Hospice Plans

Get Strategic Financial Support that Works with Your Hospice

Choose from tiers of service – the CFO Plan, Premium Plan, and Core Plan.  Each tier is designed to meet the needs of your organization, by fitting your unique requirements and budget.   

Hospice Plans
Core Plan
Premium Plan
CFO Plan
Accrual Based Accounting
Report Package Timing
By the 25th of each month
By the 20th of each month
By the 15th of each month
EMR Revenue & A/R Reconciliations
Monthly
Monthly
Monthly
Fixed Asset Schedules Maintained
W9 Tracking & Vendor Compliance
Dedicated Account Manager
Annual CAP Report Preparation
Cost Report Coordination Through MVI
Email & Phone Support
Standard
Standard
Priority
Hospice Metrics Snapshot
Customized Executive Dashboards
Residence / Palliative Cost Center Tracking
Financial Clarity Meetings
Quarterly
Monthly
Audit Readiness
MVI Budget Development
Monthly Forecasting
Tax Planning
Board Representation
MVI Benchmarking Package
Hospice Plans:
Slide To See Plans
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CFO Plan
Premium Plan
Core Plan
Accrual Based Accounting
Yes
Yes
Yes
Report Package Timing
By the 15th of each month
By the 20th of each month
By the 25th of each month
EMR Revenue & A/R Reconciliations
Monthly
Monthly
Monthly
Fiixed Asset Schedules Maintained
Yes
Yes
Yes
W9 Tracking & Vendor Compliance
Yes
Yes
Yes
Dedicated Account Manager
Yes
Yes
Yes
Annual CAP Report Preparation
Yes
Yes
Yes
Cost Report Coordination Through MVI
Yes
Yes
Yes
Email & Phone Support
Priority
Standard
Standard
Hospice Metrics Snapshot
Yes
Yes
No
Customized Executive Dashboards
Yes
Yes
No
Residence / Palliative Cost Center Tracking
Yes
Yes
No
Financial Clarity Meetings
Yes, Monthly
Yes, Quarterly
No
Audit Readiness
Yes
Yes
No
MVI Budget Development
Yes
No
No
Monthly Forecasting
Yes
No
No
Tax Planning
Yes
No
No
Board Representation
Yes
No
No
MVI Benchmarking Package
Yes
No
No

Additional services to support your team

Add-On

Accts Payable Management

Add-On

Gusto Payroll Setup & Training

FAQs

It’s simple, convenient, and fun! With all the technology we have today, it will feel like we are right there with you, every step of the way. We regularly use video conferencing and Google Hangout, which allows us to establish a more personal relationship with each client.

Remote bookkeeping allows the business owner to obtain accurate financial statements through a non-intrusive process. This process will most likely involve providing access to bank, credit card, and other revenue and expense records necessary to classify transactions in the most beneficial manner for your business. Other financial records can be easily scanned and emailed to your personal Box.com account for easy access for your assigned bookkeeping specialist and for your future reference. During each period we will provide some analysis of your financial detail to help you plan for the future and provide you with recommendations that you can use to help your business become more profitable.

Technology is an amazing thing! We can manage your books with cloud-based software and communication with you and your staff.

Our team will use a variety of methods to ensure that we maintain a clear and transparent communication channel.  These would include:  Email, Phone Calls, Virtual Meetings, and Text Messaging.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Nope! Our team will work with you to understand your ledgers. Leave the clean up to us!

We’re here to support you with a partnership focused on your goals.

Whether you’re focusing on your mission, helping patients, or growing your small business, we are here to listen. Contact our team to talk about how we can help you with a tailored financial strategy.

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