Business Details
Expert Accounting Services for Senior Living Providers
We are a full-service accounting firm dedicated to serving senior living providers through comprehensive audit, tax, and consulting services. Our team combines deep industry expertise with tailored approaches to address unique client needs, leveraging extensive experience from former senior-level executives in the senior living sector. We specialize in GAAP interpretations, benchmarking, and strategic financial planning to help organizations optimize performance and achieve long-term goals.Our services include HUD audits, Medicaid/Medicare reimbursement optimization, debt structuring, and executive advisory, supported by a commitment to efficiency and personalized client relationships. With a focus on innovation and transparency, we empower clients to navigate complex financial landscapes while maintaining compliance and operational excellence.
Services
Audit & Tax Services
Economic Projections
Debt Structuring
Reimbursement Optimization
Executive Advisory
Strategic Planning
Operational Reviews
Brand Development
Market Analysis
Compliance Consulting
Highlights and features
- We offer 300+ HUD audit completions with specialized program expertise
- Our team includes former senior living executives with operational insights
- We provide tailored GAAP interpretations aligned with client-specific needs
- We deliver benchmarking data on staffing, overhead, and reimbursement trends
- We implement five-year forecast models for strategic financial planning
Services
Audit & Tax Services
Our comprehensive audit and tax services combine industry-specific expertise with personalized attention to meet senior living providers' unique needs. We specialize in HUD audits, Medicaid/Medicare compliance, and IRS 990 filings while delivering benchmarking insights on staffing and reimbursement trends. Our experienced team ensures regulatory compliance and identifies operational improvement opportunities through detailed financial analysis.
Reimbursement Optimization
We help senior living providers maximize Medicaid and Medicare reimbursements by analyzing case-mix indices and RUGS scores. Our experts identify underreported services, implement scoring improvements, and provide staff training to ensure accurate reimbursement reflecting actual care delivery while maintaining compliance with evolving regulations.
Debt Structuring
Our debt structuring services cover HUD, bond, and bank financing transactions from $9M to $150M. We minimize capital costs, negotiate favorable terms, and provide independent advisory services for tax-exempt and taxable structures. Our team works with financial institutions to create sustainable financing solutions aligned with organizational growth objectives.
Strategic Planning
We facilitate strategic planning sessions that translate organizational vision into actionable plans. Our services include market analysis, alliance identification, and annual plan recalibration. We help boards and management teams align goals, establish measurable objectives, and implement performance metrics to drive sustainable growth in competitive senior living markets.
Executive Advisory
Our executive advisory services include interim CFO/Controller placements, executive search solutions, and performance management programs. With former senior living executives on staff, we provide leadership development, team-building strategies, and operational guidance to enhance organizational effectiveness and succession planning in the senior care industry.
People
C.J. King
Partner
C.J. King brings extensive senior living industry experience to his role as Partner, specializing in financial strategy and compliance for senior care organizations.
Stephanie Richardson
Partner
Stephanie Richardson combines accounting expertise with deep knowledge of senior living operations to deliver strategic financial solutions as a Partner in the firm.
Deborah Beebe
Audit Director
Deborah Beebe oversees audit operations with specialized expertise in senior living financial compliance and reporting standards.
Ed Bowes
Audit Director
Ed Bowes directs audit engagements with focus on HUD compliance and financial benchmarking for senior living providers.
Adam Huffman
Audit Manager
Adam Huffman manages audit teams with emphasis on regulatory compliance and operational efficiency for senior care organizations.
Questions
What accounting services do you specialize in for senior living providers?
We specialize in HUD audits, Medicaid/Medicare reimbursement optimization, debt structuring, executive advisory services, and strategic financial planning tailored to senior living organizations.
How do you help senior living providers with reimbursement challenges?
We analyze Medicaid CMI and Medicare RUGS scores to identify underreported case-mix potential, provide staff training, and implement optimization strategies to maximize reimbursement rates.
What debt structuring services do you offer?
We assist with HUD, bond, and bank financing transactions ranging from $9M to $150M, focusing on minimizing capital costs and negotiating favorable loan terms.
How do you support strategic planning for senior living organizations?
We facilitate strategic planning sessions, develop actionable plans, and provide annual recalibration services to ensure alignment with organizational goals and market demands.
What executive leadership services are available?
We offer interim CFO/Controller services, executive search solutions, and performance management programs with experienced professionals who understand senior living operational challenges.
