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RESOURCES FOR THE HEALTHCARE CFO
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Dear CFO,

At Kelso Office Services, our motto is that there is no easier and more enjoyable job than giving away money. We offer various profissional products to healthcare CFOs to provide cash flow with no up-front expenses. Our current services include securing denied COVID payments, denied Medicaid / Title 19 claims, and little-known tax credits that can provide up to $500 per employee.


Thank you for visiting our site. Please stop back soon for more information and updates.  

Kind regards,


Taylor Moffitt, president

Doctor of Business Administration, MBA

P.S. If you are ready to begin, please contact your Kelso Office Services representative and we will walk you through the next easy steps to begin increasing your cash flow from multiple sources. 

 

OUR CORE VALUES AND MISSION STATEMENT

We believe it is necessary to conduct ourselves in a highly ethical manner. Company investments, advice, and services should reflect the same. Please click below to read about our core values and mission statement.

CONTACT US

To reach us, please contact your Kelso concierge who told you about us. We want to make sure that you get to know one person who can be there for you as your primary point of contact for anything you should ever need with Kelso Office Services. If you lost or don't have your concierge's contact information, please contact Taylor at 515-851-5002. If you wish to reach us via mail, please send it to: Kelso Office Services, LLC, 322 South Commercial Avenue, Eagle Grove, IA 50533. We are located in the Moffitt Dental office building and are happy to arrange face-to-face meetings.

Products & Services

We offer a lot of "freebies" for healthcare organizations. These can bring your balance sheet cashflow with zero cost or effort on your part. We use these to help build and solidify relationships, so when you need help with other big ticket items, such as M&A, we hope to be the first ones you call after having proven ourselves in areas where others have not performed as well as we do.

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Little-known tax credits for employees

This is one of the first places we like to look to get funds for healthcare organizations. We prefer to "go for the low hanging fruit first." This is like free money, because we don't ask for any cash up-front, and will be paid fees out of the cash that we bring you. All we need to begin is roster of your employees. The process can be somewhat complicated but we handle all of it for you to make it very easy from start to finish. 

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Unclaimed COVID cash for services rendered

There is quite a bit of COVID money that was supposed to go out to health care providers, which has not been paid. Our people are familiar with these programs. The best part is you don't have to pay us any cash up-front. We will take our fees out of the money we bring you. This way your doctors can earn more and be happier, your organization gets financial stability, and you get to be the hero. 

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Auditing & recovering unpaid insurance claims

We all know that the insurance racket is designed to "conserve" profits for the insurance companies when they should be paying for services that were rendered. Insurance companies cut corners and our specialists can often retrieve millions of dollars for hospitals when everyone had written the claims off as a lost cause. Let Kelso help you to fight back and reclaim that lost payments that you should have received. We can audit claims and resubmit certain types where we have seen past success. 

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Risk mitigation & swaptions

Most healthcare organizations have not hedged against the rising costs of labor, rising costs of materials. When this is combined with the fact that insurance is tightening its grip and paying relatively less and less in light of the true cost of inflation, hospitals are left liable. By diversifying assets, we can show you how to take your organization up to the next level. We can also recommend other strategies to help your organization be prepared for the additional tightening that is on the horizon. 

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Target procurement for M&A

It is prudent to diversify your organization's balance sheet, but markets can be risky and a large buyer can easily drive prices up. You can procure assets with confidence through Kelso as your "one-stop shop." We can help you to secure a great price without driving the markets upward. Realtors are great for purchasing buildings. Attorneys are great for legal advice. When you need to procure M&A targets, we are here to help, no matter what the price range. Best of all, we don't gouge you for a commission. We work for you for flat fees so you get the best deal. 

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3rd party salary recommendations

We include this as a free service to our clients. There's nobody more qualified to recommend a third party salary amount than Kelso Office Services. We can provide recommendations for any legal or business purposes to help protect you from accusations of any conflicts of interest. We are formally trained in multiple types of business analysis, GAAP, and composite analysis models to ensure that you use the most reliable recommendations for your unique situation. 

