Monthly Service Plans
Our mission is to alleviate the burden of financial and operations systems for owners and operators of home care agencies and franchises, so that they can focus on providing care for their clients, not balancing the books.
We offer a comprehensive suite of solutions, tailored to meet the unique needs of the home care sector, with our services spanning accounting, billings and payroll, HR services and process management.
Our Signature Service - Core Care
Our premium, turnkey accounting solution for busy owners. You hand us the keys to your accounting records and we take care of the rest. From recording transactions to final reporting, we handle it all, with little owner time required.
Includes:
- Chart of Accounts review and standardization
- Monthly financial statements (accrual and cash basis)
- Assessment, implementation and monitoring of client management system integration (think of seeing revenue by payor source or revenue stream!)
- Payroll system integration to report Cost of Sales and Payroll by Department moments after payroll is processed
- Reporting for multiple location entities
- Recording of all monthly transactions
- Correction of revenue and costs to correct period
- Month on month trend analysis
- Complete monthly reporting package
- Ongoing assessment of processes related to billing, payroll and financial reporting
- Guidance on financial reporting of employee benefits
Investment Range: Starting at $975 per month
Premium Care - Your Client Compass
Think of it like a CFO in your pocket, our Client Compass provides home care agency owners invaluable insights into their financial performance and business operations, as a whole.
A concise, one page report, the Client Compass consolidates insights from five various financial reports.
What you’ll get:
- Month on month and Year to Date (YTD) trend analysis, including underlying reasons for variances.
- Analysis of revenue by payor type and customer concentration risk.
- Working capital analysis, specifically timing of cash inflows to be expected.
- Tracking of hours billed and revenue against monthly and annual targets
- Analysis of average price per hour and income by referral source
Investment Range: Starting at $500 per month
Community Associations
