At Bradley Associates, we view our personnel as the life-blood of the company. In order for our firm to continue to grow, we are committed to hiring only the best personnel. By hiring the best personnel, we can offer our clients superior service and products.
Dan is a Partner with Bradley Associates and a 2008 graduate of Indiana University with a Bachelor of Science Degree in Accounting and Finance. Dan joined the Firm in 2007 as an intern and began full-time immediately following graduation.
Dan has worked as both an auditor and consultant to various healthcare providers, including hospitals, nursing facilities, group homes and physician groups. His general areas of expertise include Medicare and Medicaid cost report preparation, including preparation of home office, prospective payment system hospitals, critical access hospitals, and other cost reports; financial statement audits and other assurance services; fair market value analyses of physician compensation; mergers and acquisition consulting; valuations of various healthcare entities; and general healthcare consulting.
With his experience in the preparation of Medicare and Medicaid cost reports for hospitals, nursing facilities, group homes, home health agencies and other healthcare entities, Dan has developed relationships with various Medicare and Medicaid intermediaries across the country. Dan has also assisted in the development and the implementation of compliance programs for Stark, Anti-kickback, Intermediate Sanctions and other regulations and statutes, including the development of programs to document compliance with hospital and nursing home fair market value payments to physicians. Dan also provides consulting services related to internal controls and grant compliance, including compliance with the Office of Management and Budget Circular A-133 and the new Uniform Guidance
Dan is a member of the AICPA, Indiana CPA Society, and Healthcare Financial Management Association.
Eric is a Partner with Bradley Associates and a 2002 graduate of Indiana University with a Bachelor of Science Degree in Accounting and Finance. Eric joined the Firm in 2002 immediately following graduation.
Eric has worked as both an auditor and consultant to various healthcare providers, including hospitals, nursing facilities, group homes and federally qualified health centers. His general areas of expertise include Medicare and Medicaid cost report preparation, including preparation of home office, prospective payment system hospitals, critical access hospitals, and other cost reports; Medicare and Medicaid appeals preparation; financial statement audits; HUD audits; strategic rate reviews for hospitals; and general healthcare consulting.
His experience also includes the following: preparation of Medicare and Medicaid cost reports for nursing facilities, group homes, federally qualified health centers, and other healthcare entities; reimbursement consulting relating to Medicare bad debts, State DSH and other reimbursement programs; assurance and attestation services including audits, compilations and other agreed upon procedures; and merger and acquisition assistance. Eric has significant experience in the preparation of annual hospital budgets; assisting hospitals in the calculation of third-party settlements and contractual allowances for month end close; and research and preparation of projections and financial statements for various healthcare entities. Eric has also assisted in the development and implementation of methodologies to implement strategic pricing strategies and estimate the effects on reimbursement by payor for various hospitals.
Professional Affiliations: American Institute of Certified Public Accountants, Indiana CPA Society, and Healthcare Financial Management Association.
Tracy has been in public practice since 1982 and with Bradley Associates since 1983. His career has focused on auditing and consulting assignments with hospitals, nursing facilities, agencies that server the developmentally disabled and other healthcare entities. As a resource for many of the trade associations representing these healthcare businesses, he is widely regarded as the go-to person for accounting and finance issues in this industry.
Through extensive educational pursuits and detailed reviews of rate-setting parameters and regulations, Tracy is an industry leader in the Medicaid reimbursement methodologies. He is able to provide invaluable insight into a variety of healthcare reimbursement scenarios and address even the most complex healthcare issues.
His experience and understanding of the business has prepared him to work not only with healthcare entities but also assist state authorities in any potential healthcare crisis. He has provided consulting services relative to provider tax, inter-governmental transfer and waiver issues and performed forensic accounting services in support of Medicare compliance investigations.
He provides a wide variety of consulting services to healthcare clients, including assistance with governmental funding, Medicare, Medicaid and other third-party reimbursement consultation, various states’ Medicaid cost reporting preparation, audit and review services, strategic planning, representation before regulatory authorities and cost studies.
He has prepared and now oversees the preparation of Medicare and Medicaid cost reports for hospitals (acute care, CAH, LTACH and rehab), nursing facilities and other healthcare facilities nationwide.
Professional Affiliations: Ohio Health Care Association, Indiana Association of Rehabilitation Facilities, American Institute of Certified Public Accountants, Indiana CPA Society, Healthcare Financial Management Association.
Education: BS, Accounting; MBA. Indiana University, Bloomington, IN
Prior Experience: Healthcare consultant for a national CPA firm.
