Financial Literacy for Home Care Business Owners
A practical training for home care business owners who want to understand business structure, owner pay, pricing, bookkeeping, revenue, profit, and cash flow.
Your agency can have revenue and still not be profitable.
Many home care owners are bringing in money but still feel financially overwhelmed. You may have clients, caregivers, and referrals, but if you do not understand your numbers, your agency can struggle behind the scenes.
Revenue is not the same as profit.
Cash in the bank is not always money you can spend.
A low hourly rate can quietly drain your business.
Poor bookkeeping can create tax issues, audit problems, and payroll stress.
This training helps you understand the financial side of your agency in a simple, practical way.
Who This Training Is For
This training is for you if:
You own or plan to start a home care agency
You are unsure how to price your services
You do not know how to pay yourself properly
You are behind on bookkeeping
You want to understand your profit, not just your revenue
You serve private pay, Medicaid waiver, or both
You want better systems before scaling
What You Will Learn
Day 1: Business Structure, Owner Pay, Revenue & Profit
Sole Prop vs. LLC vs. S-Corp vs. C-Corp
How your business structure affects taxes and owner pay
Owner draws vs. salary
Revenue vs. gross profit vs. net profit
How to read a basic Profit & Loss statement
Why clean financial records protect your agency
Day 2: Pricing, Bookkeeping, Cash Flow & Action Planning
How to calculate a profitable hourly rate
What your rate must cover
Private pay vs. Medicaid/waiver payer mix
Bookkeeping basics for home care owners
Common financial mistakes that hurt agencies
Cash flow planning
90-day financial action plan
What’s Included
Your Registration Includes:
Access to the live training
Training workbook or slide materials
Pricing examples
Bookkeeping checklist
Cash flow planning guidance
90-day financial action plan
Opportunity to ask questions during training
Option to book additional support after the training
Price:
$299
Invest $299 in this focused 2-Day training for agency owners. Gain actionable tools, client-winning strategies, and implementation templates to boost revenue and streamline operations—delivering rapid ROI. Short, practical, and designed for busy leaders ready to scale. Secure your spot and transform how your agency wins business.
Meet Your Trainer
Alexis Smalls, CMM, helps healthcare and home care business owners understand the financial and compliance side of running an agency. With experience in healthcare operations, bookkeeping, regulatory compliance, and business systems, Alexis teaches agency owners how to stop guessing and start making informed business decisions.
Alexis Smalls, CMM
Healthcare Compliance & Financial Systems
www.smallsalexis.com
844-321-7052
[email protected]