Financial management & Bookkeeping

Clients

High-touch areas


Health and Wellness Businesses

physical therapy centers

chiropractors

acupuncturists

speech THERAPISTS

occupational therapists

Massage therapy Providers

With a growing staff, a well-developed reputation, and a stable customer base, the opportunity for profit grows, but so does operational complexity. Automation, leveraging EMR systems, customer interaction tracking, social media integration, performance and data analytics, customer service excellence, leadership development, practice expansion, and succession planning are just a few ways to bring practices to the next level.


Real Estate Organizations

Agency and team owners

Condominium boards

investment/owners

Growing a team of associated agents represents a great business opportunity. It also comes with new needs. Among them are expanded bookkeeping, third party payroll, management skills, engagement and mentorship demands, greater operational complexity, and enhanced financial management skills. Wearing both agent and business owner hats can be exhausting. Tight systems and clean operations make it easier.


Established Organizations

FAITH-based ORGANIZATIONS

All small organizations have commonalities if viewed from the proper vantage point. A skilled third party can help break down tunnel-vision silos and serve as a trusted advisor for the numerous challenges that small businesses and non-profits can face, particularly when there may be a strong emotionally connected mission driving its existence.

 

 
 
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Aragona & Associates

Aragona & Associates

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Testimonials

 

 
 
Matt has challenged us to rethink and redefine what efficiency means. I can now lead staff and service customers instead of constantly putting out fires.
— Adrian
 
 

 
 
Magnus Franklin listened and strategized with me, not for me. We came up with a solid plan to bring my practice to the next level.
— Matt A.
 
 

 
 
We developed simple analytics to hard wire success at every step. In just a few months [Magnus Franklin] has already surpassed my expectations.
— Doug S.
 
 

 
 
The automation alone has allowed me to launch as separate side business that continues to become a meaningful revenue stream.
— Tom V