We’re committed to helping healthcare practices strengthen their operations, elevate their services, and drive innovation that leads to lasting growth.
Our mission is to empower healthcare and ABA practices to operate efficiently, innovate with purpose, and access meaningful tax incentives through structured R&D efforts. From our headquarters in Florida, we proudly serve clients nationwide who are ready to align their financial and operational goals for long-term success.
Our vision is to unlock billions in untapped tax benefits for healthcare providers while transforming how they innovate, operate, and deliver patient care. We aspire to create a nationwide movement where healthcare organizations use financial insight as a catalyst for growth—reinvesting in their people, expanding access to quality services, and shaping a stronger, more sustainable future for the industry.
Most healthcare practices are already innovating—but few can navigate the complex intersection of IRS regulations, clinical protocols, and technology on their own. Tax expertise alone isn’t enough. True innovation requires clinical insight and systems that capture every advancement with precision. That’s why we built the ROI BLUEPRINT™.
Our methodology transforms everyday innovation into measurable results through three phases:
Uncovering opportunities across operations and service delivery
Redesigning workflows and implementing automation for efficiency
Deploying strategic technology that maximizes eligible tax credits
We don’t just identify opportunities—we implement and sustain them. With continuous support, we ensure your innovation is documented, compliant, and leveraged for lasting operational, financial, and clinical impact.
We work exclusively with healthcare practices, combining deep understanding of operational realities with the drive to help you scale through innovation.
Our team integrates licensed clinical professionals (RN, BCBA) and an Enrolled Agent with IRS representation authority to ensure every initiative meets both regulatory and practical standards.
Our HIPAA-compliant platform automates and organizes documentation through our proprietary Research, Optimize, and Innovate framework.
Healthcare industry experts with deep clinical, technical, and business expertise helping practices research, optimize, and innovate their operations.
As President & Chief Executive Officer, Rebecca leads ROI Blueprint’s strategic direction, focusing on operational optimization while ensuring R&D documentation meets IRS compliance and audit defense standards. An Enrolled Agent and Founder of Asset Allies Tax LLC, she has helped hundreds of business clients save on taxes, scale operations, and maintain compliance over 20+ years. Rebecca holds a BA in Accounting from the University of La Verne.
As Vice President & Chief Technology Officer, Leandro oversees the HIPAA-compliant ROI Blueprint™ platform, ensuring secure technology that automates R&D documentation and integrates with practice management systems. Over 15 years of technology expertise spanning software development, cloud solutions, and network administration. Certified in multiple programming languages and frameworks. BA in Technology from ITT Technical Institute and AA from Cal State Fullerton.
As Chief Client Officer, Yvette leads all client relationships, ensuring practices receive guidance that respects real clinical workflows while identifying opportunities for R&D documentation. She is a registered nurse with 17+ years of experience, including emergency room nursing, serving as an RN House Supervisor, and working as a Clinic Nurse Manager at USC, where she focused on healthcare operations and workflow optimization. Yvette holds an Associate Degree in Nursing and a Bachelor’s Degree in Communications from Cal State Fullerton.
As Chief Innovation Officer, Sali leads innovation strategy, helping behavioral health practices identify and optimize their clinical protocol development, data systems, and training methodologies as qualifying R&D activities. Board Certified Behavior Analyst with 10+ years in Applied Behavior Analysis and current founder of Burton Behavioral Interventions Corp. (BBIC). Master’s in Education with Autism specialization from National University and Bachelor’s in Business Management from Pepperdine University.
As Chief Operating Officer, Monica oversees day-to-day operations and client relationship management, ensuring healthcare practices receive seamless coordination throughout their ROI Blueprint™ engagement. Entrepreneur with 30+ years of business experience spanning operations management, business development, and client relations, with expertise in building efficient operational systems and service delivery.
© 2025 ROI Blueprint™. All rights reserved.Transforming healthcare strategy into measurable ROI.
