We’re one month away from the new year — now is the perfect time to set grounded goals and create a simple, aligned budget for the new year. Learn how to reflect on the past year, plan your revenue, and build a vision that supports your wellness business.

Wellness business owners need more than tax prep. A year-round accounting partner provides clean books, monthly insights, tax estimates, strategic planning, and responsive communication to help your business grow.

Feeling unprepared for tax season? With the holidays approaching, now is the ideal moment to get your books organized, understand your numbers, and set yourself up for a calm and stress-free start to the new year.

Learn how sales tax and income tax nexus rules apply to wellness businesses. Understand what triggers taxes for in-person training, virtual personal training, and online fitness classes, and why a knowledgeable CPA is essential when working with out-of-state clients.

Don’t wait until tax season to think about your taxes. Year-end planning helps you estimate your income, calculate your final quarterly payment due January 15, 2026, and identify deductions or retirement contributions before it’s too late. Learn how to balance cash flow, minimize surprises, and plan confidently with your tax advisor.

Strong financial habits are the foundation of a healthy business. Learn why it’s crucial to understand your numbers — from daily spending and cash flow timing to knowing when to hire and scale. A practical guide for small business owners who want clarity, confidence, and control over their finances.

Sales tax rules vary widely depending on what you sell and where you sell it. Learn when chiropractors, yoga studios, therapists, and holistic health professionals must collect sales tax on services, merchandise, and online courses — and how to stay compliant whether you operate in person or online.

Wondering if your business should open a line of credit? It depends on your habits, cash flow, and financial goals. Learn when a line of credit makes sense, what to consider before applying, and how to use it wisely to support seasonal shifts or short-term needs without creating long-term debt.