Scale your Business with Confidence, Not Guesswork.
Strategic Financial Management for Service Leaders & Healthcare Providers
We help service-based founders move from guessing to growing with high-level financial strategy, cash flow clarity, and profit optimization. We also bridge the gap between complex AHCA financial compliance requirements and scalable profitability for Home Health & Assisted Living Service Providers.
Unique Challenges
Below are just some of the unique pain points that service-based businesses often face. For healthcare service providers, the ACHA certification process adds a layer of daunting financial requirements that can sink a a business if handled incorrectly:
Revenues are up but the bank balance does not reflect this.
Making large hiring or spending decisions based on intuition rather than meticulous data analysis.
Profit leaks arising from team members performing tasks outside the scope of the original contract, without billing clients for the additional time spent.
Team members being busy but not productive. Too many non billable hours. Administrative Heavyweights.
The Solution: Our CFO Advisory Services
The AHCA Compliance Advantage
Many new Florida Healthcare Service Providers find the financial requirements aspect of the AHCA application very daunting. A single GAAP error or unreasonable margins in the prospective financial statements can trigger an omission letter or worse, a denial. We take the stress out of this process for our clients. Our services include:
Compiling or examining the entire ACHA Form 3100-0009, ensuring that the assumptions and profit margins are reasonable, and can actually pass audit.
Modeling occupancy/visit volumes that satisfy Florida Stat. 408.810(8).
Ensuring your contingency funding is airtight.
Signing off as the Certified Public Accountant once everything is in order.
If you are currently navigating the licensing process and feel overwhelmed, let’s help you get licensed.
Why Choose Us?
Over 15 years of financial management experience in service-based organizations. We fully understand the nuances of labor utilization rates, billable hours, labor cost ratios and service margins.
We have been navigating the rigorous financial requirements for Florida healthcare licensing for more than a decade, taking the stress out of this process for our clients.
Our forward looking strategy, moves clients from a reactive to a proactive financial management posture. Resulting in better decision making and more financially successful businesses.
The Fractional Value: Business Leaders have access to C-Suite level expertise without the salary burden if a full time hire.
Our Approach - The 3 Step Process
The Discovery: We analyze your business current financial health, looking for gaps between actual amounts and the business goals. For healthcare service providers, we assess your AHCA status.
The Roadmap: We build a 12-month financial model tailored to your service niche to help you know what your cash flow position will be months in advance, so you can plan accordingly.
Ongoing Advisory: Monthly deep dives to track KPIs, manage cash flow and ensure regulatory filings are ahead of schedule.
Are you ready to scale and grow your business? Are you feeling overwhelmed with the AHCA licensing financial requirements? Schedule a 30 minute consultation.