Home Care FAQs

We've brought together a team of educators and home care experts to answer the burning questions that you and every home care owner will ask at some point.

Legal
Finances Legal
What are the essential steps to starting a home care agency?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Finances Legal
Should I use an LLC or an S-Corp for my home care agency's tax structure?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Legal
Am I at risk of HIPAA fines if I use texting to communicate with caregivers?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Sales & Marketing
Are there mistakes I'm making with my website that could be hurting my ability to get new business?
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Jeremy Fuller

Managing Director of Grow Home Care Marketing; website, SEO, and digital marketing expert

Finances
Is there a spreadsheet I can download to easily calculate how much I need to charge to break even?
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Julio Briones

CEO of Briones Consulting - helping 7-figure home care agencies grow

Sales & Marketing
How should I decide which referral partners to work with and which to avoid?
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Debbie Miller

Former pharma sales rep who built a $10M home care company and founded 52 Weeks Marketing

Sales & Marketing
What are the best (and worst) talking points to use with each type of referral source?
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Debbie Miller

Former pharma sales rep who built a $10M home care company and founded 52 Weeks Marketing

Care Operations Recruitment & Retention
What should a 90-day caregiver retention plan look like?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Leadership
What roles should I hire for in my home care agency's office staff and when should I hire them?
Connor Kunz profile photo

Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Finances
Recruitment & Retention
Sales & Marketing
What can I do to make sure my home care agency's Google My Business Profile is top-notch?
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Jason Chagnon

CEO of Home Care Marketing Pros; digital marketing consultant to senior care businesses

Sales & Marketing
What are some good professional referral sources my home care agency can partner with?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Leadership Care Operations
How should I handle service recovery if one of my caregivers makes a huge mistake?
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Jonathan Chapman

Director of Customer Education at Careswitch, former head of franchisee training at SYNERGY HomeCare corporate

Legal Care Operations
How can I make sure my home care agency's training is meeting state compliance requirements?
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Becki Harrington-Davis

Senior Content Marketing Manager at CareAcademy

Software Care Operations Finances
Is there a way for home care agency owners to get their agency management/scheduling software for free?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Care Operations
Should I pay my caregivers for time spent on training if I'm not legally required to?
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Becki Harrington-Davis

Senior Content Marketing Manager at CareAcademy

Legal Finances
Can I pay my caregivers as 1099 contractors or do they need to be W-2 employees?
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Ilya Vakhutinsky

Careswitch CEO, home health aide's son, Forbes 30 Under 30, caregiver advocate

Legal
How can I avoid payroll-related lawsuits and make sure my home care agency is on the up-and-up?
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Sabrina Sattler

Account Executive at Careswitch, home care agency advisor specializing in startup success and longevity

Job Ad Templates Recruitment & Retention
Where can I get a sample template for a caregiver job ad that will help my agency stand out to applicants?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Leadership Care Operations
What should I do if I have a caregiver who is consistently late to shifts or not following care plans?
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Jonathan Chapman

Director of Customer Education at Careswitch, former head of franchisee training at SYNERGY HomeCare corporate

Recruitment & Retention
When is it time to hire a recruiter for my home care agency?
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Rachel Gartner

Former home care recruiter who was so successful that she founded her own recruitment firm (Carework)

Sales & Marketing
I just started my agency. How should I go about getting my first five clients?
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Gregg Mazza

Founded a home care agency, almost ran out of capital after two years, figured things out and scaled past $5M

Job Ad Templates Sales & Marketing
What should a good job ad look like for a home care marketer?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Job Ad Templates Care Operations
What should a good job ad for a home care coordinator/scheduler look like?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Job Ad Templates Leadership
Where can I get a good job description template for a Director of Operations at my home care agency?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Finances
Are there any financial statements I might not be using that would give me a leg up in my home care agency's financial health?
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Jennifer Ramos

Managed and sold three different home care agencies; CEO of JR3 Consulting

Leadership Finances
Are there any value-adds home care owners overlook that can help maximize the value of their agency?
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Jennifer Ramos

Managed and sold three different home care agencies; CEO of JR3 Consulting

Leadership Care Operations
How do I know if I should fire a client?
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Brett Ringold

