Custom Services

Historical clean-up is often required when records have not been maintained. It provides a baseline for accurate prior period analysis

Includes:

• Categorization of historical transactions.
• Correction of historical transactions.
• Booking of revenue and expenses incorrect period.
• Ready to review financial statements.

When specific financials like revenue, costs, or accounts receivable seem off, our Forensic Deep Dive will give you answers. We perform an extensive forensic review of your high-risk transactions, leveraging meticulous analysis to uncover and correct errors while implementing processes to prevent future issues. With surgical focus on discrepancies, we give you actionable insights to immediately improve the accuracy of your reporting.

Includes:

• Forensic review of transactions in chosen areas
• identification & correction of errors
• Implementation of processes to prevent future errors

Getting your home care agency buyer-ready requires more than just clean books. Our Ready for Sale service goes beyond financial review to optimize your value in the sales process. With optimized financials, insightful revenue analysis, and margin benchmarking, we position you to maximize valuation and negotiate from a place of strength when wooing potential buyers.

Includes:

• Complete historical review & update
• Separation of potential addbacks
• Categorization of revenue by payor source
• Benchmarking of margin performance.

Well-designed and sustainable, repeatable processes are the foundation for accurate financial statements and a scalable business. Our process improvement service analyzes your existing billing, payroll, and other workflows to identify gaps and bottlenecks. Working with a home care agency best practice framework, we deliver a detailed report outlining opportunities to optimize your processes for improved efficiency, reduced errors, and scalability as your agency grows.

Includes:

• Review of billing and payroll processes
• Identification of gaps or opportunities for strengthening processes
• Written report of areas for improvement.

Documentation of day to day activities can greatly reduce errors and improve client and employee satisfaction. We review and document your processes so that you have a digital manual or SOP (standard operating procedure) of your billing and payroll processes.

Includes:

• Identification of processes to be documented
• Written breakdown of processes
• Video tutorials of processes.