A partner in the firm, Wade’s career has focused exclusively in the healthcare arena. His expertise includes acquisition analysis; due diligence; cost report preparation for both critical access hospitals and prospective payment system hospitals; reimbursement planning and analysis of new federal regulations; wage index review and various other healthcare consulting engagements.
Before joining Bradley Associates in 1996, he worked for the State Board of Accounts in Indiana as a financial statement auditor. During his two-year tenure, Hill worked with hospital providers. He then transitioned to the Indiana Medicare Fiscal Intermediary where he performed audits on Medicare cost reports filed by Hospitals, home offices, mental health centers, home health agencies and skilled nursing facilities.
His prior experience has enabled him to be effective in developing relationships with various fiscal intermediaries during audits of cost reports and planning stages of transactions, such as development and changes in home office cost reports and other unique transactions.
His consulting assignments have included financial modeling and projections relative to the development of acute and specialty hospitals. Working with some of the largest healthcare systems in the country, he has developed expertise in cost reports, reimbursements and other related services for facilities in multiple states.
Professional Affiliations: Healthcare Financial Management Association, National Rural Health Association, American Institute of Certified Public Accountants, and the Indiana CPA Society.
Education: BS, Accounting. Indiana University, Bloomington, IN
Prior Experience: Financial statement auditor for the Indiana State Board of Accounts; auditor for Medicare Fiscal Intermediary.
As a partner in the firm, Dan offers significant experience in reimbursement consulting and auditing healthcare entities, including hospitals, long-term care facilities, Federally Qualified Health Centers (FQHC’s), Rural Health Centers, and agencies and facilities for the developmentally disabled. Having completed additional training in the area of not-for-profit finances, he is always up-to-date on regulations and practices in this arena.
A point of differentiation with the firm is that partner involvement in the work as evidenced by Dan’s active, hands-on approach to handling his client base. He has provided attestation services such as audits, internal control reviews and accounting research. Due diligence for acquisition activity of healthcare entities, ranging from an individual long-term care facility to a major long-term care/hospital system, is another area of his expertise.
He is involved in the direct delivery or supervision of audit and healthcare consulting services including Medicare and Medicaid reimbursement, third-party reimbursement, general ledger organizations and structure and development of internal controls, policies and procedures.
Working with trade associations representing long-term care facilities and FQHC’s and the developmentally disabled, he has identified reimbursement issues and analyzed them to develop strategies for improvement. H has represented healthcare providers in audits and appeals with the Provider Reimbursement Review Board and Indiana Family and Social Services Administration.
To assist client in their long-term planning, Dan provides financial projections and analysis of filing and payment as well as research and recommendations regarding potential growth through mergers and/or acquisitions.
Professional Affiliations: Indiana Health Care Association, Health Care Council of Illinois, Healthcare Financial Management Association, American Institute of Certified Public Accountants, Indiana CPA Society.
Education: BS, Industrial Management. Purdue University, West Lafayette, IN
Prior Experience: Healthcare consultant for a national public accounting firm and auditor the City of Indianapolis.
Diane is a Senior Manager with Bradley Associates and a 2004 graduate of Indiana University with a Bachelor of Science Degree in Accounting and Finance. Diane also received her Masters of Professional Accountancy from Indiana University-Purdue University. Diane joined the Firm in 2006.
Her general areas of expertise include tax return preparation and consulting, benefit plan audits, Medicare and Medicaid cost report preparation, and various healthcare consulting projects.
Her experience includes the following: preparation of Medicare and Medicaid cost reports for healthcare entities including hospitals, nursing facilities, group homes, home health agencies, federally qualified health centers, and other healthcare entities and provides related reimbursement and consulting services such as assisting those entities with Medicare and Medicaid cost report audits. Diane also prepares change in scope of service analyses for federally qualified health centers. In addition, Diane manages the preparation of not-for-profit tax returns and of personal property tax returns and exemptions. She also performs DOL limited scope audits of benefit plans.
Diane is member of the AICPA and Indiana CPA Society.
Andrew is a Senior Manager with Bradley Associates and a 2009 graduate of Indiana University with a Bachelor of Science Degree in Accounting, Finance, & International Studies. He graduated with honors, highest distinction. Andrew joined the Firm in 2009 following his graduation.
Andrew has worked as both an auditor and consultant to various healthcare providers, including but not limited to hospitals, nursing facilities, group homes, and physician groups during his career. His general areas of expertise include Medicare and Medicaid reimbursement consulting and cost report preparation, audit financial projections and analysis, programming (VBA), database management (SQL), and numerous other various healthcare and information system consulting projects.
