Mid-Year Money Check-In: 5 Things Every Wellness Business Should Do Now
Can you believe we’re already halfway through the year? June 30th marks a powerful moment—an opportunity to pause, reflect, and realign. Just like our clients in the wellness world often remind us, progress is a practice. And in business, taking the time to intentionally check in with your financials is one of the best forms of self-care you can give your company.
Here are 5 things you should do right now to make the second half of 2025 your most aligned, profitable season yet:
Review Your Year-to-Date Financials Take a deep breath and open your books. How much revenue have you brought in so far? What are your top expenses? Are you hitting your profitability goals? If this step feels overwhelming, you're not alone—most wellness business owners avoid it. But this moment of clarity can empower you to make strategic decisions moving forward.
Revisit Your Pricing + Packages Have you evolved since January? If you’ve upgraded your skills, increased your demand, or are simply feeling burned out by overdelivering—it's time to realign your pricing with your current value. Your business should support your energy, not drain it.
Forecast the Next 6 Months Set realistic, nourishing goals—not just for revenue, but also for time off, new offerings, or collaborations. Create a high-level forecast for July through December. What does success actually look like for you in Q3 and Q4?
Catch Up on Bookkeeping & Tax Planning If your books are behind, now’s the time to catch up (or outsource!). Mid-year is the perfect time to do proactive tax planning, especially if you’re an S Corp or thinking of electing S Corp status. A little effort now can save you thousands come tax time.
Celebrate Your Wins Big or small—what have you already accomplished this year? Maybe you launched a new service, gained dream clients, or simply stayed consistent in your business. Take a moment to honor your growth. That energy will carry you forward.
Need support? At The Holistic CPA, we help wellness entrepreneurs feel confident and in control of their finances—from intuitive bookkeeping to strategic tax planning. If you’re craving clarity and structure for the rest of 2025, we’re here for you.
Schedule your free call and discover what’s possible with the right support.
Here’s to a grounded, aligned, and abundant second half of the year!
