Tools & Services We Recommend

About this Page

We are often asked what is the best solution for "xyz"? It may be a product, service, or even a business path.

The recommendations here are products & services we have used ourselves and are comfortable recommending. Occasionally, they may be products or services that come from trusted sources.

If you have further questions, just contact us.

Contact Us


The Nurse Practitioner Business & Legal Guide

Now in its 7th edition, this is one book I've had on my reference shelf for years. Every NP needs this book to refer to before those questions come up.

Get this Book!

Successful Medical Practice Policies & Procedures

This is one book I wish I had purchased when I first got started in practice, if not sooner. I recommend this to all the clinicians I work with. You don't have to re-invent the wheel!

Get this Book!

Operating Policies and Procedures Manual for Medical Practices 5th Edition

A more current P&P Manual is available in print form. As with the other recommended text, you are free to customize the templates.

Get this Book!


Certified Coder & Billing Service

Kathie Lloyd, CMA, CFE, CPC of TriCityPhysicians comes highly recommended as a credentialing and billing service for practices.  She has cleaned up messes left by others for many of the NPs we work with. 

Phone: 844-458-8188
Mobile: 804-243-0716

Remote Patient Monitoring

Don Self is a Medical Reimbursement Consultants since 1988, serving tens of thousands of practices. A friend of NPs and full of helpful information to help our practices grow.

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QuickBooks is our preferred accounting software. We have tried others and found it's best to stick with the Gold Standard that all CPAs and bookkeepers know. 

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Website & Platform Host

If you've followed us over the years, you know that NPBO™ has used a variety of platforms to host our courses. We finally found our forever home with Kajabi.

Check it out!

Project Management

There are a lot of moving parts when starting a practice, or designing the business of the dreams, taking on projects like writing that book. Trello can help you stay organized and it's free.

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We use this daily! I used the free version for years (which is fantastic) and finally upgraded to pro. What a difference! More images & other resources, but being able to easily resize with copying and pasting is golden!

Learn more

Affiliate Disclaimer

The links on this page may contain "affiliate links". That means, since it's a recommendation from us, we may get a small referral fee that supports our free blog and podcast. In all cases, it does NOT mean you pay additional for that product or service. Any revenue earned supports our free blog and podcast.


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