Running an ABA clinic or home care agency is one of the most meaningful ways to build a business, but the money behind the mission is unforgiving. We handle the tax, the books, and the CFO work so you can stay focused on the clients and caregivers who need you.
Both deliver labor-intensive care, bill payers who reimburse slowly, and make payroll long before the money lands. That shared DNA is exactly what we specialize in.
Center-based, in-home, and school-based ABA providers scaling a BCBA and RBT workforce.
Non-medical home care, home health, and personal care agencies managing a distributed caregiver workforce.
Labor plus slow-paying insurance plus fixed payroll equals a cash flow problem waiting to happen. We build the tax, accounting, and CFO systems that keep both models profitable and audit-ready.
These are not hypotheticals. They are the issues we clean up for ABA and home care clients every season.
Paying RBTs or caregivers as 1099 contractors is the single most expensive mistake in this industry. The supervision that defines your care model is the same thing that makes 1099 status indefensible. We fix it before an auditor finds it.
Delivered units past authorization, denied claims nobody reworks, contractual adjustments quietly eating your margin. We manage the revenue cycle as three buckets, not one fuzzy pile.
You can be more profitable and more broke at the same time, because every new client is payroll today against reimbursement weeks later. We forecast it and size the credit line before you need it.
S-corp compensation you can defend, the QBI phase-out that catches health-service owners, and retirement plans that work with a W-2 clinical staff. Generic tax prep leaves this money on the table.
One firm for the tax return, the monthly numbers, the growth decisions, and the eventual sale.
Entity structure, S-corp reasonable compensation, QBI planning, and year-round strategy built around a care business, not a generic template.
Clean monthly financials tied to your authorizations, billing, and payer mix, so you always know what you earned and what you actually collected.
Cash flow forecasting, KPI dashboards, payer profitability, and the decision support to answer the second-location and next-hire questions with numbers.
Getting RBTs, BCBAs, and caregivers on the right side of the IRS and Department of Labor, with payroll that handles overtime and mileage correctly.
Know what your clinic or agency is worth and build the clean, defensible financials that command a higher multiple when private equity comes calling.
Nexus, licensing, and structure as you cross state lines or add locations, so expansion does not create a compliance mess you discover later.
A generalist files a clean return and keeps you compliant on the basics. That is not the same as understanding a care-delivery business.
When your accountant already knows what an RBT is, why your payroll and reimbursements are out of sync, and how home care Medicaid billing actually flows, every conversation starts thirty minutes ahead. You are not explaining your industry. You are making the decision.
That head start compounds across worker classification, retirement planning, growth strategy, and the day you decide to sell.
A no-pressure call to understand your clinic or agency, your pain points, and where money is leaking.
We review your structure, books, payroll, and revenue cycle and show you the risks and the opportunities plainly.
We put the right entity, tax plan, bookkeeping, and reporting in place and clean up whatever needs fixing.
Ongoing tax, accounting, and CFO support so the numbers guide your growth instead of surprising you.