Bookkeeping That Understands Home Care, Hospice &Assisted Living— And How to Automate It
From Medicaid billing to EVV, payroll, and hospice reimbursements — we combine hands-on expertise with smart automation so your books stay clean, accurate, and audit-ready.
Talk to a Care Bookkeeping SpecialistNot Just Bookkeepers. Your Tech-Forward Financial Team.
Most bookkeepers don't understand care. Even fewer understand automation.
CareOS Bookkeeping is different. We're built for:
Home Care Agencies
Assisted Living Facilities
Hospice Service Providers
And we leverage automation in tools like QuickBooks, TSheets, and WellSky to reduce errors, speed up payroll, and keep your agency running smoothly — without compromising compliance.
What We Handle For You
Core Bookkeeping Services
- Full-charge bookkeeping in QuickBooks Online (with rule-based automations)
- Weekly AR reports, reconciliation, and cash flow visibility
- Categorizations using bank syncs and automation rules
- Smart alerts and flags to catch P&L issues before they snowball
Invoicing & Claims Management
- Invoice generation in WellSky, August Health, or CareGrove
- 15-day claim submission cycles to Medicaid and insurance
- Automation support via 8x8 Fax, email templates, and reminders
- Hospice revenue cycle tracking: RHC, respite, GIP, and pass-through billing
Payroll Prep & Oversight
- Pull timesheets from EVV or TSheets
- Auto-calculate OT, holiday, night differential, and travel
- Deliver error-checked data to your payroll system (QuickBooks, ADP, Gusto)
- We use IPC Exporter or pre-built templates to speed things up
Compliance & Reporting
- Automate recurring categorizations — but layer in manual QA for accuracy
- Weekly P&L and AR sent via Google Drive or integrated in QBO
- Segment reports by location, program (e.g., PCA, hospice, ALF), or payor type
- We cross-reference DHS contracts, EVV logs, and shift data for compliance
Our Workflow is Automated Where It Should Be — and Reviewed Where It Must Be
Tech-Driven Intake
Send us your data — QuickBooks, billing software, bank feeds, EVV systems — we plug in and configure fast.
Smart Automation Setup
We implement QuickBooks rules, Transaction Pro imports, and time-saving templates for your systems.
Human Oversight Where It Matters
We manually inspect edge cases, outliers, and compliance details you can't afford to miss.
Consistent Reporting
Every Friday you get updated reports — with financials that match your reality, not just your bank balance.
Who We Work With
We support agencies with:
5–150 caregivers
1–3 billing systems (WellSky, August Health, CareGrove)
Medicaid + private pay blends
Hospice billing complexity (RHC, respite, room & board)
Tech-friendly teams open to automation & streamlining
Real-World Results
"We automated payroll data entry with IPC Exporter and set rules in QuickBooks. We saved 4–5 hours a week just in categorizing transactions."
Hospice ALF Bookkeeper
"Swati helped our home care agency submit invoices every 15 days, track AR, and reconcile Medicaid deposits — all while catching missing hours and ensuring pay matched contracts."
Home Care Owner
"Most firms either do it all manually or set up rules and never check them. CareOS does both: smart automation and hands-on quality control."
Client CFO
Membership Tiers
Essential Care Bookkeeping
For lean teams ready to offload the busywork:
- Invoicing + AR follow-up
- Payroll prep (biweekly)
- Bank reconciliation (monthly)
- DHS-aligned compliance checks
- Weekly AR/P&L snapshot
Full-Service + Automation
For growing, multi-program agencies who need robust support:
- Everything in Essential
- Medicaid & hospice billing oversight
- Daily bank reconciliations
- Payroll systems integration + smart exports
- Custom dashboards + financials segmented by program
Avoid the Most Common Financial Mistakes:
We bring structure, automation, and clarity to your financials.