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How to Choose the Best CPA for Your Dental Practice

Altrust Services - How to Choose the Best CPA for Your Dental Practice
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How to Choose the Best CPA for Your Dental Practice

When you’re on the hunt for the best CPA for your dental practice, you must consider someone with a deep understanding of dental finances. It’s not just about balancing the books; it’s about finding a professional who knows the ins and outs of dental-specific tax benefits and can navigate the complexities of your business model. Start by identifying your specific needs. Do you require expertise in multi-location practices, or perhaps a nuanced approach to managing insurance claims and revenue? Pinpointing these needs will guide you in selecting a CPA who not only meets but exceeds your expectations. Imagine the peace of mind and financial clarity the right CPA could bring to your practice with the help of Altrust Services.

Introduction

Selecting the right CPA is pivotal to your dental practice’s financial health and growth trajectory. The importance of having a CPA who’s well-versed in dental accounting can’t be overstated. This professional will bring specialized expertise in managing the distinct financial needs unique to dental practices.

They’ll provide you with crucial services that go beyond basic accounting; they’ll help you navigate industry-specific tax codes, offer strategic financial planning, and deliver operational guidance tailored specifically to your practice.

When searching for a CPA, you’re not just looking for an accountant but a long-term partner who can contribute to your practice’s success and profitability. A qualified dental CPA can help maximize your revenue and improve your operational efficiency, which are essential for the sustainability and expansion of your business.

They also have insights into retirement planning and other long-term financial strategies.

Understand Your Needs

To choose the best CPA for your dental practice, start by assessing your specific financial management needs. Determine if your practice requires specialized expertise in dental practice finances or if general accounting skills are sufficient. This decision impacts the type of financial guidance you’ll receive, particularly in areas like tax planning, bookkeeping, and strategic growth initiatives.

Consider the complexity of your financial operations. Does your practice involve multiple locations, a large staff, or complicated insurance billing processes? If so, you’ll benefit from a CPA with robust experience in handling intricate financial landscapes. This expertise is vital for maintaining smooth operations and ensuring compliance with ever-changing healthcare regulations and tax laws.

Additionally, evaluate your needs in budgeting and financial reporting. Accurate budgeting is essential for effective cash flow management, allowing you to plan for future investments or unexpected expenses. A CPA who can provide comprehensive and understandable financial reports is invaluable. These reports give you insights into the financial health of your practice, aiding in making informed decisions.

Understanding these elements will guide you to a CPA who can offer the financial guidance, specialized expertise, and support necessary for your practice’s success. Altrust Services specializes in providing tailored financial solutions for dental practices, ensuring your specific needs are met.

Research Potential CPAs

Start your search for the ideal CPA by thoroughly reviewing their experience and specialization in dental practices. It’s crucial to choose someone who isn’t just familiar with general accounting but has a deep understanding of the nuances in the dental industry. Look for CPAs with a solid track record of consulting with dental clients, as this indicates they’re well-versed in the specific challenges and opportunities your practice faces.

As you delve into potential candidates, check out their professional background and credentials. Are they certified? How long have they been working specifically with dentists? These details can be a strong indicator of their capability to manage your financial needs effectively.

Don’t forget to consider the location of the CPA. If you prefer face-to-face interactions, you’ll want someone local. However, many CPAs now offer virtual consultation services, which can be a convenient option without compromising on the quality of service.

Additionally, sift through online reviews and testimonials from other dentists. Their experiences can provide valuable insights into the CPA’s proficiency and reliability. This firsthand feedback helps paint a clearer picture of what you can expect in terms of ongoing support and financial consulting.

Conduct Interviews

When you conduct interviews with potential CPAs, it’s your opportunity to delve into their specific expertise in managing the finances of dental practices. This stage is crucial for understanding how well a CPA can handle the unique aspects of dental practice financial management. Explore their familiarity with industry-specific tax planning, ensuring they can navigate the complexities of tax codes and regulations that apply to your field.

