THE PEOPLE, SYSTEMS & SOFTWARE WE RECOMMEND

At Pro-Assist we have a love of innovation and systems that make running a business easier and more enjoyable. Below is a list of carefully curated programs and procedures we recommend. We always strive to match the right person to the right innovative products, so contact us to discuss your particular needs.

practice Management Systems

about cliniko and why we love it

Cliniko is a complete practice management application used by thousands of healthcare practitioners in more than 95 countries worldwide. Manage schedules, treatment notes, invoices, payments and lots more. It works great for solo practitioners, large teams and anything in between.

Cliniko is one of those systems that you can pick up and within 15 minutes know it in-side and out. I recommend Cliniko to anyone just starting up their business, or for those that aren't familiar with tech, but are needing to make an advance towards growing their practice or making it more efficient.

how we can help you:

  • We provide a complete Cliniko setup. Everything from colour coding your appointments to setting up the invoicing and relevant integrations.
  • We provide you with easy-to-follow training materials to help you navigate the system.
  • We can be your receptionist! We can answer your phones, make your appointments and do your invoicing.

Business to Business Support

bKSP

(Bookkeeper to the Smart People)

http://www.bksp.com.au/

about bksp and why we love them

Bookkeeper to the Smart People is a Gold Coast Bookkeeping Firm who believe they have a unique business which will meet the needs of all businesses that require accurate and reliable bookkeeping. With over 20 years experience in dealing with company accounts, they can help you improve your business and reporting needs. Their close knit team consists of a degree qualified accountant, Certified Bookkeeper and registered BAS Agents.

Pro-Assist has referred many businesses to Cristie and the team, who had been either trying to do their accounts themselves, or had been working with a Bookkeeper that neglected their accounts and left them in a sticky spot. We're pleased to report that every single one of our referrals now have complete confidence in their business numbers!

how bksp can help you:

  • Set up of accounting packages (Xero, MYOB)
  • Review, prepare and lodge Business Activity Statements, Taxable Annual Payments Reports and Instalment Activity Statements.
  • Bank account and General Ledger reconciliations
  • Payroll – Provide your business with weekly, fortnightly or monthly payroll.
  • Cash flow Management – Daily, Weekly or Monthly, to assist you with the effective management of your entities cash flow.

Be sure to mention you were referred by Pro-Assist!


Business Efficiency Tools

about DUBSADO and why we love it

Dubsado helps you navigate your business like a pro. Whilst this is not strictly a practice management system, the features on offer are incredible, many that the traditional practice management systems miss.

Dubsado lets you track your clients, do your invoicing, send out electronic questionnaires and contracts and keep files on record, amongst many other cool features. We love Dubsado the most for the possibilities of New Client Onboarding. From Lead Capture from your website to having them electronically sign your Service Agreement and receive their first welcome email, Dubsado can foster a special kind of customer care and business management.

how we can help you:

  • We provide a complete Dubsado setup. We configure all your setting and develop the forms you need to run your practice amazingly.
  • We provide you with easy-to-follow training materials to help you navigate the system.

about loom and why we love it

Loom is an incredibly easy to use tool that makes producing training videos and documenting procedures as easy as clicking and talking.

Visual aids are powerful when setting up your business and training others on how things work in your business. With Loom, you can record your screen whilst doing certain tasks and get clarity around your message, much quicker than writing them out in a word document.

how we can help you:

Part of our key services are documenting systems and processes for our clients. This helps them to standardise their business, so they can provide a consistent service.

We use Loom to:

  • Record Training/ Explainer Videos
  • Document Procedures so you can effortlessly onboard new staff into your business.