With Andrew’s technical skills and experience in preparing and reviewing Medicare and Medicaid cost reports, he has been able to address a wide-variety of client needs. This includes developing the Bradley Contractual Model (BCM) software application which is utilized by Critical Access Hospitals (CAHs) nationwide in calculating third-party settlements and contractual allowances, establishing a comprehensive approach and model for scrubbing hospital third-party bad debt including assisting in extracting the data from the hospital’s information systems, and performing reimbursement impact analysis of third-party adjustments and preparation of the provider’s response to the audit’s findings.
In addition, Andrew has experience in providing financial assurance services, such as audits, reviews, compilations and other agreed upon procedures to our clients in the healthcare industry.
Andrew is a member of the AICPA and Indiana CPA Society.
Jennifer is a Senior Manager with Bradley Associates. She graduated from Indiana University in May 2003 with a Bachelor of Science Degree in Accounting and Finance. She joined the firm immediately upon graduation.
Jennifer provides a variety of services to the Firm’s healthcare clients. Her specialties include benefit plan audits, fair market valuations of physician compensation, and tax consulting and preparation for a variety of clients including nonprofits, corporations, partnerships, and individuals. Other areas of service include financial statement audits, Medicare and Medicaid cost report preparation, and various other accounting and consulting services. Jennifer is a member of the Indiana CPA Society and AICPA.
Kylie is a Senior Manager with Bradley Associates and a 2009 graduate of Indiana University Purdue University – Indianapolis with a Bachelor of Science Degree in Accounting and Finance. Kylie joined the Firm in 2007 as an intern and began full-time immediately following graduation.
Kylie has worked as both an auditor and consultant to hospitals, nursing facilities, group homes, and other healthcare entities during her career.
Her general areas of expertise include Medicare and Medicaid cost report preparation, including preparation of home office, prospective payment system hospitals, critical access hospitals, and other cost reports; Medicare and Medicaid appeals preparation; financial projections and analysis; fair market value analyses of physician compensation; assurance and attestation services including audits, compilations and agreed upon procedures engagements; interim support and general healthcare consulting.
Kylie is a member of the AICPA and Indiana CPA Society.
Dawn is a Director who specializes in providing assurance reimbursement and consulting services to clients in the healthcare industry. She joined the firm in 1989.
Her experience working for the healthcare providers has been invaluable in building a practice that is responsive and knowledgeable in the ever-changing and challenging environment of healthcare finances. General areas of expertise include financial statement audit, Medicaid and Medicare cost report preparation, third-party audit assurance and reimbursement consulting.
She has worked with nursing facilities, CRF/DD’s and ICF/MR’s throughout the country, including work with large national chain providers operating in multiple states.
Other specialized areas include financial assurance services such as audits, reviews, compilations, internal control and system testing, reporting and accounting research as well as preparation of budgets, projections or reimbursement rates and valuation of receivables.
Professional Affiliations: American Institute of Certified Public Accountants, Indiana CPA Society.
Education: BS, Accounting. Purdue University, West Lafayette, IN
Derek is a Manager with Bradley Associates. He graduated from Indiana University in December 2013 with a Bachelor of Science Degree in Accounting and Finance. He joined the firm immediately upon graduation.
Derek has worked as both an auditor and consultant to hospitals, nursing facilities, group homes, and other healthcare entities. His general areas of expertise include Medicare and Medicaid cost report preparation, including preparation of home office, prospective payment system hospitals, critical access hospitals, sole community hospitals, and other cost reports; financial statement audits and other assurance services; fair market value analyses of physician compensation; and general healthcare consulting.
Derek is a member of the AICPA and Indiana CPA Society.
Katy is a Manager with Bradley Associates and a 2012 graduate of Indiana University with a Bachelor of Science Degree in Accounting and Finance. Katy joined the Firm full-time in 2012 immediately following graduation.
Katy has worked as both an auditor and consultant to various healthcare providers, including hospitals, nursing facilities, group homes and physician groups.
Her general areas of expertise include Medicare and Medicaid cost report preparation, tax return preparation, benefit plan audits, fair market value analyses of physician compensation, financial statement audits and other assurance services, and various other healthcare consulting projects.
Her experience includes the following: preparation of Medicare and Medicaid cost reports for healthcare entities including hospitals, nursing facilities, group homes, home health agencies, federally qualified health centers, and other healthcare entities and provides related reimbursement and consulting services such as assisting those entities with Medicare and Medicaid cost report audits. In addition, Katy performs DOL limited scope audits of benefit plans. She also prepares not-for-profit tax returns.
Katy is a member of the AICPA and Indiana CPA Society.
