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
Strengthen your relationship with your business finances
Building a successful health and wellness practice goes beyond clinical expertise. Financial literacy plays a vital role in ensuring your practice thrives. By prioritizing financial education, you’re not just investing in your business, you’re investing in your long-term financial well-being.
That’s why we don’t just “offer” financial education, and instead embed it into everything we do. When you work with us, you’re gaining not just a fractional CFO, but a guide who will help you truly understand your finances from the inside out.
Take Control With FinancIAl EDuCATIoN
Because your education is designed around your unique business needs, we first start with a review of your books. This provides a better understanding of your current bookkeeping procedures and gives us a solid starting point for education.
This review isn’t a separate service — it’s part of our complete clean-up and strategy process. Then you’ll have personalized sessions of training and education that are more like in-depth conversations. Not only do we focus on the necessary accounting aspects, we’ll also discuss your personal views on finances. You’d be amazed how those experiences impact your professional life!
We hold your hand through the entire process. We are in this together.
You’ll also have “homework” designed to give you deeper knowledge about your business finances – and also set us up for another round of insights. Each session is designed to be a building block to your education. Financial understanding, operational procedures, and even deciding on the best bookkeeping and operational app for your business are all part of the conversation.
We believe that the “learning is in the doing.”
And we only offer this level of support to businesses that are ready for growth, practices with a serious commitment to building something sustainable.
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 Invest in FiNancial EDuCaTIoN?
Because it’s part of building a stronger, more strategic business, and it’s built into every client relationship we offer.
We make sure you can read and use your numbers — because a business owner who understands their financials makes better decisions.
Financial education goes beyond basic budgeting and bookkeeping for your health and wellness practice. We provide targeted financial education specifically tailored to the unique needs of your business. We’ll break down complex financial concepts into easy-to-understand information, empowering you to make sound financial decisions for your practice and yourself.
Learn essential bookkeeping practices and procedures tailored to your industry: such as recording transactions, reconciling bank statements, managing accounts payable and receivable, and generating financial reports.
Learn the how and why, before passing it over to someone else.
Benefits of Financial Education for Your Health and Wellness Practice:
“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.