Create your own home health care business helping seniors in 2021-2022

caregiving business

Non-medical caregivers for seniors are in great demand in most parts of the world.

Now is the best time to start your very own home health care business while seniors need to stay protected from the Coronavirus. 

It is a perfect time to start a small home health care business for seniors with safety measures in place. Currently families are looking at the safest care options for seniors who require additional daily support at home, retirement communities, or in residences (public & private).

If you are thinking of opening a caregiving business, or currently have on in operation, then you know that it provides a unique career opportunity that offers a valuable service for seniors in your community.

One key part to owning your own caregiving business is that you must remain organized and up to date in your bookkeeping, client information (medical & personal), as well as taxes. Here you will find assistance with the business aspect of caregiving, so that you will be able to put your focus on what is truly important; you caring for seniors.

Wise Caregiving has created a digital guide which provides a general look at what caregiving for seniors entails, what to offer in terms of services, and then a deeper look into how to attract new clients and market your services more effectively. If you are thinking a career change into senior care is the right move for you, then we have what you need to get started. If you are like many out of work due to the pandemic but ready to get back to work then this is a great option make a real difference in your community.

The ‘How to start a senior care business’  guide  is written for caregivers just starting out as well as those of you who wish to expand on your already existing knowledge of the business. The author, Danielle Foley is a caregiver with 13+ years experience working in home care, and providing caregiver services for seniors who live in all types of residences, both public and private. She has extensive knowledge working as private caregiver for seniors, as well as starting and operating an incorporated company.

So many caregivers fly under the radar financially only to find that in times like during a pandemic, that it is much better to be a legit business so that you can apply for financial protection from the government as it becomes available. It may seem like a daunting task to set up a company, but really it doesn’t take much. Your local tax office can help answer any of your questions and guide you step by step. It  can be as simple as filling out necessary forms, and then seeing your accountant to set up, and file your taxes once a year. As your company grows so will the filing. Working on a cash basis may seem like an attractive option, but it can come with serious consequences.

If you are set up like a home care agency, a family will most likely hire you over an agency that will charge more, and send multiple caregivers. More often than not, a family will only lean towards using an agency because they do not want to have to deal with the logistics of employing a caregiver. Truth be told private caregivers have the same abilities as agencies, they just don’t know it! As a caregiver to you can take care of invoicing, paying yourself on a schedule, and setting aside income tax. None of these tasks are difficult with proper collecting of information, planning, and organization.

The senior care business templates that come with the guide help keep you organized so that when you do prepare for tax time everything is in order. The templates are designed specifically for small senior care business owners. When you download the guide you also receive 15 essential senior care business document templates templates that are designed specifically for small senior care business owners. The templates can be fully customized to each senior client.

 Wise caregiving is here to provide the necessary senior care industry tools that caregivers need to build a stable senior care business and grow it to its full potential.

How to Start a Senior Care Business (2)

how to start a senior care business guide and templates-TOC

Templates Included when you purchase guide 

Home Care Start Up Bundle-wise caregiving (8)

Professional Senior Care Templates Included: 

📁 60+ Essential Senior Care Business Templates (57 WORD DOCS & 3 EXCEL DOCS)

