REFERRALS

A referral doesn't always mean "not our expertise." Sometimes it means a better fit.

Some of the people we refer to do work that overlaps with ours — just built for a different scale, budget, or stage than what we serve. Others cover ground we never tried to cover ourselves. Either way, in and out of this field, these are people we trust to do honest, ethical, kind work.

KNOW A PRACTICE THAT NEEDS US?

This page also works the other way around.

If you know a clinician or practice owner drowning in operations, send them our way — we'll take it from there. No obligation, and we genuinely appreciate it.

Refer a Practice to Us
WHY WE REFER

Sometimes it's scope. Sometimes it's scale.

Legal & Compliance

Practice attorneys and compliance specialists for anything outside our operational lane.

Accounting & Tax

CPAs and bookkeepers who understand healthcare practices specifically, not generic small business.

EHR & Practice Management Software

Platform recommendations based on your specialty, size, and budget — not a one-size-fits-all pitch.

Other Ops & Fractional COO Support

For practices at a different size, stage, or budget than what we serve — larger multi-location groups, very early-stage practices, or needs outside our flat-rate tiers. Same kind of work, different fit.

HOW A REFERRAL WORKS

Tell us what you need. We'll point you in the right direction.

What you can expect:

  • A recommendation based on what your practice actually needs — not a generic list
  • People we've personally worked with or vetted, in and out of this field
  • No obligation, no kickback arrangement — just a genuine point in the right direction

Worth knowing:

  • A referral is a recommendation, not a guarantee of fit — you'll still want to vet anyone we point you toward
  • If what you need overlaps with our own services, we'll tell you honestly whether we're the right fit or whether a referral would serve you better — no hard sell either way

Need a referral to someone we trust?

Request a Referral

Same form handles both contact and referral requests — just pick the option that fits.