What We Do

For small to mid-sized assisted living communities that need experienced, consistent back-office support without the cost of a full-time business office manager.

• Pre-billing preparation and monthly resident invoicing
• Payment posting and accounts receivable management
• Collections follow-up and delinquent account coordination
• Resident trust fund and deposit reconciliation
• Month-end close and financial reporting for ownership review
• Notice to Quit documentation and collections support
• Medicaid, Medicare, and managed care billing coordination
• Documentation organization and compliance record management
• Medicaid / RSA enrollment support and insurance credentialing
• Administrative workflow setup and process improvement
• Experienced in Vitals, Aline, Yardi, and Eldermark

For healthcare organizations, home health agencies, labs, and medical practices that need structured billing infrastructure and consistent AR oversight.

• Claims submission oversight and workflow coordination
• Eligibility verification coordination
• Denial tracking and resolution
• Accounts receivable monitoring and follow-up
• Payment posting and adjustment review
• Monthly collections reporting and KPI tracking
• Clearinghouse coordination and setup support
• CPT and ICD code framework guidance
• Payer credentialing support

For property managers, HOAs, and residential portfolio owners who need organized, accountable back-office and financial support.

• Monthly bookkeeping and HOA account reconciliation
• Tracking assessments, fees, and reserve funds
• Financial report preparation and budget development
• HOA board meeting coordination — agendas, minutes, and reports
• Vendor and maintenance staff management
• Work order tracking and follow-up
• Routine and annual inspection coordination
• Lease and contract administration
• Resident and tenant communications
• Experienced in AppFolio, Buildium, and Yardi

For solopreneurs, startups, consultants, and growing businesses that need reliable operational and administrative infrastructure without building an internal team.

• Fractional operations leadership and workflow design
• Calendar and appointment management
• Bookkeeping and QuickBooks Online setup, cleanup, and management
• Payment reconciliation and invoicing
• Client email communication and follow-up
• Process documentation and SOP creation
• CRM setup and management
• Social media campaign support and flyer creation
• Document preparation and data entry