Specializing in Bookkeeping and Advisory Services for Health and Wellness Practices

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Optimizing the business side of your Health and Wellness practice can be a struggle.

  • I’m confident helping my clients to be healthy, but is my business in good health?
  • Is my business profitable… am I making money… am I managing resources properly… can I grow?
  • Am I receiving financial reports as often as I would like… do I understand them… do they help me make better business decisions?
  • Am I missing out on business write-offs and/or overpaying taxes?
  • I never studied business as part of my professional training. I could use some help and advice!
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That’s why we specialize in providing Professional Bookkeeping and Advisory services to Health and Wellness Practices.

Our mission is to get to know you and your business, to understand and embrace your goals, and to help you maximize your bottom line. We use our proven three-step method to help you accomplish your financial goals.

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Our Three-Step Method

Our proven three-step method will strengthen your Health and Wellness Practice.

1

Set Up / Clean Up / Catch Up

If you want to increase your profits and cash flow, we need to first set your foundations. Here we set up or clean up your accounting software and bring your accounts up to date. We want to ensure your data is organized and accurate.

2

Performance and Reports

Now that we have your foundations in place, we can provide you with timely, accurate, and comprehensive reports, giving you clarity on the performance of your business.

3

Advisory and Growth

It’s time to move your business forward! With your foundations and reporting set, we can now advise you on what is needed to increase your company’s profits and performance. We manage your financial processes and give you specific action steps to stay on track and help your business grow.

Grow Your Business

  • Today is the day to build the Health and Wellness Practice of your dreams! Let’s talk about how optimizing your financial processes will help you achieve your business goals.
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