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Fractional CFO Services
for Health and Wellness Professionals

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Our Full Suite Financial Management Services Goes Beyond BookkeepiNg:

Your Dedicated Financial Partner

A fractional CFO provides financial leadership and strategic guidance without the expense of a full-time executive. With fractional CFO services, you gain the same expertise as a Chief Financial Officer while keeping your overhead low.

Acting as your financial leader and partner, we not only guide high-level strategy but also provide accounting, bookkeeping, and financial education—ensuring your health and wellness practice has the financial management structure it needs to thrive.

AbOuT Our CFO and Advisory ServICes

With Healthy Bodies of Finance as your Fractional CFO and Your Financial Partners, you can focus on client care while we manage financial strategies, budgeting, and forecasting. Our financial management services deliver insights into cost control, growth opportunities, and profitability—so your health and wellness practice can scale with confidence.

Because we specialize in medical spas, therapy practices, chiropractic centers, and fitness clinics, we understand the regulations and reporting standards unique to this industry. From compliance to cash flow, we provide the financial leadership that keeps your practice protected, profitable, and positioned for growth.

How can a Fractional CFO Benefit Your Health and Wellness Practice?

We take your numbers and turn them into a clear plan for growth and stability.

Financial Strategy & Planning
Develop a clear financial roadmap, helping you set realistic goals, analyze profitability, and make informed decisions about your practice’s growth.

Cash Flow Management
Gain insights into your cash flow to ensure you have the resources you need to operate smoothly and avoid financial shortfalls.

Budgeting & Forecasting
Accurate budgets and financial forecasts built for real-world use, not just a spreadsheet. Developed to predict future performance and make informed financial decisions. Budgets built annually and forecasting provided quarterly.

Tax Planning & Optimization
Navigate the complexities of tax regulations specific to health and wellness businesses, minimizing your tax burden and maximizing your profits.

Performance Analysis & Reporting

Clear, concise financial reports, including productivity per provider, that provide valuable insights into your practice’s performance, allowing you to identify areas for improvement and track progress towards your goals.

Monthly or Quarterly Collaboration
Expense management and cost-reduction strategies

Implementation of Financial Processes

Establish Key Performance Indicators (KPI’s)
We’ll both establish KPIs and develop KPI tracking that shows what’s really driving your results.

Scenario Planning
Plan ahead with scenarios before you hire, expand, or invest.

Strategies for Expenses
Expense management and cost-reduction strategies

Growth Strategies and Capital Planning
Develop growth strategies for new locations or service lines, plan ahead for equipment, renovations, or expansions

Internal Controls and Fraud Prevention

Funding Guidance
When opportunity knocks, you’ll be ready with funding and loan guidance

Let’s Look At Your Books
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“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 partner with established health and wellness businesses generating $1MM or more in annual revenue. Whether you run a medical spa, dental practice, or physical therapy clinic, we understand the complex financial landscape you navigate. The same is true for chiropractic and wellness centers, bodywork practices, counseling groups, and yoga, barre, Pilates, or fitness studios.. Our focus is on helping growth-minded practices protect profitability, scale sustainably, and strengthen their financial foundation.

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Holistic & Medical Practices

Healthy finances are the heartbeat of your mission

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Day Spas, Massage & Bodywork

Strong financial foundations heal more than sore muscles

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chiropractic and wellness center accounting and bookkeeping

Chiropractic & Wellness Clinics

Free yourself from financial stress, strengthen who you serve

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Physical Therapists & Rehab Clinics

Keeping your finances in peak condition

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Mental Health, Counseling & Therapy

Financial zen is the cornerstone to providing effective mental health

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Medspa bookkeeping and accounting - Healthy Bodies of Finance

Medical Spa & Aesthetic Practices

Bookkeeping and accounting for med spas and aesthetic practices.

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Gyms & Fitness Studios

Strengthen your finances for your Yoga/Pilates/Barre studio or Gym/Fitness Center

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Dental Offices

Bring the focus back to your patients while we polish your finances

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BoOKkeEPiNg, ACCoUnTInG, & FiNaNCIal EDuCATioN

for Health & Wellness Businesses

Without strong accounting, strategic oversight, and the knowledge to interpret your own finances, even a busy health and wellness business can find itself short on cash when it matters most. We provide the structure and insight to change that. With accurate accounting, CFO-level strategy, and financial education built into every step, you’ll know where your money stands, what it’s telling you, and how to use it to move your business forward.

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 a life outside the office. 

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