Acumen Fiscal Agent
Acumen Fiscal Agent is a Mesa, Arizona-based fiscal intermediary serving self-directed home and community-based care programs nationwide, managing payroll, taxes, and EVV compliance for individuals with disabilities, aging adults, and Veterans funded through Medicaid waivers, managed care organizations, and VA programs.
- Company typePrivate
- Founded1995
- HeadquartersMesa, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Acumen Fiscal Agent does
Acumen Fiscal Agent is a Utah-incorporated financial services firm headquartered in Mesa, Arizona, that operates as a fiscal intermediary (fiscal employer agent) for self-directed home and community-based care programs across the United States. Founded in 1995, the company manages employer-related financial responsibilities on behalf of individuals with developmental, intellectual, and physical disabilities, brain injuries, aging adults, and Veterans who choose to self-direct their care and remain in their homes rather than enter institutional settings. Services include payroll processing, tax withholding and reporting, W-2/1099 preparation, spending plan and budget tracking, and billing of funding sources, delivered at no direct cost to participants and funded through Medicaid waivers (federal/state), managed care organizations, county programs, and Veterans programs.
The company's technology stack is built on the Direct Care Innovations (DCI) web-based platform, with an Electronic Visit Verification (EVV) module required under the 21st Century Cures Act, a configurable GPS- and geofencing-enabled mobile app for caregivers, a Web Time Entry system, and Acumen's own Electronic Enrollment System (EES) that auto-generates state-specific enrollment forms. Complementary integrations include a Paperless Employee Portal for W-2 delivery and Money Network for payroll card distribution, with employee medical benefits handled via Augeo. Acumen claims to be one of the oldest and largest fiscal management agencies in the country, currently serving over 100 programs and contracts, operating 12+ offices nationwide, and partnered with Area Agencies on Aging, Centers for Independent Living, State Units on Aging, Aging Disability Network Agencies, managed care organizations, and state Medicaid programs. The company is privately held, owner-operated by CEO Josh Auer, and shows no disclosed venture funding, acquisitions, or parent company in available records.
Acumen Fiscal Agent firmographics
Firmographics- Name
- Acumen Fiscal Agent
- Legal name
- Acumen Fiscal Agent
- Website
- https://acumenfiscalagent.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Acumen Fiscal Agent is a Mesa, Arizona-based fiscal intermediary serving self-directed home and community-based care programs nationwide, managing payroll, taxes, and EVV compliance for individuals with disabilities, aging adults, and Veterans funded through Medicaid waivers, managed care organizations, and VA programs.
- Ownership category
- akta.pro rank
Acumen Fiscal Agent industry classification
Industry- Product category
- Fiscal Management Services
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Self-Directed/Consumer-Directed Caregiver Enrollment & Payroll Support (HSABAMAI)
- akta.pro secondary industry
- Agent of Record (AOR) / Contractor Engagement Services (BPACAGAB)
Keywords
Where Acumen Fiscal Agent is headquartered
LocationHeadquarters
- HQ city
- Mesa
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Acumen Fiscal Agent business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Fiscal Management Services for Self-Directed Care: Acumen serves as a fiscal intermediary for self-directed care programs, managing employer-related financial responsibilities including payroll processing, tax withholding and reporting, and budget tracking. Services are funded through Medicaid waiver programs (federal and state monies), managed care organizations, county programs, and Veteran programs.
- Veteran-Directed Home and Community-Based Services (VD-HCBS): Since 2012, Acumen has provided Fiscal Management Services for VD-HCBS across the United States, partnering with AAAs, Centers for Independent Living, and State Units on Aging to support Veterans remaining in their homes and communities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Free services for participants - No cost to participants |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels5 records
Acumen Fiscal Agent product offering
Product offeringCore offering
Acumen Fiscal Agent operates as a fiscal intermediary (fiscal employer agent) for self-directed care programs across the United States. It manages employer-related financial responsibilities on behalf of participants, including payroll processing, tax withholding and reporting, W-2/1099 preparation, and spending plan/budget tracking. Services are funded through Medicaid waiver programs, managed care organizations, county programs, and Veteran programs, with the company providing its Electronic Enrollment System and Electronic Visit Verification (EVV) capabilities through the Direct Care Innovations (DCI) platform.
Differentiator
Problem solved
Functional benefit
Brands
- Electronic Enrollment System (EES): Online enrollment portal for clients, their representatives, and employees to enroll in fiscal agent services.
Products and services
- Fiscal Intermediary Services Core fiscal agent services that manage employer-related financial responsibilities for self-directed care participants, including payroll processing, tax withholding and reporting, W-2/1099 preparation, spending plan reports and tracking, and billing of the funding source. Intended for participant employers, direct care employees, and government/managed care funding partners.
- Veteran-Directed Home and Community-Based Services (VD-HCBS)
- Electronic Enrollment System (EES)
Quantifiable outcome
- Error-free payroll services
- +1 more outcomes
Companies that use Acumen Fiscal Agent
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles3 records
Acumen Fiscal Agent technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature5 records
Acumen Fiscal Agent partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- Area Agencies on Aging (AAA)coreAcumen partners with Area Agencies on Aging to support Veteran-Directed Care services. AAAs help identify and connect eligible Veterans with self-directed care options, while Acumen provides the fiscal management infrastructure.
- Centers for Independent LivingcoreCenters for Independent Living partner with Acumen to help individuals with disabilities access and manage self-directed care services, providing advocacy and support while Acumen handles fiscal management.
- State Units on AgingcoreState Units on Aging work with Acumen to administer and expand Veteran-Directed Care programs across states, leveraging Acumen's fiscal management expertise.
