FiNanciAl EDuCATioN
for Health and Wellness Professionals
Please note that financial education is not offered as a standalone service. It is a core part of the comprehensive support that we provide as your fractional CFO.
Rather than learning vague financial tips, we’ll provide you with specific insights to carry you into the long-term growth of your practice.
Invest in Your FiNanCiAl FuTure
Why Financial Education Matters
Running a health and wellness business isn’t just about treatments, sessions, or memberships. If you don’t understand your numbers, you’re leaving growth — and money — on the table. Financial education isn’t optional. It’s what separates practices that survive from practices that scale..
How We Empower and Educate
We don’t treat education like an extra service. It’s baked into everything we deliver as part of our financial management services:
- Start With Your Books → We review your accounting and bookkeeping so you see exactly where your money is going.
- Turn Reports Into Tools → Profit & Loss, Balance Sheet, Cash Flow — we show you how to use them, not just read them.
- Spot the Leaks → Inventory, payroll, memberships, or client cancellations — we educate you how to identify where profit is slipping.
- Plan for Growth → Forecasting and budgeting explained in plain English so you can make confident moves without second-guessing.
We make sure you can read and use your numbers — because a business owner who understands their financials makes better decisions.
KPI Training
It’s vital that you understand the key indicators of financial success for your business.
Personalized Consultations
Work directly with Lozelle Mathai, who understands the specific financial challenges and opportunities unique to your practice.
Financial Literacy Resources
Access a library of curated resources and tools, including articles, webinars, and video tutorials to further your financial knowledge at your own pace.
One-on-one Monthly Walkthroughs
Every month, we will meet and walk you through the numbers, proving valuable education and answering all your your questions.
Plain Language Explanations
We don’t expect you to understand every accounting term, and naturally explain what you need to know in simple terms.
Industry-Specific Guidance
We provide real-world examples and education specific to your industry.
Why combine Financial Education with CFO services?
Because financial education is part of building a stronger, more strategic business — and it’s built into every client relationship we offer.
We don’t just deliver reports. We make sure you can read, understand, and use your numbers. A health and wellness business owner who understands their financials makes better decisions, protects margins, and plans for growth.
Financial education in the health and wellness industry goes beyond basic budgeting or bookkeeping. We provide targeted financial education designed for medical practices, medical spas, therapy practices, fitness centers, and wellness clinics.
Complex financial concepts are broken down into simple, practical terms, so you feel confident making decisions for both your practice and your future.
Benefits of Financial Education for Your Health & Wellness Practice
- Greater confidence in financial decision-making
- Improved cash flow oversight
- Stronger compliance and reduced risk
- Smarter growth planning and investment strategies
- A collaborative relationship with your CFO, not just a transactional one
“Give a man a fish, you feed him for a day. If you teach a man to fish, you feed him for a lifetime.”
– Unknown Proverb’s Origin
We cater to a diverse range of health and wellness businesses, from established practices to those just starting out. Whether you’re a doctor, chiropractor, bodywork provider, therapist, naturopath, physical therapist, medical spa, yoga studio, or a fitness center, we understand the unique financial landscape you navigate.
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
for Health & Wellness Professionals
Our approach and systems are grounded in a heartfelt commitment to empower you. We’re not just here to ease tax stress; we’re dedicated to helping you reclaim precious time and really grasp the “whys” and “hows” of running your health-based business. Turn to us to transform your numbers into meaningful insights that give you freedom to pursue your passion, deliver superior wellness services, and have fun! Let us handle the complexities of financial management, so you can focus on what you do best—promoting health and well-being.