During the interviews, ask pointed questions about their approach to financial management and tax compliance. It’s essential to understand how they plan to optimize your financial operations and manage compliance without overlooking opportunities for tax savings. Discuss their experience with similar clients and how they’ve contributed to their success.

You should also inquire about their fees to ensure transparency and avoid any surprises down the line. Understanding the fee structure will help you assess the value they offer in relation to their cost. Altrust Services provides transparent fee structures and comprehensive financial planning tailored to dental practices.

Check References and Testimonials

Checking references and testimonials is crucial in evaluating a CPA’s reliability and the quality of service they provide to dental practices like yours. These insights can be invaluable, reflecting the CPA’s reputation and highlighting their expertise in managing the finances of dental practices specifically.

Start by requesting a list of past and current clients from the CPA, particularly those who run dental practices. Reach out to these references to inquire about their experiences. Ask specific questions: How has the CPA helped optimize tax obligations? Are they proactive in financial planning? This direct feedback provides a clearer picture of what you can expect.

Moreover, don’t just stop at verbal references. Look for written testimonials on their website or professional social media profiles. Positive feedback, especially from other dental professionals, underscores the CPA’s industry-specific knowledge and ability to address the unique challenges of your field.

Assess Their Services

Evaluating the range of services a CPA offers is essential to ensuring they meet the specific needs of your dental practice. Check if the CPA specializes in services crucial for the financial health and compliance of your dental office. This includes advanced tax strategies specifically tailored for dentistry, which can significantly reduce your tax liabilities and improve your bottom line.

A competent dental CPA should also offer robust financial planning services. They’ll assist you in mapping out long-term financial goals, from expanding your practice to securing a comfortable retirement. Look for expertise in integrating practice management software, which not only streamlines operations but also provides critical financial analysis. This software helps in monitoring practice performance against economic benchmarks crucial in the dental industry.

Moreover, ensure the CPA can handle the nuances of dental practice transitions, whether you’re buying, selling, or just planning for succession. Their capability to navigate these complex processes while maintaining tax efficiency and optimizing financial outcomes is invaluable. Altrust Services provides comprehensive financial services, including advanced tax strategies and robust financial planning tailored for dental practices.

Evaluate Case Studies

Reviewing case studies can show you the tangible benefits a CPA has brought to other dental practices, helping you gauge their expertise and effectiveness. When you sift through these real-world examples, you’ll see firsthand how a CPA’s strategies and solutions have tackled specific financial challenges. Case studies often highlight significant improvements in financials, from revenue growth to efficient tax management, providing a clear picture of what could be achievable for your practice.

Look for case studies that detail the management of similar-sized practices or those facing challenges like yours. Notice how the CPA implemented tailored solutions that led to measurable outcomes. Did they introduce performance dashboards that helped the practice owners better understand their financial health? What management strategies were used to optimize operations and boost profitability?

Understanding these aspects through case studies gives you a better insight into how a CPA could handle your practice’s unique needs. You’ll learn about the direct impact of professional accounting on a practice’s success, which can significantly influence your decision-making process. This information is invaluable as you aim to choose a CPA who not only meets but exceeds your expectations in managing your practice’s financials. Altrust Services offers detailed case studies demonstrating their successful financial management strategies for dental practices.

Tips for Long-Term Partnership

To ensure a fruitful long-term partnership with your CPA, it’s essential to establish clear communication channels and set explicit expectations from the start. Define the scope of work, including how often you’ll engage in tax planning and strategic planning sessions. Specify the financial metrics that are most crucial for monitoring your dental practice’s performance.

Continual assessment is key to maintaining a partnership that addresses your evolving needs. Regularly review your CPA’s performance to ensure they aren’t only meeting but also anticipating the financial demands of your practice. This proactive approach will help in keeping your financial health on track and aligned with your practice’s growth objectives.

It’s also vital to choose a CPA who brings specific expertise in compliance solutions tailored for the dental industry. Their nuanced understanding of industry-specific challenges will enhance your practice’s ability to navigate regulatory landscapes effectively.

