Senior Living Consulting | CPAs and Accountants

Optimize senior living healthcare operations

With more than four decades of experience, our team of expert business, finance, operations, and technology advisors has tackled challenging issues for a broad range of senior living and long-term care clients.

Serving clients that include retirement communities, assisted living facilities, Skilled Nursing Facilities (SNFs), and specialized housing facilities, BerryDunn helps optimize finances, staffing, processes, and technology. Our expert advisors deliver practical, up-to-date advice for improving operational and financial performance and can help with issues such as high taxes, financial and regulatory compliance, poor cash flow, leadership turnover, technology challenges, retrospective settlement issues, ACA notices, and undertrained staff. We customize each solution based on our clients’ specific needs and challenges.

Senior living accounting and consulting services

Our dedicated senior living team includes experts in healthcare accounting and reimbursement, compliance and regulatory issues, benchmarking, and IT.

Accounting and tax services

Maximize revenue and make informed decisions.

Reimbursement and compliance consulting

Develop processes and procedures to remain compliant, efficient, and financially viable.

Strategic analysis

Gain insights from benchmarking and plan strategically to make the most of your investments.

Healthcare IT and management consulting services

Fulfill the promise of healthcare technology with strategic technology planning and EHR system implementations.

Accounting and tax services

Our senior living advisors deliver practical, up-to-date advice for improving your facility’s performance. We serve organizations nationwide and understand the best practices and industry benchmarks that will help you make the best decisions to improve the financial health of your organization.

Audit and assurance

We create a tailored approach to your audit and assurance needs and provide your stakeholders with clear information to make informed decisions.

Benchmarking

We help you compare your organization to your peers with our proprietary healthcare benchmarking reports, and help you identify areas of opportunity.

Tax services

We develop comprehensive, coordinated, and compliant tax strategies for both for-profit and nonprofit organizations.

Valuation services

We render an independent, objective opinion of your company’s value, in a reporting format tailored to meet your needs.

Pro forma financial statements

We develop pro forma financial statements to help you project future financial performance for informed decision-making.

Reimbursement and compliance consulting

Our healthcare reimbursement and compliance teams have a deep understanding of industry-specific best practices to help your organization develop processes and procedures to remain compliant, efficient, and financially viable.

Cost report preparation

We help you navigate complex Medicare and Medicaid rules to help you stay compliant and audit-ready.

Regulatory compliance

From Medicare PBJ reporting to HIPAA and HITECH, our compliance experts can help you implement best practices.

Revenue cycle optimization

Our team helps you enhance processes, resources, and software to maximize billing and collection efforts with revenue cycle consulting.

Strategic analysis

Our team specializes in working with senior living facilities and understands the unique challenges you face. Working with best practices from the industry, we can help you benchmark your organization regionally and nationally, stay compliant with regulations such as HIPAA, and develop a strategic plan to guide your facility forward.

Service line analysis

We help you assess current and potential services based on costs, performance, and opportunities to optimize care for seniors.

Strategic planning

We partner with you to create a strategic planning roadmap that shows you how to expand your mission and navigate change for senior care.

Enterprise risk management

We help you develop and operationalize a risk strategy that provides a holistic approach to identifying, assessing, and managing organizational risks.

HIPAA compliance

Our in-depth knowledge of HIPAA regulations can help you stay compliant and avoid negative financial, operational, and reputational risks.

Healthcare IT and management consulting services

Our experienced team of healthcare IT consultants has over 20 years of experience and has helped hundreds of organizations navigate the process. From assessing your needs and setting strategy to mitigating risk, implementing an EHR system, and managing change, we’ll help you every step of the way, guided by proven methodologies and practical experience.

Technology planning

We engage stakeholders in the organization to develop a strategic technology plan to advance your mission, support your patients, and deliver better outcomes.

System selection

Our experienced team will help you establish priorities, evaluate vendors, and make sound software decisions for EHR and other enterprise systems.

Project management

Our project management team can help you implement healthcare software, technology, and changes with deliberate intent, structured process, and a well-defined mission for increased efficiency.

Change management

We help your people navigate change, adopt new ways of doing things, and increase their engagement with change management best practices.

EHR consulting

We guide you through the process of selecting and implementing an EHR system with deliberate intention, focused execution, and system for managing risk and change organization-wide.

Senior Living Benchmarking Portal

The Senior Living Benchmarking Portal gives you access to a carefully curated and comprehensive set of financial benchmarking reports to help you compare your facility against peers and identify best practices. Evaluating comparative financial performance and benchmarking is an important factor in helping facilities assess opportunities and move forward as innovators of the future.

The portal also includes access to our interactive SNF PPS rate calculator, which helps you determine your facility's rates.

View benchmarking data