Deposits by payer
Record Medicaid, Medicare, managed care, VA, and private-pay deposits, so you can see income by payer.
Home / Services / Home health agencies
Home health & home care agencies
Bookkeeping that keeps up with your agency.
Payer deposits, caregiver payroll, and month-end reports shouldn’t compete with running your agency. We keep your QuickBooks Online books organized, so you know where the agency stands.
Monthly bookkeeping from $259/month.
✓QuickBooks Online ProAdvisor
Currently supporting a home care agency
Currently supporting a home care agency
Home health agencies
$259 / month
Up to 2 accounts and 300 transactions a month.
- ✓Deposits recorded by payer
- ✓Caregiver payroll entries
- ✓Monthly P&L and Balance Sheet
What to expect
Books that reflect how agencies get paid.
Agencies are often paid weeks after the visit, by several payers, in deposits that don’t match a single invoice. Caregiver payroll is usually the largest cost. We organize income, payroll entries, and overhead, so your reports show how the agency is actually doing.
We handle the bookkeeping. Billing, claims, and tax decisions stay with your billing team and your tax professional.
Caregiver payroll entries
Record payroll from your payroll provider’s reports, so wages, payroll taxes, and benefits are reflected correctly.
Agency operating costs
Keep licensing, insurance, mileage, training, and software costs visible and consistent month to month.
Monthly financial statements
Review a reconciled Profit & Loss and Balance Sheet each month, ready for your tax professional or lender.
How it works
A straightforward process from the start.
We begin with your agency’s needs, then determine the right bookkeeping scope.
01
Tell us about the agency
Share your services, payers, number of bank accounts, and payroll provider.
02
Review the books
We look at transaction volume, account setup, and whether the books are current or behind.
03
Organize and maintain
Choose a scoped cleanup, ongoing monthly bookkeeping, or both.
Frequently asked questions
A few helpful answers.
Not sure what you need? Tell us about your agency’s books and we’ll help identify the next step.
Get my quote →No. We don’t bill payers, submit claims, or work denials. We record the deposits and payments the agency receives.
No. We work from bank, payroll, and payer-level deposit records. Please don’t send us patient health information.
Yes, as an add-on: $100/month for 1 employee, plus $10/month for each additional employee. If you already use a payroll provider, we record payroll in the books from its reports.
No. Tax preparation, tax advice, and cost reports remain with your CPA or tax professional. We provide organized books for them to work from.
Yes. We offer separately scoped QuickBooks catch-up and cleanup services.
Explore our other services.
Let's talk about your books
Get your bookkeeping quote today.
Tell us what your agency needs and we'll follow up.