We analyze your existing data, write a clear report, and come to your office to walk you through what we found. No new software. No IT project. Plain language.
Who we work with
We work across industries with organizations that have data they are not fully using. The methodology is the same. The questions we ask and the findings we surface are specific to how your sector operates.
Currently serving healthcare practices, accounting firms, and nonprofits. Additional sectors available — contact us to discuss your organization.
Most dental practices have a rich resource mine in their data — in their scheduling system, billing data, and treatment records. Most owners have never seen it all in one place with someone explaining what it means.
We work with you to define the problem, extract and analyze data to tell you specifically what to do.
Common questions
What we typically find
A 2-provider practice producing $1.6M with $258,000 in recoverable revenue — without adding a single new patient.
No-show recovery, collections gap to 98% target, and high-probability dormant treatment re-engagement combined. Based on industry benchmarks from ADA 2025 and Planet DDS 2025.
Your SMB clients already trust you with their numbers. Ze-CORE Business adds an intelligence layer that their accounting reports alone cannot provide — operational gaps, revenue leakage, and forward-looking signals that show up months before the financials catch up.
We work alongside your accounting relationship, not in place of it. Our findings often surface planning and compliance needs that flow directly back to your firm.
What your clients see
A written intelligence report with specific findings they can act on — not another dashboard to decode on their own.
We come to their office, walk through every finding in plain language, and leave them with a prioritized action list. The introduction comes from you. The value comes from us. The credit stays with your firm.
Nonprofits, foundations, and mission-driven organizations sit on richer insights than most leaders realize. Most of it sits in separate systems and never gets looked at together.
When it is analyzed together, it often reveals things leadership has not seen — gaps and patterns that are invisible in any single report.
What we found in our most recent engagement
Findings leadership had never seen — surfaced from existing and newly collected data.
A Greater Boston nonprofit. We collected missing data and integrated it with existing data to surface findings leadership had never seen. Full written report and in-person presentation delivered. Case study available upon request.
How it works
We do not need system access, logins, or an IT project. We ask for four standard data exports — any front desk staff can pull them in ten minutes.
The Ze-CORE Method
The Ze-CORE Method moves every engagement through the same four disciplines — diagnosing what is actually happening, gathering and structuring the appropriate data, generating analytic insights and recommendations to help you make informed decisions.
The methodology stays constant. What changes is the language, the questions we ask, and the findings we surface — tailored to how your sector operates.
Results
Every engagement produces a written report with specific findings traceable to your own data, an in-person presentation at your office, and named next steps with owners and timelines.
Most clients find that the first report surfaces more than they expected — not because the problems were hidden, but because no one had looked at all the data in one place before.
We recently worked with a Greater Boston nonprofit to unearth structural gaps using existing data and a new dataset we helped them collect. Full written report and in-person presentation delivered with concrete next steps. Neither gap appeared in any standard report the leadership team had been using.
Request the redacted case studyBook a free conversation
We learn your organization and your biggest unanswered question. If it makes sense to move forward we will tell you exactly what the engagement looks like and what it costs.
Schedule a free 30-min callOr email us at hello@ze-core.com