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in-home care bookkeeping

We didn't learn home care from a textbook. We owned one.

Dianna owned and operated a Senior Helpers franchise for thirteen years. She has submitted the P&L to corporate on their schedule, made caregiver payroll every two weeks, and watched a good month disappear into overtime nobody saw coming.

Book a free 20-minute call
Serving agencies nationwide. Based in Ventura, California.
Ventura Bookkeeping has made my life so much easier. Running a Senior Helpers location comes with a lot of moving parts, caregiver hours, payroll, reports for corporate, and I used to feel overwhelmed trying to keep everything straight.
SH
Senior Helpers franchise owner California
why generalist struggle here
Home care is not a normal service business

A bookkeeper who has never worked with an agency will get the ledger technically right and still leave you flying blind.

Caregiver payroll is genuinely hard

Travel time between clients is compensable in California. Overtime accrues daily, not just weekly. Split shifts trigger premiums. Live-in and 24-hour arrangements have their own rules. Multiple pay rates for one caregiver complicate the overtime base rate.
Get any of these wrong and it is a wage claim, which in home care is a common and expensive event.

Your franchisor wants it their way

Royalty accruals, national ad fund contributions, and a P&L submitted in the mandated format on their schedule. A generic chart of accounts will not map to it, so someone rebuilds the report by hand every period.
We set the chart of accounts up to produce the submission directly.

Margin hides at the client level

Agency-wide gross margin of 38 percent tells you almost nothing. Some clients are 50 percent and some are 12, because of caregiver pay rate, overtime exposure, drive distance, and how many hours fall on a weekend.
We report margin by client and by shift so you know which business to keep and which to reprice.

Cash flow runs backwards

You pay caregivers weekly or biweekly. Private pay, long-term care insurance and VA benefits pay slowly. Growth makes this worse, not better, because the faster you add hours the wider the gap.
We forecast the gap so you can grow without running out of cash in month four.

Ventura bookkeeping service

Built around how agencies actually run

Chart of accounts mapped to your franchise system

Royalties, ad fund, and required expense categories where corporate expects them

Gross margin by client and by shift

not one blended agency number

Franchisor P&L submission report

Ready for you to produced on schedule, in the required format

Cash flow forecasting

around payroll runs and slow receivables

Scheduling system integration

WellSky, AxisCare, ClearCare and others mapped into your ledger

In-Home Care Expertise

With over 13 years of experience in home care bookkeeping, we understand the financial needs of senior service businesses.

Be clear about what we're not

We do private-pay home care, not home health billing

Non-medical, private-pay home care and Medicare-certified home health are different businesses with different accounting.

We don't do Medicare or Medicaid claims processing, RCM, or OASIS. What we do is the books and the margin analysis for owner-operated non-medical agencies, franchise or independent.

If you need home health RCM, we'll tell you on the first call and point you somewhere better.

Where the experience comes from

Dianna owned and operated a Senior Helpers franchise, and did its books for thirteen years.

Same work applies at

  • Visiting Angels
  • BrightStar Care
  • Home Instead
  • Senior Helpers
  • Comfort Keepers
  • Independent agencies

Software

  • WellSky
  • AxisCare
  • ClearCare
  • QuickBooks Online
  • Xero

Talk to someone who's seen your P&L before

Twenty minutes, no pitch. Bring your last franchisor submission and we'll tell you what we'd change.

Book a free 20-minute call Or call 805-225-4959