Ryan Sharpnack

Professional Services Automation Specialist

Helping Orange County Healthcare, Accounting, Insurance, and Legal Practices Save 15+ Hours/Week Through Compliant Automation Solutions

Phone: (657) 455-2894

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Professional Services Automation

Specialized automation solutions designed for Healthcare, Accounting, Insurance, and Legal practices. Reduce administrative burden while improving client satisfaction and regulatory compliance across all professional service verticals.

Starter Package

$3,497
  • Compliant email automation setup
  • Basic workflow documentation
  • One automated process implementation
  • Industry compliance training for staff
  • 30-day technical support period

Growth Package

$8,997
  • Everything in Starter
  • Client data organization & analysis
  • 3 automated business workflows
  • Comprehensive staff training session
  • Custom client communication templates
  • 60-day technical support period

Elite Package

$16,997
  • Everything in Growth
  • Custom business dashboard creation
  • 5+ automated workflows with integrations
  • Monthly optimization consultation
  • Advanced reporting & analytics system
  • Compliance audit and documentation
  • 90-day technical support period

Monthly Retainer Options

Maintenance & Optimization: $597/month

Advanced Analytics & Compliance Reporting: $1,097/month

Full-Service Business AI Management: $2,497/month

Client Success Stories

Family Medicine Practice

Challenge: Practice was spending 3-4 hours daily on manual appointment confirmations and patient follow-ups, with high no-show rates and staff burnout.
Solution: Implemented HIPAA-compliant automated appointment reminders, patient follow-up systems, and chronic care coordination workflows.
Results: Reduced administrative overhead by 52%, decreased no-show rates by 36%, and improved patient satisfaction scores by 34%.

Dental Practice

Challenge: 3-dentist practice was losing $8,000 monthly to no-shows and spending 4 hours daily on appointment confirmations, insurance verification, and recall campaigns.
Solution: Implemented HIPAA-compliant automated appointment reminders, real-time insurance verification, AI-powered recall campaigns, and treatment plan follow-up sequences.
Results: Reduced no-show rate by 64%, eliminated 18 hours/week of manual tasks, increased recall compliance by 47%, and generated $12,000 additional monthly revenue.

CPA Firm

Challenge: Tax season overwhelmed staff with manual client intake, document collection, and status updates, creating bottlenecks and client frustration.
Solution: Automated client onboarding workflows, document collection portals, and progress notification systems with QuickBooks integration.
Results: Reduced client onboarding time by 68%, eliminated 15 hours/week of manual data entry, and increased client capacity by 40%.

Insurance Agency

Challenge: Policy renewal reminders and claims follow-ups were consuming 20+ hours weekly, with missed renewals affecting client retention.
Solution: Implemented automated policy renewal campaigns, claims status tracking, and personalized client communication workflows.
Results: Improved policy renewal rates by 43%, reduced manual follow-up time by 75%, and increased overall client retention by 28%.

Law Firm

Challenge: Client intake and case status communication required constant manual updates, delaying billable work and frustrating clients.
Solution: Streamlined client intake automation, case milestone notifications, and automated billing reminders with legal practice management integration.
Results: Decreased client intake processing by 55%, improved case communication efficiency by 60%, and increased billable hours by 12%.

About

Experienced IT infrastructure specialist who transitioned to professional services automation, combining 4+ years of technical consulting expertise with specialized compliance-focused workflow solutions for Orange County healthcare, accounting, insurance, and legal practices.

Technical foundation includes AWS certification, cloud migrations, and enterprise infrastructure management across Orange County's professional services market. Currently focused on developing industry-compliant automation solutions that integrate practice management software with communication platforms, billing systems, and client engagement tools.

Specialized in delivering ROI within 30 days through systematic process optimization while maintaining full regulatory compliance across healthcare (HIPAA), financial services, and legal industry requirements. Currently serving independent professional service practices throughout Orange County.

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Contact Information

Phone: (657) 455-2894

Email: sharpsmbadvisory@outlook.com

Service Area: Orange County Professional Services

Compliance-trained consultant ready to optimize your practice operations with industry-specific automation solutions.

Schedule Your Free Consultation