Senior Housing and Senior Living Providers

Guidance for long-term care providers

You struggle to manage in an environment of inadequate reimbursement, complex regulatory oversight, and difficult work force issues. In addition, long-term care providers of today and tomorrow face the challenges of effectively integrating and managing residential-based services with the continuum of care, keeping pace with the latest technology innovations and opportunities, and adhering to other corporate compliance requirements. All of these needs must be met while ensuring the organization achieves positive financial results.

While the challenges you face can be overwhelming, the seniors of today and tomorrow are counting on you to succeed. Your success will ensure that services necessary to provide a high quality of life are available for seniors in the years to come.

Wipfli’s Health Care team has unparalleled expertise in the senior living industry. We understand the complex issues you face and current trends of the industry. We are committed to helping you identify opportunities for improvement and working with you to create solutions to achieve your goals.

Some of our solutions include:

  • Reimbursement services to ensure you don’t “leave money on the table"
  • Operational reviews to help you achieve organizational excellence
  • Recruitment, compensation, and benefit plan services to ensure a competitive employment package is maintained
  • Educational programs for leaders and staff on a vast array of topics
  • Market analysis to determine community long-term care needs and demand
  • Strategic planning to position your organization for the future
  • Studies to assess feasibility of potential projects and assist with financing
  • Financial benchmarking to maximize operational efficiency and effectiveness
  • Audit and attestation to meet ongoing reporting requirements
  • Tax planning and reporting to minimize tax liabilities and comply with reporting requirements

Browse all health care solutions

Featured Expertise

Larry Lester

Larry Lester is a partner in Wipfli’s health care practice specializing in senior living services. He oversees financial feasibility studies related to new construction projects, renovation projects, and capital budget planning, and oversees the completion of Medicare and Medicaid cost reports. In addition, Larry prepares and reviews annual financial operating budgets for long-term care clients, assists providers in monitoring and evaluating financial performance, and consults with providers on Medicaid reimbursement issues.


Rob Schlicht

Rob Schlicht has more than 20 years of experience in the senior living industry. His reimbursement experience, analytical abilities, creative thinking, and desire to provide services over and above expectations enable him to help clients solve their reimbursement and operational issues. Rob’s attentive monitoring of system changes keeps his clients on the forefront of the constantly evolving reimbursement environment. In addition, he assists clients in evaluating their long-range strategic options, focusing specifically on the financial viability of their current operations and potential new service offerings.


Wipfli managing partner Rick Dreher named one of Inside Public Accounting’s Most Admired Peers
General Business - 10/05/15

Final Internal Revenue Service Regulations for Charitable Hospitals—Section 501(r)
General Business - 02/03/15

Wipfli LLP admits nine associates to the partnership
General Business - 07/24/14

Daryl Duenkel elected president of Health Information Management Systems Society’s Wisconsin Chapter
General Business - 07/07/14

Wipfli director Michael Edwin awarded 2014 Distinguished Service Award by CHAASE
General Business - 05/08/14

What Tax-Exempt Organizations Need to Know About the Impact of the Tax Reform Act of 2014
General Business - 03/19/14

Boyer & Associates, LLC joins Wipfli LLP
General Business - 02/17/14

Illinois-based The Condon Group, Ltd. joins Wipfli
General Business - 01/02/14

Wipfli retired partner Michael Bell honored for outstanding contributions to rural health care industry
General Business - 11/05/13

Wipfli client’s director Mary Peterson honored for achievements in rural health care industry
General Business - 11/05/13

Don’t Risk Losing Your Charitable Status: November 1 Filing/Renewal Requirements
General Business - 09/25/13

Wipfli Managing Partner Rick Dreher named one of Inside Public Accounting’s Most Admired Peers
General Business - 09/18/13

Wipfli Health Care Practice Announces Fall Speaking Engagements
General Business - 09/05/13

Wipfli LLP ranks among top 23 on Inside Public Accounting’s 100 Largest Accounting Firms list
General Business - 08/28/13

Wipfli LLP named a Best Place to Work for third time by the Minneapolis/St. Paul Business Journal
General Business - 08/15/13

Daryl Duenkel of Wipfli LLP appointed president elect of Health Information Management Systems Society’s Wisconsin Chapter
General Business - 05/29/13

Wipfli LLP names Steve Thompson partner in charge of national health care practice
General Business - 04/25/13

Wipfli LLP announces 2013 Wipfli-RWHC Cost Champion Award winner
General Business - 04/08/13

2012 Information Reporting Guide for Tax-Exempt Organizations
General Business - 01/03/13

Wipfli Alerts & Updates: Congress Reaches “Fiscal Cliff” Deal! Yet Most Taxpayers Will Still Likely Pay Higher Taxes.
General Business - 01/02/13

Minnesota-based Eikill & Schilling joins Wipfli LLP
General Business - 12/01/12

Own a Building? Don’t Miss Out on These Tax Opportunities!
General Business - 11/29/12

Health care industry expert with Wipfli LLP transfers to the firm’s Chicago market
General Business - 10/03/12

John Bartell joins Wipfli as partner and co-leader of revenue cycle consulting practice
General Business - 09/12/12

Wipfli appoints Jeff Johnson as managing partner of its Spokane office
General Business - 09/09/12

Wipfli LLP admits six associates to the partnership
General Business - 08/01/12

New Electronic Medical Records Tax Credit!
General Business - 06/13/12

Kelly Arduino appointed co-chair of National Rural Health Association committee
General Business - 03/06/12

Wipfli LLP expands senior living consulting group | Gregg Calvert joins the firm as a consulting manager
General Business - 02/15/12

