Year-in-Review: Strategic planning for Wellness & Aesthetics most owners don't understand their numbers.Their practice is profitable, but unclear: POS Revenue doesn't match bank deposits Revenue streams are unclear or inconsistent Profitability doesn't feel certain Marketing spend high feels heavy, but ROI isn't understood Pricing is disconnected from demand Owners are busy working in the business, not analyzing the business what we deliver:A clear financial picture to empower your growth Revenue categorization service margin breakdown expense structure Employee profitability Pricing & COGS insights 3-5 High-ROI Actions our offerings Profit clarity$1,499 Best for: owners seeking clear visibility into their financials- 1 year's POS & Bank Data consolidation - Revenue mix by product & service- Per-employee productivity & margin analysis- Expense review: product costs, subscriptions, payroll, marketing- Major profit leak summary- 3-5 immediate action recommendations - One-on-one review of summaries & recommendations Optimization blueprint$3,499 - $4,999 - Best for: Owners seeking a comprehensive growth plan- Everything in tier 1, plus: - 12-month profit improvement roadmap- 60-minute deep-dive strategy review- Marketing ROI & channel efficiency analysis- Ideal service mix & profit maximization roadmap- 30-day follow up support ongoing advisory$1,000 - $1,500 per month - Best for: Owners seeking consistent growth & financial leadership- 1-2x per month strategy reviews; unlimited email support- Forecast & budgeting support- Marketing ROI reporting- Monthly profit summary updates- KPI report. dashboard creation- Pricing model updates & adjustments fractional CFO$15,000 - $25,000 annually Best for: Multi-location or rapidly growing practices needing leadership- Full suite of strategic & financial support- Quarterly financial planning meetings- Annual budgeting & mid-year forecast- Expansion & new location modeling- Hiring, staffing, & compensation strategy