Many states require an annual financial statement audit or review to keep your home care license or registration active. We build the books — and the audit trail — that hold up.
Between licensure requirements, cash-basis bookkeeping, and billing systems that don't always tie out to the ledger, home care agencies face a specific set of accounting challenges. Here's what we handle.
We perform first-year and recurring financial statement audits and reviews for home care agencies that need them for state licensure or registration renewal.
Get started →If your books are kept on a cash basis day-to-day, we convert them to accrual-basis financials for audit purposes without disrupting how you run the business.
Get started →We reconcile your agency's billing and scheduling systems — including visit-verification (EVV) and care-coordination platforms — back to the general ledger so revenue and hours actually tie out.
Get started →As your agency grows, we guide entity structuring and S-corp election decisions so your tax position keeps pace with your revenue.
Get started →Monthly bookkeeping and compliance support in between audit cycles, so you're not starting from scratch every renewal period.
Get started →We help you organize the documentation and schedules auditors will request, so your annual audit or review moves faster and with fewer surprises.
Get started →Passing an annual audit is about more than clean bookkeeping — it's about anticipating what an auditor and regulator will ask.
We build your books to withstand a regulatory financial statement audit or review, not just survive tax season.
If your books are cash-basis today, we convert them cleanly to accrual for audit purposes without disrupting daily operations.
We tie your visit-verification and scheduling data back to the general ledger so revenue and payroll numbers hold up under scrutiny.
Ongoing bookkeeping and compliance support so you're not starting from zero every renewal period.
Book a free 30-minute discovery call to walk through your upcoming audit or registration renewal and where your books stand today.