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Bookkeeping & Fractional CFO Services for Wellness Centers
Sound familiar?
- Do you know which service line actually makes money?
- Are unused package balances sitting on your books as revenue?
- Is retail inventory tracked, or just guessed at?
How the membership applies here
Most wellness centers begin with Connect for cleanup, then Core, moving to Clear as service lines multiply.
Every practice starts with Connect — books cleaned, systems aligned — then settles into Core, Clear, or Compass.
HIPAA-familiar · Cyber-secure · Background-checked · Serving private practices nationwide

Wellness Centers: common questions
How much does bookkeeping cost for a wellness center?
Core is $1,500/mo, Clear is $2,750/mo, and Compass fractional CFO is $5,500/mo, after a scoped Connect onboarding phase.
Can you track memberships and unused packages?
Yes. Deferred revenue for memberships and packages is part of a proper wellness-center close.
What size practice do you work with?
We are generally the right fit at roughly $500K+ in revenue with at least one to two employees.
More answers on the FAQ page.
Other practices we serve
Let's see if we fit your wellness center
Fifteen minutes, plain language, no pressure. You will leave knowing whether we are the right partner for this season.
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