Accounting for Home Care
More than bookkeeping—financial insight built for how home care agencies actually operate.
Our mission is to remove the burden of financial systems from home care leaders so they can focus on caring for clients and leading their teams.
We bring clarity, consistency, and deep home care expertise to your financials by integrating your accounting, billing, and payroll systems. The result is clean, reliable reporting, accurate benefit tracking, and the confidence that your back office is fully supported.
standard accounting services
Starting at $1,175/month, with pricing based on agency revenue.
Our Standard Accounting Services Plan provides home care agency leaders with a reliable financial foundation to operate with clarity and consistency. As a CPA-led firm serving the home care industry exclusively, we apply established financial best practices tailored to home care operations, payor structures, and compliance requirements. Our team handles the core accounting work that keeps your numbers accurate, reporting clear, and financial visibility strong.
This engagement includes an initial setup month followed by ongoing monthly accounting support. We will meet during onboarding to launch the engagement and ensure everything is set up smoothly. Monthly ongoing meetings are not included.
What’s included:
Initial Setup Month
During the first month, we establish and optimize the structure and system integrations necessary for accurate, consistent reporting. This includes reviewing your chart of accounts and evaluating how your client management and payroll systems communicate with QuickBooks Online to ensure clean, reliable data flow.
Chart of Accounts Review and Standardization
- Review and organize the chart of accounts to ensure consistency, accuracy, and alignment with business needs.
- Standardize account categories to streamline financial reporting and compliance.
- Align with franchisor COA standards when applicable.
Client Management System Integration
- Evaluate and integrate the client management system to track revenue by payor source or revenue stream.
- Enhance visibility into revenue performance.
- Monitor system performance to support accurate, real-time reporting.
Payroll System Integration
- Integrate payroll reporting to capture Cost of Sales and payroll by department, following payroll processing.
- Enable accurate tracking of labor costs to support budgeting and financial analysis.
Ongoing Monthly Services
Once the structure is established, we provide consistent monthly accounting support. We communicate through our secure client management platform, Double, which centralizes document sharing, enables secure messaging, enhances financial reporting, and integrates directly with QuickBooks Online for streamlined collaboration.
Transaction Recording and Categorization
- Record and categorize all monthly financial transactions to maintain accurate, up-to-date records.
- Establish the foundation for reliable financial statements.
Revenue and Expense Period Alignment
- Adjust revenue and expenses to the appropriate accounting period.
- Support accurate accrual-based reporting and true period performance.
Monthly Financial Statements and Reporting Package
- Prepare monthly financial statements on an accrual basis, including balance sheet, income statement, and cash flow statement.
- Provide clear visibility into financial performance to support leadership decision-making and stakeholder reporting.
Employee Benefits Reporting Guidance
- Provide guidance on proper financial reporting of employee benefits.
- Support accuracy and compliance with accounting standards.
Reporting for Multiple Location Entities when applicable
- Consolidate financial data across multiple locations.
- Provide entity-specific reporting for performance analysis.
Services Outside the Standard Accounting Scope
The following services are not included within the Standard Accounting Services plan:
- Monthly meetings
- Strategy or advisory meetings
- Budgeting, forecasting, or cash flow projections
- Financial modeling or strategic advisory
- Acquisition, lender, or SBA-related analysis
- Exit planning or valuation preparation
- Tax strategy or tax filing
- Compensation or pricing strategy
- Workers’ compensation reporting support
Please note: Advisory services and/or meetings may be added on an hourly basis or as part of an upgraded engagement.
Premium Accounting & Advisory Plan
Starting at $1,675/month, with pricing based on agency revenue
Our Premium Accounting Services Plan is designed for home care leaders who want deeper insight into their financial performance. This plan includes an expanded, customized monthly financial analysis we call the "Client Compass."
During the first year, clients also receive six structured meetings with their advisor to review financial performance, discuss trends identified in the Client Compass, and talk through operational or strategic questions. These conversations provide space to analyze the numbers together and use your advisor as a sounding board to affirm or inform important decisions.
In subsequent years, these meetings transition to quarterly.
What's included:
Initial Setup Month
Same initial setup tasks as the Standard Accounting services plan.
Ongoing Monthly Services
All services listed in the Standard Accounting Services plan, plus the additional services and reports listed below.
Six (6) meetings during the first year, after onboarding and after the financials are thoroughly cleaned up to help you prioritize goals, work through challenges, and understand your financial story.
- Address immediate financial challenges, set priorities, and guide strategic decisions.
- Ensures ongoing strategic alignment with long-term objectives through consistent, high-level discussions.
- Quarterly strategy calls in subsequent years to review financial performance, refine goals, adapt to changing business needs, and stay aligned with long-term vision.
Monthly Client Compass Custom Financial Analysis
- A custom, visual month-end performance analysis highlighting the metrics that matter most for your home care agency: revenue, expenses, profit, trends, and key drivers behind your results.
- Enables quick insights into financial health, supporting data-driven decisions and discussions during strategy calls.
- Can include some or all of the following in addition to other financial insights important to you:
Trend & Variance Analysis
- Month-on-month and year-to-date insights with clear explanations of what changed and why, helping you understand patterns, seasonality, and risks.
Revenue Insights by Payor Type
- Breakdowns of revenue by payor source (e.g., insurance, government, individual clients) plus analysis of customer concentration risk, helping you strengthen financial stability.
Working Capital Analysis & Cash Flow Timing
- This assesses a company’s short-term liquidity by analyzing the timing of cash inflows (e.g., from sales or collections) relative to cash outflows (e.g., payroll, rent). It ensures the business can meet immediate obligations.
Hours Billed & Revenue Tracking
- Monitoring against monthly and annual targets so you can quickly see whether financial performance is on track.
Average Price per Hour & Referral Source Analysis
- Insight into your true bill rates and income by referral source. We also help you optimize CMS tagging so your data is accurate and actionable.
Services Outside the Premium Accounting Scope
The following services are not included within the Premium Accounting Services plan:
- Budgeting, forecasting, or cash flow projections
- Financial modeling or strategic advisory
- Acquisition, lender, or SBA-related analysis
- Exit planning or valuation preparation
- Tax strategy or tax filing
- Compensation or pricing strategy
- Workers’ compensation reporting support
Please note: Advisory services and/or meetings may be added on an hourly basis or as part of an upgraded engagement.