Lastly, cultivate a partnership grounded in mutual trust and professionalism. A shared commitment to your practice’s success should be the cornerstone of your relationship. This kind of collaboration fosters an environment where strategic decisions are made with confidence, ensuring sustained support and prosperity for your dental practice.

Make the Final Decision

After carefully considering these factors, it’s time to make your final decision on which CPA will best support your dental practice. You’ve evaluated several professionals, focusing on their expertise in tax planning, responsiveness, and communication skills. Now, you must assess who aligns most closely with the goals and values of your practice.

Choose a CPA who not only offers specialized knowledge in dental finance but also demonstrates a clear understanding of your practice’s needs. This person should have proven experience with industry-specific regulations and be able to provide strategic advice to optimize your operations and maximize revenue. The right CPA won’t just handle your accounts; they’ll be a crucial advisor in your business’s growth.

Ensure there’s a strong foundation of mutual understanding. This means clear, open lines of communication must be established. You should feel confident in their ability to respond swiftly and effectively to any queries or concerns you might have.

Conclusion

Choosing the right CPA is pivotal to ensuring your dental practice’s financial health and long-term success. The partnership you establish with this professional will impact every facet of your practice, from tax planning to retirement planning.

A CPA specializing in dental finances will provide invaluable financial consulting that not only keeps your practice compliant but also strategically poised for growth. They’ll offer practice insights that help streamline your operations, enhance revenue management, and optimize team performance.

Your CPA will be instrumental in navigating the complex landscape of industry-specific regulations while ensuring that your financial strategies are both proactive and reactive to market changes. With their expertise, you can maximize your earnings and minimize tax liabilities, setting the stage for sustainable growth and financial stability.

Retirement planning also becomes more focused and effective, ensuring you’re setting aside the right resources for your future.

Why AltruST is Your Ideal Offshoring Partner?

Looking to elevate your team with top-tier talent? Meet Altrust – your go-to offshoring ally for businesses of all sizes.   

At Altrust, we’re all about crafting teams that vibe with your culture and values. Our commitment to quality and professionalism makes us the perfect fit for businesses seeking offshoring excellence.   

With a proven track record, our seasoned professionals are here to guide you through the offshoring journey, ensuring a seamless and successful partnership.   

Partnering with Altrust means tapping into our expertise in cultural alignment, talent acquisition, and employee management. We’re not just a service; we’re your dedicated partner in building the perfect global team for your business – whether you’re a small startup or a big player in the market.   

To reach out to Altrust please contact us at buildmyteam@altrustservices.com. Let’s discuss how we can enhance your team with top-tier talent and explore the benefits of offshoring excellence together. Looking forward to connecting! 

Boost Your Team. Build Your Future. Consult with Us!

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How to Choose the Best CPA for Your Dental Practice

See Our Pricing

PRICING

MEDICAL AND DENTAL VIRTUAL ASSISTANT
40 hrs/week

Approx. Price Per Hour (USD): $10.00

 

Responsibilities may include:

•Booking and managing patient appointments.
•Coordinating meetings and maintaining calendars.
•Managing social media accounts.
•Creating and distributing newsletters.
•Running digital marketing campaigns.
•Handling patient inquiries.
•Managing patient follow-ups.
•Sending appointment reminders.
•Transcribing medical notes.
•Maintaining electronic health records (EHR).
•Ensuring proper documentation and coding.
•Assisting with recruitment and onboarding.
•Managing employee records.
•Coordinating training and development programs.
•Organizing and maintaining patient records.
•Managing data entry tasks.
•Ensuring compliance with data protection regulations (e.g., HIPAA).
•Providing IT support for office systems.
•Managing software and hardware issues.
•Ensuring cybersecurity measures are in place.
•Managing CRM systems.
•Conducting patient satisfaction surveys.
•Developing patient engagement strategies.
•Preparing financial statements.
•Managing accounts payable/receivable.
•Conducting financial analysis and reporting.
•Processing patient bills.
•Managing insurance claims.
•Handling payments and follow-ups on unpaid bills.
•Coordinating patient care transitions between healthcare settings.
•Ensuring continuity of care during transitions.
•Communicating care plans to patients and families.
•Monitoring and ordering medical supplies and equipment.
•Managing inventory levels.
•Coordinating with vendors for timely deliveries.


