Notes on books that hold up.
Selling a Home Health Agency: What Diligence Tests in Your Books
What a buyer examines when a home health agency changes hands: payer audit exposure, caregiver payroll, EVV and visit data, and the books behind them.
What Is an IOLTA Account? Start With Whose Money It Is
Client money, pooled, with the interest funding legal aid. What California's rules require of the account, and what it has to look like in your books.
Quality of Earnings Adjustments: What a Buyer's Accountant Changes About Your Books
The adjustments a buyer's accountant makes to your reported profit, why undocumented add-backs get removed, and what to fix before diligence starts.
Selling a Medical Practice: What Diligence Does With Physician Pay and Payer Mix
How a buyer separates your clinical income from your ownership return, what payer mix and net collection rate reveal, and the books that make both provable.
Average Dental Practice Overhead: Benchmarks by Category
Percent-of-collections overhead benchmarks for dental practices by category, why your own number may be misleading, and how to compute one you can trust.
Laboratory Billing: Billed, Allowed, Deposited (Why They Never Match)
Why your billing system, your bank, and QuickBooks never report the same collections number, and the three-column reconciliation that ties them together.
The CTAPP Compliance Review: What the State Bar Actually Examines in Your Trust Records
What a California CTAPP compliance review examines, the Rule 1.15 records you must produce, and how to self-check your trust books before you're selected.
What Is a Three-Way Trust Reconciliation?
A three-way trust reconciliation proves your bank statement, account journal, and client ledgers agree, and the failure that matching totals still hide.
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