Where Your Agency’s Margins Are Bleeding & How to Stop It

Your agency is growing. More clients, more caregivers, more hours, more revenue. So why aren’t margins keeping pace?

Behind the top-line numbers, caregiver turnover, scheduling inefficiencies, billing gaps, and rising operating costs can quietly erode the bottom line over time. A full census doesn’t guarantee a healthy business.

Join Wendy Barlin, Director of Client Accounting and Advisory Services at Roth&Co and Managing Director at Whitman Transition Advisors LLC, for a practical conversation about the financial blind spots keeping growing home care agencies from becoming more profitable.

Wendy will break down where margins disappear, what owners should measure, and how to build a stronger financial foundation.

What you’ll walk away with:

• Finding the profit leaks hiding in plain sight

  Strong revenue and a full client census don’t guarantee healthy margins. Learn where to look when the numbers don’t add up.

• The true cost of growth

  Over time, turnover, scheduling gaps, unfilled hours and administrative overhead can make growth more expensive than it looks on paper.

• Which business is actually profitable

  Revenue alone can’t tell you which clients, services, payers or markets are worth the investment. Learn the economics behind the top-line numbers.

• Using financial data to make better decisions

  Which numbers deserve regular attention, how to catch margin erosion early and how better visibility moves owners from reacting to problems to preventing them.

• Protecting margins without cutting corners on care

  Ways to improve operational speed and control costs while still investing in caregivers, clients, and quality of service.

• Building a more valuable business

  Why profitability matters beyond the monthly P&L and how stronger margins and cleaner operations build long-term agency value.

Why you can’t afford to miss this?

Home care is a high-demand industry, but demand doesn’t guarantee a healthy business. Agencies are navigating rising labor costs, caregiver turnover, scheduling complexity, administrative demands, and shifting payer dynamics, while many owners still measure success mainly by revenue, client growth or hours billed.

A growing agency can still lose money.

Sustainable profitability means understanding where money is made, where it’s lost and which operational decisions move the bottom line most. Whether your agency is scaling fast, improving margins or just looking for financial clarity, this session gives you practical ways to catch leaks before they become bigger problems.

Revenue tells you how much came in. Margins tell you what the business actually kept.

About the keynote speaker

Wendy Barlin — Director of Client Accounting and Advisory Services, Roth&Co

Wendy is a CPA, business advisor, author and speaker who helps business owners understand the financial and operational drivers behind a more profitable, sustainable business. At Roth&Co and Whitman Transition Advisors, she works across financial reporting, cash flow management, business strategy, operational improvement and profitability planning.

Her approach goes past the numbers themselves: she helps owners understand what those numbers are actually saying, and turn that into better decisions.

For home care leaders, that means asking harder questions. Which clients are truly profitable? Where are costs getting out of control? What is growth really costing the business? And what needs to change before a small margin leak becomes a major financial problem?

In this session, Wendy shares practical strategies to identify hidden profit leaks, strengthen financial visibility and build a business positioned for long-term profitability.

Ruby Mehta – Vice President of Sales, CareSmartz360

Ruby Mehta is a senior health-tech leader with over 15 years of experience helping home care agencies grow, improve operations & navigate an increasingly complex industry.

She works closely with agencies across North America. She understands the realities operators face day-to-day – for instance, caregiver shortages, scheduling mishaps, limited visibility and constant pressure to protect margins.

In this session, Ruby will share practical insights on how leading agencies use technology, smarter processes and AI to operate more efficiently while maintaining control.

Ready to stop the margin leaks?

Uncover hidden costs and build a healthier bottom line.

Register Now!