Accounting Firms for Wellness Companies for Mergers and Acquisitions
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
12 Client Reviews
"Great! They are fast and responsive. They get the work done."
3 Client Reviews
"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."
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."
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
"Great! They are fast and responsive. They get the work done."
3 Client Reviews
"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."
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."
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.
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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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