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