Health & Wellness

Wellness businesses thrive on balance, and the same goes for your finances. We help health and wellness professionals implement smart systems that manage bookings, client records, memberships, and payments – so you can keep your energy where it matters.

We can help with the following:

• Advising on software for bookings and calendar integration
• Connecting Xero with payment gateways and POS systems
• Automating session invoicing and client follow-ups
• Integrating customer feedback and loyalty tools
• Setting up inventory tracking for product sales
• Training on performance dashboards and KPIs
• Streamlining staff rotas and payroll integration
• Helping you manage subscription-based services

Balance your finances like you balance your clients’ wellbeing.

Whether you run a clinic, PT business or wellness brand, managing cash flow and seasonal trends is vital. A fractional CFO can help keep your books healthy, while guiding you through the financial side of scaling your services, team, or space.

How we help:

• Track performance across classes, products, or therapists
• Improve payment systems and reduce cancellations/no-shows
• Budget for hiring and expanding premises
• Align your business with a wellness-focused mission
• Set up systems that simplify reporting and decision-making

Well-balanced books for a well-balanced business.
Whether you run a clinic, fitness studio, or wellness brand, we ensure your year-end reporting is in good shape – so your accounts, tax, and compliance are aligned and under control.

How we help:

• Prepare and file compliant statutory accounts
• Submit Corporation Tax return to HMRC
• Match payments from clients, memberships or bookings
• Track salary, dividends, and director loan accounts
• Advise on health industry-specific reliefs or expenses

Track performance like you track your clients’ progress.
From class bookings to treatment sessions, your business thrives on consistent performance. We help you monitor income per service, practitioner, or location, and highlight opportunities to scale or optimise.

How we help:

• Income by class, practitioner, or treatment
• No-show and cancellation reporting
• Revenue vs staff cost ratio tracking
• Seasonal budgeting and forecasting
• KPI dashboards for client growth and retention
• Scenario planning for adding new services or locations

A healthy business needs healthy tax planning.
From incorporating at the right time to managing equipment purchases and employing staff, we’ll help you build a tax plan that supports long-term growth, not just short-term savings.

How we help:

• Advise on incorporation and business structure
• Claim capital allowances on clinical or fitness equipment
• Plan for tax-deductible staff benefits and training
• Help manage VAT on treatments and retail sales
• Support pension and profit extraction planning

Strong financial foundations for your practice.
Whether you run a clinic or offer wellness services, accurate and compliant bookkeeping gives you the financial clarity to support your clients – and your own growth.

How we help:

• Process revenue from classes, sessions, and memberships
• Track wages and associate payments
• Record product stock and clinic purchases
• Reconcile booking and POS system transactions
• Ensure VAT and expenses are properly accounted for

Smooth payroll for your practice or studio.
From PTs to practitioners, you rely on your team, and your team relies on being paid correctly. Whether you pay weekly, monthly, or ad hoc, we’ll take the pressure off and get it right, every time.

How we help:

• Manage payroll for in-house and associate staff
• Calculate holiday pay and sick leave
• Process NHS pensions or private schemes
• Track staff costs across multiple locations
• Submit all HMRC and pension obligations on time
• Spot inconsistencies through regular reconciliations

Add team members or restructure – without the admin headache.
As your wellness brand grows, your company structure may change. We help you manage the paperwork behind the scenes so you can stay focused on running your clinic, studio, or service.

How we help:

• Prepare and file ownership or shareholding changes
• Draft resolutions for director or partner appointments
• Maintain Companies House compliance
• Manage your annual confirmation statement
• File changes to addresses, capital, or share structures

Healthy business, healthy finances.
You look after others – we’ll look after your personal tax health. Whether you’re a clinic owner, personal trainer, or wellness entrepreneur, we help you make the most of your income through smart tax planning.

How we help:

• Salary and dividend optimisation for clinic owners
• Capital gains advice on equipment or premises sales
• Profit extraction strategies tailored to seasonal earnings
• Support with pensions and personal allowances
• Use TaxDash to show income planning in a clear, visual way

Let us take care of your tax return, so you can take care of others.
If you’re a clinic owner, trainer, therapist or wellness coach, we help you manage your tax with less hassle and more clarity using TaxDash.

How we help:

• Track income from multiple clinics, studios or client sources
• Claim allowable expenses like training, supplies, and mileage
• Calculate your tax due using our online calculators
• Submit your return securely and provide one-to-one support
• Give you guidance on tax-efficient personal planning
• Use our knowledge base to answer common wellness industry questions