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CFO and Advisory Services

for Health and Wellness Professionals

As a health and wellness professional, you’re driven by a desire to help your clients achieve their best selves. But managing a business, especially the financial aspects, can take away from that focus. That’s where our CFO and advisory services comes in.

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Think of a CFO as your strategic financial partner, minus the hefty overhead costs of a full-time executive. We provide the financial expertise and guidance typically found in a Chief Financial Officer (CFO) role, but on a scalable, as-needed basis.

With Healthy Bodies of Finance as your CFO, you can focus on providing top-notch client service while we oversee financial strategies, budgeting, and forecasting. We’ll offer valuable insights into cost management, opportunities for growth, and enhancing profitability.

And because we are accounting professionals dedicated to health and wellness industries, we can ensure compliance with both healthcare regulations and financial reporting standards.

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

Financial Strategy & Planning
We’ll work with you to 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
Develop accurate budgets and financial forecasts to predict future performance and make informed financial decisions.

Tax Planning & Optimization
We’ll help you navigate the complexities of tax regulations specific to health and wellness businesses, minimizing your tax burden and maximizing your profits.

Performance Analysis & Reporting
Get 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.

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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 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, veterinarian, therapist, medical spa, yoga studio, or a fitness center, we understand the unique financial landscape you navigate.

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Medical Clinics & Practices

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Day Spas

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Chiropractic & Wellness Clinics

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Veterinary & Pet Care Services

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Mental Health & Counseling

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Medical Spa & Aesthetic Practices

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Fitness Centers

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Yoga & Pilates Studios

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for Health & Wellness Industries