Monthly Services

Essential Care

Starting at $495/month

Perfect for startup and small home care agencies looking for reliable monthly bookkeeping.

Includes

  • Up to 150 monthly financial transactions

  • Reconciliation of up to 2 bank and credit card accounts

  • Monthly bookkeeping

  • Income & expense categorization

  • QuickBooks Online management

  • Profit & Loss Statement

  • Balance Sheet

  • Monthly financial reports

  • Receipt organization

  • Year-end books prepared for your tax professional

  • Email support

Best For

  • New agencies

  • Owner-operated businesses

  • 1–5 caregivers

  • Annual revenue up to $300,000

Growth Care

Starting at $895/month

Designed for agencies experiencing steady growth and increasing financial complexity.

Everything in Essential, plus:

  • Up to 400 monthly transactions

  • Up to 5 financial accounts

  • Accounts Receivable tracking

  • Accounts Payable tracking

  • Payroll support*

  • Cash Flow Statement

  • Customized Chart of Accounts

  • Monthly financial performance review

  • Home care KPI reporting

  • Vendor management

  • Quarterly bookkeeping review

  • Priority email support

*Payroll processing fees are separate if processed through a third-party payroll provider.

Best For

  • 5–20 caregivers

  • Growing agencies

  • Annual revenue between $300K–$1M

Professional Care

Starting at $1,495/month

Comprehensive bookkeeping and financial reporting for established home care agencies.

Everything in Growth, plus:

  • Up to 1,000 monthly transactions

  • Unlimited bank & credit card accounts

  • Weekly bookkeeping updates

  • Payroll reconciliation

  • Budget creation & tracking

  • Department or service-line reporting

  • Caregiver reimbursement tracking

  • Financial forecasting

  • Monthly strategy meeting

  • Accountant-ready year-end package

  • Audit-ready financial records

  • Priority support

Best For

  • 20–75 caregivers

  • Multi-location agencies

  • Annual revenue between $1M–$3M+

Enterprise Care

Starting at $2,495/month

A fully customized bookkeeping and financial management solution for larger or more complex home care organizations.

Includes everything in Professional, plus:

  • Multi-location bookkeeping

  • Multiple legal entities

  • Franchise bookkeeping support

  • Advanced payroll coordination

  • Custom financial dashboards

  • Executive KPI reporting

  • Monthly executive financial review

  • Cash flow forecasting

  • Budget planning

  • Growth planning support

  • Process improvement consulting

  • QuickBooks optimization

  • Team training

  • Dedicated account manager

  • Customized reporting

  • CFO-level reporting support

Best For

  • Agencies with 75+ caregivers

  • Multi-state agencies

  • Franchise organizations

  • Annual revenue over $3M