Experience the financial team that speaks to behavioral health and wellness, not just accounting.
Bookkeeping, tax strategy, and CFO advisory so you can save time and money, and make confident decisions.
Who We Work With
We work with growing practices and businesses — from funded, early-stage teams to multi-location groups doing $10M+ in revenue.
Behavioral Health Practices & Businesses
Such as:
- •Private therapy and counseling practices
- •Group behavioral health practices
- •Mental health startups (funded or pre-revenue)
- •Group practices preparing for a sale or exit
- •+ More
Wellness Businesses
Such as:
- •Med spas and holistic wellness centers
- •Yoga and pilates studios
- •Life and wellness coaches
- •Functional-medicine practices
- •+ More
Trusted by organizations that value clarity
We're More Than a Bookkeeper
Most accountants tell you what already happened. We tell you what to do next and we do it in language built for insurance billing, membership revenue, and everything in between.
Monthly bookkeeping
Clean books, every month, no surprises
Tax strategy
Proactive planning that keeps more money in your business
Compliance handling
We know all the industry rules so you don't have to
Monthly advisory meetings
Ongoing conversations about your numbers and your goals
Financial forecasting
Get a clear picture of where your business is headed
Growth planning
We help you think through hiring, growth, or a sale before it happens
How AdvisorOne is different from a generic CPA?
AdvisorOne is staffed by CPAs, Enrolled Agents, and professional accountants—public-accounting rigor paired with real startup and CFO finance experience. That's the rare mix behavioral health and wellness founders need.
Who's In Your Corner
You will be working with seasoned professionals, not a rotating pool of juniors learning on your books. Our team pairs public-accounting rigor with startup and CFO-level finance experience.
- CPAs (Certified Public Accountants)
- Enrolled Agents (EAs)
- Professional accountants
How It Works
Book a free discovery call
Speak with an actual advisor from our team, not a salesperson, with no pressure or obligation.
We map out your needs
We identify where you're losing money, time, or both.
We move fast to get you onboarded
Once we're a fit, we'll hit the ground running.
You get a real financial partner
Monthly clarity, proactive tax strategy, and decisions backed by numbers you actually trust.
Not quite ready for the full engagement? Our $950/mo starter package covers monthly reporting and tax services. Learn More →
Ready to Stop Guessing and Start Growing?
Book your free discovery call. We work exclusively with behavioral health practices and wellness businesses and help them get their financials back on track.