Fractional CFO, Financial Management & Forensic Accounting
for Health and Wellness Professionals
Our Full Suite of Financial Management Services Go Beyond Bookkeeping:
At $1M+ in revenue, you need more than a bookkeeper. You need a CFO who understands the financial challenges of running a medical spa, dental practice, therapy practice, or holistic medicine business.
We provide fractional CFO services and forensic accounting for healthcare practice owners who want to keep more of what they earn and avoid costly financial mistakes.
What You Get:
Fractional CFO, Financial Management & Forensic Accounting
We work with health and wellness practices generating $1M+ annually. Medical spas, dental practices, physical therapy clinics, chiropractic and wellness centers, bodywork practices, counseling groups, and yoga, Barre, Pilates, or fitness studios.
If you’re running a profitable practice and want to keep growing, we’ll help you protect what you’ve built, avoid cash flow problems, and strengthen your financial foundation.
Our Services:
You get everything your medical spa, dental practice, therapy practice, or holistic medicine business needs under one roof.
Strategic financial leadership, complete accounting and bookkeeping, fraud prevention, and growth planning.
One financial partner handling it all, so you’re not juggling multiple relationships or wondering who’s responsible for what.
One financial partner. Everything covered. No gaps.
We handle it all so you can focus on patient care while knowing your financials are solid and your practice is protected.
“Lozelle and her staff are clear and direct communicators. They have helped me organize my business books. This has been the most professional and accessible business service I have ever had” – Steven D
We work with health and wellness practices generating $1M+ annually. Medical spas, dental practices, physical therapy clinics, chiropractic and wellness centers, bodywork practices, counseling groups, and yoga, Barre, Pilates, or fitness studios.
If you’re running a profitable practice and want to keep growing, we’ll help you protect what you’ve built, avoid cash flow problems, and strengthen your financial foundation.
Holistic & Medical Practices
Healthy finances are the heartbeat of your mission
Day Spas, Massage & Bodywork
Strong financial foundations heal more than sore muscles
Chiropractic & Wellness Clinics
Free yourself from financial stress, strengthen who you serve
Physical Therapists & Rehab Clinics
Keeping your finances in peak condition
Mental Health, Counseling & Therapy
Financial zen is the cornerstone to providing effective mental health
Medical Spa & Aesthetic Practices
Bookkeeping and accounting for med spas and aesthetic practices.
Gyms & Fitness Studios
Strengthen your finances for your Yoga/Pilates/Barre studio or Gym/Fitness Center
Dental Offices
Bring the focus back to your patients while we polish your finances
Virtual CFO
Cash flow clarity, fraud protection, and financial strategy for health and wellness practices.
Accounting & Bookkeeping
Focus on patient care while we manage your books, track cash flow, and keep your financials audit-ready.
Financial Education
Most health and wellness business owners weren’t trained to read P&Ls or manage cash flow. We fix that.
for Health & Wellness Businesses
Without solid accounting and someone who actually understands your numbers, even a busy practice can run short on cash when you need it most. We fix that.
You get accurate books, CFO-level strategy, and forensic accounting when something doesn’t add up. We also make sure you understand what those numbers mean, so you can make decisions that actually move your business forward.
We make sure you understand the why and how behind your finances, catch problems before they become disasters, and know your money is going where it’s supposed to go. When you actually know what’s happening with your money, you get your time back and you can make financial decisions with confidence.