The Efficient Practice

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Pricing

Full Evaluation | Implementation | Review | Mentoring

Our heralded Business Efficiency Coaching services are priced based on the nature of the relationship. As this service is fully customized to meet your specific situation and needs, we respectfully ask that you call us toll-free at (877) 296-6876 or email us for details and to obtain a quote for these services.

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For established practices, we offer the three-step process on an a la carte basis or as a total package. We also offer custom-designed packages, depending on the needs of your practice and/or business. For further information or to request a quote, please email us at: info@efficientpractice.com.

    This in-depth analysis of your practice's (or business's) current condition is offered on a flat rate pricing based on a rate of $150 per hour estimated using your gross revenue for the preceding calendar year to determine the flat rate base:

Once the flat rate is determined, the evaluation services are closely monitored to ensure that all time spent in preparation of this report is accounted for. If the time-based rate falls below the estimated flat-rate quoted, then the final 1/2 of fee will be discounted to reflect the actual time spent working on your project. If the time spent exceeds the estimated flat rate quoted, then no additional fee will be added (You will only be responsible for the original estimated flat-rate fee quoted). This applies to all consulting services, including customized evaluations. (With customized evaluations, the base rate is a negotiated amount based on an estimate of the time that is required to complete the engagement)

We ask that you pay 1/2 of the estimated flat-rate fee in advance with the remaining balance (either original amount or discounted amount) due upon completion of the report. A comprehensive project report with time sheets will be provided to you.

 You will be under no obligation to proceed beyond this point. If you choose to, we would then proceed to:

This critical step is designed to provide you with detailed step-by-step instructions on what you need to do to fully implement the plan and transform your practice (business) into an efficient and profitable operation.

This fee is dependant upon the extent of the work uncovered in the evaluation and to what extent you would like assistance in implementing it.

Unless purchased as part of a package, we ask that you pay one-half of this fee in advance, with the balance due upon completion of the project. We also offer on-site assistance for implementing your solution plan. This is offered as follows:

If your practice is located within the State of Florida, travel will be based on Automobile gas, tolls, etc. If travel involves outside the State of Florida, 'best efforts' will be made to secure the lowest available rates for plane fare and lodging.

You will be under no obligation to proceed beyond this point. If you choose to, we would then proceed to:

It is one thing to develop and implement efficient systems. It is quite another thing to keep them that way. We offer this third step as a tool to keep your practice or business operating at peak efficiency. Regular monthly phone conferences will be scheduled and you will be given unlimited phone and email support under this on-going service. For further details, please click here!

Website Content Management can be purchase on a stand-alone basis for $250 per month, payable quarterly.

Step Three is offered as a one-year (renewable) contract.  The contract automatically renews for another year unless you state otherwise, in writing, at least 30 days prior to the end of your current contract period. The above fee can be paid via a discounted quarterly automated PayPal transaction or monthly.

To provide a more continuous process, without delays, we offer a package price discount of $500 off the combined cost of your step one and two, should you wish to purchase all three steps at one time.

To begin your three step process, please fill out the form in the Contact Us page with your current e-mail address. We will send out a twelve-page questionnaire with a list of documents and information needed to complete Step One. Please return this information to us in a provided envelope along with one-half of your Step One fee or one-half of your package fee.

For Additional information or to order our services for established practices, please see the associated page(s) on this website or proceed to the Contact Us page. We will contact you by the next business day.

New Practice (Business) Mentoring and Support

*This fee must be paid in advance.

**For additional support beyond the first year, use the established practice rate.

We also highly recommend our monthly newsletter and archive service. To learn more, click here!

For Additional information or to order the start-up services, please see the associated page(s) on this website or proceed to the Contact Us page. We will contact you by the next business day.

Proud member of The Financial Planning Association and The Microsoft Partner Program