Strategic Financial Solutions for Health and Wellness Professionals
You work hard to grow your health and wellness business—whether you're a yoga instructor, pilates studio owner, chiropractor, or fitness coach. But when tax season rolls around, you’re left wondering if you’re overpaying, missing deductions, or simply not managing your taxes as strategically as possible. On top of that, tax rules seem like a maze of confusion. With over 70,000 pages of tax code, who has time to figure it out when you’re running a business?
The truth is, every dollar spent on unnecessary taxes is a dollar you could’ve reinvested in your business, your clients, or even your personal goals. Without a clear, proactive plan, you may be leaving thousands on the table every year. It’s frustrating to see your hard work swallowed up by your biggest expense (TAXES) and it’s stressful not knowing if you’re truly making the most of every opportunity to save. You deserve better than cookie-cutter advice, or no advice at all from your tax professional.
The tax industry is facing a seismic shift. Studies predict that 75% of tax professionals will leave the profession in the next 10 years due to retirements, evolving regulations, and a shrinking pool of new talent entering the field. Protect Your Profits-Reserve Your CPA Now!
Stop Overpaying Taxes and Start Maximizing Your Profits
Benefits:
save money
less stress
proactive support
tailored solutions
together
Let's Work
Advanced tax planning and financial strategies tailored for ambitious wellness professionals to protect profits and fuel growth.
Comprehensive tax planning, financial insights, and growth consulting to sustainably scale your wellness business.
Essential tax preparation, bookkeeping, and budgeting support to keep your business organized and stress-free.
This includes everything in the Profit Pulse Plan plus:
- Advanced tax planning strategies
- Advising on entity structuring, accounting methods, and other tax elections optimized for your business
- Comprehensive financial strategy for growth acceleration
- Customized strategies to protect your bottom line and reinvest in your business
- Detailed cash flow forecasting to prepare for growth opportunities and potential challenges
- Priority scheduling for consultations and updates
Elevate Financial Strategy
This includes everything in Financial Flow Basics plus:
- Tax Planning and Tax strategy development to minimize taxes as your business grows
- Financial Management – Financial reports and insights to monitor business performance
- Forecasting to improve financial planning
- Business Growth Consulting – Assessing business operations and identifying opportunities for efficiency, growth and profitability – Developing customized roadmaps to reach your next business milestone – Advising on business entity structure, financing, and other considerations for growth
Profit Plus Plan
Tax Preparation
- Filing taxes accurately and on time
- Business tax preparation
- Personal tax preparation
- Recording day-to-day financial transactions
- Monthly bank reconciliations
- Preparing financial statements and ensuring accuracy of reporting
- Analyzing past spending to create a customized budget
- Goal setting
- Monitoring spending and making adjustments as needed
Financial Flow Basics
There’ll be an Initial phone call to assess if we’re a good fit. If so, we’ll review your financial statements and prior tax returns. Then we’ll have a comprehensive consultation and provide personalized recommendations.
What’s the next step after booking a call?
?
Some results can be immediately tangible (e.g., tax savings) and other results might be long-term and intangible (e.g., better financial stability, peace of mind).
How long will it take to see results?
?
You can, but should you? Let us look through the 100’s of tax strategies and over 70,000 pages of tax code so you don’t have to. Wouldn’t you prefer to have expert guidance to maximize deductions you may not know about, save time and avoid costly mistakes.
Can’t I just do this myself?
?
We’re selective about who we work with so that we can provide tailored solutions. You’ll get high-touch service throughout the year to help address your challenges as they arise. We’ll meet monthly or quarterly depending on the plan you choose.
How I am different from other CPA's?
?
Tax planning and financial strategy are investments. You’ll save money in the long run and help avoid expensive mistakes by not missing deductions you were entitled to take. We also offer 3 levels of services for you to choose from.
Can I afford to work with a CPA right now?
?
Our services are designed to take the stress out of tax planning and financial management. We do the heavy lifting to allow you to focus on running your business. We can help you get and stay organized and guide you through the process.
