Patrick Accounting's healthcare division works exclusively with post-acute and long-term care providers, because you deserve an accounting team that understands your industry as well as you do.
Small or large, private pay or Medicare certified, your agency deserves an advisory team with specific expertise in the home care industry.
The entire cost report process, handled start to finish. CMS standards followed, reimbursement maximized, and audit-readiness built in. You review, you approve, and you get back to patient care.
Monthly reporting tracks claims submissions, monitors denial patterns, and ages receivables. Problems get caught before they hurt cash flow, giving you the clarity to make confident decisions about growth, staffing, and operations.
Monthly financial statements that meet CMS compliance standards with performance metrics specific to home health and hospice. The analysis and guidance to improve margins, optimize scheduling, and plan for sustainable growth.
A growing industry means more demand for solid accounting systems and knowledgeable professionals. Your goals deserve a team with the experience and expertise to help you reach them.
Month-end close, financial reporting, tax compliance, and regulatory filings, all handled by a team that specializes in assisted living. Your focus stays on resident care and community operations.
Technology manages the routine tasks. Expertise goes to work analyzing and providing skilled guidance. A turn-key back-office solution that puts your accounting functions in the hands of industry experts.
Reporting tools specific to assisted living that highlight performance metrics, benchmark progress, and provide proper reporting to third parties. Reporting-only services also available for facilities with internal bookkeeping staff.
PBJ Reporting, state staffing programs, Medicare cost reporting, government regulations. Your facility needs an accounting team that knows how to handle all of them.
A complete back-office solution covering accounting and HR functions. One team managing everything instead of coordinating multiple vendors who don't communicate with each other.
Technology handles routine tasks. Expertise focuses on what drives your business forward. Reporting packages that satisfy landlord requirements, analyze performance against benchmarks, and track the metrics that matter. Day-to-day back-office work gets handled so your focus stays on resident care.
We streamline your month-end process with accurate reconciliations and reports, ensuring compliance and providing actionable insights.
Navigate tax season with ease. Our team specializes in tax preparation for healthcare agencies, ensuring accuracy and full compliance.
Achieve precise financial records with account reconciliation designed to meet CMS standards, keeping you ready for audits.
Our experts handle all Medicare and Medicaid cost reporting, adapting to regulatory changes so you can focus on patient care.
From cost reporting to tax filings, we provide comprehensive support to keep your agency compliant with industry regulations.
We combine accounting with Whirks for a fully integrated back-office solution, including proper worker classification, benefits administration, and time tracking.
Clients pay on average
Monthly bookkeeping and reconciliations
Standard financial reports (P&L, balance sheet, KPIs, graphs)
Monthly financial summary with insight
Cost Reporting – Medicare & Medicaid
CMS compliance
Industry KPI reporting
Business federal and state income tax returns
1099, annual report, and tangible property filings
Dedicated onboarding team
Advisor access (phone, email, Zoom, office hours)
Payroll Add On (through Whirks)
Starting a new agency? Ask us about our pre-revenue pricing.
Clients pay on average
Everything from Core, PLUS:
Cash and accounts payable management
Weekly cash management reporting
Weekly AP management
Receipt and expense management
Monthly action and goal tracking
Customized KPI reporting and industry targets
Strategic budgeting and updates
Payroll Add On (through Whirks)
Weekly flash reports
13-week cash flow forecasting
Premium financial reporting suite
Clients pay on average
Everything from Core & Advanced, PLUS:
Weekly flash reports
Premium financial reporting suite (cash flow, budget-to-actuals, custom KPIs)
13-week cash flow forecasting
Annual KPI and target refresh session
Quarterly business strategy sessions
Strategic budgeting support
IRS/State notice response and audit representation
Dedicated team access for high-level support
Payroll Add On (through Whirks)
Profit First Accelerator program
Individual tax return and planning
Nearly everything you want to know about home care accounting, cost reports, taxes, and running a more profitable agency.
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- Shirley Lindsey, CEO, A One Plus Home Health Care Agency
- Bill Sanders, President & CEO, INNOVA Home Health
- Lydia Valladares, Administrator, Presidente Home Care
Use this section to break down different aspects of the service offering featured.
You deserve an accounting team that understands Medicare cost reporting, worker classification, and the compliance complexities unique to post-acute and long-term care.
Let's chat about how Patrick Accounting can help you stay compliant, protect your margins, and grow your agency with confidence.