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FOR ESTABLISHED HEALTH + WELLNESS PRACTICES $1M+

Your Practice Has Grown.

Know What That Growth Is Producing Before You Decide What Comes Next.

Healthy Bodies of Finance works with established health and wellness practices generating $1 million or more in annual revenue.

We help practice owners understand whether growth is improving cash flow and practice-level profitability. Growth can also expose an accounting structure that no longer fits the business. When something doesn't add up, we help determine whether the activity behind the accounting records needs closer review.

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$1M+
Minimum annual revenue threshold
CFE
Certified Fraud Examiner on staff
3
Specialized service lines
0
Problems left to discover the hard way
Fractional CFO
Forensic Accounting
Financial Leadership
Fraud Prevention
Cash Flow Strategy
Internal Controls
Healthcare Finance
CFE Certified
Fractional CFO
Forensic Accounting
Financial Leadership
Fraud Prevention
Cash Flow Strategy
Internal Controls
Healthcare Finance
CFE Certified
Who We Serve

Built for the Practice You Have Now.

At $1 million or more in annual revenue, the practice may be managing a larger provider team or another location. Insurance reimbursement can put distance between delivering care and collecting cash. A broader service mix can produce different service margins across the practice.

We serve medical spas, dental practices, therapy groups, and physical therapy clinics. Our clients also include integrative medicine practices and urgent care centers.

$1M+
Minimum Annual Revenue
10+
HEALTH + WELLNESS PRACTICE TYPES WE SUPPORT
CFE
CERTIFIED FRAUD EXAMINER PERSPECTIVE
US
Serving Clients Nationwide
Why This Works

Build the Accounting Team Your Practice Has
Grown Into.

The accounting structure that worked when your health and wellness practice was smaller may not be the structure you need now.

An outsourced bookkeeper may have been enough with fewer providers and one location. As the practice grows past $1 million in annual revenue, ownership of the month-end close can become harder to define. Financial reporting may need another level of review. Too much accounting knowledge can also remain with one person.

Healthy Bodies of Finance helps established health and wellness practices determine whether the current accounting team structure still fits the business. We look at who is doing the accounting, what each role owns, and where review belongs.

For a multi-location practice, defining accounting ownership becomes more important as additional providers or locations increase the accounting workload.

WHAT'S INCLUDED

We help established health and wellness practices determine whether the current accounting team structure still fits the business. When responsibilities or review have become unclear, we identify what needs clearer ownership before another accounting position is added.

A stronger job title will not repair an accounting structure when the responsibilities underneath the title were never defined.

A month-end close becomes harder to manage when several people touch the process but ownership is unclear.

We establish who owns the month-end close and where financial reporting should be reviewed before it reaches practice leadership.

When too much institutional knowledge rests with one employee, cross-training and documentation can reduce the practice’s dependence on that person without making the entire finance team interchangeable.

As accounting responsibilities change, financial authority needs to change with them.

Financial system access and approval authority should reflect who is responsible for the accounting work. We look at where management review belongs and whether segregation of duties still fits the way the accounting team is structured.

For a multi-location practice, another location can increase the accounting workload and expose weaknesses that were easier to manage with one location.

Some responsibilities may need to move within the existing team before another position is added. When the practice needs more accounting expertise, we define the work first and then determine which accounting role should own it.

Month-end close and financial reporting also need clear expectations as the accounting team supports a larger practice.

Our Services

Three Financial Questions.
Three Different Services.

An illustration of a leaf with a leaf in the middle.

I spent years watching healthcare organizations lose money in ways that could have been prevented. I built this practice to change that.

Lozelle Mathai, CFE | Founder, Healthy Bodies of Finance
WHAT THIS LOOKS LIKE IN PRACTICE

Financial Questions Look
Different Once Your Practice Starts
to Grow.

Your health and wellness practice is growing, and revenue is up, but the financial reports may still leave you with a harder question: Can the practice afford what comes next? Revenue alone does not tell you whether margins are holding or how much cash is tied up in accounts receivable.

As the practice becomes more complex, healthcare finance must dig beneath the consolidated numbers. Location-level reporting can uncover performance that gets lost in the practice-wide total. Service-line reporting gives leadership another view of where revenue is coming from and how different areas of the practice are performing.

Before more money goes into growth, leadership can see whether current cash flow and margins can support it.

SEE HOW WE WORK ↗
01
Fractional CFO Services
Know What Your Growth Is Producing

A bigger revenue number does not tell you what the practice is keeping. You need to see whether practice-level profitability is improving and whether cash flow can support the next growth decision.

Service profitability and provider compensation help explain why the financial result changed. Financial forecasting shows how a proposed growth decision could affect future cash flow or profitability. For a multi-location practice, location-level financial reporting shows which locations are producing the expected financial return.

Explore Fractional CFO
02
Finance Team Development
Build the Accounting Team Your Practice Has Grown Into

Before adding another person to the finance team, determine which accounting role the practice actually needs.

We define ownership of the month-end close and where review belongs before financial reporting reaches practice leadership. We also determine whether outsourced bookkeeping still fits or whether the finance function needs an in-house bookkeeper, staff accountant, or controller.

Explore Finance Team Development
03
Forensic Accounting + Fraud Prevention
Follow the Financial Activity Behind the Number

When a financial concern is raised, the records should support the conclusion before it becomes an allegation of fraud or financial misconduct.

We examine fraud risk and trace transaction activity back to source documentation or the financial system where the activity began. Internal controls and financial authority become part of the review when they help explain an opportunity for financial misuse.

Unusual activity is not proof of fraud or embezzlement.

Explore Forensic Accounting + Fraud Prevention
ABOUT THE PERSPECTIVE

We Look at More Than the Number.

A strong revenue number can look reassuring until cash flow tells a different story. An unusual transaction can raise a question without proving fraud. In either case, the financial reports can be accurate and still leave the practice owner without enough context to understand what the practice can support or what deserves closer review.

The team at Healthy Bodies of Finance looks at what created the numbers and the financial activity connected to them. We consider the decisions affecting the practice, how financial responsibilities are assigned, and whether the accounting records reflect the activity behind them. A number can look fine and still deserve a second look. When something does not add up, we follow the financial evidence.

Start With a Paid Financial Assessment

Every engagement with Healthy Bodies of Finance begins with a paid Financial Assessment.
It identifies which financial issue needs attention first and whether ongoing support is the appropriate next step.

Your practice has grown. Your finance function should reflect the business you have now.

START THE CONVERSATION ↗
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