Accounting Built for Home Care

Starting at $1,175/month. Pricing based on annual revenue.

Our Standard Plan gives you a reliable accounting foundation run by a CPA-led team that works exclusively with home care agencies. We start with a setup month, then move into monthly accounting support that keeps your books accurate, up to date, and tax-ready year-round. We meet during onboarding to launch the engagement smoothly, then use our client portal for most ongoing communication. 

Initial Setup Month

We review and standardize your chart of accounts, align it with franchisor standards when applicable, and optimize how your systems communicate with QuickBooks Online. The goal is clean, reliable data flow.

Chart of Accounts Review and Standardization

We organize and standardize your chart of accounts for consistency, accuracy, and alignment with how your agency runs.

Client Management System Integration

We integrate your client management system to track revenue by payer source or revenue stream.

Payroll System Integration

We integrate payroll reporting to capture cost of sales and labor costs by department, providing accurate data for analysis and decision-making.

Ongoing Monthly Services

We deliver monthly accounting support through Double, our secure client platform, which centralizes document sharing, messaging, and financial reporting, all integrated directly with QuickBooks Online. Every month, your books are accurate, up to date, and tax-ready. 

Transaction Recording and Categorization

We record and categorize all monthly transactions to maintain accurate books and reliable financial statements.

Revenue and Expense Period Alignment

We adjust revenue and expenses to the correct accounting period, so your reports reflect true performance, not just cash movement.

Monthly Financial Statements and Reporting Package

We prepare monthly accrual-based financial statements, including your balance sheet, income statement, and cash flow statement.

Employee Benefits Reporting

We provide guidance on proper financial reporting of employee benefits to support accuracy and compliance.

Multi-Location Reporting

We consolidate data across locations so you can see the full picture and how each location is performing individually.

Starting at $1,675/month. Pricing based on annual revenue.

Our Premium Plan gives you more: deeper custom reporting and a fractional Client CFO with extensive healthcare finance experience to interpret the data with you, answer questions, serve as a sounding board, and help you think through what comes next.

The Premium Plan includes everything in the Standard Plan: the initial setup month, system integrations, monthly transaction recording, accrual-based financial reporting, revenue and expense period alignment, employee benefits reporting, multi-location reporting, and tax-ready books year-round. All of it, plus two things that go further.

The Client Compass

Every month, you receive a custom financial analysis built around the metrics that matter most to you. Not just statements, but a clear picture of what is driving results, what the trends are telling you, and where to focus.

The Client Compass covers revenue by payer source, trend and variance analysis, working capital and cash flow timing, hours billed against targets, average bill rates, and referral source performance. You and your Client CFO decide together which metrics to track, and you can request custom metrics at any time, so it always reflects what matters most to your agency right now. Most clients tell us the Client Compass is the first time they have ever had a financial report they could actually read and use.

Meetings with Your Client CFO

During your first year, you meet with your dedicated Client CFO seven times. These are not status updates. They are working conversations where you review your Client Compass together, talk through what the numbers mean, pressure test the decisions you are weighing, and think through what is coming next.

Many of our Premium clients came to us, growing but not seeing it in the bank, making big decisions without anyone to help them consider the financial impact first. These conversations change that. Think of it as having a financially sophisticated partner in your corner. Someone who shows up consistently, knows your agency, and helps you carry the weight of the financial decisions that keep you up at night. In subsequent years, meetings transition to a quarterly schedule.

Need Additional Financial Consulting?

We offer project-based advisory services for agencies that need targeted financial support outside the scope of their accounting plan. Budgeting, forecasting, cash flow projections, financial modeling, acquisition or lender analysis, exit planning, valuation preparation, compensation or pricing strategy, and workers' compensation reporting are available on a project or hourly basis, with dedicated time scoped to the work.

Tax strategy and filing services are available to our accounting clients for an additional scope.