As much as you need to know your operations, if you don’t understand the finance side and how to do the business, you’re never going to be successful. So you might be the best operator or visionary, but if you don’t understand the finance side… I’m successful because I know the finance side, but I also know operations; it’s not an accident. ~ Tilman J. Fertitta

We KISS accounting and bookkeeping results…
we Keep It Sweet and Simple.

The health and wellness education and training curriculum is geared towards keeping your patients/clients healthy by asking them the right questions, examining their bodies, diagnosing their symptoms and providing them with helpful solutions to solve their health challenges.

But what happened to the entrepreneurial business side of the health and wellness industry?

It’s a little bit more than billing the correct code, staying on top of your charts, keeping up to date with the latest EMR/EHR system or staying compliant with your CME.​

Most health and wellness curriculum’s lack the financial education and financial management element of running a successful health and wellness practice.

Fear not, we are here to assist with filling in the financial gap by providing the following services: We deliver far more than numbers, as we interpret and review financial results jargon-free.

Our Services


Set-up of Chart of Accounts
Set-up of software


Financial Education and Coaching

Engaging in your financial books, gives the opportunity to financial course correct, before losing money and time.

Change your “Numberphobic” mindset

Financial Management

Budget vs. actual financial analysis​

Financial trends within your business/industry



No more paper with document management technology

Real time data in minutes.
Technology that best fits your needs.