Accounting
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Clean books, built for healthcare
The financial backbone of your agency — accurate every month and organized the way payers, programs, and auditors expect.
Bookkeeping & reportingCurrent books every month, with reports by visit, payer, and location.
Financial statementsClear P&L and balance sheets that show exactly how the agency is performing.
DHS & Medicaid reconciliationWe match claims and remittances to deposits so every dollar billed is a dollar received.
Tax
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Proactive tax, no surprises
Strategy all year and accurate, on-time filings — so your agency stays compliant and keeps more of what it earns.
Tax planning & strategyYear-round moves that lower your bill within the rules — not a scramble in April.
Tax filing & complianceAccurate business and owner returns, filed on time, penalties avoided.
Entity & structure guidanceMake sure your agency is set up the right way as it grows.
Advisory
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A CFO in your corner
Beyond the numbers — the guidance to price contracts, manage cash, and grow your agency with confidence.
Cash flow & forecastingWe map money out vs. reimbursements in, so you stay liquid between claim cycles.
Fractional CFOA real advisor on call for pricing, hiring, and the big decisions.
Growth & benchmarkingKnow your numbers against the industry and where to improve margin.