Accounting, Bookkeeping & CFO Services for Health and Wellness Businesses
We understand the unique accounting needs of health and wellness businesses. You’re passionate about helping your clients achieve their wellness goals, but managing the financial side of things can be a burden. That’s where we come in.
Frequently-Asked Questions
How Much Do Your Services Cost and What Determines the Price?
The investment depends on the size of your business, your number of locations, the condition of your books, and how complex your revenue streams are. Medical spas, wellness clinics, therapy practices, and fitness centers with mixed revenue such as memberships, insurance, retail, and services need more financial support.
Diagnostic reviews have separate pricing and are necessary before we begin. Before we begin, you know exactly what you are paying for and what support you will receive. We keep pricing clear so you can plan with confidence.
Do You Offer Monthly or Quarterly Services and How Do I Know Which One I Need?
Yes. Most medical spas, wellness clinics, therapy practices, chiropractic offices, and gyms choose monthly CFO services because consistent support keeps the books accurate and the cash flow steady. We also offer quarterly CFO services for businesses that already have reliable bookkeeping and only need strategic guidance and a second opinion on their financials. We will tell you honestly what level fits your business and the stage you are in.
What Happens First If We Decide to Work Together?
The first month is focused on clarity and cleanup. We review your accounting system, payroll, POS, merchant accounts, financial controls, reporting, pricing, and cash flow. This is where we find issues such as missing reconciliations, gift card liabilities, revenue leaks, and payroll strain. Once the foundation is clean, we begin steady financial management and planning so you always know the financial health of your medical spa or wellness business.
Will You Work With Our Current Bookkeeper or Replace Them?
We can do either. If your bookkeeper is strong, we partner with them. If your books are behind or unreliable, we will recommend cleanup and possibly new bookkeeping support. Our job as your CFO team is to make sure your numbers are accurate, organized, and fully aligned with how your health and wellness business actually operates.
What Does a Fractional CFO Do and When Do Businesses Usually Bring You In?
Most owners reach out when they are growing fast, adding locations, or realizing their bookkeeper cannot answer deeper financial questions. You need someone who can forecast cash flow, analyze margins, guide pricing, build financial controls, and support the financial side of scaling a medical spa, therapy practice, or wellness clinic. A fractional CFO gives you this level of financial leadership without hiring a full time executive. We help you run your business with clarity and control instead of stress and guesswork.
What Is the Difference Between You and My CPA or Bookkeeper?
Your bookkeeper records transactions. Your CPA handles taxes and compliance. We manage the financial strategy your business needs to grow. We forecast cash flow, analyze profitability, support pricing decisions, build budgets, and investigate when the numbers do not make sense. We also bring forensic accounting skills that most fractional CFOs do not offer. If your books are messy or you suspect financial problems, we clean it up and strengthen your financial controls. We make sure the numbers guide your business and not the other way around.
How Will We Know Your Services Are Working?
You will feel the shift quickly. Your books close on time. Your cash flow steadies. You can see what is profitable and what is draining you. You make decisions with confidence because the numbers finally give you a clear picture of the financial health of your medical spa or wellness practice. That is the first sign the work is doing what it should.
Do You Help With Multi Location Growth and Scaling?
Yes. Multi location medical spas, wellness clinics, therapy practices, and fitness centers often deal with uneven performance, unclear margins, and rising overhead. We help you see which locations are profitable and where money is leaking. We support your growth so you expand without putting your cash flow at risk.
Do You Offer Diagnostic Reviews or Cleanup Projects Before Ongoing Support?
Yes. Many owners begin with a diagnostic review so we can assess the condition of their books and financial systems. Cleanup usually follows so you have a clean and reliable foundation. Strong financial management for medical spas and wellness clinics starts with accurate bookkeeping and clear reporting.
Can You Help If Our Financials Do Not Add Up or Something Feels Wrong?
Yes. If your numbers do not make sense or you suspect something is off, we investigate. We are Certified Fraud Examiners and we know how to identify and explain financial problems inside health and wellness businesses. You receive documentation, clarity, and next steps. If legal reporting is needed, we guide you through the entire process.
What Systems Do You Work With and Can You Review Our Current Tech Stack?
We work with QuickBooks Online, Gusto, BILL, Square, Clover, Mindbody, Vagaro, Jane, Stripe, and Shopify. During onboarding, we review your systems to see if they support clean bookkeeping and strong financial reporting. Good systems make growth easier. Weak systems create confusion and hide problems inside your medical spa or wellness business.