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M&A advisory services

Sometimes it is good to have an independent advisor who is a specialist in certain types of assets and transactions. We offer fee-based advisory services on any of the products and services that we offer to help your healthcare organization take advantage of every opportunity by having an inside perspective. Kelso is here to help you with your M&A needs. 

Get to know your Kelso concierge
 

Part of our strategy to deliver the best customer service is to make sure that you have a single point of contact for all of your dealings with our company, and that person is someone who is competent, and will be here for you in the future when needed. We like to offer "white glove service," which is why we refer to your representative as your concierge. Aside from the people listed below who are the faces of our company, our team of experts includes several others not pictured below who include support staff, independent contractors, third party service providers, and more.

Taylor Moffitt

Taylor has been working in finance for over 20 years. He has a doctorate in business administration and an MBA finance. He has been a venture capitalist and principal shareholder of publicly traded companies on multiple exchanges and received recognition from the representative of the Queen in 2021. Taylor is the managing partner of Kelso Office Services, and he resides in Iowa. He insists that all of his healthcare clients should call him by his first name, because we all know you've had enough of "doctor attitudes." Taylor is here to serve. 

Ben Larson

Ben has a background in management consulting doing mergers & acquisitions and has completed more than 350 deals. He has an MBA degree specialized in healthcare with multinational commerce experience. Ben has received international recognition of state due to his business acumen and is respected for his integrity. Ben finds it richly rewarding to bring healthcare providers cash that they were not expecting. "Its like a dream job to give away money!" We have been working with Ben for nearly a decade. Ben resides in Minnesota. 

Michael Alvarez

Michael has several years of experience in the financial industry. He has a significant track record heading up unique and custom-tailored debt products. His clients know him for his tenacious persistence, his caring nature, and his prudential business sense that always has a client focus. We have been working with Michael for more than 10 years, and it was his insights and innovation responsible for bringing some of our programs to us. Michael lives in Florida. 

Joe Mattord

Joe is a hard working hustler and he goes out of his way to do what is best for his clients. Joe is a family man and is active in supporting causes to end child sex trafficking. Joe is very intelligent, and a creative problem solver. Joe can help bring your organization a fresh perspective and will walk you through the process of boosting your cash flow. Joe is the newest addition to our team. We took the time to get to know him for more than a year before we make him a partner in our firm. Joe resides in Texas. 

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Carlos Febles

Carlos has been working in the financial services industry for more than three decades. His willingness to go the extra mile for his clients and patiently walk them through the process of achieving their goals is one of his defining characteristics. Carlos prides himself in his integrity and he strictly works with individuals that he believes he can benefit. Carlos has been a part of our team for more than 15 years. He lives in Florida. 

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Introductory Special: RebateRx
 

Our RebateRx program assists hospitals, infusion centers, and other healthcare providers to recoup missed rebate money on provider administered drugs. While most providers receive rebate incentives from their GPO/wholesaler on the purchasing end, they typically miss out on the additional rebates offered on 1,700+ drugs that are available after the drugs are administered. Our innovative program distributes hundreds of millions of dollars to over 200 existing clients on an annual basis. 

 

  • Must administer brand and/or specialty drugs

  • These rebates are from the manufacturer and are in addition to any rebates you may be collecting from your GPO or wholesaler

  • No impact on existing purchasing contracts or claims procedures

  • No out-of-pocket costs, fees are 100% success based (percentage of dollars collected)

  • Additional revenue straight to your bottom line

  • Medicare pays Average Sales Price (ASP) and does not negotiate pricing or collect rebates. This is a large percentage of what we collect, although there are various commercial claims we collect as well.

  • VA, Medicaid, Tricare, 340B claims are not eligible

 

By taking advantage of our program, providers can boost their revenue stream and enhance profitability.

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