This service was created when I helped my father, private practice legend Joe Bavonese, with his monthly analytics. I hated the way he manually did things in Google Sheets, and there would be frequent errors and metrics we simply couldn’t calculate without spending hours digging into his EHR. Some of these questions we couldn’t answer easily were:

• What is our retention %?
• Are we getting more traffic from psychology today since last year?
• For the clients that terminate, are they associated more with in-office/video or a specific service code?

With my programming background, I created an automated dashboard for Joe to get these metrics automatically, like magic. This problem exists for practice owners all over and we kept seeing the same gap between people who want to run their business and people who want to do the necessary advanced data analysis to keep on high on performance. There was such a small overlap between them as most small business owners just want to make high level decisions and do more of the work that they enjoy instead of getting lost in spreadsheets every week. With a broad range of professional industry expertise, we are here to bridge that gap.

Our expertise comes from intimate startup environments all the way to global corporate consulting firms, giving us a larger set of tools than most small business coaches. Ben comes from Berkeley’s Haas School of Business where he focused on startup growth and advanced data analytics.

We offer a unique service that summarizes your monthly data and pulls insights from them, letting you easily take control of the decision making. We have over 4 years combined experience helping small businesses with their monthly tracking, so you can focus on growing your business or just taking a vacation.