Bookkeeping & Advisory for Royal Oak Health & Wellness Businesses
From messy books to confident business decisions — without spending nights and weekends doing it yourself.
You didn’t open your yoga studio or chiropractic clinic to become a part-time accountant.
If you’re running a chiropractic clinic, yoga studio, fitness center, or wellness practice, you should be focused on serving clients — not tracking receipts or reconciling accounts.
But here’s the reality for most owners:
You feel anxious because you’re not sure if your business is truly profitable month-to-month.
Back office tasks are stealing your time and energy.
You’re stressed about taxes, cash flow, and whether you’re overspending.
That’s where I come in. I help you get complete financial clarity, so you can grow your business with confidence.
Finally, a CPA Who Gets Health & Wellness Businesses
Hi, I’m Steve. I’m a CPA and QuickBooks ProAdvisor.
I partner exclusively with health & wellness businesses in Metro Detroit, so I understand your unique challenges: seasonal revenue swings, class packages, memberships, equipment purchases, and the constant juggle between client care and running the business.
No “see you next year” relationships. No radio silence. Just a proactive, ongoing partnership that helps you hit your goals.
Bookkeeping That’s More Than Data Entry
Monthly Bookkeeping
For health & wellness owners who want their books handled month after month — so they can focus on clients, not QuickBooks.
QuickBooks setup & cleanup
Categorization & reconciliations
Monthly financial statements
Email support
CFO-Level Advisory
For owners ready to scale — and who want proactive guidance to drive profitability and growth.
Cash flow forecasting
Budget-to-actuals tracking
Monthly or quarterly strategy calls
KPI dashboards & trends analysis
Before:
Disorganized books and late reports
Guessing at profitability
Stress every tax season
More Profit. More Clarity. More Freedom.
After:
Accurate, up-to-date financials every month
A trusted partner to help make confident decisions
Year-round peace of mind
“Great partnership, worry-free month end close, worry-free support. I would highly recommend Primary Care Financial as your accounting/finance support team; allowing you to focus on your business while knowing the back office is clean!”
Nader Saad, CFO
“I had the pleasure of working with Primary Care Financial this year on both my personal and business taxes. Throughout the process, I was able to conveniently submit documents via a secure electronic platform, meet virtually, and communicate through calls or texts to ensure all of my questions were answered. Additionally, Steve completed everything in a timely manner, making the entire experience seamless and efficient. I highly recommend Primary Care Financial!”
Kaleigh Lewis, Owner - Mind & Motion PLLC
Get the Health & Wellness Owner’s Financial Clarity Checklist
Discover the 10 most common bookkeeping mistakes that are keeping your business from being profitable and tax-ready all year.
