The partners
we trust.

An accounting firm that works only with home care agencies. Tax, accounting, capital funding and fractional CFO support from a team that already speaks your numbers: billable hours, payer mix and caregiver cost.

Tax, bookkeeping, payroll, cash flow management and interim CFO services for growing businesses that have outgrown do-it-yourself books.

Estate planning, probate, business law and real estate. The team to see when your will, trust and business succession documents need to line up with your plan.

A national SBA lender with a team dedicated to home care and hospice. Acquisition, expansion, refinance and working capital from people who understand a payroll-heavy business.

Reverse mortgage guidance for seniors and their adult children, often the missing piece when a family is working out how to pay for care at home.

Sales training and fractional sales leadership for home care. Her Sales Academy turns referral marketing into a repeatable process your team can run without you.

Podcast strategy and production for B2B companies. Show strategy, guest recruiting, full video and audio production, distribution, and tracking which guests turn into clients.

Mastermind groups, executive retreats and benchmarking for private pay home care owners, grouped by revenue so you sit with peers at your stage. Casey brings a nurse's depth on care management and clinical leadership.

Tax preparation, tax planning, accounting and business planning under one roof, with more than 25 years of experience serving Indiana business owners and families.

Tax preparation, accounting, tax planning and IRS mediation for startups, small businesses and established companies.

One of the best-known employment and regulatory attorneys in home care. Wage and hour compliance, caregiver classification, licensing, franchising and acquisition diligence.

Home loans for owners buying, building or refinancing, including conventional, VA, FHA and jumbo, with fast closings.

Payroll and HR with a 401(k) that runs directly through payroll. Contributions post automatically and your team manages their own accounts.

Video marketing built for home care: your origin story, caregiver recruiting and retention videos, and educational content, filmed remotely with their direction.

Operational systems coaching so the business runs without you in every seat. Their Action Leader Experience adds strategy calls, owner roundtables and in-person summits.

Sales, marketing, recruiting and operations coaching for agency owners, plus live Boot Camps that have trained owners across the country since 2012.

Tax, bookkeeping and business advisory for entrepreneurs, backed by free workshops. Shara also founded 50 Bosses Deep, which runs the MINDSHIFT conference for business owners.

Tax preparation, bookkeeping, audit support and IRS resolution. A strong call if you are carrying back taxes or an open notice and need someone to negotiate for you.

Business formation, contracts, real estate and brand protection, with deep experience structuring deals for founders, athletes and entrepreneurs.

Residential real estate across Southeast Michigan, from first homes to luxury and waterfront properties.

HIPAA-compliant virtual assistants trained for home care: scheduling, recruiting, intake, payroll support and after-hours coverage, built into systems like AxisCare.

Branding, media, events and fractional marketing leadership for home care owners and founders who want to become the name people know in their market.

Consulting built only for home care: optimization, new territories, sale preparation and profitability. Their Powerhouse Peers groups match eight to ten owners on twelve criteria, and every vendor they recommend has passed their own three-step vetting.

Consulting, operations and marketing toolkits for agency owners, and the B.Reel Dinner Series, where owners get in a room and learn from each other.