Home Care Agencies
CFO-Level Financial Clarity for Home Care Agencies.
Visit-based revenue, caregiver labor and a mix of Medicaid, Medicare and private-pay clients make home care finance hard to see clearly. We turn your billing, payroll and payor data into a weekly cash plan and a clear picture of margin by service line.
The Challenge
Where home care margins quietly erode
These are the patterns we look for first.
Visits are delivered today and paid weeks later, and payor timing differs by contract. Cash can be tight even when the schedule is full.
Overtime, travel time and unfilled hours move margin quickly, and it rarely shows up in a monthly P&L until it is too late to act.
Medicaid, Medicare and private-pay clients carry very different margins. Without a view by payor, growth can shrink profit.
Authorizations that lapse, claims that are rejected and underpayments that are never challenged all leak revenue.
Banks and buyers ask for clean, consistent numbers. Scrambling for them slows refinancing and sale discussions.
Owners run operations all day. A finance function that sits between bookkeeping and a full-time CFO is often missing.
What We Do
Finance leadership built for visit-based care
A rolling 13-week forecast tied to billing cycles, payroll dates and payor payment timing.
See which programs and contracts earn their keep, and which ones need repricing or a different approach.
Caregiver hours, overtime and scheduling efficiency, tracked against benchmarks you can act on.
Consistent monthly reporting and a clean story for refinancing, expansion or a sale.
How To Start
A clear path, with a free first step
Ten questions, about two minutes, and a scored view of where your agency is most likely losing margin.
We talk through your results and decide whether a diagnostic makes sense. No pressure and no obligation.
A 13-week cash forecast, KPI benchmark and your top 5 margin leaks in 10 business days, credited toward your first month if you begin a plan within 30 days.
Essentials, Growth or Board, priced by revenue size. Accounting and tax planning are included, month-to-month.
Buying or Selling an Agency?
Get deal-ready first
Fixed-scope sprints help sellers present clean numbers and help buyers look under the hood before they commit.
See Where Your Agency Stands
Start with the free scan, or book a 30-minute call and we will walk through your numbers together.