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Standard Ledger: Multi-Site Cash P&L

One chart of accounts for every site, built from each office’s systems instead of 13 separate QuickBooks files. A home care group lives on caregiver cost, staffing and collections, so the ledger is built around site-level margin and the operating lines. Click any line to drill in.

Columns by

Period TTM · $000s

Every figure traces to source transactions in each unit's systems. Switch columns to re-cut the same P&L by any dimension. Most multi-site groups can’t compare sites this way today.

Referral Sources

Where new clients come from, what each referral source costs to win, and which ones convert. Built for the operator: grow physician and hospital referrals, and cap the expensive lead services.

Referral sources · trailing twelve months

Inquiry-to-start is the share of inquiries from a source that became a client. Acquisition cost is the blended cost to win one client from that source. Fictional sample data.

Benchmark

Every unit scored against the network median on the metrics that drive home-care economics. Color shows the quartile within the Options network — the network health radar from the pitch.

Top quartile Mid Bottom quartile

Unit	Type	Revenue	Gross margin	Net margin	Bill rate	Util.	Overtime	90-day ret.	Inq→Adm	DSO

Gross margin vs net margin · where overhead eats the spread

The Read — what the radar shows

Core KPIs

The numbers a home-care operator should see every month — funnel, labor, revenue engine, and financial health — each against an industry target. This is the monthly numbers meeting (Tier 3), standardized across the network.

Slice by

Network · 16 units

Demand & funnel

Caregiver & labor — the existential side of the business

Revenue engine

Financial health

Tax Planning

Tier 2 of the network finance department. Because Multi-Site Dashboard already keeps every owner's books, tax planning runs off real numbers — not a March scramble. Below: the network-wide opportunities a CPA would work unit by unit.

Owner entities

16

— S-corp elected

Network owner profit

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pass-through to owners

Est. current tax

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blended ~32%

Identified annual savings

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across 16 owners

Tax-saving opportunities — prioritized by network value

S-corp & reasonable-comp snapshot · sample units

Unit	Owner profit	Reasonable comp	SE tax saved

Quarterly estimates · network

What a unit operator sees — the single-location view (Tier 2)

Each site leader gets this scoped to their own entity — their books, their estimates, their plan — while the leadership sees only the anonymized network roll-up above.

Charts

The ledger in graph form — plus operational metrics the P&L can't show. Pick a metric, a comparison, a timeline, and a chart type; everything updates live.

Metric

Compare by

Timeline

Chart type

Latest

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vs prior period

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TTM total / avg

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Best vs worst series

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Latest period by series