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Once a month newsletter: “Financial Insights with Lozelle” for health and wellness practice owners dealing with real growth decisions.
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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.”
Lozelle Mathai, MBA, CFE
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.”
Lozelle Mathai, MBA, CFE
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.
“You mastered injectables. Now master the financial health of the spa you built.”
Lozelle Mathai, MBA, CFE
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.
“You mastered healing. Now master the financial leadership your practice deserves.”
Lozelle Mathai, MBA, CFE
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.”
Lozelle Mathai, MBA, CFE
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.
Small financial mistakes don’t scream, they quietly drain your profit.
“The real danger isn’t fraud. It’s what you don’t see.”
Lozelle Mathai, MBA, CFE
We work with health and wellness practices making $1M+ in annual revenue. Fractional CFO services, forensic accounting, and financial leadership for medical spas, dental practices, chiropractic clinics, physical therapy practices, and holistic wellness businesses that have outgrown basic bookkeeping.