Requirements:
• Strong written English and communication skills
• Reliable and has a high attention to detail
• Proficiency with MS Office Tools and Google Docs
• Basic Excel proficiency
• Quick learner
• HIPPA Compliance

 

 

PATIENT COMMUNICATION SPECIALIST
40 hrs/week

Approx. Price Per Hour (USD): $10.00

 

Responsibilities:

  • Act as the primary point of contact for patients
  • Address inquiries, schedule appointments, and provide healthcare information
  • Handle patient complaints and concerns with empathy
  • Manage incoming and outgoing communications via phone, email, and messaging platforms
  • Maintain clear, professional, and timely communication with patients and stakeholders
  • Schedule, reschedule, and confirm patient appointments
  • Coordinate with medical staff for smooth appointment flow and minimal wait times
  • Update and maintain accurate patient records in the healthcare management system
  • Document patient interactions for reference and compliance
  • Conduct follow-up calls or messages for treatment plan and post-appointment care instructions
  • Remind patients of upcoming appointments and necessary preparations
  • Provide educational materials and resources about health conditions and treatments
  • Assist patients in understanding healthcare instructions and terminology
  • Work with healthcare providers, administrative staff, and team members to improve patient satisfaction and care outcomes
  • Participate in team meetings and training sessions
  • Handle sensitive patient information in compliance with HIPAA and regulatory requirements
  • Maintain confidentiality and security of patient data

Requirements:

  • High school diploma or equivalent required
  • Associate's or Bachelor's degree in healthcare administration, communications, or a related field preferred
  • Previous experience in a healthcare setting, particularly in patient communication or customer service roles
  • Familiarity with medical terminology and healthcare procedures
  • Excellent verbal and written communication skills
  • Strong interpersonal skills with the ability to empathize and connect with patients
  • Proficiency in healthcare management software, electronic health records (EHR), and relevant communication tools
  • Exceptional organizational skills with the ability to multitask and prioritize effectively
  • Attention to detail in managing patient information and scheduling
  • Strong problem-solving skills with the ability to think critically and make informed decisions
  • Ability to handle challenging situations calmly and professionally
  • Flexibility to adapt to changing schedules and patient needs
  • Willingness to learn and implement new technologies and procedures
  • Understanding of HIPAA regulations and commitment to maintaining patient confidentiality
  • Adherence to organizational policies and procedures
  • Bilingual or multilingual abilities are a plus, particularly in languages commonly spoken by the patient population
  • High level of professionalism and dedication to providing quality patient care
  • Strong work ethic and a positive attitude

DATA ENRTY SPECIALIST
40 hrs/week

Approx. Price Per Hour (USD): $8.00

 

Responsibilities:

  • Inputting data accurately and efficiently into databases and spreadsheets
  • Verifying data by comparing it to source documents
  • Updating and maintaining data systems and records
  • Preparing data for entry by compiling and sorting information
  • Reviewing data for errors, missing information, and inconsistencies
  • Communicating with team members to resolve data discrepancies
  • Ensuring data confidentiality and security
  • Performing regular backups to ensure data preservation
  • Generating reports and performing data retrieval as needed
  • Assisting with data-related tasks and projects as required

Requirements:

  • High school diploma or equivalent; additional computer training or certification is a plus
  • Proven data entry work experience, preferably in a similar role
  • Proficiency in using data entry software, databases, and MS Office applications
  • Excellent typing speed and accuracy
  • Strong attention to detail and organizational skills
  • Ability to handle confidential information responsibly
  • Good communication skills for collaborating with team members
  • Ability to work independently with minimal supervision
  • Basic understanding of data management principles
  • Strong time management skills with the ability to meet deadlines

