Dana covers the margin drivers that separate thriving agencies from struggling ones, hidden profit leaks, and how workers' comp costs affect margins and what to do about it.
Dana Charumbira, CPA and Founder of The Home Care CPAs, explores how home care leaders can use financial insights to drive smarter decisions and sustainable growth. She breaks down key concepts like gross margin, automation, and financial clarity, offering practical ways to turn numbers into meaningful strategies for scaling a home care agency business.
Watch and listen at: https://www.youtube.com/watch?v=2SY3oCY0Uco&t=2s
Dana joins Paradigm Senior Services to chat about how accurate, well-organized, and timely monthly financials keep home care agencies tax-ready year-round and make tax time easier.
Listen at: https://www.youtube.com/watch?v=pZpfOvBbQS0
Dana digs into common financial mistakes home care agency owners make and how to correct them, why working with a home care CPA firm matters, and what successful agencies have in common when it comes to financial management. She also covers key financial KPIs every owner should track, shares a few less commonly discussed metrics that can make a big difference, and wraps up with a real-world client success story that brings it all together.
Listen at: https://www.caresmartz360.com/home-care-podcast/ep-91-fix-your-home-care-marketing-leak/
Dana breaks down the metrics that reveal budget leaks, explains how to track conversions correctly in home care, calls out common marketing blind spots, and shares simple, low-cost tracking strategies agencies can use to improve performance.
In this episode, Dana goes deeper into the numbers that drive profitability for home care agencies. She breaks down gross margin by common shift lengths, including 1, 4, 8, and 12-hour shifts, and explains how each one impacts your bottom line in very different ways. She also covers how to calculate overhead accurately and allocate office salaries correctly.
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