Our ProCess
How we’ll work together
Financial leadership and forensic accounting for health and wellness practices making $1M+
We start with what you have. Review your current bookkeeping and accounting, clean up whatever mess exists, get everything current. We have seen worse.
We handle the monthly work. Bookkeeping for Medical Spa & Aesthetic Practices, Dentists & Dental Offices, Physical Therapists & Rehab Clinics, Mental Health Therapy and wellness businesses. Payroll, invoicing, expense tracking. Your books stay up to date so you know where you stand.
We add fractional CFO services. Cash flow forecasting, profitability analysis, and the financial insights you need to decide if you should expand, hire, or hold steady. CFO-level strategy without the full-time cost.
We catch what others miss. Our forensic accounting background means we spot fraud, payroll problems, and operational leaks before they drain profit in busy health and wellness practices.
For Holistic & Medical Practices, Day Spas, Massage & Bodywork Professionals, chiropractic offices, Chiropractic & Wellness Centers and wellness businesses that need more than basic bookkeeping but do not want a full-time CFO.
Let’s find out if we’re a good financial fit:
1. Submit A Consultation Form
Submit a Consultation form answering a few simple questions. Schedule a video call based on the calendar link sent to you once the form is complete.
2. Scheduled Video Call
During our video call – we will learn more about you, your business and gain an understanding about your goals. We will discuss if we are a good fit for one another. If we are not the right fit, we will always provide appropriate referrals if needed, so you can find the right fit for your practice/studio/spa.
3. Review of Paid Diagnostic Review
We take a look at your financial records to inform you of any issues and uncover any historical issues that need to be addressed.
4. Proposal
We’ll review our notes and your needs, and will present you with a quote to be discussed. Once the proposal is approved we are ready to move forward with a contract.
5. Onboarding
Move Forward with Confidence!
Once the contract is signed, we begin our onboarding process.
We’ll create a clear and empowering timeline with meaningful and realistic milestones. You’ll feel confident knowing exactly when we need your input and eagerly anticipate our updates, ensuring a seamless and stress-free process.
We provide fractional CFO services, monthly bookkeeping and accounting, and forensic accounting for health and wellness practices.
We catch fraud risks, payroll problems, and financial leaks your bookkeeper misses, then give you CFO-level guidance on cash flow and growth decisions.
For medical spas, dental practices, physical therapy clinics, chiropractic offices, and wellness businesses making $1M+ in annual revenue.
Ready to figure out what’s really going on with your finances?
“Lozelle brings true CFO-level skills to the table while making accounting and finance simple and approachable. She breaks down complex financial concepts into clear steps and gives you the confidence to take control of your business finances.” – Jen A.
