Understand What RBO Filing Requires
📑 Financial Reports → (Income Statement, Balance Sheet, Cash Flow)
📊 Working Capital & TNE Compliance
⏱️ Timely Claims Payment & Dispute Resolution
🤝 Disclosure of Capitation & Risk Contracts
Common Challenges IPAs Face
📉 Messy books & unclear expense allocations
🧾 Incomplete accruals (IBNR, incentive payments)
📂 Cluttered chart of accounts
⚠️ Limited awareness of TNE rules
💸 Unhealthy Cash-to-Claim ratio
How to Simplify RBO Filing (AffordaCare CPA Tips)
1️⃣ 📘 Build a Healthcare-Specific Chart of Accounts
2️⃣ 💹 Use Monthly Accruals, Not Just Cash
3️⃣ 🧮 Track Care Cost vs. Admin Fee Separately
4️⃣ 📅 Review TNE Quarterly
5️⃣ 👨💼 CPA Review Before Submission
How AffordaCare CPA Can Help
⚙️ Set up RBO-friendly accounting systems
📅 Perform monthly closes tailored for regulatory review
✅ File clean, complete RBO packages with confidence