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Built for home care & healthcare agencies

Accounting, tax & a fractional CFO for home care

From monthly books and DHS & Medicaid reconciliation to CFO-level strategy — run on our own platform, reconciled to the penny, by a team that knows home care. So you grow with numbers you can trust.

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20+ years
serving Minnesota agencies
Book a consult
Free 30-min call
NavSuccess accountant
98%
Claims reconciledDHS & Medicaid
Books closed on time100%
Books kept current99.8%
Audit-ready, every month

Trusted by 50+ healthcare providers

NavSuccess team member
Reviewing agency financials
20+
Years of experience
Your trusted partner

A back office that speaks home care

We blend hands-on expertise with modern tools to deliver accounting, tax planning, and advisory built around the way home care and healthcare agencies actually run.

Home-care specialists
Tax-season ready
DHS & Medicaid fluent
Audit-ready records
300+
Agencies & owners served
1,000+
Filings & reports delivered
98%
IRS audit success
Who we serve

Built for your kind of agency

Our services

Home Health Care

Books, payer reconciliation & tax for home care agencies.

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PCA & CFSS

Clean books and claims reconciliation for PCA & CFSS providers.

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Child Care

Accounting, CCAP reconciliation & payroll for child care centers & daycares.

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Assisted Living

Per-resident P&L, tax & CFO for assisted living.

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Group Homes & 245D

Compliant books & waiver-billing reconciliation for 245D.

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Adult Day Care

Accounting & program reporting for adult day care centers.

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What we do

Everything your agency's finances need

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Bookkeeping & reporting

Clean, current books every month — with reports built around visits, payers, and locations so you always know where you stand.

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Financial statements

Clear monthly P&L and balance sheets — broken out by payer, program, and location — so you always know exactly how your agency is performing.

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DHS & Medicaid reconciliation

We match claims and remittances to deposits so every dollar billed is a dollar received — and gaps get caught early.

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Tax planning & filing

Proactive strategies and on-time filings that keep your agency compliant and your tax bill as low as the law allows.

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Cash flow & forecasting

We map the timing between money out and reimbursements in, so your agency stays liquid between claim cycles and can plan ahead with confidence.

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Fractional CFO & advisory

A real advisor on call to help you price contracts, plan hires, and make the big decisions that grow your agency on solid ground.

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How we work

Packages built for home care agencies

Start with a fixed-scope Reimbursement & Audit-Readiness Review, then move onto the monthly package that fits where your agency is today — every one run on our own platform, reconciled to the penny.

Start here

Reimbursement & Audit-Readiness Review

A fixed-scope diagnostic to see what your books are hiding — the smartest first step.

  • We reconcile EVV → claims → deposits
  • Quantify the Medicaid dollars left uncollected
  • Score how audit-ready your records are
Book the Review

Compliance Books

For agencies that need clean, current, audit-ready books they can rely on.

  • Monthly close & payroll coordination
  • Medicaid / EVV-to-claim reconciliation
  • Cost-report-ready records & client portal
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Most popular

Books + Advisory

Everything in Compliance Books, plus a finance partner in your corner.

  • Monthly financials + a live KPI dashboard
  • Margin & rate-readiness
  • A monthly advisory meeting
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Fractional CFO

For agencies scaling up or adding sites — CFO-level strategy, on call.

  • Cash-flow forecasting & rate/margin modeling
  • Growth, financing & acquisition support
  • Board-ready reporting
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Add-ons for any package: cost reports, reasonable-compensation studies, catch-up bookkeeping, and tax.

Our process

A clear path to financial clarity

We start where you are — messy books, missed filings, or just growing fast — and put a simple, dependable system around your agency's money.

Get started
01

Onboard & assess

We review your books, tax posture, and payer mix — then flag exactly what needs cleanup and what's already working.

02

Clean up & set the system

Catch-up bookkeeping, a chart of accounts built for home care, and a monthly close rhythm you can rely on.

03

Run the monthly rhythm

Books closed, claims reconciled, filings on time, and a plain-English report in your inbox — every single month.

04

Advise & optimize

Tax strategy, cash-flow planning, and CFO guidance so you keep more of what you earn and grow on solid ground.

Ready to hand off the books?

Book a free 30-minute consultation. We'll look at your agency's finances and show you exactly what we'd take off your plate.

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Insights

Guidance for home care owners

Cash Flow

Bridging the gap between billing and reimbursement

Dec 28, 2024
Compliance

Audit-ready records every home care agency should keep

Dec 27, 2024
Advisory

Pricing home care contracts for healthy margins

Dec 26, 2024
Tax

Year-end tax moves for growing agencies

Dec 25, 2024