Client Perspectives

“I first worked with John in the late 1990s, when his rapid mastery of Medicare’s confusing Interim Payment System helped save our company from ruin. Since then, he has been the expert I turn to whenever my home care technology newsletter needs a clear explanation and an authoritative perspective on Medicare revenue.”

“I first met John in the early 1990s, when we often found ourselves on opposite sides of audit engagements. Even when our positions differed, he approached difficult discussions with fairness, respect, and an open mind. Over the years, I have watched him build an outstanding reputation as a trusted healthcare advisor. He is knowledgeable, ethical, and genuinely committed to helping his clients succeed.”

“Our relationship began with Medicare cost reporting, which John handles with exceptional precision and reliability. It quickly became much more. He understands the financial and operational machinery behind the cost report and uses that perspective to surface insights most preparers would never think to raise. He has become a genuine strategic partner who helps us understand what the numbers are actually telling us.”

“I first engaged John after my prior CPA and cost-report preparer retired and recommended him as his successor. John initially supported our clients with their cost reports, then quickly demonstrated expertise across the broader financial and operational challenges of home health and hospice. He can take complex issues such as the annual HH PPS Proposed Rule, explain them clearly, and offer actionable alternatives. He is now our go-to expert for cost reporting, budgeting, forecasting, analysis, turnaround assistance, and interim C-suite support.”

“What I most appreciate is John’s willingness to educate me about the cost report and how its information is used to calculate future reimbursement rates. He makes an otherwise daunting task manageable by breaking it into understandable parts. As I have learned why the report matters and how the information is used, I have also become better able to collect the right data each year.”

“What began as a cost-report engagement developed into a long-term advisory relationship. John became one of the first people we called whenever we faced an important financial, reimbursement, or operational challenge. His combination of technical expertise and practical business judgment made him an invaluable resource to our leadership team.”

“I first learned about John through an educational webinar on working with CMS and later contacted him for our first cost report. As our agency grew, he continued to provide high-quality service and valuable guidance on improving margins and preparing for CMS changes. He has been a consistent, trusted resource—not only for required reporting, but also for thinking more strategically about financial performance and reimbursement planning.”

“When I started a Medicare-certified home health agency in Florida, I quickly learned how complex the regulatory and financial side of the industry could be. We originally engaged John for our Medicare cost report. In six weeks, we learned more about managing our financial information than we had in the previous 18 months. His value extended far beyond the report: he has continued to guide us through Medicare policy changes, reimbursement issues, and strategic decisions as our agency develops. I consider John a trusted resource and feel fortunate to have him on our side.”