IRS New "Exempt Organizations Select Check"
General Business - 01/27/12

Wipfli and Eide Bailly announce plans to merge
General Business - 01/06/12

Two-Month Suspension of IRS e-File Operations for All 990 Filers; Hospitals Advised About 2011 Schedule H Requirements
General Business - 12/22/11

Wipfli named one of the Top Five Fastest-Growing Firms in the nation
General Business - 10/07/11

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Senior Housing: Trends and Opportunities Within the Fastest Growing Market
General Business - 04/27/16

The Nuts and Bolts of Medicare Orthopedic Bundled Payment Initiatives
General Business - 01/26/16

Six Key Points About the Orthopedic Bundled Payments Initiative
General Business - 01/26/16

Useful Data for Health Care: It’s a Journey
General Business - 02/02/15

Health Care Trends and Issues For 2015
General Business - 01/08/15

Effective Wound Care Management: From Observation to Documentation - Recorded Webinar
Senior Housing and Senior Living Providers - 12/11/14

Managing Fraud Risk in Your Organization: Be Prepared - Recorded Webinar
General Business - 11/20/14

Don’t Be the Next Cyber Attack Victim (Or Class-Action Lawsuit)
General Business - 10/03/14

Results-Driven Dialogue
General Business - 09/05/14

Top Eleven Medicare Bad Debts
General Business - 08/11/14

A New Day in Acute and Post-Acute Care Relationships – Recorded Webinar
General Business - 08/05/14

Beyond the Agreement: The Critical Importance of Managing Business Associate Risk
General Business - 08/05/14

The Top 10 Truths About Information Security Risk Management
General Business - 06/02/14

Top 10 Myths Surrounding Security Risk Management
General Business - 05/01/14

Health Care Mergers and Acquisitions: How Transactions Involving Not-for-Profits Are Different
General Business - 03/06/14

CMS Recovery Audits Paused: An Opportunity to Reflect on Your Medicare Program
General Business - 03/05/14

The Top 13 HIPAA Deficiencies Discovered in 2013 OCR Audits
General Business - 01/30/14

Insurance Options for Managing Fraud Risk
General Business - 01/15/14

Creating High-Functioning Leadership Teams, Part 2
General Business - 10/30/13

Establishing Your Legal Structure: Deciding What's Best for Your Senior Living Organization
General Business - 08/06/13

Succession: Planning for a Senior Living Leadership Transition
General Business - 08/01/13

Personal Devices in the Workplace: Managing Information Security Risks
General Business - 07/02/13

Security Asset Management: An Ounce of Prevention
General Business - 06/04/13

Hospital-Physician Affiliations and Transactions: How Fair Market Value and Commercially Reasonable Standards Apply
General Business - 05/02/13

Senior Housing: Trends and Opportunities Within the Fastest Growing Market
General Business - 04/24/13

Employer Provisions of Health Care Reform: Are You Prepared? – Recorded Webinar
General Business - 04/15/13

Information Security: Fundamentals for Successful Security Program Management
General Business - 02/01/13

Understanding the Impact of the 2013 Changes in the Medicare Payment System - Recorded Webinar
General Business - 01/24/13

Health Care Trends and Issues for 2013
General Business - 01/09/13

Evolving Health Care Delivery: The Cultural Imperative
General Business - 12/07/12

Senior Living Industry Trends and Health Care Reform -Recorded Webinar
General Business - 11/29/12

Facility Modernization Webinar Recording
General Business - 11/16/12

Capital for Rural Hospitals: Is the USDA Financing the Only Option Available Today?
General Business - 10/04/12

Assessing the Impact: New DOL Fee Disclosure Rules for Retirement Plan Sponsors
General Business - 09/14/12

ICD-10-CM “101” – Starting With the Basics - Recorded Webinar
General Business - 09/12/12

The 3Rs of Effective Boards: Relationships, Roles and Responsibilities - Recorded Webinar
General Business - 09/06/12

Mapping the Future with Strategic Planning
General Business - 09/05/12

Improving Assisted Living Financial Performance
General Business - 08/15/12

Not-For-Profit Hospitals: Valuation Approaches and Issues
General Business - 08/08/12

Patient-centricity: A Transformational Journey for Administrators, Physicians and Trustees - Part 2
General Business - 04/04/12

Market Research: The Basis for Strategy
General Business - 03/30/12

Exploring Home- and Community-Based Services
General Business - 03/05/12

Bringing Meaning to the Budget Process
General Business - 02/28/12

The Governance Factor: Is Your Board Onboard? (Part One)
General Business - 01/12/12

Governance Members’ Roles and Responsibilities (Part Two)
General Business - 01/12/12

How to get value out of your audit relationship
General Business - 01/11/12

Health Care Trends and Issues For 2012
General Business - 01/04/12

Is Your Back Office Working For You or Against You?
General Business - 10/13/11

Keys to a Successful Senior Housing Project in Wisconsin - Recorded Webinar
General Business - 09/20/11

Home Health and Hospice: Can You Afford to Do It? Can You Afford Not to? - Recorded Webinar
General Business - 09/14/11

Enhance Business Performance in Long Term Care - Recorded Webinar
General Business - 07/28/11

Keys to a Successful Senior Housing Project in the Minnesota Market - Recorded Webinar
Senior Housing and Senior Living Providers - 03/03/11

Mother of Mercy Campus of Care
John Hoefs, Administrator and CEO

“Wipfli is a small and nimble firm with professionals who exhibit a high degree of trust—like a friendly neighbor who stands ready to assist. Their audit staff is very knowledgeable about our industry, presenting our board with industry benchmark data. Most important, Wipfli is exceptional at thinking proactively on our behalf, consistently keeping us informed about what icebergs lie ahead.”