Custom Services

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When financials haven’t been consistently maintained, a clean-up is essential. 

Our Historical Review and Update service restores clarity by organizing and categorizing past transactions, correcting errors and inconsistencies, and aligning revenue and expenses to the proper periods. 

We then prepare accurate, review-ready financial statements that give you a true baseline.

The result is clean books, reliable reporting, and the confidence to make smarter decisions for your agency’s future.

When your numbers don’t look right, it can feel overwhelming and hard to know where to begin. 

Our Forensic Deep Dive is designed to bring clarity fast. We conduct a detailed review of the specific areas causing concern, closely examining transactions, identifying and correcting errors, and uncovering what’s really driving the discrepancies.

Using home care–specific expertise, we don’t just fix the issues. We help put stronger processes in place, so the same problems don’t resurface. The result is cleaner financials, better oversight, and the confidence to make decisions based on accurate, reliable data.

Selling your home care agency is a big moment. 

Strong financials make it a powerful one.

Our Ready for Sale Review helps you go to market with confidence by telling a clear, credible financial story buyers can trust. 

We clean up your historicals, highlight the true drivers of value, and surface opportunities to strengthen valuation before negotiations begin.

You get clean, buyer-ready financials, clear addbacks, transparent revenue by payor source, and margin benchmarks that show how your agency truly performs.

Strong, repeatable processes are the foundation of accurate financials and sustainable growth. Our Financial Process Improvement service focuses on the workflows that matter most in home care, including billing, payroll, and the systems that support them.

We review how your processes work today, identify gaps and inefficiencies, and uncover where errors or delays may be costing you time, cash flow, or clarity. Using a home care–specific best-practice framework, we pinpoint opportunities to improve accuracy, reduce friction, and streamline day-to-day operations.

You’ll receive a clear, actionable report with practical recommendations to strengthen billing and payroll processes and build scalable systems that support your agency as it grows.

Clear, well-documented processes help your home care agency run smoothly, reduce errors, and onboard team members with confidence. 

We take your day-to-day billing and payroll workflows and turn them into clear, practical resources your team can actually use.

First, we identify the key processes that matter most to your operations. 

Then we create step-by-step written SOPs and simple video walkthroughs that bring those workflows to life. 

The result is a reliable playbook your team can reference anytime, supporting consistency today and scalability as you grow.

Our Annual Review gives you a clear picture of how your agency performed and puts you in a much stronger position heading into tax season.

We take a deep look at your revenue streams, including payor mix, concentration, and referral sources, to help you understand what is driving growth and where risk may exist. 

We also evaluate how expenses were categorized and timed to ensure costs are reflected in the correct periods, and your results tell an accurate story.

From there, we analyze margins over time, identify meaningful trends, and compare performance against home care benchmarks. 

We also review working capital to understand how cash flowed throughout the year and what that means for future planning.