Bookkeeping & Financial Support for Assisted Living & Home Care Business Owners

Helping owners clean up messy QuickBooks, maintain accurate financial records, and gain the clarity needed to run their businesses with confidence.

Our Services

  • Managing the finances of an assisted living or home care business comes with unique operational demands — from payroll complexity and regulatory oversight to maintaining accurate financial records and healthy margins. Without organized financial systems, it’s easy to lose clarity.

    At Myriad Bookkeeping, our Monthly Bookkeeping services provide the accuracy, organization, and financial insight assisted living business owners need to operate confidently and grow sustainably. We manage the day-to-day financial details so you can focus on leadership, operations, and delivering exceptional care.

    What’s included in Monthly Bookkeeping:

    What’s Included in Monthly Bookkeeping

    • Monthly Transaction Management
      Accurate recording and categorization of financial activity to ensure full visibility into your cash flow and expenses.

    • Bank, Credit Card & Loan Reconciliations
      Comprehensive reconciliations to maintain clean, reliable, and audit-ready financial records.

    • Receipt & Document Management
      Secure digital organization of financial documentation for easy access and recordkeeping.

    • Monthly Financial Reports
      Clear, structured reports designed to help you understand performance, manage expenses, and monitor profitability.

    • Ongoing Expert Support
      Responsive email support for bookkeeping questions and financial guidance throughout the month.

    With accurate records and organized reporting, you gain the clarity needed to make informed decisions, manage margins, and plan for sustainable growth.

    Investment

    Monthly bookkeeping services are customized based on the size, revenue, and complexity of your business.

    For businesses already using QuickBooks Online, a Diagnostic Review is required to assess the current state of your books and determine the scope of work.

    For businesses new to QuickBooks, we begin with a professional QuickBooks Online setup designed to establish a clean and organized financial foundation.

    Any cleanup or catch-up work identified during the review will be completed prior to onboarding for monthly bookkeeping and billed separately.

    Ready to strengthen your financial foundation?

    Schedule a consultation to receive a personalized proposal tailored to your assisted living or home care business.

  • Are your books behind, inaccurate, or difficult to understand?

    You’re not alone. Many assisted living and home care business owners are so focused on running their operations that bookkeeping naturally falls behind.

    That’s where we come in.

    Our QuickBooks Cleanup & Catch-Up service transforms a messy, incomplete, or outdated QuickBooks file into a clean, reliable financial system — helping you regain clarity, confidence, and control over your numbers.

    Our Process

    QuickBooks Online Diagnostic Review (Required for Existing Files)

    We begin with a detailed review of your current QuickBooks file to identify errors, missing transactions, compliance risks, and structural issues.

    You’ll receive a clear report outlining what needs to be corrected so you understand the full scope of work before any cleanup begins.

    Bookkeeping Cleanup & Catch-Up

    We reconcile accounts, correct inaccuracies, clean up transaction categorization, and rebuild your financial records so they accurately reflect the financial health of your assisted living or home care business.

    Future-Proof Setup

    Once cleanup is complete, we optimize your QuickBooks Online file so your books stay organized, accurate, and easy to maintain.

    This includes improved chart of accounts structure, workflow improvements, and financial organization designed to support long-term clarity.

    When Your Books Are Clean and Reliable, You Can:

    ✔ Make faster, more confident business decisions
    ✔ Run your business with fewer financial surprises
    ✔ Prepare confidently for audits, licensing reviews, or lender requests
    ✔ Focus on resident care and daily operations instead of bookkeeping stress

    With your finances back on track, you can lead your business with greater confidence and clarity.

    Ready to Get Your Books Back on Track?

    Schedule your QuickBooks Online Diagnostic Review today and take the first step toward clean, organized financial records.

  • Without a clean and organized QuickBooks Online system, managing the finances of an assisted living or home care business can quickly become confusing, time-consuming, and risky.

    Our QuickBooks Online Setup & Training service ensures your books are accurate, organized, and ready to support your business as it grows.

    Setup

    (Required for all new QuickBooks Online setups)

    Start fresh with a fully customized QuickBooks Online system designed for the needs of assisted living and home care businesses.

    We set up or migrate your chart of accounts, workflows, and financial structure so your books are clean, organized, and ready to support clear financial reporting and stress-free monthly bookkeeping.

    Training

    Gain confidence managing your books with one-on-one training sessions, recorded for your future reference.

    Training focuses on the financial activities most common in assisted living and home care businesses, including revenue tracking, expense management, and understanding your financial reports — so you can confidently manage your books or collaborate smoothly with your bookkeeper.

