Day-to-day, month-to-month: financially healthy, with less stress
Assisted Living Communities
Running an assisted living community is no easy task. After all, you start with residents who need 24/7/365 attention; add in facilities that need constant care, monitoring, upgrades; cap it off with a long list of regulatory requirements. So, on your long list of things to do today, where does financial strategy fit? You know you should be addressing it, both short-term, and long-term, but it’s hard to find the time, and the expertise.
EFP Rotenberg: deep experience with all facets of assisted living
We are a full-service CPA firm with a unique practice area focused on assisted living and senior living communities. We have worked with many owners in this sector, so we’re acutely aware of the issues that you face, both today and for the future, and can offer strategic advice as well as hands-on help to advance your business. We believe our combination of financial and accounting skills, plus our knowledge of your industry, can provide you with significant advantages in the marketplace.
Our clients are located across the United States, operating assisted living communities both large and small. Over the years of working with them, we have learned best practices that can make a difference in your business.
Strategic financial operations: practical help that means you sleep better at night
Our team of CPAs specialize in all the day-to-day financial requirements of running an assisted living community – Department of Health Reports, HUD Audits, accounting and tax consulting. Our “what matters” approach means we keep an eye on your next best steps, around issues like cost-cutting and strategic investments.
All together, it means smart financial operations for a healthier bottom line. Read more about our Strategic Financial Operations for Assisted Living.
Strategic business planning for owners: how does the business work for you?
If you’re an owner of an assisted living community, you have another whole set of issues around business planning. What’s your vision – to expand, to sell, to franchise? How will you retire, and what happens to the business when you do? How do your business goals fit in with your personal goals?
EFP Rotenberg has significant experience helping business owners navigate the entire spectrum of business lifespan issues. Our Assisted Living team combines that knowledge with our nuanced understanding of this industry to deliver a robust, integrated way to plan for your own future.
Read more about our Strategic Ownership Consulting for Assisted Living Communities.
Our team—focused on the issues you face
Meet our Assisted Living team. Our members are focused on your industry—its trends, its challenges, its opportunities.
“As the needs of assisted living communities become so much more specialized, your partners need to be that much more knowledgeable. We’re steeped in the issues of assisted living communities. We understand what you’re facing. We know which solutions will work.”
—Craig Kellner, CPA, Partner
We look forward to hearing from you. Everything about your business, and your role in it, could be easier. Contact us.




