We help assisted living facility owners take control of their finances

Turn complex financial operations into clarity, confident decisions, and sustainable growth.

Our Services

  • Managing your ALF finances can be overwhelming — from tracking expenses to staying compliant, it’s easy to lose sight of the bigger picture.

    At Myriad Bookkeeping, our Monthly Bookkeeping Packages give ALF owners clarity, confidence, and peace of mind. We handle the day-to-day bookkeeping so you can focus on delivering exceptional care.

    What’s included:

    • QuickBooks Online Setup: Professional setup optimized for ALFs, keeping your financial systems organized and efficient.

    • Monthly Transaction Management: Every transaction recorded and categorized accurately, so you always know where your money is going.

    • Receipt & Document Management: Digital organization for all receipts and supporting documents.

    • Ongoing Expert Support: Unlimited email support to answer questions and provide guidance.

    With a clear understanding of your numbers, you can make confident financial decisions, focus on operations, and plan for growth.

    This comprehensive support ensures your finances stay organized and accurate.

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

    Schedule your free Discovery Call today and receive a personalized package tailored to your ALF.

  • Is your ALF bookkeeping behind or disorganized? Don’t stress — this is one of the most common challenges for busy facility owners.

    Our Clean-up/Catch-up service takes your messy or incomplete records and turns them into a clean, compliant, and reliable financial system so you can regain clarity and confidence.

    Our Process

    QuickBooks Online Diagnostic Review

    A detailed assessment of your current books to identify errors, missing transactions, and compliance risks — so you know exactly what needs to be fixed.

    Bookkeeping Cleanup

    We reconcile accounts, correct inaccuracies, and organize financial records to restore accuracy and reliability.

    Future-Proof Setup

    We optimize your QuickBooks file so your books stay clean, compliant, and easy to maintain moving forward.

    With your finances back on track, you can focus on resident care, daily operations, and making smart decisions with confidence.

    Ready to get your books in order?

    Schedule your QuickBooks Online Diagnostic Review today and take the first step toward a cleaner, clearer financial future.

  • Managing ALF finances requires accuracy, compliance, and a system you can trust. Our QuickBooks Online Setup & Training service gives you a solid financial foundation—built specifically for assisted living facilities.

    Setup
    Start fresh with a fully customized QBO system tailored to the unique needs of ALFs. We set up or migrate your chart of accounts, workflows, and financial structure so everything is clean, compliant, and ready to support better decision-making.

    Training
    Gain confidence with one-on-one training sessions (recorded for your reference) that teach you exactly how to manage your ALF finances inside QBO. You’ll learn what matters most for facility operations, resident revenue, expenses, and compliance.

    The Result
    You walk away with a clear, organized system—and the skills to understand your numbers, stay compliant, and run your facility with confidence.

    Investment: $2,000

    Ready to build a strong financial foundation for your facility?

    Schedule your consultation today and let’s get your QBO set up for success.

  • Running an ALF comes with unique financial challenges. Our CFO Advisory Services provide strategic guidance so you can move from reacting to problems to proactively planning for growth.

    We help with:

    • Cash Flow & Budgeting: Turn uncertainty into predictable cash flow and manageable budgets.

    • Performance & Strategy: Monthly KPI tracking and industry benchmarking for informed, confident decisions.

    • Operational Efficiency: Streamlined accounts payable/receivable and app integration support to save time and reduce errors.

    Services include:

    • Cash Flow Forecasting & Budget Management

    • KPI & Industry Benchmarking

    • Monthly Performance Snapshots

    • Full-Service Accounts Payable & Receivable

    • App Integration Support

    Investment: Tailored to your facility’s size and complexity

    Schedule your free Discovery Call today and get a custom quote!

  • Starting a new ALF or considering expansion? Get personalized guidance without committing to monthly services.

    We’ll help you:

    • Understand essential financial steps for your facility

    • Set up proper bookkeeping foundations

    • Gain clarity and confidence to manage your finances effectively from day one

    Investment: $397 for a 90-minute consultation

    Ready to build a strong financial foundation for your new business?

    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 facility’s unique needs. Then we’ll talk one-on-one to discuss your financial goals and how we can support your ALF’s growth.

  • Step 2: Proposal & Agreement

    If we’re a great fit, we’ll provide a custom 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 all the technical details so you can focus on your residents and staff.

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

    We take over day-to-day bookkeeping and deliver clear, actionable reports every month. We provide strategic insights and recommendations so you can make confident decisions, optimize operations, and plan for long-term growth.

Book Your Free Discovery Call

WE PROVIDE THE FINANCIAL CLARITY TO HELP YOU

Dream it

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Build it

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Grow it

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Dream it • Build it • Grow it •

FAQs

  • Accurate, organized finances are essential to making informed decisions, staying compliant with Medicaid/Medicare reporting, and planning for growth, allowing you to focus on resident care.

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

  • You’ll receive monthly reports, reconciliations, and strategic insights presented in an easy-to-understand format. Our high-touch approach ensures you never feel left in the dark.

  • Yes! Our CFO Advisory services provide strategic financial guidance, from cash flow management and budgeting to KPI tracking and growth planning, tailored specifically for ALFs.

  • While we focus on bookkeeping, accounting, and CFO advisory, we collaborate with your tax professional to ensure smooth year-end reporting and compliance.

  • Absolutely. Our Clean-up / Catch-up service organizes and reconciles your financial records, giving you a solid foundation for growth and confident decision-making.