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FiNanciAl EDuCATioN
for Health and Wellness Professionals

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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..

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.
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"Financial Education Services We Offer"

We make sure you can read and use your numbers — because a business owner who understands their financials makes better decisions.

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Targeted Guidance

We help you determine the KPIs for your business, while providing real-world examples and education specific to your industry.

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One-on-one with Lozelle

Lozelle will meet with you on a regular basis and walk you through the numbers, proving valuable education and answering all your questions.

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Plain Language Explanations

We don’t expect you to understand every accounting term, and naturally explain what you need to know in simple terms.

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
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“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

"Who We Serve"

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.

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Holistic & Medical Practices

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Day Spas, Massage & Bodywork

chiropractic and wellness center accounting and bookkeeping

Chiropractic & Wellness Clinics

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Physical Therapists & Rehab Clinics

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Mental Health, Counseling & Therapy

Medspa bookkeeping and accounting - Healthy Bodies of Finance

Medical Spa & Aesthetic Practices

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Gyms & Fitness Studios

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Dental Offices

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Virtual CFO

Your strategic financial partner

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Accounting & Bookkeeping

Focus on growth, we’ll handle the numbers to grow your practice

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"Bookkeeping, Accounting, & Financial Education"

for Health & Wellness Professionals