Business Financial Services

There are times during the growth of a corporation that will challenge the organization to its very core. Many of the pressures and complications may be financially related. Often times it is helpful to partner with another financial expert who can analyze financial documents, examine internal financial controls and make recommendations based on experience and standards.

Lisa Anderson has spent over twenty years in public and private accounting ranging from Auditing large financial institutions for the Federal Deposit Insurance Corporation (FDIC) to serving in the capacity of Chief Financial Officer of a large continuing care retirement corporation (CCRC) that had over 100 million in assets.

SERVICES OFFERED: Retirement, Assisted Living, CCRC'S, SNF's

  • TRAINING
 
  • Computerized Accounting Systems Training
       
  • Accounts Payable, Receivable, Payroll, HR to Financial Statements and Tax preparation if needed
  • FINANCIAL ANALYSIS
 
  • Revenue Projections
  • Operating Expense Projections
  • Pro Forma Development/Budget Forecasting
  • Pro Forma Operating Forecasts
  • Business Plan Reviews
  • BUSINESS PREPARATION
 
  • Including operating and capital budgets
  • FINANCING
 
  • HUD Financing
  • Conventional Loan Financing
  • Bond Financing
  • Tax Exempt Bond
  • TAX PREPARATION
 
  • 990's, 940's, 941's, and 1120's
  • ACCOUNTING SERVICES
      
  • Billing
  • Receivables
  • Payables
  • Payroll processing
  • Financial Statements
  • PROJECT BUSINESS PLANS
  • LICENSE APPLICATION COMPLETION
 
  • For Boarding Homes, Adult Family Homes & CCRC's