Providing deep industry insight to help better serve the population

A steadily increasing senior population raises many questions, as well as many challenges. Our team will customize a plan that thoroughly addresses your unique business goals and helps you overcome your challenges.

As thought leaders in the industry, our areas of expertise include CCRCs, nursing and assisted living facilities, subsidized housing projects for the elderly, and home and community based services. Our team consists of seasoned professionals, including RNs, licensed nursing home administrators, third-party billing specialists, former CFOs and COOs and marketing specialists with firsthand experience to offer advice and expertise

We keep pace with the industry trends and ever changing regulations that impact your decisions. Customized and exceptional client service coupled with proven results – just the competitive advantage you need.

Audit, Accounting, and Tax Services:

  • Financial Statement Audits, Reviews, and Compilations
  • Provision of Accounting Services
  • Audits of Federal Awards under OMB Circular A-133 (Single Audits) and State Awards in Accordance with State Requirements
  • Preparation or Review of Federal and State Tax Filings
  • Real Estate Tax Related Services
  • Sales and Use Tax Related Filings
  • Medical Expense Deduction Analysis

Consulting Services:

  • Assistance with Regulatory Filings
  • Board Development and Governance Services
  • Clinical Advisory Services
  • Community Health Needs Assessment Services
  • Employee Benefit Plan Consulting and Administration
  • Financial Planning, Forecasts, Projections, and Feasibility Studies
  • Home and Community Based Services
  • Human Resources Consulting
  • Information Technology and Security Services
  • Internal Control Process Reviews
  • Market Research
  • Medicare and Medicaid Cost Reporting and Reimbursement Services
  • Mergers, Acquisitions, and Alliances – Facilitation and Due Diligence
  • Operational and Organizational Assessments
  • Revenue Cycle Analysis
  • Strategic  and Business Planning

Industry Organizations

  • AICPA Health Care Expert Panel
  • Association of Ohio Philanthropic Homes for the Aging (AOPHA)
  • CARF-CCAC Financial Advisory Panel
  • Healthcare Financial Management Association
  • LeadingAge (formerly AAHSA)
  • LeadingAge New Jersey (formerly NJAHSA)
  • LeadingAge New York  (formerly NYAHSA)
  • LeadingAge Pennsylvania (formerly PANPHA)
  • LifeSpan Network
  • Ohio Health Care Association (OHCA)
  • Pennsylvania Health Care Association
  • Virginia Association for Nonprofit Homes for the Aging (VANHA)

Read the latest news, events, research and insights for Senior Living.