
The Importance of Balance Sheets for Sole Proprietors and Small Businesses
Even if you’re a sole proprietor or small wellness business owner, a balance sheet is key to understanding your financial health. Learn why it matters, which metrics to track, and how a simple balance sheet can help you make smarter business decisions.

Employee vs. Independent Contractor: What Wellness Entrepreneurs Need to Know
Confused about whether to classify workers as employees or independent contractors? Learn the key differences, IRS rules, and examples for chiropractors, physical therapists, fitness studios, and other wellness businesses.

Mastering Cash Flow: The Holistic Profit System for Wellness Entrepreneurs
Struggling to pay yourself or prep for taxes? Learn the Holistic Profit System—cash flow strategies for wellness entrepreneurs to grow profit with ease.

Are Your Personal Finances Impacting Your Business?
Wellness business owners—are personal expenses draining your cash flow? Learn how to set boundaries, separate your accounts, and protect your business from personal financial strain. Read our guide for wellness entrepreneurs on aligning personal and business finances.

How Health and Wellness Entrepreneurs Can Determine Their Pay Structure
Not sure how to pay yourself from your wellness business? Learn how your business structure—Sole Prop, S Corp, LLC—impacts how and when to take owner draws or salary. Avoid common mistakes and get practical tips to support your personal income and business growth.

Bookkeeping for Health & Wellness Businesses: Your Secret Weapon for Sustainable Growth
Discover how bookkeeping helps chiropractors, yoga studios, and wellness entrepreneurs grow. Learn how clean, consistent financials lead to better pricing, hiring decisions, and year-round tax readiness. Get expert support from a CPA who specializes in holistic health businesses.

Mid-Year Money Check-In: 5 Things Every Wellness Business Should Do Now
We’re halfway through 2025—are your finances aligned with your goals? Discover 5 essential mid-year money tips for wellness business owners, from pricing to tax planning. Learn how to stay grounded, profitable, and intentional for the rest of the year. Read more from The Holistic CPA.

Planning a Yoga Retreat Abroad? Here’s What You Need to Know About Taxes
Thinking about hosting a yoga retreat in another country? If you're a U.S.-based teacher or studio owner, it's important to understand how international retreats impact your taxes. From reporting income to claiming business expenses and navigating foreign rules, this guide breaks down everything you need to know—so you can focus on creating a transformative experience for your clients, without stressing about tax season.