Accounting Firms for Wellness Companies in Scottsdale
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
Good Operator - Accounting, Finance, Tax, & Fractional CFO
23 Client Reviews
"Chase was kind, clear, and went out of his way to support even though we resolved I could handle things on my own without a third party. Would definitely refer him to other entrepreneurs and will reach out again later down the line :)"
Steady Co - Accounting, Tax & Fractional CFO
13 Client Reviews
"Everything has been easy, professional, and straight forward."
YOLO Numbers
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Accountants
Good Operator - Accounting, Finance, Tax, & Fractional CFO
23 Client Reviews
"Chase was kind, clear, and went out of his way to support even though we resolved I could handle things on my own without a third party. Would definitely refer him to other entrepreneurs and will reach out again later down the line :)"
Iota Finance
12 Client Reviews
"Great! They are fast and responsive. They get the work done."
Steady Co - Accounting, Tax & Fractional CFO
13 Client Reviews
"Everything has been easy, professional, and straight forward."
Pilot Management Group
11 Client Reviews
"Working with Kellan has been a great experience. She is thorough, patient, and always willing to answer questions in a way that makes you feel informed rather than overwhelmed. She is so knowledgable and transparent, and I can tell she has a genuine desire to help. I feel so supported and understood every step of the way. I couldn’t recommend her more."
Primary Care Financial
8 Client Reviews
"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!"
YOLO Numbers
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
CPA on Fire - Concierge Tax Strategy & Advisory
4 Client Reviews
"My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business."
Anomaly CPA
2 Client Reviews
"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."
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Bookkeeper360
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
Grace CPA Services
2 Client Reviews
"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."
Showing 1 - 10 of 16 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
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.
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