We provided the following services:

  • Session Tracking & Reporting – logged therapy sessions for accurate end-of-month reporting.
  • End of Care Documentation – ensured proper completion and submission of client records.
  • Invoice & Report Preparation – generated agency-standard invoicing reports and private client invoices.
  • Social Media Support – assisted with content creation and updates as needed.
  • Business Planning Support – provided strategic guidance to support growth and efficiency.

Results

By implementing structured tracking, invoicing, and reporting processes, Caim Therapy now has greater administrative efficiency and compliance with agency requirements. With seamless business support in place, they can dedicate more time to their clients and focus on expanding their impact.

Lemons

As a busy bisniss owner who is also dyslexic I would not to without Zesty, always there when I need things checked and even just to bounce bisniss plan ideas of.. Heidi is always full of ideas on how to improve and expand my bisniss and has great vision and an always helping attitude … for this non tecno savvy client … I wouldn’t be with my VA now that’s for sure.

Thanks Heidi for all you do!