- Aging Disability Network Agency (ADNA)coreADNAs collaborate with Acumen to deliver self-directed care services to aging and disabled populations, combining advocacy expertise with fiscal management capabilities.
- Direct Care Innovations (DCI)coreAcumen has chosen Direct Care Innovations as their EVV vendor. DCI provides a comprehensive healthcare technology platform including mobile applications for time tracking, GPS-enabled location tracking, and EVV compliance required under the 21st Century Cures Act.
- State Medicaid ProgramscoreAcumen provides fiscal management services across the United States in partnership with multiple state-funded programs, most of which are Medicaid waiver programs funded by both state and federal monies.
- Managed Care OrganizationscoreAcumen contracts with numerous managed care organizations to meet the needs of individuals in states that have adopted managed care models, adapting their services to each unique managed care approach.
- County ProgramsminorAcumen works with county-funded programs to serve individuals in underserved rural and urban areas, demonstrating flexibility to work with programs of varying sizes.
- Veteran's ProgramscoreAcumen is proud to partner with Veteran centers, AAAs, and other agencies serving military personnel to bring Veteran-directed home and community-based services to every Veteran across the country.
- Funding PartnerscoreAcumen works with programs at the federal and state level, as well as managed care organizations, county programs, and Veterans programs to provide individualized self-directed care services through their fiscal agent model.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Acumen Fiscal Agent competitors and assessment
Company assessmentBroad incumbents
- Paychex: Major payroll and HR services provider serving small and mid-sized employers. Broad incumbent that could compete for outsourced payroll components of FMS contracts or be used as a white-label back end.
- ADP: Large-scale payroll, tax, and benefits administration provider. While not specialized in self-direction, ADP competes for managed care organization panel contracts and represents a broad incumbent alternative for payroll portions of FMS.
- BrightSpring Health Services: Large diversified home and community-based services provider that includes pharmacy, home health, and HCBS lines. Not a direct FMS peer, but a broad incumbent competing for state HCBS contracts and provider relationships that intersect with fiscal management.
Direct peers
- GT Independence: Fiscal employer agent offering self-direction financial management services across multiple states for individuals with disabilities and aging adults. Direct competitor on state HCBS waiver contracts.
- Public Partnerships LLC: Largest fiscal employer agent / financial management services provider for self-directed Medicaid and Veteran programs in the US. Directly competes with Acumen on state Medicaid waiver and VD-HCBS contracts nationwide.
- Palco: Fiscal agent and financial management services company serving self-directed Medicaid and Veteran programs. Operates as a direct competitor to Acumen on state-level FMS procurements.
- LIFE-Share Management Group: Fiscal management services provider supporting self-directed HCBS programs in multiple states. Competes with Acumen for state Medicaid waiver and managed care FMS contracts.
- Self-Direct Inc. Fiscal management services provider for self-directed Medicaid programs, offering participant employer supports and payroll services. Operates as a smaller direct competitor in select states.
- Consumer Direct Care Network: National fiscal management services provider serving Medicaid self-direction and Veteran-Directed Care programs across multiple states. Directly overlaps Acumen in participant employer services, payroll, and EVV.
Others
- Direct Care Innovations (DCI): Healthcare technology platform provider for Medicaid and managed care markets, offering EVV, time tracking, and back-office tools. Currently Acumen's chosen technology partner, making it both an enabler and a potential substitute for in-house FMS capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Acumen Fiscal Agent social profiles
Digital presenceAcumen Fiscal Agent financial estimates
Financial estimateRevenue estimate
Valuation estimate
Acumen Fiscal Agent leadership team
Management profileNumber of profiles
Profiles1 record
Acumen Fiscal Agent funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Acumen Fiscal Agent M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Acumen Fiscal Agent
What does Acumen Fiscal Agent do?
Acumen Fiscal Agent operates as a fiscal intermediary (fiscal employer agent) for self-directed care programs across the United States. It manages employer-related financial responsibilities on behalf of participants, including payroll processing, tax withholding and reporting, W-2/1099 preparation, and spending plan/budget tracking. Services are funded through Medicaid waiver programs, managed care organizations, county programs, and Veteran programs, with the company providing its Electronic Enrollment System and Electronic Visit Verification (EVV) capabilities through the Direct Care Innovations (DCI) platform.
Is Acumen Fiscal Agent a public or private company?
Acumen Fiscal Agent is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Acumen Fiscal Agent founded?
Acumen Fiscal Agent was founded in 1995. It employs 251 to 500 people.
Where is Acumen Fiscal Agent based?
Acumen Fiscal Agent is headquartered in Mesa, United States, in the North America region.
How does Acumen Fiscal Agent make money?
Two revenue lines are on record. Fiscal Management Services for Self-Directed Care is the primary driver. The others are veteran-Directed Home and Community-Based Services (VD-HCBS).
Who are Acumen Fiscal Agent's main competitors?
Broad incumbents on record are Paychex, ADP and BrightSpring Health Services. Direct peers are GT Independence, Public Partnerships LLC, Palco, LIFE-Share Management Group, Self-Direct Inc. and Consumer Direct Care Network. Direct Care Innovations (DCI) is listed as an others.
Does Acumen Fiscal Agent have an API?
No public API is recorded for Acumen Fiscal Agent.
What industry is Acumen Fiscal Agent in?
Acumen Fiscal Agent's product category is Fiscal Management Services. Its primary akta.pro industry code is HSABAMAI, Self-Directed/Consumer-Directed Caregiver Enrollment & Payroll Support, with a secondary code of BPACAGAB, Agent of Record (AOR) / Contractor Engagement Services. Its NAICS code is 541211 and its SIC code is 8700.