Organize your records
Identify the applicable filing, gather business information, and organize cost estimates, funding records, and questions for your accountant.
OUR EXPERTISE / PREPARE THE FINANCIAL SIDE.
AHCA financial documentation & PFA
Document organization, CPA coordination, and follow-up support for Proof of Financial Ability to Operate filings for Florida healthcare businesses.
Discuss your current stage, relevant support, and next steps. By appointment · English & Spanish.
FINANCIAL READINESS FOR LICENSING
Clear records.
A coordinated application.
Proof of Financial Ability to Operate (PFA) helps AHCA assess whether an applicant has the resources to operate. Often called a financial affidavit, the filing can involve financial schedules, projections, and supporting evidence. SDC helps organize the administrative work around your provider’s requirements.
See the full application planFROM RECORDS TO FOLLOW-UP
Where SDC can help.
Support for clinics, nurse registries, and adult day care centers when financial filings apply.
Coordinate with your CPA
Keep application details and financial preparation aligned. SDC helps coordinate requested information with your independently engaged CPA.
Prepare for follow-up
Track AHCA correspondence and stated deadlines, organize requested documents, and coordinate financial questions with your CPA.
SDC provides administrative preparation and coordination within the agreed service scope. CPA compilation, accounting judgments, and required signatures are handled through a separate CPA engagement. Applicants remain responsible for their information; AHCA reviews the filing and decides licensure.
What to prepare for your consultation
- Your provider type, business structure, application stage, and proposed opening or ownership-change date.
- An overview of startup expenses, staffing, rent, equipment, and expected revenue assumptions.
- Available funding information and any existing financial statements or projections requested by your CPA.
- Your accountant’s contact information and any AHCA correspondence with response deadlines.
Begin with a business overview. Arrange an appropriate way to share financial records after the scope is agreed.
Official requirements & current forms
AHCA current provider forms & checklists ↗Florida Rule 59A-35.062 — Proof of Financial Ability to Operate ↗Florida Statutes § 400.471 — home health application requirements ↗Florida Statutes § 408.803 — change of ownership definition ↗Florida Statutes § 408.806 — application timing ↗
Reviewed October 16, 2026. Requirements depend on the provider and application. Use current AHCA instructions.
Independent accounting resource: AHCA.cpa
Explore an independent accounting resource focused on PFA preparation, financial projections, and related application questions. It is a private business, separate from the state agency and SDC. Any engagement is arranged directly with the provider.
YOUR QUESTIONS, ANSWERED
Financial filing
questions.
Is a financial affidavit the same as PFA?
Financial affidavit is a common informal label. The applicable AHCA requirement is Proof of Financial Ability to Operate. Start with the current form and checklist for your provider type; the filing may require multiple schedules and supporting records.
When is PFA required, including renewals?
Rule 59A-35.062 requires PFA for initial and change-of-ownership applications for specified providers. It is not a routine requirement for every renewal. AHCA may require it when a licensee shows financial instability. Other provider-specific application events can also carry financial requirements.
Does every provider need a CPA to sign?
The rule specifically requires CPA compilation and signatures for Home Health Agencies, Home Medical Equipment Providers, and Health Care Clinics. Do not assume that this requirement is identical for every provider. Review the current provider-specific form with your accountant.
Do the projections cover one year or two?
The standard PFA rule calls for two-year projections. A limited change-of-ownership exception may allow omission of the second year. Nurse registries use a separate form, AHCA Form 3110-7004A; follow its current instructions rather than applying one projection period to every filing.
How does a change of ownership affect preparation?
A change of ownership can involve a change in the licensed entity evidenced by a new FEIN or TIN, or a transfer of at least 51% of ownership or controlling interest, subject to statutory exceptions. The CHOW application must reach AHCA at least 60 days before the change. Review the transaction with your advisors early and coordinate the applicable financial filing.
Will SDC prepare or certify the CPA financial statements?
SDC organizes documents, coordinates information with your CPA, and supports administrative follow-up within the agreed scope. Professional accounting work and required CPA compilation or signatures are arranged separately. SDC does not certify financial statements or promise a licensing result.
LET’S FIND YOUR NEXT STEP
Clarity starts
with a conversation.
Share your plans or the issue you’re working through.
We’ll discuss the support that fits your business.