Our ProCess
How we’ll work together
We create an effective accounting workflow for your business.
We do this by managing the essentials—bookkeeping and accounting for health and wellness businesses, including month-end and year-end close, invoicing, payables, payroll, expense tracking, and historical clean-up. We also keep your books current and streamline operations with smart technology, so your back office runs smoothly instead of running you.
But our process doesn’t stop at reconciled books. We build in Fractional CFO services for medical practices, medical spas, therapy practices, dental offices, chiropractic and wellness centers, physical therapy practices, and fitness clinics—cash flow forecasting, profitability analysis, and KPI tracking so you can see exactly where your money’s going, what’s really driving profit, and how to make decisions that protect margins and protect your bottom line.
The work you do in medical practices, medical spas, physical therapy, and across the health, wellness, and alternative medicine industry is powerful. Our process keeps your financial systems just as strong as the mission behind it.
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.
Our superpower is financial leadership, straight talk, and collaboration built for the health and wellness industry. As Fractional CFOs, we don’t just do bookkeeping and accounting—we deliver full financial management that keeps your business moving forward.
We provide Fractional CFO and accounting services for medical practices, financial management and bookkeeping for medical spas, CFO services for dental offices, accounting and bookkeeping for therapy practices, financial leadership for chiropractic and wellness centers, and CFO and accounting for fitness clinics—cutting through the financial noise so you can protect profit, keep cash flowing, and focus on growth.
“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.
Financial Management: Integrated Bookkeeping, Accounting & CFO Services for Health & Wellness Businesses
Contact us to learn more about our financial education, bookkeeping and CFO services for your wellness business.