Zoom Class Already in Business? Let’s Clean Up Your Operations, Compliance & Cash Flow
March 7
Saturday 6:00 pm- 7:30 pm
This live Zoom session is designed exclusively for individuals who are already in business and actively operating a home care or community based service agency. This includes licensed providers, agencies currently serving clients, business owners managing staff, or providers preparing for audits, site visits, or expansion. This session is intended for owners who have moved beyond the startup phase and are ready to clean up operations, strengthen compliance, and improve overall business performance.
Who This Class Is Not For
This class is not for brand new startups. If you are still in the planning phase, choosing a business name, filing formation documents, applying for an initial license, or have not yet begun operations, this session will not be a good fit. Startup questions will not be addressed during this class.
What to Expect During the Session
Participants can expect a structured and practical working session focused on real challenges existing providers face. Topics will include aligning policies and procedures with day to day operations, organizing and maintaining compliant staff and client files, improving onboarding and training systems, strengthening documentation practices, and maintaining audit and site visit readiness without stress. The session will also address common operational gaps and cash flow issues that impact growth even when clients are present.
Investment and Value
This session is intentionally structured for established providers and focuses on advanced operational, compliance, and cash flow cleanup. The investment reflects the level of expertise, real world application, and direct access provided during this working session. This is not an introductory or startup level class.
Live Q and A
There will be a live question and answer portion reserved exclusively for current business owners. This is a working session designed to provide clarity, direction, and actionable insight for providers who want their business to run more efficiently and confidently.
Zoom Access Information
The Zoom link will be sent on the day of the class to the email address used during registration. Please ensure your email is entered correctly, as links will not be resent individually.
Who This Class Is For
Final Note
This is not a startup class. It is a cleanup and strategy session for established providers who are serious about strengthening their operations, protecting their business, and positioning themselves for sustainable growth.
March 7
Saturday 6:00 pm- 7:30 pm
This live Zoom session is designed exclusively for individuals who are already in business and actively operating a home care or community based service agency. This includes licensed providers, agencies currently serving clients, business owners managing staff, or providers preparing for audits, site visits, or expansion. This session is intended for owners who have moved beyond the startup phase and are ready to clean up operations, strengthen compliance, and improve overall business performance.
Who This Class Is Not For
This class is not for brand new startups. If you are still in the planning phase, choosing a business name, filing formation documents, applying for an initial license, or have not yet begun operations, this session will not be a good fit. Startup questions will not be addressed during this class.
What to Expect During the Session
Participants can expect a structured and practical working session focused on real challenges existing providers face. Topics will include aligning policies and procedures with day to day operations, organizing and maintaining compliant staff and client files, improving onboarding and training systems, strengthening documentation practices, and maintaining audit and site visit readiness without stress. The session will also address common operational gaps and cash flow issues that impact growth even when clients are present.
Investment and Value
This session is intentionally structured for established providers and focuses on advanced operational, compliance, and cash flow cleanup. The investment reflects the level of expertise, real world application, and direct access provided during this working session. This is not an introductory or startup level class.
Live Q and A
There will be a live question and answer portion reserved exclusively for current business owners. This is a working session designed to provide clarity, direction, and actionable insight for providers who want their business to run more efficiently and confidently.
Zoom Access Information
The Zoom link will be sent on the day of the class to the email address used during registration. Please ensure your email is entered correctly, as links will not be resent individually.
Who This Class Is For
Final Note
This is not a startup class. It is a cleanup and strategy session for established providers who are serious about strengthening their operations, protecting their business, and positioning themselves for sustainable growth.

