Our services — financial leadership

Margin Compass
Monthly Service

Clear financial leadership and actionable insights delivered every month — without the cost of a full-time CFO. Your numbers, explained and acted on.

What we provide
Monthly financial packages with clear commentary
KPI dashboards showing what matters most
Variance analysis and trend insights
Strategic guidance and recommendations
Margin Compass
—
—
0%
Op. margin
↑ 2.1%
$0M
Net revenue
+4.2% YoY
$0M
Cash flow
YTD
KPI dashboard
Medicaid capture rate 87.3%
Agency labor % 22.1%
Vendor spend vs. budget +3.4%
Census occupancy 91.2%
This month's top 3 actions
Review pharmacy contract
18% above market rate. Target: −$31K/yr.
Reduce agency reliance
Agency at 22.1% — 4.1% above target.
Appeal 3 denied claims
$14,200 recoverable. Documentation complete.
Scheduling delivery…
3
Next report delivery
—
What we provide
Monthly financial packages and commentary
KPI dashboards and variance analysis
Trend analysis and peer benchmarking
Actionable strategic recommendations
The impact
Greater financial visibility across operations
Better, faster leadership decisions
Stronger accountability at every level
Sustained performance improvement
Who this is for
Skilled Nursing Facilities
Senior Living Operators
Multi-site Operators
Management Companies
Data sources
1 U.S. Bureau of Labor Statistics. OEWS May 2023 — NAICS 623100 Nursing Care Facilities. bls.gov
2 CliftonLarsonAllen (CLA), cited in Skilled Nursing News. May 2023. skillednursingnews.com

Proud member of leading industry associations

Member
LeadingAge NY
LeadingAge New York — serving New York's aging services community
leadingageny.org →
 Member
hfma
Healthcare Financial Management Association
hfma.org →
 Member
NYSHFA | NYSCAL
New York State Health Facilities Association · New York Center for Assisted Living
nyshfa-nyscal.org →

Gain financial clarity without the full-time cost.

Your Margin Compass report — delivered every month.

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