Business Details
Senior Living Accounting & Financial Consulting Services
Walker Healthcare Services Group CPAs is a full-service accounting firm dedicated to serving senior living providers. Our team combines extensive industry expertise with a personalized approach to deliver audit, tax, consulting, and strategic financial planning services. With former senior-level executives from senior living organizations on staff, we offer unique insights into operational and financial challenges. Our tailored methodologies address GAAP interpretations and organizational needs, ensuring efficient decision-making without bureaucratic delays. We specialize in HUD audits, benefit plan audits, and Medicaid/Medicare reimbursement optimization, serving clients nationwide.Our strategic planning facilitation helps organizations translate mission and vision into actionable plans. With experience in over 100 transactions, we provide expert guidance in divestitures, acquisitions, and strategic alliances. Our debt structuring services have secured financing ranging from $9M to $150M, while our operational reviews identify opportunities for sustained excellence. We offer interim executive services and performance management solutions, leveraging decades of experience in both nonprofit and for-profit senior living sectors. Our commitment to continuous improvement and client partnership positions us as trusted advisors in the senior living industry.
Services
Audit & Tax Services
Economic Projections
Strategic Planning
Debt Structuring
Reimbursement Optimization
Interim Executive Services
Operational Reviews
Executive Search
Brand Development
Performance Management
Highlights and features
- We specialize exclusively in senior living sector accounting with decades of industry-specific experience
- Our team includes former senior executives from senior living organizations
- We provide tailored GAAP interpretations based on unique organizational circumstances
- Our strategic planning facilitation has helped organizations achieve measurable operational improvements
- We offer nationwide HUD audit expertise with over 300 completed audits across multiple programs
Services
Audit & Tax Services
Our specialized audit and tax services focus on senior living providers, including HUD audits, Medicaid/Medicare compliance, and benefit plan audits. We deliver thorough financial reviews with benchmarking analysis while minimizing staff disruption. Our team stays current with IRS regulations to ensure accurate 990 filings and tax compliance for nonprofit organizations.
Strategic Planning
We facilitate strategic planning sessions that translate organizational missions into actionable plans. Our services include alliance identification, acquisition due diligence, and post-transaction integration support. We help boards and management teams align operational, cultural, and strategic goals for sustainable growth in competitive senior living markets.
Reimbursement Optimization
Our experts analyze Medicaid CMI and Medicare RUGS scores to identify reimbursement optimization opportunities. We provide training on case-mix methodologies and help providers accurately reflect service delivery in scoring systems to maximize reimbursement rates while maintaining compliance standards.
Debt Structuring
We assist with debt placement ranging from $9M to $150M, including tax-exempt and taxable structures. Our services cover loan covenant negotiation, capital cost minimization, and coordination with banks, bond counsel, and investment bankers to achieve optimal financing arrangements for senior living providers.
Interim Executive Services
Our interim executive services provide experienced CFOs and controllers with senior living industry expertise. We offer temporary leadership during transitions, helping organizations maintain financial stability while implementing long-term strategic initiatives and operational improvements.
People
C.J. King
Partner
C.J. King brings extensive accounting expertise to senior living providers, combining strategic vision with practical financial leadership experience in the healthcare sector.
Stephanie Richardson
Partner
Stephanie Richardson offers specialized knowledge in senior living financial operations, providing strategic guidance and audit expertise to organizations nationwide.
Adam Huffman
Audit Manager
Adam Huffman oversees audit engagements with focus on HUD compliance and financial reporting standards for senior living communities across various regulatory frameworks.
Deborah Beebe
Audit Director
Deborah Beebe directs audit operations with deep understanding of senior living financial challenges, ensuring compliance and operational efficiency for clients.
Ed Bowes
Audit Director
Ed Bowes provides audit leadership with specialized expertise in senior living financial structures and regulatory compliance requirements.
Questions
What senior living sectors do you specialize in?
We serve CCRCs, nursing homes, assisted living facilities, and independent living communities nationwide.
Do you handle both nonprofit and for-profit organizations?
Yes, our team has extensive experience with both nonprofit and for-profit senior living providers.
What types of audits do you perform?
We specialize in HUD audits (Section 223(f), 232, 202/811), Medicaid/Medicare audits, and benefit plan audits.
Can you help with strategic planning implementation?
Yes, we facilitate strategic planning sessions and provide annual plan recalibration services.
Do you offer interim executive leadership?
Yes, we provide interim CEO, CFO, and controllership services with industry-specific expertise.
What geographic areas do you serve?
While based in Roanoke, VA, we serve clients nationwide including Hawaii and Alaska.
