Documentation alignment to billing requirements
- Staff training on accurate service documentation
$2,500 – $8,500
Most engagements recover more than the engagement cost
Situation 03
You're Hiring Constantly But Can't Keep Anyone
Who This Is For
Organizations stuck in a cycle of hiring, training, and losing staff — where turnover is creating operational instability and compliance risk.
What You Receive
- Workforce systems audit — onboarding, supervision, retention
- Job descriptions and performance accountability frameworks
- Compensation and incentive structure review
- Supervisory coaching and leadership clarity
$3,500 – $10,000
Scope tailored to organization size
Situation 04
You've Grown, But Operations Feel Chaotic and Unsustainable
Flagship Engagement
Organizations that have grown beyond their original systems and now need full operational redesign to stabilize and scale responsibly.
What You Receive
- Full 90-day organizational systems diagnostic
- Compliance, workforce, operations, and revenue cycle
- 12-month operational roadmap you own permanently
- Leadership alignment and team accountability systems
$7,500 – $22,000
Most comprehensive engagement · Full organizational transformation
Situation 05
Navigating Medicaid Enrollment, Revalidation, or a Change of Ownership
Who This Is For
New providers entering the Medicaid ecosystem, or existing providers navigating revalidation, CHOW, or NPI/enrollment complications.
What You Receive
- Application review and enrollment process guidance
- Documentation preparation and compliance checklist
- Payer communication support and timeline management
$1,500 – $5,000
Scope based on complexity
Situation 06
Launching or Scaling a Non-Healthcare Business
Who This Is For
SBEAP participants, founders, and small business owners outside the healthcare sector who need clarity, systems, and a real growth path.
What You Receive
- Business clarity audit (offer, positioning, ideal customer)
- Financial model review (pricing, margins, cash flow)
- Operational systems assessment and roadmap
- 90-day growth action plan
$250 – $3,500
Diagnostic ($250–$750) or full Build Sprint ($1,500–$3,500)
Don't see your exact situation? Most engagements combine elements from multiple areas. Schedule a free 30-minute strategy call — we'll scope and price together.
Not Ready for a Full Engagement?
Start with a free strategy call and a $500–$1,500 Diagnostic Audit. Most clients find a clear path forward from there.
1
Free Strategy Call
Free
30 min · honest assessment
2
Diagnostic Audit
$500 – $1,500
Deep assessment + written report
3
Full Engagement
$7,500 – $22,000
90-day systems transformation
4
Advisory Retainer
$1,000 – $2,000/mo
Ongoing strategic advisory
Full Case Study · 12-Month Engagement
Stabilizing a $7M+ HCBS Organization Under Compliance Pressure
SITUATION
A multi-program HCBS provider serving 170+ individuals was facing simultaneous pressure: approaching CQL accreditation, recurring Medicaid claim denials, high DSP turnover, and operational systems that hadn’t scaled with organizational growth.
WHAT WAS BREAKING DOWN
- Documentation gaps across 60+ programs
- Recurring claim denials from billing misalignment
- High workforce turnover and unclear accountability
- Reactive compliance posture instead of systems-based prevention
- $55K–$74K in annual benefit cost waste
WHAT CHANGED
- $7M+ in organizational revenue stabilized
- $50K+ in denied Medicaid claims recovered
- 60+ programs prepared for accreditation survey
- $55K–$74K annual savings from benefits restructuring
- BDS corrective action plan completed — 100% on time
- $5M+ in federal proposal value developed
KEY INSIGHT
The issue wasn’t effort — it was the system. Once the system was aligned, performance followed.
Full Case Study · 90-Day Engagement
Building Compliance Infrastructure for a CARF-Accredited Residential Provider
SITUATION
A CARF-accredited residential disability services provider was operating without foundational compliance systems — no job descriptions, no reconciled billing, and an incomplete state Wellness Plan. Accreditation risk was real.
WHAT WAS MISSING
- No CARF-compliant job descriptions across any role
- Billing not reconciled with QuickBooks or San data
- State-required Tier 2 Wellness Plan not completed
- No feasibility analysis for planned expansion
WHAT CHANGED
- 95% audit readiness achieved in 90 days
- 7 CARF-compliant job descriptions built from scratch
- Tier 2 Wellness Plan completed — Indiana BDDS compliant
- Billing system reconciled; staff trained
- ~30% improvement in documentation efficiency
- Group home expansion roadmap delivered
KEY INSIGHT
Small providers don’t fail because they lack commitment. They fail because nobody helped them build the foundation.
Full Case Study · 4-Year Engagement
Building a Consumer Brand from Concept to Market
SITUATION
A specialty food startup needed to move from idea to operating business. No brand, no systems, no market validation, no federal certifications. Strong vision — no foundation.
WHAT WAS MISSING
- No validated market position or customer clarity
- No brand, website, or marketing system
- No financial model or operational workflows
- No path to federal or commercial certification
WHAT CHANGED
- Full brand, website, and digital presence launched
- Pricing model, margins, and cash flow built from scratch
- MBE certified + SAM registered — government vendor eligible
- Local retail partnerships and community recognition achieved
- Complete operational infrastructure built and running
- Experience now embedded in SBEAP coaching curriculum
KEY INSIGHT
Most startups don’t fail from lack of effort — they stall because the foundation isn’t solid. That’s fixable.