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FiNanciAl EDuCATioN

for Health and Wellness Professionals that have solo practices

Work for yourself, but not by yourself


Our Financial Education services are designed to equip solo practitioners with the knowledge and skills to navigate the financial aspects of running their business with confidence.

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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.

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.

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.

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FiNaNCIal EDuCATioN SeRViCeS We Offer
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Workshops & Seminars

Participate in interactive workshops or online seminars covering relevant financial topics, such as practice startup costs, insurance options, retirement planning, and tax strategies for health and wellness professionals.

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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.

Our Financial Education for Health and Wellness Professionals program goes beyond basic budgeting and bookkeeping. We provide targeted financial education specifically tailored to the unique needs of health and wellness businesses. We’ll break down complex financial concepts into easy-to-understand information, empowering you to make sound financial decisions for your practice and yourself.

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, 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

Medspa bookkeeping and accounting - Healthy Bodies of Finance

Medical Spa & Aesthetic Practices

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Fitness Centers

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Yoga & Pilates Studios

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for Health & Wellness Professionals