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Accounting & Financial Management Services
for Holistic & Medical Practices

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We don’t separate the essentials — we combine them into one seamless service that keeps your business healthy and growing.

Running a holistic clinic or medical practice isn’t just about patients—it’s about keeping the financial side of the business alive, too. At Healthy Bodies of Finance, we don’t just “do the books.” We provide financial education, bookkeeping, accounting, and fractional CFO services for medical clinics, holistic providers, naturopathic practices, and integrative medicine businesses.

We know your struggles: insurance reimbursements crawl in late, staff and supply costs chew up margins, and compliance feels like it never ends. That’s why we deliver industry-specific financial management designed to actually support your practice. That means monthly bookkeeping and reporting that makes sense, CFO-level cash flow forecasting, profitability checks, and tight internal controls so nothing slips through the cracks.

Whether you’re planning to expand, tighten operations, or finally take home the paycheck you deserve, we bring straight financial leadership—so you know exactly what’s working, what’s not, and the moves to make next.

Our goal is for you to fall dangerously in love with your finances through proactive cash flow management and financial leadership—so you stop reacting and start growing with intention.

“Fantastic, knowledgeable CFOs for my direct primary care medical practice.” 
– Yusuf M.

Fall dangerously in love with your Day Spa Finances

We only partner with medical practices generating $1 million or more in annual revenue—practices that are serious about moving past “keeping the lights on” and ready to step into their next phase of growth.

Reaching $1M should be a turning point – a chance to transform your medical practice from surviving on cash flow to thriving on strategy. Running a medical practice isn’t just about patients – its about protecting the financial foundation that makes your work sustainable.

Bookkeeping & Accounting – Clean, reconciled, tax-ready books every month. We handle reconciliations, reporting, and compliance, so you always know where your practice stands.

Fractional CFO Services – Growth doesn’t happen by accident. We deliver cash flow forecasting, KPI tracking, and scenario planning, giving you the financial roadmap to expand with confidence.

Financial Leadership – Numbers are only powerful if they guide decisions. We interpret your financial data, ask the tough questions, and give you clear insights to lead your practice forward.

Financial Education – We don’t just deliver reports—we teach you how to use them. Because a practice owner who understands their numbers makes smarter, faster, and more profitable decisions.

Internal controls and fraud prevention – We design systems that reduce the risk of fraud, theft, or misuse of funds, while ensuring compliance and accountability at every level.

Enhanced communication and collaboration – with our client portal, you can view your books, message your CFO, and track open items in one place. No more endless emails or missed messages.

The result? Less time stressing over numbers, more time leading a practice that pays you back—in profits, freedom, and growth.

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Plenty of firms can “do your books,” but that’s not us. At Healthy Bodies of Finance, we know the health and wellness world inside out—so you don’t have to waste time explaining delayed reimbursements, supply costs that keep climbing, or staff expenses that drain your margins. We handle the accounting, bookkeeping, and CFO-level financial management that keeps your clinic running strong.

What makes us different? No endless email chains—our portal keeps it all in one place. We go beyond compliance—clean books are just the start, strategy is where the growth happens. We believe in clear communication and coloration—so you always know what’s working, what’s not, and the steps to take next.

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Virtual CFO

Your strategic financial partner in the financial complexities of medical finances

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Accounting & Bookkeeping

Focus on patient care, we’ll handle the numbers to grow your healthcare industry

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Financial Education

Empower yourself with financial knowledge tailored to your medical practice

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BoOKkeEPiNg, ACCoUnTInG, & FiNaNCIal EDuCATioN

Holistic, Medical, and Functional Medicine Practices

Contact us to learn more about our fractional CFO services for your medical practice.

We provide bookkeeping, accounting, financial education, and financial leadership as part of our comprehensive approach to financial management.