MEDICAL TRANSCRIPTIONIST
40 hrs/week

Approx. Price Per Hour (USD): $10.00

 

Responsibilities:

  • Transcribe dictated recordings from healthcare professionals into written reports
  • Review and edit transcriptions for accuracy, grammar, and clarity
  • Ensure proper formatting and adherence to healthcare documentation standards
  • Identify and clarify inconsistencies or inaccuracies in medical dictations
  • Enter transcribed reports into electronic health records (EHR) systems
  • Maintain confidentiality and security of patient information in compliance with HIPAA regulations
  • Collaborate with healthcare providers to resolve any discrepancies in the transcriptions
  • Stay updated with medical terminology, procedures, and transcription practices
  • Perform quality assurance checks on transcriptions for completeness and accuracy
  • Follow up with healthcare professionals to obtain additional information or clarification as needed

Requirements:

  • High school diploma or equivalent required
  • Certification in medical transcription from an accredited program preferred
  • Previous experience as a medical transcriptionist or in a related role
  • Proficiency in medical terminology, anatomy, and pharmacology
  • Excellent typing speed and accuracy
  • Strong listening skills and attention to detail
  • Proficiency in using transcription software and EHR systems
  • Ability to work independently and meet deadlines
  • Understanding of HIPAA regulations and commitment to maintaining patient confidentiality
  • Strong written and verbal communication skills
  • Ability to adapt to different accents and dictation styles from healthcare providers

HUMAN RESOURCE ASSISTANT
40 hrs/week

Approx. Price Per Hour (USD): $8.00

 

Responsibilities:

  • Assist with day-to-day operations of the HR functions and duties
  • Provide clerical and administrative support to Human Resources executives
  • Compile and update employee records (hard and soft copies)
  • Process documentation and prepare reports relating to personnel activities (staffing, recruitment, training, grievances, performance evaluations, etc.)
  • Coordinate HR projects (meetings, training, surveys, etc.) and take minutes
  • Deal with employee requests regarding human resources issues, rules, and regulations
  • Assist in payroll preparation by providing relevant data (absences, bonus, leaves, etc.)
  • Communicate with public services when necessary
  • Properly handle complaints and grievance procedures
  • Conduct initial orientation to newly hired employees
  • Assist with recruitment by posting job ads, organizing resumes and job applications, scheduling job interviews, and assisting in interview processes
  • Coordinate communication with candidates and schedule interviews
  • Assist in various HR-related activities such as onboarding, training and development, and employee engagement

Requirements:

  • Proven experience as an HR Assistant, Staff Assistant, or relevant human resources/administrative position
  • Fast computer typing skills (MS Office, in particular)
  • Hands-on experience with an HRIS or HRMS
  • Basic knowledge of labor laws
  • Excellent organizational skills
  • Strong communications skills
  • Degree in Human Resources or related field preferred
  • Ability to handle data with confidentiality
  • Good understanding of HR practices and procedures
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Customer-focused attitude, with high level of professionalism and discretion
  • Bilingual or multilingual abilities are a plus

MARKETING AND PATIENT ACQUISITION SPECIALIST
40 hrs/week

Approx. Price Per Hour (USD): $10.00

 

Responsibilities:

  • Create and implement comprehensive marketing plans to attract and retain patients
  • Develop and execute targeted campaigns across various channels (social media, email, print, etc.)
  • Produce engaging content for marketing materials, including blogs, newsletters, social media posts, and website copy
  • Collaborate with the design team to develop visually appealing promotional materials
  • Identify and pursue opportunities to attract new patients
  • Develop partnerships with community organizations, businesses, and other healthcare providers
  • Conduct market research to identify patient needs and preferences
  • Analyze competitor strategies and market trends to inform marketing efforts
  • Plan and manage community events, health fairs, and open houses to promote services
  • Coordinate participation in local and industry events to increase brand visibility
  • Manage and optimize online presence, including website, social media profiles, and online directories
  • Implement SEO and SEM strategies to improve online visibility and attract new patients
  • Develop and maintain strong relationships with existing patients to encourage referrals and repeat visits
  • Implement patient retention programs and loyalty initiatives
  • Track and analyze marketing campaign performance
  • Provide regular reports on patient acquisition metrics and marketing ROI
  • Work closely with clinical and administrative teams to ensure alignment of marketing strategies with organizational goals
  • Collaborate with external vendors and agencies as needed

