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Lisa Rivard

Healthcare Consultant

Lisa Rivard

Healthcare Consultant
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Related Services

  • Hospice Cap Report
  • Hospice Cap Monitoring and consulting
  • Quarterly Credit Balance Reporting
  • Annual Medicare Cost Reports
  • Marketing to help grow firm
  • Variety of other healthcare reports (Extended repayment schedules, State Reports, budgeting etc..)

Lisa joined Walters & Associates CPAs in 2022 after serving 30 years in the dental health profession. Servicing out of the St. Petersburg location, Lisa’s responsibilities include preparing and submitting of the annual Medicare cost report for Home Health Agencies, monthly Hospice Cap monitoring along with the annual Hospice Cap Report, quarterly Medicare credit balance reports and other varieties of services to healthcare clients.

Education

  • University of Florida, College of Continuing Dentistry

Ask Me About

  • Clients will ask for help with hospice overpayment concerns and how to monitor the agency to prevent future overages.
  • We are asked about Medicare Reports and filings deemed mandatory by Medicare and their guidelines/requirements. (Annual Medicare Cost report, Quarterly credit balance reports and Annual Hospice Cap Reports, just to name a few)
  • Help with financial statements to include tax preparation, bookkeeping and financial planning.

Our mission is to exceed client expectations by providing exceptional accounting services, recruiting the best personnel, and incorporating state-of-the-art technology.

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Our Locations

Bradenton

5266 Office Park Blvd., Suite. #204
Bradenton, FL 34203
(941) 756 – 0700

Sarasota

3277 Fruitville Road, Building E
Sarasota, FL 34237
(941) 366 – 4450

St. Petersburg

5858 Central Ave.
St. Petersburg, FL 33707
(727) 322 – 5111

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Crafted by VOOV Advisor Consulting.

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