HCAF: Margin Basics: The Foundational Financials Every Owner and Operator Should Know

Content
1 module

Rating

Course length
60 mins

Instructor
Dana Charumbira

Price
$15.00 USD

Description

Strong margins don’t happen by accident. They come from understanding the right numbers and using them to make better decisions at every stage of growth.

In this session, Dana Charumbira and Adam Shriver from The Home Care CPAs will walk through the core financial drivers behind a healthy, scalable home care agency. We’ll focus on the metrics that matter most, how they show up in your financials, and how to use them to evaluate performance, spot opportunities, and make more confident decisions.

Whether you’re building toward your next stage of growth or looking to improve profitability at scale, you’ll leave with a clearer framework for managing your numbers and strengthening your margins.

 

Speakers/Course Authors - Dana Charumbira, CPA; Adam Shriver, Client CFO

Objectives

Course Objectives

In this session, participants will:

  • Identify the key financial drivers of margin and performance in a growing home care agency

  • Learn how to read financials with a more strategic lens to evaluate performance and uncover opportunities

  • Explore practical ways to improve margins through pricing, staffing, and cost structure decisions

Certificate

By completing/passing this course, you will attain the certificate HCAF Course Certificate (No CE)

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HCAF: Margin Basics: The Foundational Financials Every Owner and Operator Should Know
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