Financial Concierge

At Your FINANCIAL Service

We work with you or your business manager to implement the financial services and support best suited to the needs and growth of your company.

Bookkeeping

We are the outsourced CFO and COO for multiple assisted living facilities that are affiliated with a medicaid program. Additionally, we cater to high net worth families, offering accounting and financial reporting services for their trusts. Whether you are a facility owner or a high net individual, rely on us to handle your bookkeeping on a weekly, monthly, or yearly basis.

Accounting Software Training

We provide expert QuickBooks training and support for you or your staff, empowering your company with efficient in-house financial management.

Business Setup

We help you design a results-driven business plan, set up efficient QuickBooks or other record-keeping systems, and connect you with our strategic partners who offer specialized services such as Business Entity LLC or Corporation formation.

Medi-Cal/Medicaid Billing

We are registered and certified to bill for the Medi-Cal/Medicaid Waiver program, otherwise known as the Assisted Living Waiver program.  We review and confirm eligibility for your clients and handle returns for incorrect attendance, appeals for corrected eligibility, and weekly, bi-monthly, and monthly scheduled billing. Our expert and efficient Medi-Cal billing services will save facilities time, money, and nuisance. 

Business Coaching

We provide inspiring one-on-one business coaching for entrepreneurs who are either starting a business or want to accelerate performance to meet new goals. We explore the culture of the individual business, employee performance, and financial practices to identify challenges and devise a tailored game plan that dramatically takes your company to the next level of success.

Other Services

Other services we offer include Sales Tax Returns – State Board of Equalization; 1099s; and City Business Licence Renewals.

Money Grows On Expertise

Let Financial Concierge Lead Your Business Growth

Contact Us Now