Trusted Advising: Achieve Even More Growth with OKRs & KPIs!

Well, 2023 kept all you unstoppable healthcare entrepreneurs on your toes once again! And with emerging trends like digital health integration, continued talent recruitment challenges, and the constant complexities of maximizing reimbursement cycles…no time to rest heading into 2024!

But maintaining your scrappy company spirit while strategically expanding services requires focused planning.

What if we told you that two simple frameworks – OKRs and KPIs – can help guide your clinic’s growth trajectory this year?

Driving Growth While Preserving Your Purpose

As your TRUSTED ADVISORS here at TSAT, we work exclusively with private local healthcare practices for over 20 years. We know your focus is caring for patients, not grasping management methodologies. But bear with us – OKRs and KPIs truly provide simple and flexible goal setting + progress tracking that helps scale what you do best in a focused way.

See, many passionate practice owners resist structure that feels overly corporate. But left unchecked, rapid growth can quickly start to negatively impact patient care, workforce culture, or accessibility that attracted loyal patients originally. OKRs and KPIs allow you to expand your reach deliberately, while also preserving the purpose-filled “why” at the heart of your clinic model.

With customized guidance, you can leverage these tools not just for business objectives, but also for social impact and community health goals aligned with your values.

In essence, OKRs and KPIs keep your organization’s priorities anchored in quality care rather than quick profit alone. Growth with purpose matters!

OKRs = Your Goals. KPIs = How You Track Progress.

Think of audacious OKRs (objectives and key results) as the climb up the mountain peak of your priorities this year – where do you boldly envision your practice in 12 months?

Then reliable KPIs serve as your hiking metrics for safely ascending step-by-step–how do you measure advancement on a granular level?

Together this dynamic duo keeps your team aligned, motivated and moving forward quickly towards a shared vision for your company. One that allows more patients access to your personalized care without losing quality or culture along the way.

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Crafting Your OKRs + KPIs Game Plan

As your trusted advisors, team guides you on setting macro OKRs around sustainable growth, maintaining ideal profitability levels to recruit top talent, and anchoring business decisions back to core purpose. Then we suggest pragmatic, early warning KPIs to monitor through monthly check-ins on targets like:

  • New patient visit volume trends
  • Revenue cycle management benchmarks and cash flow optimization
  • Staffing budget metrics to predict and meet demand
  • Turnover risk signals across support roles

This allows your leaders and employees to maintain focus on delivering excellent care, while we translate high-level plans into tangible processes improvement, budgets for new hires, future location blueprints, and technology integration investments that ladder up. Always ensuring financial foundations enable you to responsibly serve far more patients seeking your unique approach.

Turbocharge your success: navigating excellence with Strategy, OKRs, and KPIs - Perdoo



The beauty is fully customizing the key results and indicators tailored to what success specifically looks like for YOUR impressive practice throughout 2024 and beyond. We dive deep into your current growth phase and clinic model to architect aligned objectives and progress tracking.

Let us help you build resilient frameworks that allow scaling your purpose. We promise tangible tools – not boring accounting lectures! Who’s ready to make this a year of focused growth? Let’s connect!

Schedule a FREE consultation with us, and we’ll assess where your business stands today as well as identify aims and goals for 2024.

Make better decisions for your small business! 💡

Your Trusted Advisor… At TSAT, we understand that exceptional small businesses must maintain high standards in service, accuracy, reliability, and efficiency. To achieve these goals, it is essential to establish a thorough set of accounting and finance policies and procedures and consistently train all personnel involved. By letting TSAT focus on you accounting, quality assurance, finances, and provide you with a small business accounting department, you can expand your core competency operations and enhance your profit margins. Ensuring every aspect of small business accounting operates at peak performance requires some effort, and we are here to assist you on this journey!

Here at TSAT, we are not simply bookkeepers. We work with you to provide a 360-degree strategic financial advice, including small business operations and investment guidance. We will help you stay ahead of the curve when it small business or personal investments!

If you are a gig worker or small business owner looking to grow your business, TSAT’s AMAZING Trusted team considers much more than just your taxes!


TSAT’s is your Trusted Advisor and will let you focus on your business’s core competencies! Whether you have a small business or you need help personally, TSAT can give you HOPE! Call us today! 

Phone: (417) 208-2858