Experience the Power of ProviderCFO

ProviderCFO offers specialized financial expertise tailored to the unique needs of the direct care industry. We ensure you have the financial tools and insights to thrive with your business.

Finance and Accounting Core Processes

Customize your scope of services with ProviderCFO to fit your needs. ProviderCFO will help optimize your accounting, improve your patient care, and take your facility to the next level.

Planning/Analysis

Checks & Balances (Segregation of Duty)

Ad-hoc support for leadership team

Segregate P&L by Demension (Location)

Pre-close financial review

Monthly & Annual Budgeting

Banking relationships

Build financial acumen with operations staff

Industry expertise/leadership

Proforma analysis for M&A

Capital Budgeting & Analysis

Internal Audit of Financial Controls

Analysis by the 15th

Reporting/Month End

Profit & Loss (Accrual & Cash)

Allocations

External Reporting Support

Statement of Cash Flow

Closing books by the 10th

Profit & Loss Adjustments (GAAP & Tax)

Customized, Automated Reports

Statistical accounts (LOA, Census)

Tax Estimates

Budget vs Actual

Support developing & Tracking KPIs

Live Dashboard

Accounts Payable

Receipt Tracking

Invoices/Receipts by line item

Approval process for new vendors

Expense reporting, approvals and reimbursements

Documented multi-layer approval

Eliminate the need for check stock

Sales & Use tax returns

1099 creation and filing

Recurring fee analysis

Accounts Receivable

Invoice Clients

Invoice B2B

Collections

Audit Discounts

Record deposits

Troubleshoot Authorizations

Reconcile revenue billed vs census

General Ledger

Record Transactions

Wage details (ST, OT, Benefits)

Layered segregation of duties

Alternate ledgers (Allocations, Tax, etc)

Full balance sheet reconciliation

Fixed Asset Tracking

Cash Management

Bank Transfers

ACH and Credit Card Payments

Grant Spend Tracking

Reconcile bank and credit cards

Weekly book vs bank reports

Our Simple 4 Step Process

Closing the books doesn’t need to be complicated. With ProviderCFO, get the accuracy you need for financial freedom.

01 Book a meeting

It all starts with a simple call

Book that meeting

02 Create your scope of services

We’ll walk you through different options to create a customized plan just for you and your business

03 Go live

Once your scope of services has been created, our integration team will work with you to gain access and take the financial stress off your plate

04 Financial peace of mind

Once you are up and running, our team of experts ensures accurate and timely financial reporting to help you make informed business decisions

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