The integrated finance team built specifically for wellness businesses.
AdvisorOne brings bookkeeping, proactive tax strategy, and CFO-level advisory under one roof. From yoga studios to med spas, we handle the money side so you can stay focused on your clients.
Does This Sound Like Your Wellness Business?
Speak with an AdvisorRevenue comes in from memberships, retail, packages, and drop-ins — and it's hard to tell what's actually working
You're spending time on bookkeeping and taxes instead of your clients
Your current accountant doesn't understand how a wellness business actually makes money
You're mixing personal and business finances and know you should stop
You have no clear picture of which services or locations are actually profitable
You're afraid of a surprise tax bill at the end of the year
About Advisor One
AdvisorOne is an outsourced finance and accounting firm built for wellness businesses. We handle bookkeeping, proactive tax strategy, and CFO advisory built around how wellness businesses actually make money: memberships, retail, packages, and services, often all at once.
On average, our clients save 50–80+ hours per quarter and $25K–$100K annually in taxes and inefficiencies.
Most wellness founders' current setup works fine, until it doesn't. If your CPA only shows up at tax time and you're the one explaining your own revenue model to them, that's the sign you've outgrown compliance accounting.
“I used to spend 15+ hours a month on financials. AdvisorOne cut that in half and gave me better insights than I've ever had.”
— Alisha R, Small Business Owner
Who We Work With
We work with a wide variety of businesses in the wellness industry including...
Yoga & Pilates studios
Med spas & Aesthetic Wellness Centers
Life & Wellness Coaches
You're a great fit if...
Speak with an AdvisorYou run a wellness business — studio, spa, coaching practice, or wellness brand
You run an in-person business, an online business, or both
You're a solo practitioner just starting to grow, or a multi-location business scaling up
Your revenue comes from a mix of services, memberships, retail, or packages or just one of those
You've outgrown DIY books and you're ready for a real finance function — not a once-a-year tax preparer.
What AdvisorOne delivers
Speak with an AdvisorWe keep your books clean even when revenue comes from memberships, retail, packages, and walk-ins all at once. The numbers you see are numbers you can trust.
We engineer the entity structure, owner comp, and deductions most CPAs miss for wellness founders — and we plan all year, not just at filing.
Missed a filing deadline? Filed the wrong thing for a new location? We track what matters for a wellness business so you're never caught off guard.
On average, our clients save $25K–$100K annually in taxes and inefficiencies.
Every month you sit down with an advisor and a clear picture of where the business stands, and exactly what to do next.
Hiring staff? Opening a location? Adding a service line? We model it with real numbers before you commit.
Selling your studio or bringing on a partner? We get your financials clean, defensible, and built to maximize valuation.
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.
“AdvisorOne helped us save over $30K in taxes last year — and gave us the clarity we needed to confidently raise our Series A.”
— Kate K., Startup Founder
Welcome to your Flight Plan™
Your First 90 Days with AdvisorOne
Days 1–30
Discovery & Stabilization
We get into your books, your revenue streams, and your numbers, clean up what's behind, and give you an honest read on where things actually stand.
Days 31–60
We Build Your Plan
A tax and cash-flow roadmap built around your revenue mix, your growth plans, and your stage.
Days 61–90
Co-pilot Rhythm
Monthly advisory begins: clean financials, a forward plan, and an advisor who knows your business so you can get back to what you actually opened your doors to do.
FAQs
Still have questions?
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 learn your practice
Your billing, your payer mix, your goals.
We build a plan
One that fits your stage and your numbers, not a cookie-cutter package.
Ready to build a business that supports your passion?
You got into the wellness industry to help people feel better. Let us give you the financial clarity that allows you to continue that mission.