Building Stronger, Smarter, More Stable Businesses

Bliss and Balance, LLC
Healthcare advisory

Clarity. Structure. Sustainable Growth.Bliss & Balance was built on a simple belief: organizations perform best when the right systems, support, and strategy are in place.With 20+ years in healthcare, we help leaders strengthen compliance and operations with the same objective every time bringing structure, reducing risk, and delivering smart, practical solutions so your organization can move forward with confidence.Xavier Bell
Founder & Owner, Bliss and Balance, LLC

A free gift download from our team, simple and useful. Please click the link below to download your free 60-Second HIPAA Risk Snapshot.

Healthcare Advisory Services

Simplifying compliance for healthcare leaders

Healthcare Compliance Services

Get executive-level compliance leadership without the overhead of building a full in-house team. With our monthly retainer, you get steady program oversight that lowers risk, keeps performance on track, and gives leadership clear, straightforward reporting.We don’t just hand you policies and walk away. We help your team use them day to day, embedding compliance into real workflows across every site, department, and shift.You stay focused on growth and patient care. We’ll run the compliance engine, keep up with changes, and help keep you protected.

Packages start at $4,000/month with pricing based on your organization’s size and needs.

We support healthcare organizations across Texas, including:

  • Dental Practices, Groups & DSOs (single-site and multi-site)

  • Medical Practices (Primary Care & Specialty) (single-site and multi-site)

  • Telehealth / Virtual Care Providers

  • Behavioral Health

  • Urgent Care

  • Home Health & Hospice/Long-Term Care/Assisted Living

  • Chiropractic/PT/Rehab Clinics

  • Medical Spas (when PHI is involved)

  • Ambulatory Surgery Centers (ASCs)/Outpatient Surgery

  • Imaging/Radiology Centers

  • Research/Clinical Trials (site-level research clinics)

  • Clinical Labs/Pathology

  • Occupational Health/Employer Clinics

  • Business Associates & Vendors

Compliance Risk Assessments

Expose gaps - Strengthen safeguards - Stay audit-ready

We help healthcare leaders get a clear, fast read on the real state of their compliance program before small gaps turn into incidents, complaints, or enforcement headaches.Our Compliance Risk Assessment reviews your administrative and physical safeguards, incident and breach weak points, policy and workflow gaps, workforce training practices, and vendor/BAA exposure. Then we deliver a simple, prioritized action plan your team can implement immediately.

Administrative & Physical Compliance Risk Assessments
Single-Site Assessment
Starting at $2,500
Includes:
-Onsite walkthrough (administrative + physical focus)-Policy & procedure review-BAA and vendor documentation review-Findings summary + prioritized action listMulti-Site Assessment
Starting at $3,500
Includes:
-Onsite walkthrough (administrative + physical focus)-Policy & procedure review across locations-BAA and vendor documentation review-Cross-site findings summary + prioritized action listThese assessments focus on administrative and physical safeguards. Technical/security safeguards are not included (network, systems, access controls, encryption, configuration reviews, etc.).
Final pricing varies by number of locations, workforce size, vendor count, and complexity.

HIPAA Starter Toolkit for Small Clinics

Prefer a self-directed approach?Our HIPAA Starter Kit delivers ready-to-use tools, templates, and proven frameworks to help you build or refine your program independently.Instant download.Want it validated?
Book a HIPAA Risk Review.We create confidence and structure so your practice remains ahead!What’s Included:✔ HIPAA Privacy & Security Policy Templates
✔ Workforce Training Acknowledgement Forms
✔ Incident & Breach Response Policy and Procedures Template & Checklist
✔ Business Associate Agreement (BAA) Template & Checklist
✔ Risk & Gap Review Worksheet
✔ Annual Review Forms
✔ Editable Word + PDF formatsWho It’s For:• Small clinics and private practices
• Dental and specialty practices
• Behavioral Health & therapy practices
• Telehealth and hybrid care teamsWhat It’s Not✖ Legal advice
✖ A full HIPAA Program
✖ Ongoing privacy oversightInvestment:$450 one-time purchase

🌱 Growth in Workforce Training

Workforce HIPAA Training

With 20+ years of experience in healthcare we bring real world training to your team!Workshops help healthcare leaders and staff understand how HIPAA actually shows up in daily operations, the culture of compliance, common breakdowns, and what readiness really means.What We Cover:✔ Leadership HIPAA Responsibilities
✔ Compliance Culture
✔ Staff Role Training
✔ Common Compliance Gaps
✔ Incident & Breach Scenarios
✔ Vendor & Technology Risks
✔ What “HIPAA-ready” looks like
✔ Training CertificationsFormats:• Virtual Group Training
• Private Virtual Workshop
• Private Onsite WorkshopWorkforce Training
Virtual Team Session: starting at $750 (up to 10 staff)
Onsite Training: starting at $2,750/day
Annual Training Program: starting at $2,500/location/year
Pricing varies by headcount, locations, and customization.

Contact Us or Book a Call

Book A Call or Free Consultation Today!

Bliss & Balance, LLC
San Antonio, Texas | Serving Statewide
726-249-6339Bliss & Balance, LLC provides compliance advisory.
We do not provide legal, financial, or tax advice.