# Wellness Business Accounting & Fractional CFO Source: https://advisor.one/wellness ## 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. CPAs & Enrolled Agents on Staff ## Does This Sound Like Your Wellness Business? Revenue 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... You 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 ## Bookkeeping that survives your revenue mix We 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. ## Proactive tax strategy We engineer the entity structure, owner comp, and deductions most CPAs miss for wellness founders — and we plan all year, not just at filing. ## Tax Compliance 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. ## Monthly advisory, we become your co-pilot Every month you sit down with an advisor and a clear picture of where the business stands, and exactly what to do next. ## Forecasting for growth Hiring staff? Opening a location? Adding a service line? We model it with real numbers before you commit. ## Exit & PE readiness Selling your studio or bringing on a partner? We get your financials clean, defensible, and built to maximize valuation. AdvisorOne helped us save over $30K in taxes last year — and gave us the clarity we needed to confidently raise our Series A. ## Your First 90 Days with AdvisorOne ## Welcome to your Flight Plan™ ## 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. ## We Build Your Plan A tax and cash-flow roadmap built around your revenue mix, your growth plans, and your stage. ## 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 What types of businesses in the wellness industry do you work with? Wellness is one of AdvisorOne's specialties. We work with a wide variety of businesses, such as: - Yoga and Pilates studios - Med spas and aesthetic wellness centers - Holistic wellness centers - Functional medicine practices - Life and wellness coaches (individual and group) - Wellness tech companies and apps - Float tanks, infrared sauna studios, and recovery centers - Nutrition coaching and dietitian practices - Massage therapy businesses (solo and multi-therapist) - Personal training studios and fitness businesses I already have a CPA and a bookkeeper. Why switch? Your bookkeeper reconciles the past and your CPA files once a year — both working reactively. AdvisorOne delivers bookkeeping, tax strategy, and CFO advisory as one team, working proactively, all year. Do you handle memberships, retail, and service revenue — or just one of those? All of it. We work with businesses that run memberships, drop-in classes, retail sales, packages, and one-on-one services, both separately or all mixed together. Do you work with Mindbody, Jane App, or Square? We work with whatever platform your business already runs on. Part of our onboarding is making sure your booking and payment systems connect cleanly to your books. What's included in the standard engagement, and what costs extra? Your monthly engagement covers bookkeeping, tax, and CFO advisory as one team. One-time projects like historical cleanups, deal support, or IRS resolution are scoped as needed. ## 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.