At Wise Option, we believe that specialization is key. Specializing helps you fine-tune your craft, keep customers happy, and ultimately bring in more income.
Just as you specialize, we do as well, and so does your expense tracking system. We have found that many of the users that work with Wise Option used QuickBooks to track their expenses. So how does this work now that they are using our software for their practice?
Well, we specialized! There are many amazing things about QuickBooks, but it was not designed for veterinary practices. Many places end up making tons of workarounds after they realize that QuickBooks is not doing everything they need, which makes for unnecessary headaches, complicated processes, and sometimes even money falling through the cracks.
Our specialization included working with our customers’ needs and identifying their pain points, instead of reinventing the wheel. They didn’t need a place to track their revenue, they need software that would show clean statements and invoices, all while also tracking their income. Because of this, we took the time to make a QuickBooks integration so that QuickBooks can do what they do best and we can help cater their system to our customers.
Wise Option speaks your language, and QuickBooks speaks your accountant’s language. We made it so that we can speak to QuickBooks, so that it is easier on you. Not only do you get brand new software that tracks income and gives you clean invoices, but we are not going to make you give up your expense tracking system. We will simply give that system some TLC so it works even better for you.
How well do you actually know you practice? Really take a moment to think on that. Of course, you are familiar with your day-to-day, but are you familiar with all of the inner workings of your employees? The systems they use, the administrative duties they perform, and the standard operating procedures for each sect of the practice?
If you answered no to any of these or you are unsure about another aspect of the practice, you are doing yourself a huge disservice. But why? Well, there are many reasons, but the one that we are touching on today is recognizing what may be an expense versus what is an investment.
Let’s start with the basics. The first thing you should reflect on is whether you have a good grasp on what money is flowing out of your business each week, month, year, etc. With the being said, you need to be able to identify all of your fixed costs, since you will be paying them no matter what.
Within these fixed costs, you need to identify two things: which of these are keeping the status quo and which of these are improving the status quo? Essentially, what is it that I am paying for just to maintain business and what is it that I am paying for to improve the business?
We promise, there will not be too many more thought experiments, because we know that you have already done some deep thinking! But if you find that the majority of your fixed costs are just maintaining the status quo, why is that? Is it that you are fine with how your business is currently operating? Is it that you do not know where to start when it comes to improving your practice?
Don’t panic if you don’t know! We are here to help. Essentially, you need to be proactive in constantly improving your business. If others see that you are ahead of the curve, they are going to look to you and catch up. So you have to make sure that you are prepared to innovate even further.
You need to be putting your money into more investments that shift the status quo, and less expenses that keep it the same. So what do you invest in?
One of the best tools to have in your arsenal is technology. Great technology makes your business more appealing to the customer, and in today’s world, everything is about user experience. Many people underestimate new technology and brush it off as an unnecessary expense. But a good practice uses technology to automate procedures, keep everyone connected, and make everything more efficient. The way we view it? It keeps you current, or even ahead. And you can’t afford to be behind.
If there is one thing that we want to be known for, it is caring about our clients. As a company that provides software to many different types of practices, we are working with experts in the field, and the input we receive is unmatched. In return, we want to give them the best possible software that they could use, with something that the competition doesn’t have: three user options.
We are constantly updating, testing, and finding ways to revamp our software, and we truly believe that putting our clients’ needs first has led us to where we are today.
Wise Option is special in many ways, one of them being that we operate under a three-application model. This model is very rare, and you do not see it very often. Not only can you access your centralized data center from one place, but you can also access it from three: desktop, web, and mobile.
At Wise Option, you’ve got options! Are you sitting in your office logging numbers? Hop on your desktop. Taking your laptop home? Maybe you want to use our WebApp. And if you are on the road for work, you can check your data from your phone! On each application, you will be able to access the same data, since it is all stored in the cloud. And in the event that one of the user interfaces fails, you can hop on another.
Yes, it’s convenient, but why does this make us special? Because if it was easy, everyone would be doing it. With many of these programs, you are locked into one application or will have a limited view from another. With Wise Option, gone are the days of redundancies and backup files that crowd the database. We approached it from a client-needs perspective, striving to give an excellent experience.
Does this mean that it is more costly? Yes. But we believe that you can’t put a price on your peace of mind. You are paying for mobility, support, and competitive advantage. Ultimately, your ROI is going to be higher in the long run. Make the switch to your wisest option.
When it comes to your practice, have you ever been overwhelmed? Be honest, we’ve all been there. Now, take it one step further. Why were you overwhelmed, and what could have helped you in that moment?
Now, I want you to picture yourself in better days, when your practice is working like a well-oiled machine. Incredible workflows, seamless communication, where the days just run smoother. Wise Option can get you there.
The reality is when the volume hits hard and we start to get stressed it is often because our methods and protocols are lacking and we either don’t have or are not correctly utilizing our support. This support could be software, it could be your team, etc.
This may sound trivial, but prioritizing your sanity is also a key component of your model. When stress is high, we can panic or rush to meet deadlines, which can lead to open gaps in data, missed charges, and unhappy customers. It is more than normal for overwhelm to come when your business is booming, and this is why it is so important to have a solid foundation in place.
Your methods and protocols do not have to be 100% perfect before you begin to implement them. At that rate, you will never start as there is always room to grow. Starting is the first step. We recommend having logs and books for everything and outlining each step of the process. Turn it into a system for everyone to learn. Ask your staff for suggestions, have monthly meetings, and pick their brain about what is working and what is not.
We understand that not every business can start off with software. However, once you are bringing in a considerable amount of volume, software is going to help immensely. And by the time you get to the stage where you need this software, you will have laid the foundation for a successful transition. Even better, when you choose Wise Option for your practice management software, we will be here to help you every step of the way. Check out our software today!
Position: Account Manager Company; Wise Option Industry: SAAS, Veterinary Practice Management Software Company Type: Work From Home (WFH), Full-Time Wise Option has provided veterinary practices and hospitals across the country with an innovative and productive way to manage their practices. Our team strives to create relationships built on trust, integrity, and productivity, both within the company and with our clients. The best part is, we have fun doing it! Essential Functions: As an account manager, you will work under our Support and Implementation Manager. You will serve as the primary point of contact between the company and new and current Wise Option Users. You will collaborate with the team and various departments to see that relationships are nurtured and communication is running smoothly. As an AM, you will be proactive with customer service, working to mitigate issues and answer queries. Additionally, you will coordinate and facilitate software implementation and training for new users. Qualifications: Required:
- High School Diploma or equivalent required
- Willing to work CST business hours
- Own a laptop or computer
- Strong comprehension and in-depth experience with Wise Option software
- Ability to travel for on-site user training (approximately 90% WFH, 10% travel)
- Cannot currently work for a Wise Option client
Preferred:
- Excellent communication and relationship management skills
- Demonstrated ability to ensure client objectives are met with a positive attitude
- Excellent problem-solving skills involving analytics, troubleshooting, and fact and conclusion establishment
- Experience with customer service
Benefits:
- Health Insurance
- Phone Bill Allowance
- Internet Service Allowance
Compensation:
- Base Salary + Bonuses
- Referral Bonus
*Please submit applications to rachel@wiseoption.com using the subject line “Account Manager Job Listing”
