# AdvisorOne – Accounting & CFO for Behavioral Health & Wellness

Source: https://advisor.one/

## 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.

CPAs & Enrolled Agents on Staff

Behavioral Health & Wellness Specialists

## 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

Behavioral Health Professionals

## Wellness Businesses

## Such as:

Med spas and holistic wellness centers

## What changes when you work with us

Clients come to us buried in admin or bracing for a surprise tax bill and leave with clean books and the confidence to make decisions instead of reacting to them.

## Behavioral Health Practice

## 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

## 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.

## How It Works

## From first call to onboarded client, here's what you can expect when joining us.

Speak with an actual advisor from our team, not a salesperson, with no pressure or obligation.

## Book a free discovery call

We identify where you're losing money, time, or both.

## We map out your needs

Once we're a fit, we'll hit the ground running.

## We move fast to get you onboarded

Monthly clarity, proactive tax strategy, and decisions backed by numbers you actually trust.

## You get a real financial partner

Not quite ready for the full engagement? Our $950/mo starter package covers monthly reporting and tax services.

## Trusted by organizations that value clarity

Health Performance Specialists

American Academy of Facial Esthetics

## 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.