FloQast vs. AuditBoard for Multi-Provider Counseling Groups

A sliding scale session, an EAP flat-rate session, and a standard insurance-billed session all need to be tracked separately even though they might appear as the same service on a schedule. Reconcile revenue by pricing category each month, not just by provider or by total sessions, since blending them into one number hides which category is actually driving a revenue shortfall when one shows up.

An EAP contract typically pays a flat rate per session regardless of the client's session count against their allotted benefit, and tracking how many sessions a client has used against that allotment is separate from the accounting reconciliation but directly affects it: sessions delivered past the EAP allotment should bill differently, often to the client directly or under standard insurance. Reconcile EAP session counts against the contract terms monthly so a provider delivering sessions past the allotment under the wrong billing code gets caught quickly.

A revenue share formula that pays a percentage of collections looks simple until you account for the fact that a provider's sliding scale sessions collect less than their EAP or insurance sessions, so two providers with identical session counts can generate very different revenue share payouts. Calculate the share against actual collections by pricing category, not a blended average session rate, and reconcile the resulting payout monthly rather than catching a calculation error only when a provider questions their check.

Revenue-by-category reconciliations, EAP allotment tracking, and provider revenue share calculations are recurring work that repeats the same way every month, which is exactly what FloQast is built to carry: a named preparer and reviewer for each reconciliation, with a variance that stays visible until someone explains it, instead of a controller reconstructing the picture from three disconnected reports every close.

As a group grows past a handful of providers or takes on an EAP contract with a larger employer, that employer or an investor may want documented evidence that revenue share calculations and EAP billing are formally reviewed, not just that the numbers tie out. AuditBoard holds that evidence: who reviewed each provider's payout calculation, on what cadence, and against what documentation.

• If revenue-by-category and provider payout reconciliations are the recurring mess at close, start with FloQast.
• If an EAP employer, investor, or lender has started asking for documented review evidence, bring in AuditBoard.
• If no-show and late cancellation fees aren't reconciled consistently against your stated policy, fix that directly first, since it's a policy gap no platform resolves on its own. MeetMyCFO's AI CFO, Frank, can flag a provider whose revenue share payout looks out of line with their actual session mix before it becomes a dispute.

A no-show fee charged inconsistently, waived for some clients and not others without a documented reason, creates both a revenue leak and a fairness problem that eventually surfaces as a client complaint. Set a written policy for when the fee applies and who has authority to waive it, then reconcile actual no-show fee revenue against the number of missed appointments each month to catch a pattern of inconsistent enforcement before it becomes the practice's informal, unwritten standard.

Say a provider delivers 60 sessions in a month, split across sliding scale, EAP, and standard insurance billing. Reconciled by category, the practice can see exactly how much revenue each type generated and calculate that provider's share accurately against the formula. Reconciled only as a blended total, two providers with the same 60 sessions but a different mix of pricing categories would appear to have earned the same revenue share, when in fact their actual collections, and therefore their correct payout, could differ meaningfully. That gap is exactly the kind of thing a provider notices on their own check well before an internal reconciliation catches it.