Requirements:

  • Bachelor’s degree in marketing, communications, healthcare administration, or a related field required
  • Previous experience in healthcare marketing or patient acquisition preferred
  • Proven track record of successful marketing campaigns and patient acquisition strategies
  • Strong written and verbal communication skills
  • Proficiency in digital marketing tools and platforms (e.g., Google Analytics, social media management tools)
  • Excellent organizational and project management skills
  • Ability to develop innovative marketing ideas and campaigns
  • Strong visual and content creation skills
  • Strong analytical skills to assess marketing performance and make data-driven decisions
  • Ability to interpret market research and patient data
  • Familiarity with CRM software and patient management systems
  • Proficiency in Microsoft Office Suite and design software (e.g., Adobe Creative Suite)
  • Ability to build and maintain relationships with patients, staff, and community partners
  • Strong team collaboration skills
  • Flexibility to adapt to changing market conditions and organizational needs
  • Willingness to learn and implement new marketing technologies and strategies
  • High level of professionalism and dedication to patient care
  • Strong work ethic and a positive attitude
  • Understanding of healthcare regulations and compliance standards related to marketing
  • Commitment to maintaining patient confidentiality and ethical marketing practices

CUSTOMER SUPPORT

40 hrs/week
Approx. Price Per Hour (USD): $10.00

 

Provides phone, video call, email, ticketing and online chat support to customer enquiries.

Example responsibilities may include:
• Answering phone, online chat enquiries and questions from new and existing customers
• Responding to customer emails
• Looking up customer order details from our internal CRM
• Processing refunds and other customer requests according to internal procedures
• Send email and SMS quotes to customers

Requirements
• Strong written English and verbal communication skills
• Attention to detail

BOOKKEEPER

40 hrs/week
Approx. Price Per Hour (USD): $10.00

 

Responsibilities and Tasks May Include:

  • Accurately record daily financial transactions and complete the posting process.
  • Generate, send, and follow up on invoices.
  • Reconcile financial discrepancies by collecting and analyzing account information.
  • Maintain a systematic record of financial documents and ensure they are up-to-date.
  • Process accounts receivable/payable and handle payroll efficiently.
  • Prepare monthly, quarterly, and annual financial statements.
  • Collaborate with the accounting team to prepare for audits and other financial reviews.
  • Stay updated with financial policies, regulations, and legislation.

Requirements

  • Proven bookkeeping experience with a strong attention to detail.
  • Proficiency in MS Excel and accounting software (e.g., QuickBooks, Xero).
  • Strong mathematical and analytical skills.
  • Ability to handle sensitive and confidential information with discretion.
  • Knowledge of generally accepted accounting principles and procedures.

Highly Regarded Skills and Experience

  • Experience in bookkeeping for international clients.
  • Familiarity with multiple accounting software platforms.
  • A degree or certification in Finance, Accounting, or a related field.
  • Strong interpersonal skills and the ability to work in a team environment.
  • Experience in managing financial records for small to medium-sized businesses.

WEB DEVELOPER

40 hrs/week
Approx. Price Per Hour (USD): $11.00

 

Responsibilities for a Developer Specialising in WordPress

  • Develop and maintain dynamic websites and web applications using WordPress.
  • Collaborate with the design and marketing teams to turn visions into reality.
  • Ensure high-performance and availability, managing all technical aspects of the CMS.
  • Establish and guide the website’s architecture.
  • Ensure high-quality source code, testing, and debugging.
  • Collaborate with front-end developers and web designers to improve usability.
  • Stay updated with the latest industry trends and advancements.

