Business Details
40 Years
experience
Your Trusted Wisconsin CPA Firm for Elder Care Accounting
At Poppy CPA, we have dedicated ourselves to redefining what it means to be a modern CPA firm since 1986. Our practice was founded on the principle of proactive service, anticipating client needs rather than waiting to be asked. We specialize in serving skilled nursing and assisted living facilities, leveraging 34 years of Medicare and Medicaid reimbursement expertise to maximize third-party reimbursements. Our team combines 48 years of tax reporting experience with a commitment to financial consulting that extends beyond traditional accounting services. We maintain active memberships in professional organizations for both CPAs and elder care providers, ensuring our knowledge remains current and relevant. Our approach emphasizes listening to clients, peers, and industry groups to deliver tailored solutions that address both present challenges and future opportunities.We foster a collaborative environment where team members encourage each other to achieve professional excellence, which directly translates to superior client outcomes. This philosophy has positioned us among the top CPA firms in our industry by return per person, demonstrating that financial viability enables meaningful societal impact. Our track record includes preparing initial cost reports for 11 facilities and conducting comprehensive audits for Wisconsin nursing homes. We measure success through the trust and loyalty we earn from clients who benefit from our expertise in financial reporting, tax planning, and regulatory compliance. Ultimately, our goal is to create lasting value for every organization and individual we serve.
Services
Accounting Services
Tax Planning
Medicaid Audits
Medicare Reporting
Financial Consulting
Elder Care Accounting
Cost Report Preparation
Nursing Facility Audits
Details
- Year established: 1986
Highlights and features
- We offer 34 years of specialized Medicare/Medicaid reimbursement expertise for elder care facilities
- Our team combines 48 years of tax reporting experience with modern financial consulting
- We proactively anticipate client needs rather than waiting for requests
- Recognized for exceptional return per person among CPA firms in our industry
- Active participation in elder care and accounting professional organizations
Services
Medicaid Audits
We conduct comprehensive Medicaid cost report audits for skilled nursing facilities, leveraging 34 years of specialized experience to maximize reimbursement rates. Our team reviews financial documentation, identifies compliance opportunities, and provides strategic recommendations to optimize Medicaid returns. This service helps elder care providers maintain financial stability while meeting regulatory requirements.
Medicare Reporting
Our Medicare cost report preparation service includes creating initial reports for new facilities and ongoing reporting for established providers. With experience preparing reports for 11 facilities, we ensure accurate documentation of services and costs. This enables elder care organizations to receive proper Medicare reimbursements while maintaining compliance with federal regulations.
Elder Care Accounting
We specialize in accounting services tailored to skilled nursing and assisted living facilities, addressing their unique financial challenges. Our expertise includes regulatory compliance, financial reporting, and strategic planning specific to elder care providers. This specialized focus allows us to deliver more effective solutions than general accounting firms.
Tax Planning
Our tax planning services combine 48 years of experience with proactive strategies to minimize tax liabilities for individuals and organizations. We provide year-round tax consulting to help clients make informed financial decisions that optimize their tax positions while maintaining full compliance with applicable regulations.
Financial Consulting
We offer strategic financial consulting to help elder care providers improve operations and profitability. Our services include reimbursement analysis, cost management, and financial planning tailored to the unique needs of nursing facilities. This helps clients make data-driven decisions that enhance their long-term sustainability.
People
Barbara DeBaere Poppy
CPA, Founder
Barbara Poppy established Poppy CPA in 1986 after gaining extensive experience in regulatory accounting and public practice. She specializes in elder care facility financial services, holding active memberships in relevant professional organizations. With 48 years of tax reporting expertise, she leads our team in delivering proactive accounting solutions.
Questions
What elder care accounting services do you offer?
We specialize in Medicaid and Medicare reimbursement analysis, cost report preparation, and financial consulting specifically for skilled nursing and assisted living facilities.
How long have you served elder care providers?
Our firm has focused on elder care accounting since 1986, with 34 years of Medicare/Medicaid reimbursement expertise and experience with 11 initial facility cost reports.
What accounting services do you provide for businesses?
We offer full-service accounting including financial reporting, auditing, tax planning, and consulting for corporations, partnerships, and tax-exempt organizations across Wisconsin.
Do you serve clients outside Wisconsin?
While our offices are in Wisconsin, we primarily serve elder care providers and other clients within the state through our specialized accounting services.
What makes your CPA firm different?
We proactively anticipate client needs, combine tax expertise with elder care specialization, and maintain a collaborative approach that has positioned us among top CPA firms by return per person.
How do you handle complex reimbursement issues?
Our team applies 34 years of Medicaid audit experience and Medicare reporting expertise to develop strategic solutions that maximize reimbursements while ensuring regulatory compliance.
