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Independent Practice Management Advisor

Circle Management Group, Ltd.

Our unique consulting approach begins with an analysis of the work product, workflow, and business needs of the firm. We then make recommendations based on our findings and assist clients in the review, evaluation, and purchase of appropriate technology and services. Once a decision is made, we continue to work closely with our clients and their chosen vendors to ensure a successful implementation and provide ongoing support as needed. “Our expertise … Your Peace of Mind.”

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Primary Contact

Kelly Plunkett

Partner Type

Independent Practice Management Advisor

Certifications | Badges

Advanced Template Automation Expert

Microsoft Certified Partner

QuickBooks Online Pro Advisor

Locations

High Point NC

Raleigh NC

Hillsborough OR

Cleveland OH

Hollywood FL

Butler NJ

Chicago IL

Chandler AZ

Contact

Kelly Plunkett

Phone: 336-841-2187 x 305

Direct: 503-376-9460

Email: kelly@cmgconsultants.com

Andrea Giltner

Phone: 336-841-2187 x 304

Direct: 954-962-6476

Email: andrea@cmgconsultants.com

Website: www.cmgconsultants.com

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Contact Us

844-702-LEAP

info@leap.us

3 2nd Street, Suite 501,
Jersey City, NJ 07302
175 Federal Street, Suite 1210,
Boston, MA 02110
400 North Tampa Street, 15th Floor
Tampa, FL 33602
2 Bloor Street West, Suite 762,
Toronto, M4W 3E2

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