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Client Advisory & Accounting Services

Client Advisory & Accounting Serviceds

As a hospital, healthcare, or not-for-profit executive, how would additional accounting support beyond regular compliance services help you manage your organization?

You may need additional assistance, but hiring a qualified accountant with the specific skill set required for your industry can be expensive and time-consuming.

This is why DZA created its Client Advisory & Accounting Services. Our goal is to guide our clients with a spectrum of financial advisory and accounting related services, with the objective of being a strategic partner with our clients’ organizations to help them achieve their goals.

DZA Client Advisory & Accounting Services, outsourced accounting, fractional CFO

Benefits of Using Client Advisory & Accounting Services:

By using Client Advisory & Accounting Services you will:

  • Have more time to focus on your critical access hospital, community health center, hospital, healthcare, or not-for-profit organization.
  • Be more prepared to make business decisions using current, accurate data.
  • Utilize cloud-based technology to access real-time data including key metrics, to give you deeper insights into your organization.
  • Be able to take advantage of opportunities to do even more related to your mission, e.g., applying for grants.
  • Work with a team with extensive knowledge of health care and not-for-profit organizations.

Our Client Advisory & Accounting Services are available in three options:

Controller Package

We would be responsible for the general ledger account reconciliation and preparation of financial reports.

CFO Package

We would supervise and review the entity’s employed accounting staff (controller, accounting manager, accountant, etc.) functions. This service would include management and Board reporting.

Total Package

This service would be complete chief financial officer and controller services. We would be responsible for preparing and reporting financial results. This would include management and Board reporting.

Controller Package

$ 99

Per Month
  • Analysis & Recommendations
  • Board Meeting & Attendance Training
  • Budget Preparation and Reporting
  • Cash Flow Analysis & Management
  • Data Visualization
  • Financial Forecasts & Modeling
  • Grant Proposals
  • Grant & Ad Hoc Reporting
  • Policies & Procedures
  • 1099 Reporting
  • Account Reconciliations
  • Accounts Payable Management
  • Audit Documentation Preparation
  • Bank Reconciliations
  • Consolidated Reporting
  • Designing Control Procedures
  • Financial Statement Preparation
  • Grant Management (accounting and reporting)
  • Medicare and Medicaid Cost Report Preparation Support
  • Medicare Cost Report Documentation Preparation
  • Month-end Closing
  • Payroll Review
  • State and Local Tax (SALT)

CFO Package

$ 99

Per Month
  • Analysis & Recommendations
  • Board Meeting & Attendance Training
  • Budget Preparation and Reporting
  • Cash Flow Analysis & Management
  • Data Visualization
  • Financial Forecasts & Modeling
  • Grant Proposals
  • Grant & Ad Hoc Reporting
  • Policies & Procedures
  • 1099 Reporting
  • Account Reconciliations
  • Accounts Payable Management
  • Audit Documentation Preparation
  • Bank Reconciliations
  • Consolidated Reporting
  • Designing Control Procedures
  • Financial Statement Preparation
  • Grant Management (accounting and reporting)
  • Medicare and Medicaid Cost Report Preparation Support
  • Medicare Cost Report Documentation Preparation
  • Month-end Closing
  • Payroll Review
  • State and Local Tax (SALT)

Total PackageRecommended

$ 99

Per Month
  • Analysis & Recommendations
  • Board Meeting & Attendance Training
  • Budget Preparation and Reporting
  • Cash Flow Analysis & Management
  • Data Visualization
  • Financial Forecasts & Modeling
  • Grant Proposals
  • Grant & Ad Hoc Reporting
  • Policies & Procedures
  • 1099 Reporting
  • Account Reconciliations
  • Accounts Payable Management
  • Audit Documentation Preparation
  • Bank Reconciliations
  • Consolidated Reporting
  • Designing Control Procedures
  • Financial Statement Preparation
  • Grant Management (accounting and reporting)
  • Medicare and Medicaid Cost Report Preparation Support
  • Medicare Cost Report Documentation Preparation
  • Month-end Closing
  • Payroll Review
  • State and Local Tax (SALT)

Team Leader:

Kami Matzek, CPA
kmatzek@dzacpa.com
509.242.0874

Team Leader:

Tom Dingus, CPA
tdingus@dzacpa.com
509.242.0874

Interested in learning more? Contact us.