Financial Planning & Analysis (FP&A)
Budgets, rolling forecasts, and unit economics tied to your census and visit mix.
A 30-minute intake-to-billing scan with an operator-advisor. Zero prep required.
What We Do
Rising costs and shifting reimbursement models put pressure on agency margins. We build detailed budgets and rolling forecasts that connect referral volume, visit mix and reimbursement rates to revenue and margin outcomes.
Our FP&A Service Includes:
- Zero-based budgeting: Start each budget cycle by justifying every expense, aligning spend with strategic priorities
- Unit-economics modelling: Measure revenue and profit per visit type (skilled nursing, therapy, aide) to understand contribution margins
- Rolling forecasts and scenario analysis: Update projections regularly to account for census changes, wage pressures or policy updates, using predictive analytics to anticipate cash-flow shortfalls
- Automated reporting: Build dashboards that integrate with your billing system and general ledger to provide real-time financial visibility
Proven Results
Typical Client Outcomes:
- Reduce days in A/R by 15-30 days
- Lower denial rates from 12% to 3%
- Improve cash flow by $150K+ quarterly
- Eliminate billing bottlenecks
“Clean intake and handoffs finally stabilized our cash timing.”
— Placeholder Client
“KFA helped us reduce our A/R from 45 to 28 days and improved our cash flow by $180K in just one quarter.”
— Sarah Johnson, CFO, Mountain View Home Health
Complementary Services
Financial Planning & Analysis works best when paired with our Revenue Cycle Management services for complete financial visibility. We also recommend our Operational Strategy work to optimize the processes that impact your financial performance.
For agencies looking to scale, our Market Expansion & Growth services help you plan and execute strategic growth initiatives.
A 30-minute intake-to-billing scan with an operator-advisor. Zero prep required.
30-minute scan; we’ll pinpoint high-value fixes.