Inside Each Issue
Resources
Financial Insights With Lozelle
A monthly newsletter for established health and wellness practice owners who want to understand what the financial results mean before making the next decision.
Related Service
The Financial
Questions Behind
a Growing Practice
Financial Insights with Lozelle looks at the finance issues that come with running an established health and wellness practice. Those issues change as revenue grows and the practice takes on more providers or another location.
One month starts with revenue growth and tighter cash flow. Another moves into service margin or provider compensation in a multi-location practice where location-level profitability deserves a closer look.
Insurance reimbursement raises a different question when care has been delivered but the related cash has not arrived.
Unusual activity is not proof of fraud or embezzlement.
An unusual billing or reimbursement pattern does not establish insurance fraud.
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Financial Insights
Each section looks past the headline number to what created the financial result.
Forensic Friday: “What The Fraud?”
A real fraud or embezzlement case starts with the facts. Then I tell you what catches my CFE eye—perhaps the financial authority involved in the transaction or an internal control that deserves another question. The financial records still have to support the concern.
From the Blog
Two recent Healthy Bodies of Finance articles from the month give you a fuller look at finance topics that need more room than a newsletter section allows.
Life Isn’t a Line Item
The part of practice ownership—and life—that does not belong on the P&L.
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Straight talk. No fluff. Unsubscribe anytime. We don’t sell your info or spam you with sales pitches.
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The Financial Growth Guide
for Day Spas, Massage & Bodywork Professionals
Your spa is busy, the numbers look good, but your bank account feels tight.
This guide explains why $7-figure spas run out of cash even with full schedules and how to build the systems that help you run your business like a CEO. If you’re past $1M in revenue and still stressed every payroll week, this is the clarity you’ve been missing.
“You built your spa to help people feel better. Now it is time to let your business do the same for you.”
The Financial Growth Guide
for Dentists and Dental Practice Owners
You built a practice around patient care, not QuickBooks. Yet here you are with a full schedule, growing overhead, and a bank balance that does not match the work you are putting in.
This guide explains why busy dentists still feel financial pressure. It also shows you how to create a practice that is profitable, steady, and predictable. If you are ready to step out of the constant stress of payroll, insurance delays, and rising supply costs, this is the clarity you have been looking for.
“You mastered dentistry. Now it is time to master the financial side of your practice.”
The Financial Survival Guide
for Aesthetic Physicians, Nurse Practitioners, and Medical Spa Owners
You’re a master injector, not a bookkeeper. Yet you still find yourself managing payroll, covering equipment payments, and dealing with inventory that never seems to line up.
This guide shows why even successful aesthetic practices run tight on cash and what systems create a stable and profitable business. If you’re past $1M in revenue and still wondering where the money goes, this is the clarity you’ve been missing.
The Financial Survival Guide
for Group Practice Owners
You became a therapist to help people, not to manage payroll, rent, and rising overhead. Yet even with a full caseload and a growing team, the money stress keeps showing up.
This guide explains why group practices feel financially stretched and shows you the systems that create real stability and profit. If you’re ready for clarity, control, and a practice that actually works financially, this is the clarity you’ve been missing.
The Financial Survival Guide
for Holistic, Medical, Chiropractic &
Physical Therapy Practices
If you are past $1M in revenue and still feeling the pressure of cash flow gaps, payroll stress, and unpredictable margins, this guide is written for you.
It shows you how to shift from surviving the day to day to leading your practice with intention and data. The kind of strategy that supports growth, protects profit, and gives you CEO level control.
“You are not just running a practice anymore. You are running a company. Your decisions deserve CEO level clarity.”
The Hidden Financial Risks
in your Health & Wellness Business
Gift card mismatches, missing inventory, double refunds, payroll errors, and vendor issues add up fast, especially in growing wellness businesses.
This guide shows you where the leaks hide and how forensic accounting protects your cash before the damage becomes permanent. If you’re past $1M and want clarity, control, and confidence, this is the e-book you need.
