Accounting for Home Care
More than bookkeeping—financial insight built for how home care agencies actually operate.
Our mission is to lift the burden of financial systems off home care agency leaders so they can stay focused on caring for clients and leading their teams. We bring clarity, consistency, and true home care expertise to your financials through advisory, accounting, billing, payroll, and seamless system integrations. We also ensure employee benefits are recorded accurately, giving you clean, compliant financials and the confidence that your back office is well-supported.
standard accounting services
Starting at $975/month, with pricing based on agency revenue.
Our Standard Accounting Package provides home care agency owners with a reliable financial foundation to run confidently and sustainably. We handle the essential accounting work that keeps your numbers accurate, your reporting clear, and your decisions informed.
What’s included:
- Chart of accounts review and standardization (including alignment with franchisor COA standards)
- Monthly financial statements on both accrual and cash basis
- Client management system integration to track revenue by payor source or stream
- Payroll system integration to capture cost of sales and payroll by department
- Recording and categorizing all monthly transactions
- Correcting revenue and expenses to the right accounting period
- Month-over-month trend analysis to spot patterns and performance shifts
- Complete monthly reporting package with statements, trends, and key insights
- Guidance on proper financial reporting of employee benefits for accuracy and compliance
Short, clear, and built for agency owners who want clean books, dependable reporting, and a stronger financial foundation.
Premium Accounting & Advisory Plan
Starting at $1,475/month, with pricing based on agency revenue
Our Premium Accounting Package is built for home care leaders who want more than clean books. This service provides you with deeper insight, stronger financial direction, and hands-on advisory and guidance from a fractional CFO on our team.
What's included:
- All Standard Accounting Services + Strategic Advisory Sessions with an Accounting Expert on Our Team
- Monthly strategy calls for the first three months (or once financials are thoroughly cleaned up) to help you prioritize goals, work through challenges, and understand your financial story.
- Two additional strategy calls later in your first year to maintain momentum.
- Quarterly strategy calls every year after to review performance, refine goals, and stay aligned with your long-term vision.
- Monthly Client Compass Custom Financial Analysis
A customized, 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. - Trend & Variance Analysis
Month-over-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 plus analysis of customer concentration risk, helping you strengthen financial stability. - Working Capital & Cash Flow Timing
Guidance on expected inflows and outflows so you can stay ahead of payroll, expenses, and growth decisions. - Hours Billed & Revenue Tracking
Monitoring against monthly and annual targets so you can quickly see whether 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.
