Orthodontic Consultant | Remote Accounts & Financial Operations Consultant
Kasey Frady brings extensive experience in orthodontic financial and operational management, with a career spanning both private practices and corporate orthodontic organizations. Her background in remote account management, bookkeeping, and financial systems provides a comprehensive understanding of how strong financial infrastructure supports clarity, accountability, and sustainable growth across orthodontic practices.
With expertise across all major orthodontic practice management software platforms, Kasey delivers a white-glove approach to patient and insurance account management, ensuring accuracy, consistency, and exceptional service while strengthening the financial backbone of each organization she supports.
White-glove management of patient and insurance accounts with a focus on accuracy, accountability, and exceptional service.
Extensive experience in bookkeeping, reconciliation, and financial reporting to ensure clean data and informed leadership decisions.
Background across both independent practices and corporate orthodontic groups, bringing balanced insight into scalable systems and compliance-driven workflows.
AI-supported insurance account management that improves processing speed, reduces errors, and strengthens cash flow performance.
Development of consistent financial procedures that align front office teams, remote services, and leadership around shared expectations and performance benchmarks.
Proficient in all major orthodontic practice management software platforms, supporting efficiency, reporting accuracy, and operational clarity.
Financial and operational support during periods of expansion, staffing changes, and organizational transitions to maintain stability and continuity.
As a Remote Accounts & Financial Operations Consultant, Kasey partners with orthodontic practices to streamline financial workflows, improve collections performance, and bring transparency to day-to-day account management.
Her experience in both independent and corporate orthodontic environments allows her to integrate scalable best practices with the personalized care and flexibility needed for privately owned practices.
Kasey brings more than 25 years of experience across all areas of the orthodontic practice—including treatment coordination, practice management, clinical operations, and administrative leadership. She combines this hands-on expertise with innovative technology, partnering with AI-driven insurance management tools to increase efficiency, reduce administrative burden, and create smarter, more reliable patient account systems. Her white-glove service model makes her a trusted extension of the practice team and a key driver of operational excellence.
“If you are looking for orthodontic excellence with clinical consulting, look no further. Andrea Cook is a wealth of knowledge and truly transformed our practice in so many ways to help our overall patient experience. I highly recommend utilizing her services and promise your only regret will be not doing it sooner!”
- Sarah Hanger, Practice Manager
“Andrea Cook continues to set the gold standard for clinical consulting. I hired her to help me put systems in place for sterilization, training, and treatment planning and she delivered! And she was a great resource to my Clinical Manager during all the implementation. I highly recommend her services if you want to get the next level of clinical excellence!”
- Dr. Michael Weiler
“With Andrea’s help, my office was able to dramatically improve our efficiency and take our level of communication and performance to a new level. After her on-site visit and training, my staff was motivated, and has actually continued to maintain her recommendations and instructions, and continue to strive for the excellence that she set for us and our patients.”
- Dr. Lindsay Limbaugh
“Hi Andrea. I thought of you today. Your new template you created for us has been in place now for a few weeks and one of my assistants today said that the new schedule is changing her life. I feel the same way, even when we are busy, the day seems to flow so much better and I feel like I can breathe. I also have more energy that I take time to explain in detail to my team why I’m doing what I’m doing and I don’t feel emotionally drained. It’s been such a positive change in our office!”
- Dr. Botsford
Partnering with orthodontic practices to deliver thoughtful strategy, hands-on implementation, and sustainable growth – built on experience, data, and human connection.