For Ohio home care agencies
Caregivers paid right. Claims reconciled. Books current.
We keep your agency's finances current, from Medicaid waiver payments to caregiver payroll, so you can focus on clients and staffing.
Book a 20-minute callSee what we handleWhat usually lands on the owner's desk
If any of these sound familiar, you're in good company.
- Waiver payments that arrive late or shortYou did the visits. Tracing which claims paid, which didn't, and why takes hours.
- Visit records that don't match payrollHours in your visit verification system, hours on timesheets and hours billed should agree. Often they don't.
- Caregiver overtime and travel timeGetting overtime right across clients and shifts, without overpaying or underpaying.
- Cash flow gaps between payroll and paymentPayroll goes out every two weeks. Reimbursements come when they come.
- Books that are months behindSo you can't tell which payers or service lines actually make money.
What we take off your plate
Monthly bookkeeping
Bank and card reconciliation, categorized income and expenses, books closed every month.
Billing reconciliation
Payments matched against claims by payer, with denials and short payments flagged for follow-up.
Caregiver payroll
Payroll run and reconciled against visit records, overtime calculated, payroll taxes and W-2s handled.
Cash flow forecasting
A rolling view of payroll against expected reimbursements, so you see a gap weeks before it hits.
Reporting and advice
A short monthly report on margins by payer and service, plus a call to talk through what to do about it.
How it starts
A 20-minute call
You tell us how money moves through your business today. We tell you plainly whether we can help.
Cleanup and setup
We get your books current, connect your payroll and billing data, and fix what is behind.
Monthly close and a check-in
Every month you get clean books, a short report you can actually read, and a call about what to do next.
Year-end cleanup and 2027 setup
Start the year with books you trust. We'll catch up 2026, get you ready for W-2s and taxes, and set up 2027 so it stays clean.
- Catch-up bookkeeping through December 31
- Reimbursements reconciled to claims for the year
- Payroll, overtime and W-2 review before January deadlines
- Tax-ready package for your CPA
- A 2027 cash flow forecast around your payer mix
Flat fee, quoted on the call before any work starts.
Book a 20-minute callQuestions owners ask
Do I have to switch software?
Usually not. We work in QuickBooks Online and connect to the payroll and billing tools you already use. If something is genuinely holding you back, we'll say so and help you move.
Do you do taxes?
We keep your books tax-ready and work with your CPA, or can introduce you to one. Year-end packages, W-2s and 1099s are part of our cleanup.
Is this a long contract?
No. Monthly service is month to month after the initial cleanup.
Do you work with non-medical and skilled agencies?
Both. Most of our agencies are non-medical, waiver-funded and growing.
Spend your time on clients and caregivers.
Twenty minutes is enough to see whether we're a fit. No pitch deck, no obligation.
Book a 20-minute call