top of page
At the Office

Services

Our tiered service offerings are designed to meet the needs of all businesses. Whether you operate in senior living or any other industry, our processes are tailored to keep your business financially organized and support its growth

Cleanup Project?
Start Here

Foundation Tier

Core accounting services, ensuring accurate financial records and basic financial reporting.

​​

​

  • Bank and Credit Card Reconciliation

  • Accounts Receivable

  • Accounts Payable

  • GL Maintenance

  • Financial Statement Prep

  • Simple Cash Flow Tracking

  • Preparation for tax filing (but not filing)

Growth Tier

Enhanced financial modeling and forecasting to support business expansion.

​​

​

  • Foundation Tier

  • Payroll Management

  • Budget Creation and Analysis

  • Forecasting

  • KPI Tracking and Dashboard

  • FTE Modeling

  • Business Valuation

  • Custom Financial Reports

  • Scenario Planning

Integration Tier

Comprehensive financial and operational support, integrating systems to streamline processes.

​​

​

  • Growth Tier

  • Implementation/Integration of eMAR, CRM, or EHR systems

  • Custom Reporting from Integrated systems

  • Staff Training

  • Vendor Management Solutions

  • Workflow automation

Graph

KPI Dashboards

  • Customizable dashboards tailored to your business goals

  • Real-time tracking of key financial metrics

  • Visual reports for easy understanding of performance trends

  • Data-driven insights to support strategic decision-making

Laptop with financial dashboard pulled up on screen containing numerous numbers and graphs
At the Office

Foundation Tier

Core accounting services, ensuring accurate financial records and basic financial reporting.

​​

​

  • Bank and Credit Card Reconciliation

  • Accounts Receivable

  • Accounts Payable

  • GL Maintenance

  • Financial Statement Prep

  • Simple Cash Flow Tracking

  • Preparation for tax filing (but not filing)

bottom of page