A unique mix of systems
Clinical, scheduling, billing, and accounting tools that were chosen at different times and don't share data.
Other Healthcare Organizations
Financial and operational solutions shaped around your healthcare organization.
Every healthcare organization has its own payers, systems, and structure. We start with how yours actually works, then build the reconciliation, reporting, and financial oversight around it.
- CPA-overseen
- Completely remote
- Works with the systems you already use
The challenge
When off-the-shelf approaches don't fit
Specialized providers often find that generic accounting firms don't understand their operations, and healthcare consultants don't understand their books.
Payer rules specific to your services
Reimbursement models that standard reports don't capture well.
Multiple locations or entities
Results that are hard to compare or consolidate across sites, programs, or legal entities.
Growth without a financial plan
Expansion decisions made without reliable forecasts or a clear view of cash.
What we do
Built around your structure and needs
Skilled nursing facilities
Census, billing, payroll, and the general ledger reconciled. Skilled nursing support
Therapy, rehabilitation & dialysis
Encounters, claims, and payments reconciled, with reporting by location and service line.
Multi-site & multi-entity reporting
Consolidated and location-level financials that are consistent and comparable.
Revenue cycle oversight
Authorization-to-payment visibility. See revenue cycle management.
Controls & audit readiness
Documentation and reconciliations organized for audits. See compliance & internal controls.
Healthcare CFO services
Budgets, forecasts, and growth planning from a fractional CFO.
Technology & reconciliationHow our technology works
We connect to what you already run
Using secure API or SFTP connections that you authorize, we bring data from your clinical, billing, payroll, and accounting systems into one login-protected client portal and reconcile it there.
If a system we haven't connected before is part of your operation, we'll tell you upfront what's possible.
Systems we connect
- EHR & clinical
- Scheduling
- Billing & clearinghouses
- Pharmacy & point of sale
- Payroll
- Accounting
- Services deliveredClaims billed
- ClaimsRemittances
- PayrollVerified service hours
- General ledgerOperational activity
- BudgetActual performance
We confirm which connections are available for your systems before you commit.
Business outcomes
What you can expect
- A finance partner that understands both healthcare operations and accounting.
- Reporting designed around your services, sites, and payers.
- Reconciled numbers behind every management decision.
- Records organized for audits, lenders, and owners.
Example scenario
How we tailor an engagement
Listen first
A discovery call to understand your services, payers, systems, and goals.
Map your data
We identify which systems hold which numbers and how they should agree.
Build the view
Reconciliations and reports are set up around your structure, not a template.
Stay involved
Ongoing, CPA-overseen reporting and advice as your organization changes.
An illustration of how an engagement typically works, not a specific client's results.
FAQ
Frequently asked questions
What types of healthcare organizations do you work with?
Beyond home health, hospice, pharmacies, and physician practices, we work with skilled nursing facilities, physical therapy and rehabilitation centers, dialysis centers, multi-specialty groups, and other healthcare organizations.
What if you haven't worked with our software before?
We'll review it during discovery and tell you plainly what data we can connect to and how. Many systems support secure exports through API or SFTP.
Can you report across several locations or entities?
Yes. We can provide consolidated reporting along with results for each location, program, or entity.
Do you work only in New Jersey and New York?
No. We're based in the NYC and NJ area and work completely remotely with organizations nationwide.
Tell us how your organization works
We'll listen first, then show you how reconciliation and financial oversight could be tailored to your operation.