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Accounting Firms for Wellness Companies in Orlando

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

Iota Finance | Advisory Services, Bookkeeping, Forensic Accounting
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12 Client Reviews

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"Great! They are fast and responsive. They get the work done."
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"Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind."
Anomaly CPA | Advisory Services, Bookkeeping, Mergers and Acquisitions
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2 Client Reviews

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"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE.   Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".  
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."

Accountants

Good Operator | Advisory Services, Bookkeeping, Fractional CFO Services
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22 Client Reviews

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"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."
Iota Finance | Advisory Services, Bookkeeping, Forensic Accounting
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12 Client Reviews

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"Great! They are fast and responsive. They get the work done."
Steady Co - Accounting, Tax & Fractional CFO | Advisory Services, Bookkeeping, Payroll Services
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"Everything has been easy, professional, and straight forward."
Primary Care Financial | Accounts Payable/Receivable, Budgeting & Forecasting, Cash Flow Management
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8 Client Reviews

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"Steve and I worked at a public accounting firm for many years together. Throughout that time, Steve was very helpful & friendly to both coworkers and clients. I would recommend Steve & Primary Care Financial to anyone in need of bookkeeping or advisory services!"
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"Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind."
Anomaly CPA | Advisory Services, Bookkeeping, Mergers and Acquisitions
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2 Client Reviews

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"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE.   Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".  
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Bookkeeper360 | Advisory Services, Bookkeeping, Fractional CFO Services
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2 Client Reviews

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"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
Grace CPA Services | Accounts Payable/Receivable, Audit Services, Budgeting & Forecasting
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2 Client Reviews

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"Great experience. She was fast. Not pushy even though I moved a bit slow and always helpful. I will definitely be working with Stephanie again."
Basis 365 Accounting | Accounts Payable/Receivable, Budgeting & Forecasting, Cash Flow Management
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1 Client Reviews

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"Excellent, and exactly what we were looking for. The entire team is personable, efficient, and direct. Basis 365 helped us solve a cluster of previously challenging coding and bookkeeping issues, implemented practice-based tagging and reporting for the first time, identified and solved problems that would have been audit challenges, and in short order put us on a path to close on an accrual basis monthly.  Likely we will offset most of their fee through error reduction and audit prep time savings."
Red Bike Advisors | Advisory Services, Bookkeeping, Forensic Accounting
Red Bike Advisors is on a mission to help small business owners and medical practice owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights.
Showing 1 - 10 of 10 results

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.

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

Not sure who’s right for your wellness company? Answer a few quick questions, and we’ll introduce you to someone who fits.

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.
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