We help senior living and senior care business owners lead with financial clarity.

Transform financial complexity into structured systems, confident decisions, and sustainable growth.

Our Services

  • Managing the finances of a senior living or senior care business comes with unique operational demands — from payroll complexity and compliance oversight to maintaining accurate reporting and healthy margins. Without structured financial systems, it’s easy to lose clarity.

    At Myriad Bookkeeping, our Monthly Bookkeeping services provide the accuracy, organization, and financial insight senior living and senior care 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:

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

    • Bank, Credit Card & Loan Reconciliations: Comprehensive reconciliations to maintain clean, audit-ready financials.

    • Receipt & Document Management: Secure digital organization of supporting documentation.

    • Monthly Financial Reports: Clear, structured reports tailored to senior living and senior care operations — giving you insight into performance and profitability

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

    With accurate records and structured 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 existing QuickBooks Online users, a Diagnostic Review is required prior to onboarding. For new QuickBooks users, we begin with a professional QBO setup. Cleanup or catch-up work is completed as needed and billed separately.

    Ready to strengthen your financial foundation?

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

  • Is your senior living or senior care bookkeeping behind, inaccurate, or all over the place? You’re not alone — most senior living and senior care owners are so busy running their businesses that the books naturally fall behind.

    That’s exactly where we come in.

    Our Clean-Up/Catch-Up service transforms a messy, incomplete, or outdated QuickBooks file into a clean, compliant, and dependable financial system — so you can regain clarity, confidence, and control.

    Our Process

    QuickBooks Online Diagnostic Review - (Required for all existing files)

    We perform a detailed analysis of your current bookkeeping to uncover errors, missing transactions, compliance risks, and structural issues. You’ll receive a clear report of findings and recommendations so you know exactly what needs to be fixed — before any cleanup begins.

    Bookkeeping Cleanup & Catch-Up

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

    Future-Proof Setup

    We optimize your QuickBooks Online file so your books stay accurate, compliant, and easy to maintain. This includes senior living or senior care -specific mapping, workflows, and structure designed for clarity and long-term stability.

    When your books are clean and reliable, you’re able to:
    ✔ Make faster, smarter business decisions
    ✔ Run your home with fewer financial surprises
    ✔ Prepare confidently for audits, licensing, or Medicaid reimbursement
    ✔ Focus on resident care and daily operations — not bookkeeping stress

    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 back on track?

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

  • Without a clean, organized QBO system, managing senior living or senior care finances can become confusing, time-consuming, and risky. Our QuickBooks Online Setup & Training ensures your books are accurate, compliant, and ready to support your facility’s growth.

    Setup
    Required for all new QBO setups
    Start fresh with a fully customized QBO system tailored to the unique needs of Senior Living Facilities and Senior Care Agencies. We set up or migrate your chart of accounts, workflows, and financial structure so everything is clean, compliant, and built to support smart decisions and stress-free monthly bookkeeping.

    Training
    Gain confidence with one-on-one training sessions (recorded for your reference) that teach you exactly how to manage your senior living or senior care finances inside QBO. Training focuses on resident revenue, expense tracking, compliance, and operational reporting — so you can run your books independently or collaborate seamlessly with your bookkeeper.

    The Result
    Walk away with an organized, compliant system and the skills to confidently understand your numbers, make smart financial decisions, and operate your facility or agency with peace of mind.

    Investment: starting at $2,000 and scale based on complexity

    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 a senior living facility or senior care agency comes with unique financial challenges — from unpredictable cash flow to complex operations. Our CFO Advisory Services give you the insights and guidance to proactively grow your facility or agency with confidence.

    We help with:

    Cash Flow & Budgeting – Turn uncertainty into predictable cash flow and budgets that support staffing, resident care, and operational stability.

    Performance & Strategy – Monthly KPI tracking and industry benchmarking so you can make informed, confident decisions that drive growth.

    Operational Efficiency – Streamline accounts payable/receivable and app integrations to save time, reduce errors, and focus on running your facility.

    Our Services include:

    • Cash Flow Forecasting & Budget Management

    • KPI & Industry Benchmarking

    • Monthly Performance Snapshots

    • Full-Service Accounts Payable & Receivable

    • App Integration Support

    Investment: Custom pricing based on your facility’s size, revenue, and operational complexity

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

  • Starting a new senior living facility, senior care agency or planning to expand? Get personalized guidance to confidently set up and grow your facility — without committing to ongoing monthly services.

    We’ll help you:

    • Understand essential financial steps to confidently operate your facility

    • Set up proper bookkeeping foundations tailored to senior living or senior care operations

    • Gain clarity and confidence to manage finances, plan for growth, and focus on resident care

    Investment: $397 for a 90-minute personalized 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 business unique needs. Then we’ll talk one-on-one to discuss your financial goals and how we can support your business 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 senior living or senior care, 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 senior living or senior care businesses.

  • 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.