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Harmonizing Systems for a Multi-Site Dental Services Group
26
Dec
Client Background
A dental services group in Denver, founded in 2011, operating 25 sites through a mix of owned and franchised clinics.
Business Challenge
The hybrid model created operational complexity:
- $250K annual loss from billing errors.
- Audit delays increasing compliance risks.
- Mismatched systems across locations.
- Staff burnout from repetitive manual corrections.
Caramel Advisors’ Solution
We focused not only on cost savings but on reducing stress and creating capacity for growth
Step 1: Prioritize quick wins
Introduced an offshore team to take over payroll and compliance tasks
Step 2: Map core vs. non-core processes
Map core vs. non-core processes
Step 3: Deploy a secure, compliant team
Implemented a SOC 2–compliant offshore team for reporting work.
Step 4: Ensure staff buy-in
Conducted joint workshops to ease concerns and smooth integration
Results Achieved
The impact was immediate and sustainable:
Results Achieved
The impact was immediate and sustainable:
45% savings in operational costs
38% faster reporting turnaround.
Ability to support 40% more clients without adding staff
Improved agility to match startup pacing.
Client Testimonial
Our partner’s expertise illuminated blind spots and propelled us forward
CFO , New York Accounting Firm