Senior Services
Empowering senior services organizations through strategic solutions designed to drive performance and long-term success.
Senior Services
Baker Tilly’s senior services team brings decades of experience supporting organizations through every stage of growth and transformation.
With a deep understanding of the industry’s financial, operational and regulatory landscape, we help providers reimagine strategy, elevate care delivery and build a more resilient future.
Featured senior services
At Baker Tilly, we understand the evolving complexities of senior services organizations. From financial planning and market research to clinical, operational and technology transformation. Our team delivers tailored, strategic guidance to help organizations adapt, grow and thrive in today’s environment. Explore how our solutions can help address your organization’s most pressing challenges.
Growth planning
Development, expansion and long-term success in senior living require careful, strategic planning backed by market insight and financial analysis. We help organizations plan for the future with a data-driven, mission-aligned approach to growth and sustainability.
- Strategic planning: Align organizational goals, financial realities and market opportunities.
- Market research and analysis: Understand consumer trends, competition and future demand.
- Financial planning and feasibility studies: Evaluate and plan for construction, renovation or repositioning projects.
- Development advisory: Navigate the full lifecycle of a development project—from concept to completion.
- Project financing: Access programs like HUD, LIHTC, Fannie Mae and Freddie Mac.
- Transaction due diligence: Evaluate opportunities, risks and synergies in M&A or partnership scenarios.
- Construction audit and monitoring: Maintain cost control and oversight from pre-construction through project completion.
Clinical and care optimization
Delivering high-quality care in today’s evolving environment means navigating staffing challenges and regulatory compliance, while at the same time ensuring your facility is properly reimbursed by third-party payors for the care you are delivering to your residents. Our clinical and care optimization solutions bridge operations and finance to help organization improve outcomes and remain sustainable.
- Clinical advisory: Strengthen care quality, documentation and staffing strategies.
- Medicare and Medicaid reimbursement and billing: Ensure accurate reimbursement for care delivery, reduce risk and effectively manage billing and collection cycles.
Operational excellence
Senior services providers face growing pressure from staffing shortages, reimbursement shifts, evolving care models, campus repositioning and rising demands for financial transparency. We help organizations enhance care delivery, improve efficiency and strengthen financial performance through targeted operational and financial strategies.
- Operational assessments: Identify revenue enhancement and cost-saving opportunities and boost sustainability.
- Digital transformation: Build a future-ready organization using AI, automation and analytics.
- CFO advisory: Align finance with business strategy and modern expectations.
- Outsourced accounting: Strengthen your back office with tailored support and technology.
- Cost reporting and reimbursement: ensure accuracy, compliance and utilize cost reporting data to drive performance improvement.
Unlock savings, fuel growth.
Operational assessment finds $1.4M in savings for senior living community
Real savings, real impactBy the numbers
500+
for-profit and not-for-profit senior living clients
250+
dedicated healthcare professionals
Top 15
healthcare consulting management firm (Modern Healthcare 2024)
Senior specialization
Navigating reimbursement pressures, regulatory reform, workforce challenges and rising consumer expectations can be challenging. At Baker Tilly, our senior services team brings deep industry knowledge and hands-on experience to help you adapt and lead with confidence. We support a wide range of providers, each with unique needs and opportunities.
Continuing-care retirement communities (CCRCs) and life plan communities (LPCs)
Navigate complex care models and multi-level service offerings with strategies that support long-term sustainability and resident satisfaction.
Skilled nursing facilities (SNFs)
Improve operational performance, manage compliance risk and respond to shifting reimbursement models in a highly regulated environment.
Assisted living facilities
Stay competitive by optimizing operations, enhancing care delivery and responding to changing resident expectations and market trends.
Memory care organizations
Develop specialized programs, strengthen clinical oversight and ensure quality outcomes for one of the fastest-growing segments in senior ser.
Home and community-based service clients
Expand access, streamline care coordination and meet rising demand for in-home services with forward-thinking strategies and scalable support.
Active adult and affordable housing communities
Plan, finance and develop housing solutions that meet the needs of aging populations while balancing affordability, amenities and long-term value.
Baker Tilly’s team members provide us with proactive advice to help us stay at the forefront of industry developments. They listen to our concerns and seek out timely and effective solutions. They are highly responsive, professional and offer an extensive range of services to complement our annual audit. We are confident in their abilities to provide us with beneficial guidance and we view them as a trusted business advisor.CFO, Senior services client
Transform your back-office
No matter the size or stage of your organization, Baker Tilly delivers back-office solutions designed to help senior services providers simplify operations, scale efficiently and stay focused on what matters most — delivering exceptional care. Whether you need advanced financial tools, outsourced support or workflow automation, our team is here to help you modernize and future-proof your organization.
