Our Services

You can choose any of the following accounting services, as needed.
(Note: Your software must be hosted by us, so we can access your data.)

Since every agency has unique needs, please feel free to call and discuss your situation with our accounting services staff.

Benefit from our accounting expertise.
Bill promptly. Pay accurately.
Simplify your bookkeeping.

Accounting is a challenge to most agency owners, especially if you are just starting up. That's where our accounting services can help.

Part of our accounting expertise comes from the use of
specialized billing and payroll software. Our software can directly
access the record of services you provide. So, it can generate bills, claims, and payroll
data quickly and free of error.

Part of our expertise comes from experience and focus. Since we only serve home-care agencies, we are always on top of agency accounting and best practices.

Finally, you benefit from our relationship with the third-party service providers.
Take payroll, for example. You don't have to find a qualified vendor, figure out how
to transmit payroll data, and handle any issues that might arise. We do it for you.

 

Private Duty Billing

We generate a periodic billing file and download it to you for printing and mailing.
The statements, formatted for a standard window envelope, include all completed visits. Billing rates can be quite flexible. For example, they can vary by client, home-
care aide, service type, etc. The statements also include all billable expenses.

You have the option to post payments, so receivables can be reported and billed.

Medicare and Medicaid Billing

We bill Medicare and Medicaid electronically, so your RAPs and claims are promptly
paid. Our auto-post feature allows you to keep track of unpaid claims.

Payroll Processing

We generate gross pay information, based on hours worked, pay rates, overtime,
etc. The information is forwarded to a third-party service for the calculations of taxes and other withholdings, plus pay-check printing.

General Ledger

If you are just starting out, we develop your chart of accounts and keep your books. You receive periodic financial statements. We also share our insights on ways to improve your performance.

Taxes

Our payroll services vendor establishes an escrow account for the payroll taxes you owe. We will review their tax statements on your behalf.