 

Requirements

  • Proven work experience as a WordPress Developer.
  • Good understanding of front-end technologies, including HTML5, CSS3, JavaScript, jQuery.
  • Experience building user interfaces for websites and/or web applications.
  • Proficient understanding of code versioning tools.
  • Strong understanding of PHP back-end development.
  • Familiarity with Google Tools such as Analytics and Search Console.
  • Knowledge of how to interact with RESTful APIs and formats (JSON, XML).
  • Excellent written and verbal communication skills.
  • Basic graphic design skills to create social media and website content.
  • Proficient in MS Office suite, including Excel and Outlook.
  • High school diploma or equivalent; associate or bachelor’s degree in business, marketing, or a related field preferred.

SEO SPECIALIST

40 hrs/week
Approx. Price Per Hour (USD): $10.00

 

Responsibilities

  • Perform comprehensive client SEO audits focusing on on-page, technical, off-page, and content aspects.
  • Conduct keyword research to identify target keywords and phrases.
  • Develop and implement on-page, off-page, technical, and content optimizations.
  • Create regular SEO reports highlighting organic performance, including keyword tracking, conversions, and organic traffic.
  • Develop and execute off-page SEO through link building
  • Develop and execute a content strategy to grow organic traffic.
  • Conduct competitor SEO analysis to incorporate into the SEO strategy.
  • Collaborate with content writers and marketing teams to ensure SEO best practices are followed.
  • Stay updated with the latest industry trends, algorithm updates, and best practices.

 

Requirements

  • Proficiency in Google Analytics, including GA4.
  • Proficiency in Google Search Console.
  • Proficiency in SEO tools such as SEMRush, Ahrefs, Screaming Frog, and Botify.
  • Minimum of 3 years of experience in SEO, preferably in an agency setting.
  • Strong understanding of HTML/CSS and website structures.
  • Excellent written and verbal communication skills.

COLD CALLER

40 hrs/week
Approx. Price Per Hour (USD): $10.00

Responsibilities
  • Cold call real estate sellers from provided lead lists
  • Qualify sellers and properties over the phone
  • Schedule appointments for the acquisition team to visit potential investment properties
  • Log all calls and appointment details in the CRM (Folio)
  • Achieve daily and weekly appointment-setting targets

     

Scope
  • The cold caller will be provided leads to call and will need to learn the client’s specific process for qualifying sellers and properties.
  • They will use an internal CRM to log calls and appointments.
  • They will report directly to the client and work independently once trained on the process.

 

Requirements

  • 6 months experience in cold calling and/or appointment setting
  • Real estate and/or sales experience preferred
  • Clear phone voice and strong communication skills
  • Motivated self-starter who can work independently
  • Organized and detail-oriented
  • Familiarity with CRMs

MEDICAL BILLER AND CODER

40 hrs/week
Approx. Price Per Hour (USD): $10.00

Responsibilities
  • Obtain authorizations and pre-approvals from insurance companies
  • Verify patient insurance coverage
  • Submit claims to insurance companies
  • Follow up on unpaid/denied claims
  • Appeal denied claims
  • Communicate with insurance companies to resolve issues
  • Maintain accurate patient records
Requirements
  • 6 months experience in medical billing
  • Knowledge of billing practices, terminology, and software
  • Strong attention to detail and organization skills
  • Excellent written and verbal communication abilities
  • Able to multitask and prioritize effectively
  • Passion for improving the patient and provider experience

MEDICAL RECEPTIONIST

40 hrs/week
Approx. Price Per Hour (USD): $10.00

Responsibilities

  • Calendar and Task Management
  • Answer incoming phone calls
  • Schedule appointments for new and existing patients
  • Enter patient information into EMR system
  • Follow up on missed calls
  • Make reminder calls/texts for appointments

Requirements

  • At least 6 months experience as a Medical Receptionist
  • Familiarity with medical terminology and health insurance
  • Excellent phone skills and customer service skills
  • Strong attention to detail
  • Proficient with computers and data entry
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