Planning for retirement as a small business owner doesn’t have to be overwhelming. In this guide, we break down the 2025 small business retirement plan options—from SEP and SIMPLE IRAs to Solo 401(k)s and Cash Balance Plans. Whether you’re a solopreneur, run a wellness studio, or manage a growing team, you’ll learn which plan is the best fit for your business, how much you can contribute in 2025, and how to maximize tax savings.

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.

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.

Struggling to pay yourself or prep for taxes? Learn the Holistic Profit System—cash flow strategies for wellness entrepreneurs to grow profit with ease.

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.

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.

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.

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.