Helped company switch from Quickbooks to a more powerful software with schedules, punching via cell phone, geo maps and 401k integration.

Moved from tracking data in Excel to "Fusion", proprietary best in class software used to track, clients, houses, billing, employment, client finances, progress reports, behavior data and much more.

Company received 60 day notification that their Paycard provider was no longer in business. We helped shift to a new provider and implemented full financial packet reporting.

New Mexico requires Vendor Payment Request to be signed by third parties. Caregivers would have to submit paperwork, invoices had to be generated, invoices mailed to third parties for signature, signed invoices sent back to office, office submit signed invoices to state. Our custom solution automatically creates the invoices, emails them out for e-signature, once signed they get submitted directly to the state.

At one company they outsourced their accounting so we took over the accounting functions. At another company they already had an accounting team so we are working with the existing team to continue the accounting functions.

At one company we took over the Rep Payee and Subsidies department duties because they were outsourcing the duties. At another company we are a consulting partner to help with best practices. We are working with them to understand pros and cons of Collective accounts.

Helped multiple companies move their 401k to a more powerful integrated partner.

Consult with companies on their health insurance plans and offerings including Health Savings Accounts and dental. When it makes sense, we have brought companies on to a plan with better group rates.

Consulted with companies on their liability, vehicle, and other insurance products. And implemented best practices to reduce liability.

Implemented Fleet Tracking and monitoring software with location and speed alerts and two-way cameras to protect drivers with video evidence and to improve driving practices. 

Implemented Applicant Tracking software to increase applicants and to improve tracking and speed to hire. Also worked to create more appealing targeted marketing to cast a broader net for applicants.

Implemented onsite fingerprinting of new hires to speed the hiring process and to ensure a smooth transition into training.

Removed Credit Cards from owners name and implemented better expense tracking software and receipt capture.

Hired Certified Behavior Analyst and helped ensure seamless behavioral service supports.

Created both live and online custom course material for needed training.

In depth review of State and Federal Requirements and company's policies and practices to ensure quality system and best practices are implemented.

Helped switch company to pharmacy that specializes helping IDD patients by using pouch packaging which is easier for new caregivers to understand and safely implement.

Helped switch company to pharmacy that specializes helping IDD patients by using pouch packaging which is easier for new caregivers to understand and safely implement.

Invitations to private annual conferences to learn and share best practices with other companies supporting people with intellectual disabilities. Conferences are held for leaders, HR professionals, and behavior analysts.

A team of Human Resource Professionals including Employment Law resources to review practices and as needed to ensure HR Compliance. A sounding board to ensure best practices.

Increase confidence in decision making with a seasoned team of leaders to support, consult with and jump in to help when needed. 

Implementation of IT Security products to keep patient data safe.

Implementation of an IT Help desk department to oversee procurement of new computers, phones, as well as helping with new employee onboarding. IT Help Desk to troubleshoot IT issues that arise.

Implementation of branded company email system using HIPAA compliant email security settings. Systems are built on Microsoft and come with Messenger and other Microsoft products.

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