Featured Service
AI-Powered CFO Services for the Care Economy
Get CFO-level oversight built for senior living and home care operators, without the $300K+ salary. We turn census, labor, and payer data into a weekly cash plan using AI-accelerated analysis, with every number signed off by your CFO before it reaches a lender or board.
✓ No long-term contracts
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✓ Fixed monthly fee
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✓ CPA-certified team
The Challenge
“We Need CFO-Level Thinking, But Can’t Justify a Full-Time Hire.”
Senior living and home care operators hit a critical inflection point: occupancy economics, payor mix, and labor complexity outgrow what a generalist accountant can handle, but a full-time CFO at $250,000–$350,000/year isn’t yet justified.
QuickEdge CFO Services give you that exact financial leadership, embedded in your team, built around census-driven revenue and regulated labor ratios, at a fraction of the cost. Protect margin, satisfy lenders, and make every decision backed by real data.
Cash flow is unpredictable
We build 13-week and rolling 12-month cash flow models so you’re never blindsided.
No reliable financial reporting
We deliver monthly board-ready P&L, balance sheet, and KPI dashboards that tell the real story.
Preparing for refinancing or a lender conversation
We prepare lender-ready, audit-ready financial packages, occupancy trends, payor mix, EBITDA coverage, exactly what lenders scrutinize.
Strategic decisions feel like guesswork
We translate financial data into clear, actionable strategy so every major decision has a financial foundation.
Payor mix is shifting toward Medicaid and we don’t know the real margin impact
We model payor-level unit economics so every admission decision has a financial foundation, not just an occupancy number.
What’s Included
Everything a CFO Does, Delivered on Your Terms
Scaled to your stage, your budget, and your growth trajectory.
Census-to-Revenue Modeling
Occupancy-driven revenue models that show the financial impact of census shifts before they surprise you at month-end.
Payor Mix Optimization
Payor-level unit economics across Medicaid, Medicare, and private pay, so every admission decision has a financial foundation.
Labor Cost Ratio Benchmarking
Department-level labor tracking against industry benchmarks, so you catch cost drift before it erodes margin.
Lender & Refinancing Readiness
Audit-ready financial packages built for the current refinancing wave, occupancy trends, payor mix, and EBITDA coverage.
KPI Dashboards
Monthly dashboards tracking occupancy, labor %, and AR aging, the numbers that actually run a care business.
Rolling Cash Flow Forecasting
Rolling 13-week cash flow forecasts built around census and payor timing, so you always have runway visibility.
Who It’s For
Built for Senior Living, Home Care & Care-Business Deals
We work with operators navigating occupancy pressure, payor mix shifts, and regulatory complexity, where generic accounting isn’t enough.
Owner-operators running 20–100 unit AL or memory care communities who need CFO-level oversight without a full-time hire.
Regional operators managing multiple facilities who need consolidated reporting and coordinated tax strategy.
Facilities navigating higher acuity billing, multi-payor reconciliation, and stricter regulatory oversight.
Agencies managing visit-based revenue, caregiver labor, and Medicaid and private-pay mix who need CFO-level discipline without a full-time hire.
Facilities facing a refinancing, or owners doing financial due diligence ahead of a clean sale. See our Deal Advisory sprints →
How We Work
Fixed Monthly Plans, Not Billable Hours
Priced by revenue size, month-to-month. Start with a $2,500 Cash & Census Diagnostic, credited toward your first month if you begin a plan within 30 days.
$3,500 / month
For $2M–$5M operators. Monthly KPI pack, rolling 13-week cash forecast, monthly close and one CFO strategy call a month.
$6,000 / month
For $5M–$12M operators. Adds annual budget, labor model, lender reporting and refinancing prep.
$9,000 / month
For $12M–$20M+ operators or new owners post-close. Adds board pack, 100-day post-close plan and covenant tracking.
Get Your Free CFO Strategy Session
30 minutes. No obligation. We’ll review your current financial setup, benchmark your key ratios, and show you exactly where CFO leadership creates the most impact.