✔️ Home Care Service Plan Sheet
✔️ Home Care Service Plan Review Form
✔️ Residence Information Sheet
✔️ Senior Client Intake Form
✔️ Care Assessment Report -One Sheet Quick Overview
✔️ Care Assessment Report -Complete Assessment-Long Format
✔️ Senior Care Information Form-Client Profile w/ Photo
✔️ Senior Fall Risk Assessment Form-Detailed Format
✔️ Incident Report Form
✔️ Caregiving Service and Fees Information-One Sheet to Present Potential Customers w/ Photo
✔️ Proposal Letter-Home Care Service-For New Clients
✔️ Proposal Letter-Home Care Service-Organizations and Health Facilities
✔️ Home Care Service Quote-Formal
✔️ Caregiver Job Description Form
✔️ Caregiver Time Sheet Weekly
✔️ Home Care Service Agreement
✔️ Senior Housekeeping Chart
✔️ Senior Personal Care-Hygiene Chart
✔️ Toileting Charts
✔️ Senior care invoice-Professional and Detailed
✔️ Hire a Caregiver Checklist-Quick Guide
✔️ Caregiver Application Form
✔️ Pre-Interview Caregiver Questionnaire-Pre-Screening
✔️ Caregiver Interview Questionnaire
✔️ Caregiver Reference Check Questionnaire-What to ask Previous Employers
✔️ Home Care Job Offer Letter
✔️ Home Care Job Acceptance Letter
✔️ Caregiver Employment Agreement- Long format
✔️ Caregiver Employment Contract-Short Format- Good for Temp Workers
✔️ Employee Letter of Recommendation
✔️ Caregiver Job Posting-Ad Sample-Copy and Paste
✔️ Home Care Tax Receipt for Senior Care Services-Send to Clients
✔️ COVID-19 Senior Visit Health Care Form-Includes Vaccination Information
✔️ Senior Non-Medical Transport  Agreement-Caregiver and Senior Client Outings
✔️ Home Care Competitor Call Script-Know How to Stand Out
✔️ Home Care  Bookkeeping Checklist- Stay Organized and Pay Less Taxes
✔️ Senior Home Safety Checklist-Client Home Overview
✔️ Daily Food Log-Meal Tracker
✔️ Senior Community Services Contact List-Professionals who are a part of the Care Team
✔️ Emergency Medical Information Sheet
✔️ Client Progress Notes
✔️ Caregiving Daily Checklist (Caregiver Journal/Log of visit)
✔️ Employee Non-Compete Agreement
✔️ Proof of Income and Employment Letter for Employees
✔️ Final Employment Warning Letter
✔️ Termination of Employment Notice
✔️ Home Care Service Price Increase Letter
✔️ Care Directives-End of Life Wishes Form
✔️ Medical File Log- (2 Sizes-Letter + A4)
✔️ Medication List-(Letter + A5)
✔️ Weekly Medication Tracker
✔️ Monthly Medication Tracker
✔️ Medical Contacts List
✔️ Vitamin Supplement List
✔️ Visitor Sign In and Out Sheet
✔️ Dietary Profile Sheet

  • Policy and Procedure Manual for Employees
  • Home Care Scheduling (For employees and to give to clients)
  • Home Care Training bundle

*All documents and forms are digital (form fill), and printable


View examples:

Senior client information form – Gather detailed information to personalize care

Senior Care Information Form-full preview of template-wise caregiving

Senior fall risk assessment tool: 


senior fall risk assessment form template

Caregiver job description template – Eliminate the guesswork and put it in writing
Caregiver Job Description Form Template-full preview-Hire Private-wise caregiving

Home care service agreement – Customize this form to your business and each client


Home Care Service Agreement Template-full preview-wise caregiving

Senior care invoice -Tailored and detailed invoice for the senior care industry

senior care invoice

Home care tax receipt for senior care – A year-end statement for seniors care

Home Care Tax Receipt Template-wise caregiving

Senior housekeeping checklist -Safeguard the environment for a senior client with this form

Senior Housekeeping Chart Template-wise caregiving

Senior hygiene care chart – Keep everyone informed involved in the care

Senior Hygiene Care Chart Template-wise caregiving

Caregiver employment agreement – Business expands, and you hire a caregiverCaregiver Employment Agreement Template-full preview-Hire Private-wise caregiving

Caregiver employment application form – When you expand your business and need a position filled


Caregiver Employment Application-full preview Hire Private-wise caregiving

Caregiver interview questionnaire – Preparation is key

Caregiver Interview Questionnaire Template-full preview-Hire Private-wise caregiving

+Plus Many More!

Wise Caregiving is determined to reach, educate, and prepare as many new caregivers to help seniors with their daily needs as possible. We believe by teaching people how to own and operate their very own successful senior business that we will create more happy care providers.

If are ready to make a change in careers and have thought seriously about starting your own senior care business then let us give you the necessary tools to start as soon as possible. This digital book is written for private caregivers by an experienced private caregiver. All the information in this digital guide book comes from years of gained knowledge and first hand experience. 

Find out how to obtain excellent senior clients by learning where to look, how to get their attention, and ultimately any job/ mandate that you want.

The senior care business document templates are specifically designed for a private caregiving business. You will be organized, efficient with your time, and way ahead of your local competition. Furthermore, the person in charge of the senior care who selected you, will view you as someone who is accountable, innovative, detail oriented, and serious about operating a successful caregiving business.

The ‘How to start a senior care business’ also includes the senior care business documents 

Senior Care Templates-Instruction-wise caregiving


Both the word documents as well as the Excel spreadsheets can be altered, added too or parts removed. Please do not hesitate to reach out if you need assistance with any of our forms or excel formulas. 

*All documents and forms are digital (form fill), and printable.