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FiNanciAl EDuCATioN
for Health and Wellness Professionals

Rather than learning vague financial tips, we’ll provide you with specific insights to carry you into the long-term growth of your practice.

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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.

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.

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FiNaNCIal EDuCATioN SeRViCeS We Offer
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KPI Training

We make sure you can focus on the right numbers, because a business owner who understands their financials makes better decisions.

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Personalized Consultations

Work directly with Lozelle Mathai, who understands the specific financial challenges and opportunities unique to your practice.

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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.

Because it’s part of building a stronger, more strategic business, and it’s built into every client relationship we offer.

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:

Improved Financial Literacy
Gain a strong foundation in financial concepts relevant to your practice, such as understanding profit & loss statements, cash flow management, and tax implications.

Strategic Decision-Making
Make informed decisions about pricing, staffing, equipment purchases, and investments, based on a clear understanding of your financial situation.

Increased Profitability
Learn strategies to maximize revenue, minimize expenses, and improve your overall financial health.

Peace of Mind
Gain confidence in your financial management skills, allowing you to focus on what matters most – providing excellent care for your clients.

Connects your relationship with money to your business finances
Your relationship with money mirrors your business finances. Trust and accuracy in bookkeeping nurture confidence and growth, creating harmony between personal and business financial health.

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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

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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BoOKkeEPiNg, ACCoUnTInG, & FiNaNCIal EDuCATioN

for Health & Wellness Professionals