    The Result

    You walk away with:

    ✔ A clean, organized QuickBooks Online system
    ✔ Clear financial reports you can trust
    ✔ The knowledge to confidently understand your numbers

    Investment

    Setup services begin at $2,000 and scale based on the size and complexity of your business.

    Ready to Build a Strong Financial Foundation?

    Schedule your consultation today and let’s get your QuickBooks Online system set up for success.

  • Running an assisted living or home care business comes with complex financial responsibilities — from managing cash flow and staffing costs to maintaining healthy margins and planning for growth.

    Our CFO Advisory Services provide the financial insight and strategic guidance needed to help you lead your business with confidence.

    How We Support You

    Cash Flow & Budget Planning
    Turn uncertainty into clear financial plans with structured cash flow forecasting and budgets that support staffing, operations, and long-term stability.

    Performance & Strategic Insight
    Track key financial metrics and monitor business performance so you can make informed decisions that support growth.

    Operational Efficiency
    Improve financial workflows, streamline accounts payable and receivable processes, and implement systems that save time and reduce errors.

    Services May Include:

    • Cash Flow Forecasting & Budget Management
    • KPI Monitoring & Financial Performance Tracking
    • Monthly Financial Performance Reviews
    • Accounts Payable & Receivable Oversight
    • Financial Systems & App Integration Support

    Investment

    Pricing is customized based on the size, revenue, and operational complexity of your business.

    Ready to Strengthen Your Financial Leadership?


    Schedule a Discovery Call to learn how CFO advisory services can support your assisted living or home care business.

  • Starting a new assisted living or home care business — or planning to expand your existing operation?

    Our 1-on-1 Business Consultation provides personalized financial guidance to help you set up the right systems, avoid common bookkeeping mistakes, and build a strong financial foundation — without committing to ongoing monthly services.

    During Your Consultation, We’ll Help You:

    ✔ Understand the key financial steps needed to confidently operate your business

    ✔ Set up the proper bookkeeping foundation tailored to assisted living and home care operations

    ✔ Gain clarity around managing finances, planning for growth, and maintaining organized financial records

    Investment

    $397 for a 90-minute personalized consultation

    Ready to Build a Strong Financial Foundation?

    Schedule your 1-on-1 Business Consultation today and take the first step toward long-term success!

Let's Chat!

How We’ll Work Together

  • Step 1: Free Discovery Call

    Start with a no-pressure conversation. Complete a short questionnaire so we can understand your assisted living or home care business and financial needs. Then we’ll meet one-on-one to discuss your goals and how we can support your growth.

  • Step 2: Proposal & Agreement

    If we’re a great fit, we’ll provide a customized proposal and engagement letter. Once signed, we officially begin your boutique bookkeeping and advisory partnership.

  • Step 3: Seamless Onboarding

    We’ll schedule a kickoff call to connect your systems, review your processes, and set up QuickBooks Online or other tools. We handle the technical details so you can focus on your residents and staff.

  • Step 4: Done-for-You Financials & Advisory

    We take over your day-to-day bookkeeping and deliver clear financial reports each month. You’ll gain insight and guidance to make confident decisions, strengthen operations, and plan for long-term growth.

Book Your Free Discovery Call

WE PROVIDE THE FINANCIAL CLARITY TO HELP YOU

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Build it

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FAQs

  • Accurate, organized financial records help you make informed decisions, maintain compliance with regulatory and reporting requirements, and plan for sustainable growth, allowing you to focus on running your business and providing quality care.

  • We specialize in QuickBooks Online, customized for senior living or senior care, with features for tracking expenses, payroll, and regulatory reporting. Training and support are included.

  • You’ll receive organized financial records, monthly reconciliations, and clear financial reports presented in an easy-to-understand format. Our high-touch approach ensures you always know where your business stands and never feel left in the dark about your numbers.

  • Yes. Our CFO Advisory services provide strategic financial guidance to help assisted living and home care business owners better understand their numbers and plan for growth. Support may include cash flow management, budgeting, KPI monitoring, and financial performance reviews designed to help you make confident business decisions.

  • While we focus on bookkeeping and financial advisory services, we work closely with your tax professional to ensure your financial records are accurate, organized, and ready for year-end tax preparation.

  • Absolutely. Our Cleanup / Catch-Up service organizes and reconciles your financial records, bringing your books up to date and restoring clarity to your finances. This gives you a clean foundation for accurate reporting, confident decision-making, and ongoing bookkeeping support.