California Nonpublic Agencies

Accounting and CFO services for California NPAs

ISA-level revenue, LEA contract reconciliation, CDE certification, AB 5 classification, and audit-ready documentation — for nonpublic agencies serving California school districts.

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CPA-led · Nationwide & fully remote · Flat monthly fees

The Problem

School contracts pay late and audit hard

NPA revenue arrives on district timelines, not yours, and every dollar has to survive an LEA audit. Generalist bookkeeping does not survive contact with an ISA.

ISA and LEA contract revenue

Revenue is earned per Individual Services Agreement and billed per district. Tracked at the summary level, you cannot prove what you invoiced or defend what you collected.

CDE certification and renewal

Nonpublic agency certification carries financial reporting requirements. We keep the books in the shape the California Department of Education expects year round, not in a scramble.

AB 5 and prevailing wage

Clinician classification under the ABC test is the single largest exposure most NPAs carry. We document it defensibly and handle certified payroll where contracts require it.

What You Get

Everything your practice needs behind the front desk

One integrated, CPA-led team handles the entire business side, so your energy stays on care.

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✓ Revenue tracked at the ISA level and reconciled by district
✓ LEA contract and invoice reconciliation
✓ CDE nonpublic agency certification and renewal support
✓ AB 5 clinician classification, documented defensibly
✓ Certified payroll and prevailing wage where contracts require it
✓ Audit-ready documentation maintained year round
✓ S-corp election and reasonable-compensation analysis
✓ Full-service payroll, 1099s, and cash-flow forecasting around district timing

What You Get

Everything your agency needs behind the caseload

One CPA-led team handles the finance and compliance side so your clinicians stay with students and your agency stays audit-ready.

Assess

A free deep-dive into your books, entity, comp, and pain points.

Build

We clean up the books, set your chart of accounts, and stand up the compliance calendar.

Run

Monthly financials, payroll, and tax filings delivered like clockwork.

Grow

Quarterly strategy, benchmarking, and proactive tax planning.

The economics

What we watch in a California nursing corporation

Every specialty has a handful of numbers that decide the year. These are the ones we put in front of you monthly, with the planning ranges we work against.

California NPA scorecardPlanning ranges

StructureNursing corporation, ownership restricted

ISA-level revenue recognitionEntity-specific

Provider cost as a share of revenue45–55%

Days in accounts receivable30–45

CDE certification statusTrack renewal dates

Multi-state payroll exposureIf telehealth

Operating margin12–22%

Why these three matter most

Ownership is not a preference, it is a ruleA California nursing corporation has ownership restricted to licensed persons. Structuring around that is where MSO agreements earn their keep.
Independent practice status changed the mapTransition-to-practice and independent-practice pathways altered what an NP-owned entity can do and how it contracts. The accounting follows the structure.
Certification dates are cash-flow datesA lapsed certification is a revenue interruption. It belongs on the compliance calendar, not in someone’s inbox.

These are planning ranges we work against in engagements, not published survey data. Healthy figures vary by payer mix, geography, entity structure and stage — a practice outside a range is not necessarily unhealthy, it is a question worth asking. We benchmark you against your own trend first.

Questions

From messy books to a real financial partner

Yes. We prepare the financial statements and supporting schedules the certification and renewal process requires, and we keep the books in that shape year round so renewal is a filing rather than a project.

At the agreement level, reconciled to district invoicing and collections. When an LEA questions a billing, you can produce the trail immediately instead of rebuilding it from calendars and emails.

We document the classification position under the ABC test with the analysis behind it, and where contracts require prevailing wage we run certified payroll. This is the exposure that closes agencies, so it is worth getting right before anyone asks.