Empowering health and wellness businesses with expert Accounting & Finance leadership
Finance & accounting experts for behavioral health clinics, pediatric and autism providers, integrative wellness practices, boutique fitness studios, and other specialized service businesses.
We help mission-driven organizations strengthen financial performance, improve operational visibility, and scale with confidence through tailored financial strategy and hands-on support.
What We Do
We specialize in financial strategy and accounting solutions designed specifically for health and wellness businesses, helping you tackle your most pressing operational and financial challenges. As a boutique corporate finance and accounting firm, we take a hands-on, tailored approach—embedding experienced financial professionals directly into your team to elevate operations and support your growth goals.
We focus on identifying the most impactful financial and operational priorities, then provide dedicated, specialized support to address them efficiently. This way, you can overcome challenges faster and stay focused on delivering exceptional care and expanding your business.
What we stand for
We provide clarity, strategy, and financial insight for health and wellness organizations. We do this by leveraging our hands-on experience in financial management and technology. We are not just another outsourced consulting shop or a fractional CFO firm. We have directly managed and built out accounting and finance functions for small and medium-sized enterprises as well as private equity and venture capital owned portfolio companies.
Our clients
We partner with small and medium sized health and wellness companies and private equity owned portfolio companies navigating the complexities of growth when it comes to building structure and processes to the finance domain.
With prior experience working with private equity portfolio companies and niche owner and family-owned firms, we bring industry knowledge and robust understanding of the challenges different companies face at every stage of their path, specific to the health and wellness domain.
We have a deep financial expertise leading companies in the domains of behavioral health and therapy clinics, pediatric and autism services, wellness and integrative health, boutique fitness and gym operators, HealthTech & SaaS providers, and niche service businesses such as MedSpas and medical practices.