J.M. Shoemaker Consulting

What J.M. Shoemaker Consulting does

J.M. Shoemaker Consulting, Inc. is a privately held, founder-owned financial consulting firm established in 1993 and headquartered in Vero Beach, Florida. The firm serves exclusively small-to-medium orthodontic practices, providing financial health assessments, cash flow optimization, collections training, insurance followup, financial arranging, and audit trail analysis. Its service portfolio is structured around three core delivery methods — Initial Inspection (remote diagnostic assessment), On-Site Consult (2-3 day in-person engagement), and Remote Consulting (daily scheduled sessions) — augmented by five specialized service modules addressing adjustments, collections, insurance, financial arranging, and audit trails.

The firm's delivery model is built on direct remote access into client practice management systems via Splashtop SOS, paired with Google Drive-based collaboration for real-time tracking of financial arrangement statistics and cash flow impact. The team has accumulated expertise across seven orthodontic practice management platforms (OrthoTrac, Ortho2, Cloud9, topsOrtho, WaveOrtho, Greyfinch, Dolphin), enabling patient-by-patient ledger analysis and adjustment categorization that generalist CPAs are positioned as unable to replicate. Technology is otherwise off-the-shelf remote-support and cloud-collaboration tooling; the differentiation is domain expertise and workflow integration, not proprietary software.

The business operates as a boutique professional services practice led by founder Jackie Shoemaker (CEO), Kayla Hoorelbeke (COO), and Casey Hoorelbeke (CTO), with no external institutional investment and no documented funding history. Pricing is quote-based on multi-year consulting engagements. Go-to-market is sales-led and primarily referral-based, drawing from existing clients, CPA partners, and two sister companies — AccounTrac, Inc. (third-party orthodontic collections, 25+ years) and InformedImage (Case Acceptance and HIPAA Compliant Email). Geographic focus is the Southeast United States, though the remote delivery model is inherently geography-agnostic.

Name

J.M. Shoemaker Consulting

Legal name

J.M. Shoemaker Consulting, Inc.

Website

https://jmshoemaker.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

J.M. Shoemaker Consulting is a privately held, founder-owned financial consulting firm established in 1993 that provides cash flow, collections, insurance, and audit-trail consulting exclusively to small and medium orthodontic practices across the Southeast United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Vero Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Consulting Services: Professional consulting services for orthodontic practices including Initial Inspections, On-Site Consults, Remote Consulting, and specialized services such as Adjustment Review, Collections Training, Insurance Followup, Financial Arranging, and Audit Trail Analysis. Services are delivered via remote access, on-site visits, and ongoing coaching sessions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

J.M. Shoemaker Consulting provides financial consulting services exclusively to orthodontic practices, delivering practice financial health assessments, on-site training, and ongoing remote consulting. Services encompass cash flow analysis, collections training, insurance claim follow-up, patient financial arranging, and audit trail analysis, all delivered via remote access to practice management systems, hands-on visits, and daily coaching sessions.

Product overview

J.M. Shoemaker Consulting offers a unified consulting service portfolio for orthodontic practices comprising three core consulting delivery methods (Initial Inspection, On-Site Consult, and Remote Consulting) combined with five specialized service modules (Adjustment Review, Collections Training, Insurance Followup, Financial Arranging, and Audit Trail Analysis). The Initial Inspection serves as the foundational assessment that often precedes On-Site Consult engagements, while Remote Consulting provides ongoing daily support. The service modules address specific financial management needs including cash flow analysis, collections, insurance management, patient financial arrangements, and audit trail maintenance.

Differentiator

Problem solved

Functional benefit

Products and services

• Initial Inspection A detailed, report-card style assessment of an orthodontic practice's financial health. Conducted via remote access to computer systems, data analysis, and examination of specific examples to provide extensive observations and recommendations. Serves as the foundational assessment often preceding other engagements.
• On-Site Consult A 2-3 day on-site consulting engagement providing hands-on training, policy implementation, and staff training to maximize cash flow and lead orthodontic practices to financial success. Includes in-person observation and doctor check-ins for policy alignment.
• Remote Consulting Real-time remote consulting via access to practice management systems and scheduled conference calls, providing in-depth daily training and coaching sessions. Uses remote access technology to obtain accurate figures, review individual ledgers, and analyze data for ongoing client support.
• Adjustment Review

Quantifiable outcome

• Improved income and raised profitability for client practices
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core and minor.

• AccounTrac, Inc.coreStrategic or Co-development PartnerSister company and third-party collections avenue for orthodontic practices. Founded on the theory that collection activity can be an orthodontic practice's most valuable marketing tool. Provides the collections expertise and techniques that JMShoemaker transfers to client staff through Collections Training services. Over 25 years of experience in orthodontic collections.
• InformedImageminorStrategic or Co-development PartnerSister company providing Case Acceptance and HIPAA Compliant Email services. Cross-promoted on JMShoemaker website as a resource for orthodontic practice assistance.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• ProSynergy Dental Practice Management: Dental practice consulting firm focused on revenue cycle management, financial benchmarking, and operational coaching for dental practices. Direct competitor in the SMB practice financial consulting niche.
• Jameson Management: Dental practice management consultancy focused on coaching, financial benchmarking, and operational improvement for dental practices. Directly competes in the same niche of practice financial consulting for SMB dental/orthodontic offices.
• McKenzie Management: Long-established dental practice management consulting firm providing financial, operational, and team coaching services to dental practices. Comparable in its SMB practice focus, professional-services delivery model, and emphasis on collections/insurance optimization.
• Bentson Clark Copple & Associates: Orthodontic practice consulting firm specializing in practice valuation, transition planning, and operational consulting for orthodontic offices — directly comparable to JMS in terms of vertical specialization and SMB orthodontic customer base.
• National Practice Transitions (NPT): Specialized in orthodontic practice sales, transitions, valuations, and consulting. Comparable vertical focus (orthodontics) and similar SMB customer base, with overlapping service modules around practice financial health and operational improvement.
• Sage Dental Consulting: Boutique dental practice management consultancy delivering financial analysis, collections training, and operational consulting to dental and orthodontic practices. Highly comparable in scope, SMB focus, and remote/onsite hybrid delivery model.

Broad incumbents

• Henry Schein Practice Solutions: Large dental distribution and services company offering practice management software, consulting, and back-office services to dental practices. Broader portfolio player with overlapping financial/operational consulting offerings but at much greater scale.
• Spear Practice Solutions: Arm of Spear Education providing dental practice consulting, coaching, and growth services alongside its well-known clinical education curriculum. Broader and more diversified than JMS but overlaps directly in dental financial and operational consulting.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/jmshoemaker-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about J.M. Shoemaker Consulting