Included in Every AI CFO Plan
Accounting Services for Senior Living & Home Care
Accurate, timely, and built for regulated industries. Multi-payor reconciliation, monthly close, and audit-ready books are built into every AI CFO plan, so your CFO is always working from numbers you can trust.
✓ Monthly close within 15 days
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✓ QuickBooks & Xero experts
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✓ Audit-ready books
The Foundation
Clean Books Are the Foundation of Every Smart Business Decision
Your CFO can’t strategize without accurate numbers. Your tax advisor can’t optimize without clean records. Your investors won’t commit without reliable financials. Everything starts here.
We take complete ownership of your accounting, from daily transactions to monthly close, so you always have a clear, accurate picture without lifting a finger.
Daily categorization of all income and expenses across every account.
Monthly reconciliation of all bank, credit card, and loan accounts.
P&L, balance sheet, and cash flow statement delivered every month.
Clean, audit-ready books and a complete package handed off to your CPA.
Track what you owe and what you’re owed, with aging reports.
Reconcile Medicaid, Medicare, private pay, and LTC insurance billing, critical for senior living and care facility operators.
Sync with QBO, Xero, Gusto, and industry-specific platforms including PointClickCare and MatrixCare for senior living operators.
What Sets Us Apart
Not Just Books. Business-Grade Accounting.
We don’t just record numbers, we interpret them. Every month you get context, not just reports.
Every monthly close includes a brief narrative, what changed, what to watch, and what it means for your business.
You work with the same CPA-supervised team every month, no handoffs, no rotating staff, no surprises.
CFO strategy and tax planning are part of every AI CFO plan, and they run on the same books. No translation, no handoffs.
Our Process
Onboarded in 30 Days or Less
We take the stress out of the transition. Our structured onboarding gets your books current and clean from day one, no messy handoffs, no gaps.
We learn your business, accounts, and existing processes. We arrive prepared, no generic intake forms.
We reconcile and clean any backlog before taking over, so you start fresh with accurate historical records.
We maintain your books and deliver a complete financial package within 15 days of month-end, every month.
We walk through your numbers, flag anything that needs attention, and answer every question, in plain language.
Let’s Get Your Books Right, For Good
Schedule a free 30-minute call. We’ll assess your current books, identify gaps, and show you how accounting fits inside an AI CFO plan.