In wellness, regular check-ups catch small issues before they become major problems. The same is true for your business finances.
The Wellness Business Financial Check-Up gives you a clear, comprehensive view of your financial health and the steps to improve it. Whether you’re a studio owner, nutrition coach, or online fitness creator, this process shows you exactly where you stand—and how to move forward with confidence.
What Is the Wellness Business Financial Check-Up?
Think of it like a health exam for your business. We review your current systems, tax position, cash flow, and growth opportunities, then provide a simple, structured plan to get your finances in peak condition—without jargon or overwhelm.
- Where your business is financially healthy
- Where there’s room for improvement
- Which changes will create the biggest impact right now
How It Works: Our 4-Part Review Process
1) Business Structure & Compliance
We assess whether your current structure (LLC, S-Corp, sole prop) is tax-efficient and compliant, and confirm that licenses, filings, and registrations are up to date.
Why it matters: The wrong structure can cost thousands in unnecessary taxes or increase liability.
2) Books & Recordkeeping
We review your bookkeeping: account cleanliness, separation of business/personal, and the reliability of monthly reports.
Why it matters: Messy books hide true profit, obscure expenses, and block informed decisions.
3) Tax Position & Planning Opportunities
We analyze prior returns and current-year projections to uncover deductions, credits, and strategies to legally reduce taxes.
Why it matters: Wellness income fluctuates—proactive planning prevents overpaying and year-end surprises.
4) Cash Flow & Growth Potential
We assess pricing, profit margins, consistency of owner pay, buffers for slow months, and how revenue compares to benchmarks.
Why it matters: Strong cash flow is the lifeblood of your business—without it, even profitable companies struggle.
The Tools That Make It Simple
- All steps managed in the J&S Client Portal app
- Secure document uploads from phone or laptop
- Centralized communication—no more digging through email chains
- 24/7 access to your check-up results
Who Should Get a Wellness Business Financial Check-Up?
Worried you’re overpaying
Haven’t reviewed in a while
Want reliable owner salary
Revenue growing, profit unclear
Hiring, expansion, new offers
Final Thoughts
Just like your physical health, your financial health benefits from regular check-ups. The J&S Wellness Business Financial Check-Up delivers clarity, confidence, and a plan—without the overwhelm. When you work with us, you’re getting a partner who understands the wellness industry and helps entrepreneurs thrive.