Custom Services

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When financial records haven’t been consistently maintained, a thorough clean-up is essential. Our Historical Review & Update service gives your agency a clean, accurate foundation so you can move forward with confidence and make decisions based on reliable data.

• Categorizing and organizing historical transactions
• Correcting errors or inconsistencies in prior periods
• Aligning revenue and expenses to the proper accounting period
• Preparing accurate financial statements that are ready for review
   

With clean books and a true baseline, you gain the clarity needed to understand past performance and build a stronger financial future for your agency.

When your numbers don’t look right, it is stressful and hard to know where to start. Our Forensic Deep Dive helps you get clarity fast. We take a close, detailed look at the areas causing concern, whether it's revenue, costs, or accounts receivable, and uncover what's driving the discrepancies.

With careful analysis and home-care-specific expertise, we pinpoint errors, correct them, and put better processes in place so the same issues don’t happen again. The result is cleaner financials, stronger oversight, and the confidence that your decisions are based on accurate information.

• Forensic review of transactions in selected areas
• Identification and correction of errors
• Implementation of improved processes to prevent future issues

Preparing to sell your home care agency is a major milestone, and having strong financials can make all the difference. Our Ready for Sale Review helps you enter the market with confidence by ensuring your financial story is clear, accurate, and compelling to potential buyers.

We go beyond basic cleanup to highlight the true value of your agency, uncover opportunities to strengthen valuation, and equip you with insights that support smoother negotiations and a stronger market position.

• Full historical financial review and cleanup
• Identification and separation of legitimate addbacks to enhance valuation 
• Categorization of revenue by payor source for clearer visibility and buyer transparency
• Benchmarking of margins against industry standards to show performance strength

Strong, repeatable processes are the backbone of accurate financials and a business that can grow without chaos. Our Financial Process Improvement service takes a close look at the workflows that matter most in home care — billing, payroll, and related operational systems — to understand what’s working, what’s slowing you down, and where inefficiencies may be costing you time or money.

Using a home-care-specific best-practice framework, we identify gaps and opportunities to strengthen your workflows, reduce errors, and support smoother day-to-day operations. You’ll receive a clear, actionable report outlining practical improvements that help your agency run more efficiently and scale with confidence.

• Review of billing and payroll processes
• Identification of gaps and improvement opportunities
• Written report with recommendations for stronger, more scalable workflows

 Clear, well-documented processes make your agency run smoothly. They reduce errors, support team training, and help maintain consistency as you grow. We take your day-to-day billing and payroll workflows and turn them into easy-to-follow written guides and video tutorials your team can rely on.

• Identification of key processes to document
• Step-by-step written SOPs
• Simple, practical video walkthroughs your team can reference anytime