Built for Home Health, Hospice, and Home Care agencies generating $2M–$5M in revenue.
Move beyond basic bookkeeping and start understanding what’s really driving your performance—so you can make smarter, more profitable decisions.
Designed for Agencies Ready to Level Up
The Growth Package is built for agencies that have outgrown basic bookkeeping and need deeper financial insight and day-to-day control.
Financial Visibility & Control for Growing Agencies
You’re a great fit if you:
Are generating between $2M–$5M in annual revenue
Have financials, but lack clarity on performance
Struggle to track cash flow, margins, or key metrics
Need help managing payables, receivables, and operations
Want better visibility without hiring a full finance team
All plans are tailored to your agency’s size, structure, and operational complexity.
𝙒𝙝𝙖𝙩 𝙏𝙝𝙞𝙨 𝙈𝙚𝙖𝙣𝙨 𝙁𝙤𝙧 𝙔𝙤𝙪
Clear visibility into your financial performance
Better control over cash flow and day-to-day finances
Insight into what’s driving revenue and profitability
More organized operations across billing, payroll, and vendors
Confidence in your numbers and decisions
From Clean Books to Clear Insights
At this stage, it’s not just about having accurate numbers—it’s about understanding them.
We help you connect your financials to your operations, so you can see what’s working, what’s not, and where to improve.
More Than Reporting, We Help You Understand Your Business
The Growth Package gives you the visibility and control most agencies lack, but eventually, you may need deeper financial strategy and leadership.
When that time comes, our Fractional CFO service is a natural next step.