Health and Wellness

No matter if you have a Med Spa, Health Clinic, Acupuncture, or Chiropractic Practice, we’re excited to help you out!

The Unique Accounting for Health and Wellness Industry.


Health and Wellness is a fast-paced and competitive industry. The global wellness market has an estimated value at more than $1.5 trillion, with annual growth of 5 to 10 percent.

Managing inventory is critical, especially for businesses with physical product. This involves tracking purchases, returns, and adjustments to ensure accurate financial reporting and tax filings.

Data must be managed and analyzed to measure performance, profitability, and forecast growth. A major challenge in Health & Wellness Accounting is understanding key business metrics.

In addition to traditional financial statements, our firm can help track and report critical figures such as:

Revenue & Growth: Consistent sales growth requires proper revenue recognition (e.g., ASC 606).
Profitability Metrics: Includes gross margin, operating margin, and net income.
Customer Acquisition Cost (CAC): The cost to acquire a new customer.
Compliance: Ensuring proper sales tax reporting and licensing.

The success of Health and Wellness businesses hinges on strong client relationships. By partnering with Integral CFO, INC., we provide precise financial reporting so you can focus on what truly matters—your clients.

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