Let’s Take Your Business To The Next Level

Our proven three step methodology takes your Wellness Practice to the next level.

Clean-Up and Procedures

If you want to increase your profits and cash flow, we need to first set your foundations. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.


Keeping you Informed

Now that we have your foundations in place, we can provide you with information rich data and reports. We provide you with up-to-date and comprehensive reports, giving you clarity on the performance of your business.


Building your Dream Practice

It’s time to take your business to the next level! With your foundations and reporting set, we can now advise you on what is needed to increase your practice’s profits and performance. We manage everything and give you specific action steps to stay on track and to help your practice grow.

Additional Services

If needed, we can add these additional services to meet your needs:

QuickBooks Online Support

Is QuickBooks overwhelming you? We can get your subscription at discounted prices and train you on the software.

Sales Tax Filing

Is filing your sales tax stressing you out? Let us help keep you in compliance with the various federal and state agencies. We timely file your sales tax reports every month and quarter.


Is running payroll every week taking up too much of your time? Let us help you.  We will keep you in compliance with the various federal and state agencies and timely file your payroll taxes.

Accounts Payable & Receivable

If creating, sending and following up on all of your invoices is giving you a headache every month, let us take care of it for you. We will create and send invoices/bills weekly, monthly or annually. This includes following-up on any outstanding invoices.

1099 Management and Filing

Do you need help filing 1099's for your contractors every January? Let us help you! We will track, prepare, and file all 1099's, so you don't have to deal with the stress and hassle of doing it yourself.

Strategy Sessions

Are you tired of not knowing where your practice is at financially? We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail.

Why it works

Our three step methodology works because it takes a holistic approach to your business. Since we focus on helping Wellness Practices, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.

Book Strategy Session