Vice President of A Long-Term Companion

Sales & Marketing Finances
How much should I pay a home care marketer?
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Erica Horner

Home care sales consultant & project manager at corecubed

Sales & Marketing
At what point should I hire a marketer for my home care business?
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Erica Horner

Home care sales consultant & project manager at corecubed

Leadership Finances
What’s the biggest mistake home care owners make when preparing to sell an agency?
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Jennifer Ramos

Managed and sold three different home care agencies; CEO of JR3 Consulting

Recruitment & Retention
What's the best way to recruit caregivers for my home care agency?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Legal
Should I apply for Employee Retention Credits and how do I know if my home care agency qualifies?
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Angelo Spinola

Home health, home care and hospice chair at Polsinelli

Sales & Marketing
How can I decide how many referral partners to work with?
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Brett Ringold

Vice President of A Long-Term Companion

Leadership Finances
What are the most important things a home care agency owner should be thinking about now if they want to sell in five years?
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Jennifer Ramos

Managed and sold three different home care agencies; CEO of JR3 Consulting

Care Operations Software
How should I organize paperwork such as client files and care plans?
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Jessica Nobles

Co-founder and business coach for Home Care Ops, built a 7-figure home care business in one year

Recruitment & Retention
How do I get more applicants to show up to interviews?
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Madeline Cecil

Content Writer @ Hireology

Software
Is there a payroll system that's built into a scheduling software? Are there advantages to this?
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Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Finances Care Operations
What's the best way to tell our clients that we're increasing our rates?
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Adam Corcoran

Director of Business Development at Golden Care, owner of Home Care Flyers, helped build a multimillion dollar agency from the ground up

Sales & Marketing
Should I focus on local SEO rankings?
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Jason Chagnon

CEO of Home Care Marketing Pros; digital marketing consultant to senior care businesses

Care Operations
We've just had our first state audit and we failed in a couple areas. How can I make sure we pass future state audits?
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Ilya Vakhutinsky

Careswitch CEO, home health aide's son, Forbes 30 Under 30, caregiver advocate

Sales & Marketing
How do I get my home care agency to show up first in local Google searches?
Connor Kunz profile photo

Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Recruitment & Retention
How can I attract quality online caregiver applicants who are ready to work?
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Rachel Gartner

Former home care recruiter who was so successful that she founded her own recruitment firm (Carework)

Care Operations
How can I make sure my caregiver training is in compliance with state requirements?
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Gina Murray

Started and sold a $5M agency in 6 years; co-founder of CINCH Community Care Management

Sales & Marketing
How many referral partners should I touch base with per week?
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Tim Murray

Started and sold a $5M agency in 6 years; co-founder of CINCH Community Care Management

Sales & Marketing
How can I build referral relationships with hospitals?
Tim Murray profile photo

Tim Murray

Started and sold a $5M agency in 6 years; co-founder of CINCH Community Care Management

Sales & Marketing
What are the biggest mistakes home care agency owners make when building their sales process?
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Jonathan Chapman

Director of Customer Education at Careswitch, former head of franchisee training at SYNERGY HomeCare corporate

Care Operations Software
What's the best home care software to run my agency with?
Connor Kunz profile photo

Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Finances
If there's an economic recession this year, how will that impact my home care agency?
Connor Kunz profile photo

Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Sales & Marketing Finances
What are the best ways home care owners can overcome revenue plateaus?
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Clint Nobles

Built a multimillion dollar home care agency, founded Home Care Ops, operational methodologist for Fortune 500 companies

Leadership Finances
What's a good profit margin for a home care agency and how big a cut should I take as the owner?
Connor Kunz profile photo

Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Finances
How much does it cost to start a home care agency?
Connor Kunz profile photo

Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Care Operations
One of my clients has started paying their caregiver under the table. What should I do?
Gina Murray profile photo

Gina Murray

Started and sold a $5M agency in 6 years; co-founder of CINCH Community Care Management

Request/Contribute
I have a question I'd like to get answered. How do I submit it?
Connor Kunz profile photo

Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years

Request/Contribute
I want to contribute an FAQ response to this page. What are the guidelines?
Connor Kunz profile photo

Connor Kunz

VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years