Scaling with Sage Intacct
For senior services organizations with growing needs and in-house finance teams, Sage Intacct offers a cloud-based financial management platform that takes you beyond the limitations of QuickBooks or Microsoft Great Plains.
Automate repetitive tasks, access real-time dashboards and scale your financial operations with confidence — all while gaining the insights needed to make strategic decisions faster.
Boost organizational performance
Five strategies for healthcare financial leaders
Download our whitepaperSimplifying with Baker Tilly Advantage
If managing day-to-day financial operations is stretching your resources thin, Baker Tilly Advantage can help.
We provide reliable, outsourced accounting, tax, payroll and HR solutions tailored to the needs of senior services organizations. Let our experienced team handle your back-office functions so you can focus on resident care, operational strategy and mission delivery.
Unlocking healthcare back-office value
Medicare and Medicaid cost reporting
Strengthen your back-officeRobotic Process Automation (RPA)
Manual processes slowing you down? Our healthcare-focused RPA solutions are designed to streamline back-office tasks and reduce administrative burden.
Whether it’s billing, payroll, EHR data entry or compliance reporting, automation can improve accuracy, free up staff time and help your team operate more efficiently — all while supporting long-term sustainability.
Recent thought leadership
Stay ahead of the curve with the latest insights from our senior service team. Explore articles, guides and perspectives designed to help senior services organizations navigate today’s challenges and plan for tomorrow.
Unlocking healthcare back-office value: Medicare and Medicaid cost reporting
Learn how to turn Medicare and Medicaid cost reporting into a strategic tool that boosts financial performance, improves reimbursement accuracy, and guides decisions.
Healthcare M&A update: H2 2024
This report developed by Baker Tilly Capital, LLC provides an update on the healthcare mergers and acquisitions (M&A) market in the second half of 2024.
Navigating PDPM changes in Pennsylvania Medicaid reimbursement
Pennsylvania Medicaid reimbursement is changing in 2025 with the move to the Patient-Driven Payment Model (PDPM). Discover how nursing facilities can prepare for case-mix changes, picture dates and documentation updates to stay compliant and financially secure.
Navigating the CMS revalidation process for skilled nursing facilities
Watch our 30-minute on-demand webinar on the upcoming CMS revalidation required for all SNFs. Learn key steps to comply by May 1, 2025, and avoid penalties.
Driving change in healthcare: Trends reshaping the industry
Discover 2024 healthcare trends: election impacts, cyber threats, M&A, AI innovations, regulatory shifts and cost challenges reshaping the industry.
Capital projects: Overcoming cost overruns through improved monitoring
Exploring why cost management should take center stage in your capital project delivery, how organizations can shift from reactive rationalization to proactive financial discipline and avoid cost overruns.
Proven results
See our solutions in action. Discover how Baker Tilly has helped senior services providers improve operations, drive growth and achieve meaningful results through real-world engagements.
Cortland Acres sells skilled nursing facility to Hill Valley Healthcare with the guidance of Baker Tilly Capital
Learn how Baker Tilly Capital helped Cortland Acres sell its 94-bed skilled nursing facility in Thomas, West Virginia, to Hill Valley Healthcare, ensuring continued high-quality care for the Tucker County community while allowing Cortland Acres to focus on expanding its independent living facility.
Pennsylvanian senior care facility sells to investor group
Learn how Baker Tilly Capital worked with a not-for-profit senior care facility to find the right partner
Streamlining pricing and contracts: A market-driven approach to consistency and competitive advantage
Learn how Baker Tilly helped a not-for-profit organization restructure their fees and contracts to improve market alignment and consistency across locations through market assessments and pricing analyses.
State division modernizes compliance reporting system with Microsoft Power Pages
Faced with an outdated Microsoft Access database system, the PAWV Healthcare Consulting Group implemented Microsoft Power Pages to modernize their state compliance reporting system.
Senior care center undergoes IT assessment to improve operations
Learn how the IT assessment resulted in a road map that provided opportunities for IT strategy and operations improvement.
Ohio Valley Nursing Home acquired by WVU Medicine Camden Clark Medical Center
Learn how Baker Tilly Capital worked with Ohio Valley Nursing Home to find a buyer committed to upholding the company’s reputation for exceptional care and patient outcomes.
Life plan community affiliates with regional, multisite organization to revitalize campus community
Learn how Baker Tilly helped a life plan community overcome challenges by facilitating an affiliation with a neighboring campus, leading to financial sustainability, improved services and reduced staff attrition.
Our professionals
Our senior service professionals are deeply committed to the industry, bringing decades of hands-on experience and unwavering dedication to helping providers thrive. With a strong understanding of the challenges and opportunities in senior care, our team delivers strategic guidance, trusted insight and solutions tailored to your mission.
