| Service Level | Client Description | Client Role | Our Role |
|---|---|---|---|
| Advisory Level | One facility with a full-time CFO or Controller. | Maintains “accrual basis” ledger. Posts all monthly third-party billings, cash receipts, cash disbursements and payroll. | Provides guidance, analysis and expert consultation as needed. |
| Partner Level | One facility with a full-time Business Office Manager. | Maintains “cash-basis” general ledger and posts all cash receipts and payments. Manages or contracts out monthly third-party billings. Sends monthly billings reports and third-party payroll reports to Hansen Hunter & Co. P.C. (HHC) for posting to the general ledger. | Posts to the general ledger. |
| Premier Level | One facility with no full-time Business Office Manager or bookkeeper. | Keeps track of all cash receipts and cash disbursements using Excel or Quickbooks, but does not maintain a general ledger. Sends monthly third-party billings reports to HHC Sends payroll reports from third-party providers to HHC each pay period. Provides HHC with a listing of all cash receipts and disbursements for review. | Manages and maintains the general ledger. Reviews cash receipts and disbursements. |
Please contact Eddie Uppal or call our our Axiom office at 818.456.0940 for more information.
