Joe Lessard on Adding A New Associate

Adding a new associate sounds cut and dry. After all, they’re there to treat patients, for which they have the training to do so. Easy, right? Not so fast. There’s more to it. My guest today advises his clients on numerous accounting and operational issues, including hiring, and he’ll share his experience with us.

Joe Lessard is a partner at Professional Business Management, a healthcare practice management and accounting firm in the northwest Chicago suburbs. Joe has been with PBM since 2009 and a Principal since 2020. He has attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He believes in rolling up his sleeves and is usually on site visiting his clients’ operations first-hand. Joe is responsible for all accounting and payroll services as well as personal and business tax returns for his clients. He helps them review operations and day-to-day aspects such as HR, employee benefits, retirement plans, collections, billing, and patient interactions. Every client has different needs and that’s why Joe’s commitment to his clients’ needs and his customer service is what he prides himself on.

In this episode Carl White and Joe Lessard discuss

• The office cultural considerations, for example, the mission, values, and accepted and not-accepted behaviors
• The operational considerations, for example, credentialing, scheduling, etc
• The marketing considerations, for example, the associate’s role in attracting patients
• Other considerations

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Connect with Joe Lessard

https://www.linkedin.com/in/joelessardpbm/

https://www.instagram.com/thedoctorscpa/

For more depth on this episode, read Understanding and Managing Overhead Costs in Your Practice, a blog this guest wrote about it.

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email: [e-mail]

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg