Our Vision:

To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.

Our Mission:

To empower financial services entrepreneurs with the tools they need to help families have better futures.

For more information, visit www.worldfinancialgroup.com

A.E.P., PLLC, based in Kirkland, WA, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting.

We have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work with us remotely, you will find our services are the right fit. We provide the same level of service online that you would receive sitting in our office, and we utilize the most secure methods in transmitting your private information. Our services include, but are not limited to:
– QuickBooks Set-Up
– Online Bookkeeping
– Remote Accounting
– Budget Preparation
– Financial Planning
– Business Sale and Acquisition Assistance
– Tax Preparation and Advising
– International Tax
– IRS Representation

We understand that each business has unique needs. We can create a custom accounting, document management, and storage solution to fit your business. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs. Contact us today at (425) 444-9122 or by anca@aeppllc.com for a free consultation.

For more information, visit www.aeppllc.com

Have a Business or Tax Issue?
Schedule a Free Meeting to Get Immediate Answers to Your Urgent Problems
During this free business assessment, you will:
Talk to us about your business and we will evaluate its health
Uncover what business or tax problems you are faced with
Get business strategy and tax planning advice with practical recommendations.

Please contact:
Steve Martinez, CPA & Owner

For more information, visit www.padgettbusinessservices.com

Diana Muresan has been in the mortgage industry since 2000, experiencing many of the ups and downs while always staying abreast of industry trends and connected to client’s needs. Her team caters to clients, providing all types of residential mortgage programs, including: Conventional (Fannie Mae and Freddie Mac), FHA, VA, USDA, and New Construction loans. Working at a bank, Diana and her team have direct in-person access to the processing and underwriting teams, allowing for a collaborative team environment that closes deals.

In response to seeing a need in the Adult Family Home (AFH) segment, Diana specifically created a Conventional mortgage program for existing AFHs. Diana and her team have an in-depth knowledge of self-employed income and the various types of business entity structures many AFH’s use. Most notably, she has incorporated the state-pay patient non-taxable income into the underwriting income calculation that most other lenders do not recognize, which ultimately gives clients a higher income calculation when qualifying for a loan. Whether you are purchasing a home to convert into an AFH, purchasing an existing AFH, cashing-out to expand the business or currently have an SBA loan that needs to be refinanced into a Conventional loan, Team Muresan has the experience to handle your mortgage needs.

For more information, visit www.thefederalsavingsbank.com/dianamuresan

Kerning Billing Services Provides Experienced, Comprehensive Billing

Senior, Accredited, and AAHAM (American Association of Healthcare Administrative Management) Certified Billing Specialists follow all claims through to resolution. Our goal is to maximize your income by addressing claims timely and providing our clients with clear communication and reporting on every billing submittal.  We go above and beyond just medical billing; we provide an outlook of your potential revenue to enhance your cash flow management. Our experienced professionals will take away the guess-work.

We maintain the highest standards to remain HIPAA compliant and to protect Resident and Provider Privacy Rights. 

Services We Offer

  • Monthly and bi-weekly billing services
  • Communication with Case Managers for Approvals
  • Claims, aging, and remittance reporting

For more information, visit www.kerningbilling.com

Evergreen Home Loans™ is a local lender dedicated to providing home financing solutions to our customers. We offer mortgage options designed to meet the needs of homeowners – including owners of Adult Family Homes. As caregivers and providers, Adult Family Homes and their owners, provide an essential service to our community. Because you offer a unique type of home, you may find it beneficial to work with a lender who can offer financing options to meet your specific needs. We take the time to work with you and understand your situation. From there, we’ll provide you with mortgage loan options that can be used to purchase or refinance an Adult Family Home. With these financing options, you may be able to:

  • Purchase an owner occupied Adult Family Home.
  • Refinancing your existing Adult Family Home to lower your monthly payment.
  • Tap into your equity with a Cash-Out Refinance that can be used for debt consolidation, to pay off or pay down an small business loan, pay off private financing, or make needed home improvements.

Contact Jon Hanes Sr Loan Officer today, Jon has 36 years of home lending experience. He is passionate about working with providers, and would be honored to set up a complimentary, one on one consultation to discuss your specific needs.

Jon Hanes

Sr Loan OfficerNMLS: 129014tel (253) 222-5646 mobile (253) 222-5646fax (844) 592-6423  

For more information, email JHanes@evergreenhomeloans.com

Pacific Crest Savings Bank offers flexible loans for financing Adult Family Homes, whether you’re a first-time buyer or refinancing your existing investment. We understand the needs of our clients and design our Adult Family Home loans specifically for those looking to invest in this industry in the Northwest.

Loan Details

  • Purchase or refinance

  • Loan programs including 3/1, 5/1, 7/1 & 10/1 Adjustable Rate, or 10-year fixed rate with a 15-year term

  • Options with prepayment and without prepayment available

  • Rate lock upon approval

  • Maximum 70% loan to value ratio

  • Typical 45-day closing

For more information, visit www.paccrest.com

Paychex is the leading provider in the US for small to mid-sized business for payroll, payroll taxes and HR. We deal with small clients, have a dedicated customer service system, and local representation. I have been with Paychex for 25 years and live locally in Snoqualmie. We can also offer integrated retirement and HR solutions as well.


Mike Gerlitz

Sr. Sales Consultant

M (206) 898-0641

F (866) 678-8171 | mgerlitz@paychex.com


600 SW 39th St, Suite 100C

Renton, WA 98057

Viventium is a payroll and HR software company specializing in home-based and facility/community-based care, paying over 424,000 health services employees. With over 30 years of experience, Viventium’s flexible human capital management software suite makes it easier for clients to employ their greatest asset, their employees.  


For more information, visit www.viventium.com

Live Oak Bank has a dedicated team of loan experts that work with residential assisted living owners to grow their business. Whether you are acquiring an existing facility, refinancing existing debt, or simply need working capital, we can help you reach your goals.

For more information, visit www.liveoakbank.com/senior-care-business-loans/residential-assisted-living

We are a local CPA firm with a big heart that you can trust. We are located in Seattle, WA and also serve remote clients. We are experts in all areas of accounting, bookkeeping, consulting, outsourcing, payroll, tax preparation and resolution and business services. We work hard to meet and exceed your expectations.

We don’t only provide a full range of accounting, bookkeeping, consulting, payroll and business services, either in your facility or at our location, we provide Tax Ready Financials for you and the IRS.  

We understand that each business and individual have unique needs. We can create a custom accounting, document management, and storage solution to fit your business. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs. Contact us today at (206) 849-1390 or by cpa@abdiwalicpa.com for a free consultation.

For more information, visit www.abdiwalicpa.com

Francis Anthony Franco, RICP® is a financial advisor offering investment advisory services through Eagle Strategies LLC and is a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency. As a Retirement Income Certified Professional, Francis also owns Franco Financial Strategies, LLC for insurance and investments brokering where he provides financial guidance, retirement/estate planning, and business solutions for personal, employee, and executive benefits. He helps clients understand their options and achieve their goals by developing a personalized approach to meets their needs.

What can Franco Financial Strategies do for your business?

  • Financial Planning
  • Retirement Planning
  • Investment Strategies
  • IRAs, 401k, 403b, college plans
  • Group Benefits (Life, Disability, Long Term Care)
  • Business and Tax Strategies


For more information, visit www.newyorklife.com/agent/ffranco?marketerNumber=0160930

Hello AFH Owners and Caregivers,

My name is Henry Amisone, been in the insurance industry for over 20 years.  Most Adult Family Home owners and cargivers major expense can be their mortgage.  Especially if you have more than one properties, which the mortgages can add up quickly.  At Symmetry, we have a program to get you out of debt in half the time or sooner that is required.  Debt Free Life.  A program that you’ll have to qualify for, but once you qualify, we can help you get debt free so that you can grow your business, and help more clients. 

Reach out to me at henry@aigainsurancegroup.com 

For more information, visit https://www.sfghamis1agency.com

Foothills Business Capital’s mission is to connect Washington State small businesses with the funding they need to launch, grow and thrive. Through a consultative approach, we will identify our clients’ financing needs, present funding solutions for meeting those needs, and support our small business client throughout the funding process.

Learn more at: www.foothillsbusinesscapital.com