top of page

Nice to meet you!

Wendi Curzon, numbers nerd and spreadsheet geek at your service!

If you are visiting my site, chances are you love your business but could live with a little (or a lot) less paperwork. Maybe you are a provider tired of sitting on hold with insurance and ready for someone to take the billing reins.  Maybe you are a new business wanting to start off on the right foot. Maybe you've gotten behind in your bookkeeping and are overwhelmed at where to start.  Maybe you wish your books could tell you about the financial health of your business, except they're kind of a mess at the moment.  Maybe you're just not sure how to do it right and get on your CPA's good side.  Please, allow me . . .

You are a business owner.  You should be able to focus on serving your clients and growing your business without trying to wear every hat.  The truth is, when you try to do everything yourself, usually something ends up getting neglected. That's where I come in.

I am more than just a Bookkeeper or a Biller.  I am an advisor, a planner, a coach, an assistant, a partner, and a friend.  I will walk you through your financial reports in a way that makes sure you understand what your numbers are telling you.  I will take away the headache that creeps in every time you think about all the bookkeeping and billing you need to do after hours.  I will keep your information safe and secure, your books and/or your billing up-to-date and accurate, and I will ALWAYS keep you in the know.

Wendi Curzon,CPB,CDB
Owner,Founder, CEO

Specialties Include:

  • Medical Billing

  • SimplePractice Cleanup

  • Bookkeeping

  • Quickbooks ProAdvisor

  • Credentialing Specialist

  • Benefits Verification

  • Intakes & Scheduling

  • Coaching

  • Team Leader

  • Speaking fluently in memes

Credentials:

CDB_Badge_Web_Version.png
DBA.PNG
IMG_8576.heic

Meet my team!

Bernadette.jpg

Bernadette Moverley, CPC
Billing Supervisor
Coder Extraordinaire

    Specialties Include:

  • Medical Billing Supervisor

  • Medical Billing

  • Coding

  • Accounts Receivable

  • Account Cleanups

  • Viewing everything as "Amazing"

  • Celebrating team wins (via amazing party lights)

IMG_2948-preview.JPG

Danette Wilds
Benefits Specialist

Specialties Include:

  • Benefits Verification

  • Account Cleanups

  • Administrative Assistant

  • Positive Attitude

  • Good karma

Ethan.jpg

Ethan Sellers
Medical Biller 

    Specialties Include:

  • Medical Billing

  • Intakes & Scheduling

  • Accounts Receivable

  • Account Cleanups

  • Fancy Footwork

  • Making a mean cup of coffee

Lori Ferrer
Medical Biller & Patient Access

    Specialties Include:

  • Medical Billing

  • Revenue Cycle Research

  • Accounts Receivable

  • Benefit Verification

  • Intakes & Scheduling

  • Super Sleuthing

  • Adaptability

Angelina Snelling
Intakes & Scheduling

    Specialties Include:

  • Intakes & Scheduling

  • Patient Care

  • Mad organizational skills

  • Multi-Tasking

  • Positivity

Curzon_Engagements_Photographybytasharos

Connor Curzon
Compliance Officer, HR

Specialties Include:

  • HIPAA Compliance

  • Systems Management

  • Human Resources

  • Teaching the. . . ahem. .. older team members new spreadsheet tricks

IMG_9612.HEIC

Luke Curzon
Social Media Manager

Specialties Include:
 

  • Marketing Campaigns

  • Art/Design

  • Big Ideas

  • Office Assistant

  • Witty Comebacks

IMG_2946.jpg

Arrow
Company Clown

Specialties Include:

  • Being Adorable

  • Napping

  • Barking at Falling Leaves

  • Package Delivery Alerts

  • Boosting Morale

bottom of page