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Consulting Services
Tapping Our Expertise to Support Your Growth
Through Loeb & Troper’s Consulting Services, your organization can take advantage of the best minds and most extensive experience in the not-for-profit industry. Our broad, deep expertise in the not-for-profit industry makes us a valuable resource for and advisor to boards and management. The consulting services we deliver include:
Financial Management and Reimbursement
• Financial planning and budgeting, cost analysis, forecasting and modeling, evaluation of accounting and reporting systems, direct and non-direct cost allocation, preparation and review of budgets for new, expanded or modified programs.
• Preparation for and response to third-party audits, including the Limited Fiscal Review, mock audits, liaison with government auditors, preparing responses, troubleshooting, negotiating settlements.
• Reimbursement analysis and development of reimbursement policies and procedures to help ensure compliance and full reimbursement.
• Financial planning, including the clinical and resource implications of potential financial strategies and financial constraints.
• Rates and reimbursements, including projected rate calculations for existing and new programs, appeals, reimbursement rate modeling, and development of rates for new programs, tuition waivers and contingency fund requests.
• Financial forecasting and modeling.
• Billing and receivables review.
• Benchmarking studies, including peer groups and geographic footprint.
• Accounting manuals to help ensure proper procedures, compliance and reimbursement levels on an ongoing basis.
Organizational Planning and Development
• Strategic planning and corporate reorganization.
• Governance assessments, reviews and implementation.
• New program development.
• Marketing and branding.
• Board education and board retreats to help board members understand key industry, audit and compliance issues affecting their organizations.
