Accounting Firms for Wellness Companies
Whether you run a fitness studio, wellness clinic, or sell health products online, your accountant should understand the financial rhythms of the wellness industry. Explore specialized firms that support health businesses with tax strategy, cash flow management, and personalized financial planning.
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Featured Accountants
5 Client Reviews
"As our fractional CFO, Matt handles all financial aspects of our business. Beyond standard bookkeeping, budgeting and taxes, Matt is a part of our team who is able to help drive the business forward advising on all financial aspects of our organization.
Matt is a true partner and resource for our team and I'd recommend that any small business work with him."
Matt is a true partner and resource for our team and I'd recommend that any small business work with him."
2 Client Reviews
"OLarry is the accounting platform I have wished for since what feels like the beginning of time. They strike an excellent balance between personal touch and technology and truly make you feel like their only client throughout all your interactions"
1 Client Reviews
"Our experience with The SaaS Bookkeeper has been fantastic. The bookkeeping process is effectively streamlined, requiring minimal input from my team and me. Their team is superbly responsive and immediately addresses my questions, and they even accommodate my occasional, short-notice expedited closing asks."
Accountants
22 Client Reviews
"Chase was invaluable in providing me with the financial tools and information I needed to make a big decision for my company. It was helpful to see the numbers, but he went beyond that by guiding me through the potential outcomes and responding to all my “what-if” questions."
12 Client Reviews
"My experience with Iota Finance has been exceptional. They handled both my business and personal taxes, in addition to providing high-quality bookkeeping and advisory support. When I fell behind on submitting my tax documents, they were proactive about filing an extension on my behalf so I wouldn’t miss any deadlines. That level of attention to detail and client care really stood out to me—they made sure everything was handled smoothly, regardless.
I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and...
I also love that their client portal and pipeline system gives me real-time visibility into the status of each of my projects. Whether it's tax prep or advisory work, I always know exactly where things stand. The entire team is professional, responsive, and truly committed to making the process as easy and...
4 Client Reviews
"Thorough, knowledgeable, and easy to work with. Steady Co has been a huge value add to us!"
2 Client Reviews
"R&R has provided exceptional service. Their team was knowledgeable, helpful, and a pleasure to work with. I highly recommend them to anyone seeking reliable, expert tax guidance."
1 Client Reviews
"Seriously can’t say enough good things about Arrowhead Strategy Group. I’ve worked with a few accountants over the years, but these folks are on a whole different level. They’re sharp, super responsive, and somehow make all the complicated stuff feel easy (and dare I say, almost enjoyable?).
They helped me clean up a pretty messy situation from a previous accountant, and now everything is running smoother than ever. I never feel like I’m just another client—they actually take the time to understand my business and give advice that’s tailored, not just cookie-cutter stuff.
If you're looking for an accounting team that’s professional and down-to-earth, this is it. Total game-changer for me. Highly recommend!"
They helped me clean up a pretty messy situation from a previous accountant, and now everything is running smoother than ever. I never feel like I’m just another client—they actually take the time to understand my business and give advice that’s tailored, not just cookie-cutter stuff.
If you're looking for an accounting team that’s professional and down-to-earth, this is it. Total game-changer for me. Highly recommend!"
LUCA is a tech-enabled financial partner empowering small business owners with actionable data through modern accounting.
We provide tax preparation and tax planning to help you minimize your taxes and reach your financial goals.
Bookkeeping Services in Seattle,WA
Blueprint Tax provides proactive tax strategies for business owners, real estate investors and self-employed. Less taxing, more profits.
Showing 9 of 9 results
How to Vet Accountants for Your Wellness Business
When choosing an accountant, look for those who:
Understand insurance reimbursement and self-pay income
Track membership, subscription, and session-based revenue
Know industry-specific deductions like CEU credits, equipment, and space use
Offer advisory on cash flow, tax strategy, and future expansion
Provide clarity on how financial health supports client impact
Understand insurance reimbursement and self-pay income
Track membership, subscription, and session-based revenue
Know industry-specific deductions like CEU credits, equipment, and space use
Offer advisory on cash flow, tax strategy, and future expansion
Provide clarity on how financial health supports client impact
FrequentlyAsked Questions
How much does it cost to hire an accountant for a wellness business?
Bookkeeping can range from $300–$2,500/month. Tax prep may cost $500–$2,000 per return, and CPA rates range from $150–$400/hour. Rates vary by service, complexity, and location.
Is an accountant worth it for a wellness small business?
Yes—especially if you deal with insurance claims, retail sales, or session-based income. An accountant ensures tax compliance, tracks profitability, and can advise on business growth.
What type of accountant is best for a wellness company?
A CPA with experience in health and wellness industries is ideal. They can navigate industry-specific deductions, healthcare compliance, and growth planning.
What’s the difference between a bookkeeper and an accountant?
Bookkeepers handle day-to-day recordkeeping, while accountants provide financial strategy, reporting, and tax filing. Both can be valuable, but accountants take a more advisory role.
Which accounting software is best for wellness businesses?
QuickBooks and Xero are top choices for growing wellness practices. FreshBooks or Wave work well for solopreneurs. NetSuite is best for multi-location or product-heavy businesses.
Not sure who’s right for your wellness company? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
