Service Packages

Accurate books, organized records, and dependable financial reporting for service-based businesses, with specialized support for home health agencies operating in complex regulatory environments.

Explore service options in the drop-downs below to select which package is best for you:

  • Ideal for startups, smaller/lower volume businesses focused on clean, accurate data

    • Monthly Bookkeeping: Full reconciliation of bank and credit card accounts.

    • GAAP-Compliant Reporting: Delivery of standard Monthly Profit & Loss and Balance Sheets.

    • Expense Management: Oversight of vendor payments to ensure alignment with agreements.

    • Audit-Ready Foundation: Organization of financial records to support annual report preparation.

    • Email support (24 - 48 business hours response)

  • Ideal for scaling businesses and most Home Health Agencies which require deeper operational insights

    • Includes everything in Essential, plus:

    • Analytical Insights: Identifying trends and top drivers of financial performance.

    • Labor & Margin Tracking: Monitoring labor costs as a percentage of revenue (critical for HHAs).

    • Payor mix cash visibility, as available (critical for HHAs).

    • Efficiency Optimization: Applying Lean Six Sigma to assess reconciliation templates and reduce review timelines.

    • Cash Flow Analysis: Tracking receivables and payables to ensure liquidity.

    • Monthly Org Call

  • High-level financial partnership focusing on risk mitigation and systems excellence.

    • Includes everything in Performance, plus:

    • Advanced Risk Assessment: Quarterly reviews to identify and mitigate financial reporting risks.

    • Internal Control Evaluation: Assessing the operational effectiveness of your financial controls.

    • Impairment & Recovery Analysis: Detailed monitoring of receivables to recover lost income and identify uncollectible assets.

    • Cost report readiness,non-filing (critical for HHAs)

    • Quarterly review call

    • Priority Access

  • Every business operates differently, and some clients require a combination of services that falls outside of standard packages. Prexision CPA & Bookkeeping Services offers customized service arrangements designed to align with your specific operational needs, transaction volume, and reporting objectives.

    Custom engagements allow us to tailor the scope of work while maintaining the same emphasis on accuracy, organization, and financial clarity that defines all Prexision services.

    Important Scope Considerations
    To maintain clarity and service quality, custom engagements remain subject to the firm’s standard policies and service boundaries. Prexision does not provide payroll processing, billing services, legal advice, or clinical consulting unless separately agreed.

Monthly Service Packages:

  • Starting a Home Health Agency? Start With the Right Financial Foundation.

    Launching a home health agency can be overwhelming. Between licensing, staffing, referrals, EVV, and clinical documentation, the financial setup is often overlooked, until the first audit or cost report is due.

    Prexision helps new home health agencies build a clean, compliant, audit-ready financial structure from day one.

    Your Startup Foundations Package includes:

    • consultation on entity type (tax/structure perspective; not legal advice)

    • EIN & basic business tax account guidance (or coordination with attorney)

    • accounting system setup (QuickBooks Online, etc.)

    • home-health-specific chart of accounts design

    • payor-specific tracking categories (Medicare, Medicaid, MCOs, Private pay)

    • bank-feed connection and rules setup

    • basic financial policy templates (financial only)

    • document-retention & audit-organization structure

    • training session on:

      • reading financial statements

      • month-end close basics & checklist

      • first-month bookkeeping or review (optional add-on)

    Optional add-ons:

    • catch-up bookkeeping

    • ongoing monthly bookkeeping

    • budget & cash-flow projections

    Note: Services relate to financial setup and bookkeeping structure only. Licensing, clinical compliance, legal filings, payroll processing and billing services are not included. But, I’m happy to coordinate with your vendors in these areas.

    This service is ideal for:

    • nurse entrepreneurs starting agencies

    • new Medicare/Medicaid providers

    • private-duty agency startups

    • existing agencies cleaning up disorganized books

    Start your agency the right way — with clarity, compliance, and confidence.

    Schedule your complimentary consultation today.

  • Very common for new clients

    A high-value service to reconcile past discrepancies and ensure audit-ready financials.

    Cleanup Bookkeeping
    We review your existing records, fix errors, and organize your books so your financial information is accurate, clear, and ready for reporting, taxes, or audit needs.

    Catch-Up Bookkeeping
    If your bookkeeping has fallen behind, we record past transactions and reconcile your accounts to bring your books up to date and give you a complete, current financial picture.

  • Includes Chart of Accounts customization, bank feed integration, and a Six Sigma-inspired workflow audit to ensure high efficiency.

  • We bridge the gap between your daily operations and your annual tax obligation. We provide a professional review of your financials to ensure our preparation is accurate and compliant with current regulations.

    (CPA filing may be provided for select clients)

    Business Tax Returns:

    -Single-Member LLC / Schedule C
    -S-Corporation / Partnership

    Bundle Discount: 10% discount on tax preparation for clients who maintain an active monthly bookkeeping subscription.


  • Utilizing continuous process improvement methods, we help streamline your back office.

    Includes:

    • workflow & bookkeeping structure review

    • month-end process assessment

    • recommendations + cleanup adjustments

One-time or Periodic Services:

  • Our Pricing:

    As most businesses have different needs we provide a custom quote for each client. Our fees are based on the complexity, volume, and professional oversight required for your business. As a CPA-led firm, we provide financial oversight and risk assessment.

    Factors that influence your custom quote include the size of your business, number of bank/credit accounts, monthly transaction volume, how current your books are and industry-specific requirements like home health agency labor tracking or audit readiness. Rest assured our pricing is highly competitive.

“Learn how Prexision can support your business—complete the Discovery Form below or schedule your free consultation”

We’ve designed a streamlined process to transition your business from "managing the books" to "leveraging the data." —What to Expect:

Consultation

Every partnership begins with a complimentary 30-minute conversation. We listen first to understand your goals or the root cause of your financial or process challenges, and determine how our expertise align with your needs.

Proposal & Onboarding

You receive a clear scope, understanding of our services, pricing, and checklist of what we need to get started.

Setup or Cleanup

We organize your financial foundation to prepare for and support consistent and smooth monthly financial processes.

Monthly Rhythm

We transition into a consistent monthly rhythm. Ongoing, monthly bookkeeping, financial reporting, and financial clarity.

Learn how Prexision can support your business.

If you're interested in working with us, or if you’re not sure which service tier fits your current scale, we’re happy to help you walk through your options.

Please complete and submit this Discovery Form. We'll review your message and get back to you within 24 to 48 business hours.