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We specialize in providing financial reporting and operational management services to Federally Qualified Health Centers (FQHC’s).  We create a specific plan tailored to the needs of our individual clients through the implementation of a combination of the following services:


Healthcare Financial Management

  • Financial statement packages

  • Organizational budgets by site and department

  • Cash flow reports

  • Graphs and ratio reports

  • Grant reporting and budgeting

  • Medi-Cal Prospective Payment System Reconciliation Reports

  • Medi-Cal Initial Rate Setting Application Package

  • Medi-Cal Rate Setting Cost Reports

  • Medi-Cal Change In Scope-of-Service Requests

  • Medicare Cost Reports

  • OSHPD Reports

  • UDS Reports


HRSA Specialized Reports

  • Service Area Competition Budget Forms

  • Non-Competing Continuation Budget Forms

  • Federal Grant Change In Scope-of-Service Requests

  • Federal Financial Reports (FFR) – quarterly and annual


General Reporting

  • Form 990 – exempt organization annual information returns

  • Sales tax returns

  • Use tax returns

  • Payroll – quarterly and annual returns including forms W-2 and forms W-3

  • Year-end forms 1099 and forms 1096

  • Business personal property statements (571-L)

  • Welfare exemption forms


General Financial and Bookkeeping Services

  • Accounts payable

  • Accounts receivable

  • Bank reconciliations

  • Fixed asset and depreciation schedules

  • Payroll

  • Set-up and/or conversion of accounting software


General Consulting

  • Project management

  • Staff recruitment and training

  • Development and maintenance of financial policies and procedures

  • Grant and loan applications

  • Strategic planning and reorganization

  • Licensing and program development

  • Financial feasibility

  • Financial audit support

  • Budgeting

  • Operational assessment

  • Fee schedule review and updates

  • Corporate and HRSA compliance

  • Board training and presentations