Medi-Cal/Medicaid Billing
We are registered and certified to bill for the Medi-Cal/Medicaid Waiver program, otherwise known as the Assisted Living Waiver program. We review and confirm eligibility for your clients and handle returns for incorrect attendance, appeals for corrected eligibility, and weekly, bi-monthly, and monthly scheduled billing. Our expert and efficient Medi-Cal billing services will save facilities time, money, and nuisance.
Bookkeeping
We serve as the outsourced CFO and COO for multiple Assisted Living facilities, while also providing comprehensive accounting and financial reporting services to high-net-worth families and small to medium-sized businesses. Whether you’re a facility owner, an individual managing significant wealth, or a new business owner just getting started, you can rely on us to handle your bookkeeping and financial management needs—weekly, monthly, or annually.
Business Setup
We help you design a results-driven business plan, set up efficient QuickBooks or other record-keeping systems, and connect you with our strategic partners who offer specialized services such as Business Entity LLC or Corporation formation.
Tax Agencies
We help clients take care of their sales tax reporting and payments from the California State Board of Equalization. Financial Concierge takes care of paying Clients Property Taxes in multiple states.
1099
We help individuals and independent contractors understand and file their 1099 forms correctly, including income reporting, corrections, and preparing supporting documents to stay compliant with IRS requirements.
Tax Returns Prep
By doing your bookkeeping year-round, our clients are prepared to hand over their information to their personal CPA in order to file all types of tax returns. Whether your CPA files for an individual, business, partnership, corporation, LLC tax returns, we work with them to ensure that all information is accurate and ready for use to file.
The Accolades That Speak to Our Standards
Bookkeeper of the Year
Financial Concierge can give you peace of mind
Global Concierge excellence awards
Financial Concierge can give you peace of mind
Wealth Manager of the Year
Financial Concierge can give you peace of mind
Best Fanancial group agency
Financial Concierge can give you peace of mind