Accounting, Bookkeeping & CFO Services for Health and Wellness Businesses

Hitting seven figures is when things get real financially, and fast.

As a fractional CFO for health and wellness businesses, we see these growing pains every day. At this stage, financial management becomes a full-time job. You’re juggling memberships, retail sales, service packages, and maybe insurance reimbursements that all hit at different times. What used to be simple now sounds like, “I’ve got $80K coming next month but $95K going out next week.” You need cash flow forecasting, not guesswork.

Tax planning also becomes more complex. The difference between an LLC and an S-Corp could save you $15K to $30K a year. Add multi-state compliance for telehealth or online programs, sales tax on supplement sales, and quarterly estimates, and suddenly April 15th feels easy in comparison.

Then there’s profitability. Many seven-figure owners are surprised when they find out their supplement line barely breaks even while their signature program is carrying the company. Generic bookkeeping doesn’t track revenue per client or profit margins by service, and that’s where the real leaks hide.

And payroll? You can’t call everyone a 1099 anymore. Proper payroll management means correct classifications, payroll taxes, worker’s compensation, and compliance across multiple 

At $1 million in revenue, you’re not running a small practice. You’re running a company. Your financial systems need to be built for scale, not patched together with manual workarounds.

At Healthy Bodies of Finance, we only work with health and wellness businesses. It’s our entire world. That includes medical spas and aesthetic practices, functional and integrative medicine clinics, mental health therapy and counseling practices, day spas and massage therapy businesses, chiropractic and wellness centers, yoga, Pilates, and barre studios, and fitness and gym centers.

Most firms have to figure it out as they go. We’ve already solved those problems hundreds of times. We handle accounting and bookkeeping for medical spas, therapy practices, and wellness centers: sales tax on supplements, 1099 instructors, memberships, insurance reimbursements, and seasonal revenue swings.

Our team provides CFO-level financial management for growing health and wellness businesses. We forecast cash flow, plan for growth, and model new locations before you sign a lease. We help you manage expansion with confidence and make sure your numbers tell the real story of your business.

If your business has passed $1M in revenue, it’s time to work with a financial partner who understands what you’ve built someone who knows your numbers, your industry, and how to help you scale with confidence.

We only work with health and wellness businesses doing more than $1M in revenue. No restaurants. No e-commerce. No tech startups. Just wellness-focused companies that have outgrown basic bookkeeping.

We’re not just accountants. We’re CFOs for the health and wellness industry, focused on financial strategy and growth.

Most firms will take anyone who asks. We won’t. If you’re not in health and wellness, we’ll refer you elsewhere. If you’re not at $1M yet, we’ll tell you to call when you get there. That’s not arrogance. That’s focus. When you ask about supplement sales tax, 1099 instructors, or insurance credentialing, we already know the answer. 

We’re fractional CFOs, not bookkeepers who appear at tax time. You get cash flow forecasting, pricing optimization, expansion modeling, and real financial strategy without paying $150K for a full-time CFO.

Bookkeeping in this industry is complex. Memberships, packages, retail, telehealth, and multi-state operations make it even harder. Our systems are designed for it. When you read your P&L, it actually means something.

We’re not cheap, and we’re not for everyone. But if you’re done explaining your business model to your accountant, it might be time to work with us.

When your bookkeeper can tell you what happened last month but can’t tell you what’s coming next, it’s time.

If you’re making gut decisions about opening a new location, hiring staff, or buying equipment, you need CFO-level support. A fractional CFO for medical spas, fitness studios, and wellness practices builds cash flow forecasts and “what if” models so you know if a decision is smart before you make it.

Cash flow feels tight even when revenue looks strong? That’s a sign you’ve outgrown basic bookkeeping. A fractional CFO creates forecasts, tracks profit by service or location, and helps you plan with confidence.

When tax season is chaos or your finances got messy after hiring staff, it’s time for structure. A CFO brings order, strategy, and accurate reporting that supports growth.

You don’t need a full-time CFO. You need an outsourced financial partner who knows your business model inside and out. From medical spas and therapy practices to gyms, yoga studios, dental practices, and wellness centers—we help you manage your finances so you can focus on helping people feel better.

Our CFO and bookkeeping services are built for clarity, growth, and hands-on partnership. We start by getting to know your business—not just your books.

The first step is a deep financial review. We look at your cash flow, chart of accounts, pricing, and payroll systems. We identify what’s working, what’s outdated, and where the biggest leaks are hiding.

Next, we build your financial roadmap. That means forecasting cash flow, modeling different scenarios, and setting up systems that fit your operations. Every decision is grounded in data and strategy, not guesses.

Then we move into monthly partnership. You’ll have a fractional CFO who meets with you regularly to review performance, plan ahead, and guide key decisions like hiring, expansion, or service pricing. Your financials become a leadership tool, not an afterthought.

This isn’t a one-size-fits-all service. It’s personalized financial management for businesses ready to operate like real companies—with clarity, structure, and confidence.