I specialize in practice management, business development strategies, and personal finance — with a focus on helping optometrists and small business owners achieve their goals without overspending.
My approach is simple: I help you identify opportunities, streamline operations, and implement cost-effective solutions that drive measurable growth.
Here’s how I can help your business thrive:
Optimize Efficiency Through Technology – Leverage low-cost tools and software integrations to simplify workflows and reduce overhead.
Train & Empower Your Team – Provide hands-on training and clear implementation plans to ensure your staff adopts new systems with confidence.
Build a Culture of Compliance & Engagement – Develop policies and procedures that align with HIPAA, PCI DSS, and industry standards while fostering positive employee morale.
Measure & Maintain Growth – Establish reporting systems that track performance, identify trends, and keep your practice profitable.
Boost Market Reach – Apply proven strategies to increase visibility, attract new patients or customers, and expand your market share.
Whether you’re upgrading your technology, refining your business strategy, or creating a scalable growth plan, I’ll help you design a holistic, low-cost development strategy tailored to your needs.
Charles combines business strategy, IT expertise, and practical experience to help practices and small businesses:
Streamline workflows for efficiency and profitability
Optimize technology and software integrations
Maintain compliance with HIPAA and PCI DSS standards
Empower staff with effective training and SOPs
Track, measure, and grow performance sustainably