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内容由Lucas Carroll提供。所有播客内容(包括剧集、图形和播客描述)均由 Lucas Carroll 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Financial Strategies for Home Care Agencies with Dana Charumbira

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Manage episode 450988000 series 3583028
内容由Lucas Carroll提供。所有播客内容(包括剧集、图形和播客描述)均由 Lucas Carroll 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, I'm your host, Lucas Carroll. We have a special guest, Dana Charumbira, the Managing Director at Home Care CPAs. With a wealth of experience in accounting and financial management, Dana shares her insights on the financial intricacies of running a home care business.

From startup challenges and effective tax structures to monthly bookkeeping and leveraging technology, Dana's expertise provides invaluable guidance for new and seasoned home care agency owners. Join us as we delve into financial planning, tax strategy, and operational efficiencies to help you thrive in the booming home care industry.

Timestamps

00:00 Accounting firm specializing in home care financials.

06:16 Optimize tax structures and technology for business.

09:33 Owners undervalue time, hindering growth and profitability.

11:15 Plan early to optimize taxes and finances.

16:20 Analyzing payer source mix, revenue fluctuation, and automation.

19:09 The Licensure process impacts home care startups significantly.

21:06 Keep fixed costs low and manage rent expenses.

24:18 Outsource tasks to avoid being overwhelmed in-home care.

Connect with Dana Charumbira

LinkedIn: https://www.linkedin.com/in/dana-charumbira-550514a

Website: https://thehomecarecpas.com/

  continue reading

13集单集

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Manage episode 450988000 series 3583028
内容由Lucas Carroll提供。所有播客内容(包括剧集、图形和播客描述)均由 Lucas Carroll 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, I'm your host, Lucas Carroll. We have a special guest, Dana Charumbira, the Managing Director at Home Care CPAs. With a wealth of experience in accounting and financial management, Dana shares her insights on the financial intricacies of running a home care business.

From startup challenges and effective tax structures to monthly bookkeeping and leveraging technology, Dana's expertise provides invaluable guidance for new and seasoned home care agency owners. Join us as we delve into financial planning, tax strategy, and operational efficiencies to help you thrive in the booming home care industry.

Timestamps

00:00 Accounting firm specializing in home care financials.

06:16 Optimize tax structures and technology for business.

09:33 Owners undervalue time, hindering growth and profitability.

11:15 Plan early to optimize taxes and finances.

16:20 Analyzing payer source mix, revenue fluctuation, and automation.

19:09 The Licensure process impacts home care startups significantly.

21:06 Keep fixed costs low and manage rent expenses.

24:18 Outsource tasks to avoid being overwhelmed in-home care.

Connect with Dana Charumbira

LinkedIn: https://www.linkedin.com/in/dana-charumbira-550514a

Website: https://thehomecarecpas.com/

  continue reading

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