Senior couple talking to each other.

Senior Living Financial Services

Flexible financial leadership and outsourced accounting to support clearer, more confident decisions

Senior living organizations continue to face rising financial complexity — from shifting reimbursement models to increasing operational demands. At the same time, leadership turnover and staffing gaps are placing added strain on finance functions, often disrupting reporting and limiting visibility into performance.

Our senior living financial services team helps restore clarity by strengthening both financial leadership and execution. We start by helping you understand what your financial data is telling you — where risks and opportunities exist — then strengthen the underlying processes and reporting to support those insights. With firsthand experience working within senior living and healthcare organizations, our professionals understand the operational and regulatory realities behind the numbers.

When providing outsourced accounting, we adapt and scale to your needs. Our support ranges from foundational accounting and reporting to controllership and CFO-level advisory. Whether addressing immediate capacity constraints or advancing longer-term financial priorities, we work alongside your team to improve and standardize your financial processes.

We offer practical financial support to address gaps, improve operations, and move your organization forward.

Outsourced CFO & advisory services

Financial leadership to align strategy, planning, and decision-making with your mission.

Outsourced financial reporting

Accurate, timely financial reporting with standardized processes and strong internal controls.

Controllership & accounting services

Reliable day-to-day accounting to support continuity, audit readiness, and reporting accuracy.

Accounting department assessment

Evaluate your current finance function to identify risks, inefficiencies, and opportunities to improve.

Financial & operational improvement

Connect financial data to operational drivers through focused benchmarking and analysis.

Reimbursement optimization

Cost reporting and strategy to improve reimbursement accuracy and capture revenue opportunities.

A steady, reliable presence in your finance function

Our professionals operate as an extension of your team, bringing stability, responsiveness, and clear ownership to your finance function. We focus on practical execution and transparent communication, so you always understand where things stand and what it means for your organization. With experience across leading senior living and healthcare software platforms, we get to work quickly with minimal disruption. We provide continuity and structure through periods of change, helping your financial processes remain consistent and well understood.

Dave Gehm
President & CEO, Wellspring Lutheran Services

What I most appreciate about Plante Moran is their flexibility in working with our increasingly complex organization and their willingness to design project approaches that best fit our needs. On several recent occasions, the professionals at Plante Moran were able to pivot quickly with us to address a need or take advantage of a new opportunity.