At SMAART, we understand that home health agencies play a vital role in our communities—delivering essential care to patients in the comfort of their own homes. But behind every compassionate caregiver is a business that needs strong financial footing to thrive.
Whether you’re a start-up home health agency or an established provider looking to scale, our team is here to streamline your financial operations, improve profitability, and uncover valuable tax-saving opportunities.
Unlike typical service businesses, home health agencies operate in a tightly regulated industry with complex reimbursement models and evolving healthcare laws. You need more than just a general bookkeeper—you need a team who understands:
Our accounting professionals work with you to simplify the numbers and create meaningful financial reports every month, so you know where your business stands. We make it easier to plan ahead, manage growth, and ensure you’re not leaving money on the table.
Monthly Bookkeeping and Financial Reports
We deliver clear, easy-to-read financial reports every month, so you always know your revenue, expenses, and profit margins. These reports help you track business performance, prepare for audits, and make better business decisions.
Payroll and Contractor Management
Whether your team includes full-time RNs, part-time caregivers, or contracted therapists, we make payroll processing simple. We also help ensure accurate 1099 and W-2 reporting.
Tax Strategy and Preparation
Our tax experts identify every deduction and credit available to healthcare businesses. We specialize in healthcare-specific write-offs—like mileage for in-home visits, medical supplies, and training expenses. Come tax season, we’ll make sure you’re fully prepared.
Audit and Compliance Support
If your agency is selected for a Medicaid audit or state compliance review, we’ll help you gather the necessary documentation, stay calm, and come out strong.
Cash Flow Planning and Profitability Reviews
We help you understand how money flows in and out of your agency so you can make smart hiring decisions, forecast lean months, and build reserves for the future.
New Business Advisory
Starting a home health agency? We guide you through the steps—from forming the right legal entity to setting up your books and choosing the right billing software.
Strategic Growth Planning
If you’re ready to expand into new regions, add specialized services, or increase your census, we’ll help you scale profitably and sustainably.
We work with:
Whether you’re a solo nurse just getting started or running a multi-location agency with dozens of caregivers, our team adapts our services to fit your needs.
Yes. Home health agencies operate under specialized billing systems and regulations. A healthcare-focused accounting firm like SMAART understands how to handle provider payments, licensing fees, and medical compliance costs. This leads to more accurate records and better tax outcomes.
Common deductions include caregiver mileage, medical supplies, continuing education, software subscriptions (for scheduling and compliance), uniforms, and licensing fees. We help you track and categorize these expenses all year long.
While we’re not a billing company, we regularly work alongside medical billing partners to ensure your accounting system aligns with your reimbursement processes. We also help reconcile billing reports with financials and identify inconsistencies.
You’ll receive detailed financial statements every month, including a profit and loss statement, balance sheet, and cash flow summary. These are customized to highlight your top revenue sources and cost categories.
That’s no problem. We work with all major platforms, including QuickBooks Online, Xero, and industry-specific tools. If your current system is disorganized, we’ll help clean it up and optimize it for better insights.
We ensure your books are clean and your documentation is thorough. If you’re facing a state or federal audit, we help you pull required records, explain your financial statements, and respond to any financial inquiries from regulators.
We offer transparent, flat-rate monthly packages based on the size and complexity of your business. Book a free consultation to get a customized quote with no surprises.
