Credentials & Scope
This is the page a cautious buyer opens before signing. Everything in one place: credentials, insurance, security practices, and the scope boundaries that protect both of us.
Credentials
Coverage
Certificates of insurance available on request.
Trust & Coverage
Safeguards
- HIPAA Business Associate Agreement executed before any access to protected health information
- Written Information Security Plan maintained under the FTC Safeguards Rule, 16 CFR Part 314, and IRS Publication 4557
- Documents exchanged only through a secure client portal never email or website forms
Scope what I do not do
In scope
- Healthcare revenue cycle, medical billing, denial and underpayment recovery, credentialing, and financial management
- Fractional CFO services, financial reporting (non-attest), and management advisory
- Tax preparation and filing under a PTIN, for returns within scope and registration
- Coding review, documentation review for coding support, coding and DRG audits, payer audit response, and claim appeals based on direct experience
- Medical billing review, coding audit of claims, and compilation or express assurance on any type of medical claim and billing work product, based on 23 years of direct experience in reimbursement, coding, and revenue cycle operations
Outside scope
- Not a Certified Public Accountant this is not a CPA firm. Financial statements are non-attest work that does not purport to comply with SSARS
- Does not issue audit, review, or compilation reports or express any assurance
- Does not practice law or medicine, does not make clinical determinations, and is not a licensed mental health professional
- Not a mortgage loan originator or broker not licensed under the SAFE Act or state mortgage licensing law
- Medical coding and billing are not state-licensed professions. I do not hold AAPC or AHIMA certification and do not represent myself as a certified coder
- IRS collection matters (liens, levies, installment agreements, offers in compromise) or United States Tax Court representation
- Attorneys, CPAs, and loan officers are engaged directly by the client never by this firm and never as subcontractors
Medical Billing Review, Coding Audit & Claims Assurance
A more detailed answer, so there is no confusion.
I can review medical billing, perform a coding audit of claims, and compile or express assurance on any type of medical claim and billing work product. The distinction below matters because the word "audit" and "assurance" mean different things in different contexts. Here is exactly what I do and what I do not do.
Medical Billing Review
Full review of the billing workflow from charge entry through payment posting. I examine how charges are captured, how codes are applied, how claims are submitted, and how payments and denials are posted. The output is a written finding that identifies where revenue is leaking, what each leak is worth annually, and what it costs to fix.
Coding Audit of Claims
Line-by-line audit of coded claims against documentation. I review CPT, HCPCS, ICD-10, and modifier usage for accuracy, specificity, and payer-specific requirements. I identify upcoding, undercoding, unbundling, and documentation gaps that trigger denials or expose the practice to audit risk. Findings are delivered in a written report with recommended corrections and a remediation plan.
Compilation and Express Assurance on Medical Claims and Billing
For any type of medical claim or billing work product, I can compile, review, and express assurance that the claim was billed correctly, the codes match the documentation, and the reimbursement matches the contracted rate. This is not a CPA attest opinion on financial statements. It is a professional review of billing and coding accuracy based on 23 years of direct experience in reimbursement, payer contracts, and revenue cycle operations. The output is a written report you can rely on internally, share with a payer in a dispute, or use to confirm that a prior billing vendor did the work correctly before you terminated them.
What This Is Not
This is not a certified coding credential (AAPC CPC, AHIMA CCS, or equivalent). Medical coding and billing are not state-licensed professions, and I do not hold or represent myself as holding those certifications. My review is based on professional experience, not a third-party certification. If your payer or a regulator requires a certified coder's signature, I will bring in a credentialed coder and manage the engagement.
Entity
Melissa Frierson, MBA
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LibertyTax Senior Accountants and Strategic CFO Advisor
Rx Senior Accountants and Strategic CFO Advisor LLC
Registered in South Carolina · Entity ID 01508333 · Good standing · Effective 05/16/2025
Verify at the SC Secretary of State Business Entity SearchStart with an assessment, not a contract
Two weeks, fixed fee, $2,500 to $5,000 depending on practice size. You get a written finding: where the money is going, what each leak is worth annually, and what it costs to fix. You own that report whether or not you hire me for anything after it.
Start with an assessment