Learn more about increasing your profits, getting more patients or improving office culture. This resource is complimentary for PECAA Max Members.
While it can be natural to operate ‘business as usual’ when your appointment books are full, or to focus only on glaring challenges, a complete practice assessment improves your understanding of everything that’s working well, and everything that has room for improvement.
Brainstorming on topics often leads to identifying strengths and weaknesses and helps with creating a plan for change and improvement — involving team members while developing these processes are vital. Whether your needs relate to revenue, more patients, better office culture, happier staff or higher profits, a Business Operations or Finance Advisor can help you.
The initial stop in the PECAA Member Business Advisory experience focuses on enhancing the overall practice before recommending additional advisory input — you first need to know where you are to understand where you want to take your practice. The Business Operations Advisor helps owners review all aspects of their business strategy, from current goals and metrics to sales and the customer journey, including:
It's not uncommon for doctors to feel overwhelmed by the monetary side of private practice. An important conversation during the financial review process is whether to adopt a profit-oriented strategy or a growth-oriented strategy — either approach can be right for your business, but the strategy you choose will determine the best plan for your practice. Work with the Finance Advisor on:
Kathy has over 29 years’ experience in the eye care industry. Prior to joining PECAA, she developed, implemented and managed many aspects of a practice including finance, operations, insurance, credentialing and IT. She participated in the planning and execution of 13 location remodels, 11 cold start offices, and was responsible for the HR, systems and procedural integration of more than 25 practice acquisitions. Kathy now serves as PECAA’s Business Operations Advisor working with members, helping them with all aspects of their practice. Kathy is based out of Indianapolis, Indiana. She enjoys a good cup of coffee, spending time with family and friends, and staying up-to-date on pit bull rescues and fostering programs such as Roofus and Kilo or Best Friends Animal Sanctuary.
Bryan began his work career as an analyst and junior loan officer at a community bank focusing on small businesses. Bryan escaped the banking industry and joined PECAA in 2012 and can now be found helping members analyze their business. He enjoys working with the rest of Business Advisory Team to help PECAA’s members understand and enact positive change in their practice. Outside of PECAA, Bryan enjoys spending time with his wife and two kids, playing golf and guitar.
Guidance from our Member Business Advisors is complimentary for PECAA Max Members. Not A Member? Join PECAA today to power your independence like never before. Already a member? Come explore how to optimize your membership. Connect with us to learn more and be among the first to experience this truly unique, next-level membership or to request a complimentary business review.