NavSuccess
(612) 354-4455
HomeServicesAboutContactBook a consultation
Built for home care & healthcare agencies

Accounting that runs your agency's back office

Accounting, tax, and advisory — bookkeeping, DHS & Medicaid reconciliation, and tax planning handled by a team that knows home care. So you can focus on care, not paperwork.

Book a consultation See how it works
★★★★★
5.0 / 5.0 agency rating
Call us
612-354-4455
NavSuccess accountant
98%
Claims reconciledDHS & Medicaid
Books closed on time100%
Books kept current99.8%
Audit-ready, every month

Trusted by the healthcare providers we serve

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.

Explore

PCA & CFSS

Clean books and claims reconciliation for PCA & CFSS providers.

Explore

Child Care

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

Explore

Assisted Living

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

Explore

Group Homes & 245D

Compliant books & waiver-billing reconciliation for 245D.

Explore

Adult Day Care

Accounting & program reporting for adult day care centers.

Explore
What we do

Everything your agency's finances need

View all services

Bookkeeping & reporting

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

Learn more

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.

Learn more

DHS & Medicaid reconciliation

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

Learn more

Tax planning & filing

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

Learn more

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.

Learn more

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.

Learn more
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.

Call (612) 354-4455 Book online
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