Business Details
15 Years
experience
Trusted Accounting & Financial Strategy for Spa & Wellness Businesses
Founded in 2011, we specialize in providing tailored financial solutions for spa, med spa, and wellness businesses. Our team combines decades of accounting expertise with industry-specific insights to deliver actionable strategies that improve cash flow, increase profitability, and build sustainable growth. With certified professionals and a proven 5-step financial roadmap, we empower business owners to transform financial challenges into opportunities for long-term success. Our commitment to personalized service and continuous education ensures clients receive forward-thinking guidance aligned with evolving tax regulations and business needs. 
Services
Cash Flow Strategist
Strategic Planning
Accounting Services
Tax Services
Financial Fitness Transformation
Details
- Year established: 2011
Highlights and features
- We offer 15+ years of corporate accounting experience combined with specialized wellness industry expertise
- Our 5-Step Roadmap delivers actionable financial strategies with measurable results
- Certified professionals with Enrolled Agent and QuickBooks certifications
- Customized financial systems tailored specifically for service-based businesses
- Proven track record helping spas and wellness businesses improve cash flow and profitability
What people say
Exceptional services
Highly recommend
Professional experience
Expertise invaluable
Stress-free engagement
Services
Cash Flow Strategist
Our Cash Flow Strategist service helps wellness business owners identify financial gaps and implement proven systems to improve liquidity. Through personalized analysis and our 5-Step Roadmap, we create customized solutions that ensure consistent cash flow and financial stability. Clients gain actionable insights to make informed decisions that support sustainable growth and operational efficiency.
Strategic Planning
Strategic Planning develops customized growth frameworks for spa and wellness businesses. We analyze financial data, establish clear objectives, and create implementation plans that align with your vision. Our approach combines industry expertise with financial analysis to build scalable systems that support long-term success and measurable business improvements.
Accounting Services
Comprehensive accounting services provide accurate financial records and actionable insights for service-based businesses. We deliver monthly/quarterly reviews, cash flow tracking, and customized reporting that transforms raw data into strategic decision-making tools. Our systems ensure compliance while identifying opportunities to enhance profitability and operational efficiency.
Tax Services
Expert tax services maximize savings while ensuring compliance for wellness businesses. We offer year-round tax planning, deduction optimization, and preparation services that minimize liabilities. Our certified professionals stay current with changing regulations to protect clients from penalties while implementing strategies that support long-term financial goals.
Financial Fitness Transformation
This comprehensive program transforms financial operations through customized assessments and targeted improvements. We implement industry-specific KPIs, financial scoreboards, and performance tracking systems that create measurable results. The transformation builds self-sustaining financial systems that support business growth and owner confidence.
People
Ibanessa Soto Hogan
Founder & Certified Business Advisor
Certified Enrolled Agent with 15+ years corporate accounting experience. Holds MBA in accounting, teaches at Monroe University, and serves on New Rochelle Chamber Board. Specializes in financial systems for wellness businesses since 2011.
Karla Castillo
Bookkeeper
Accounting student at Monroe University with exceptional analytical skills. Provides fresh perspective and meticulous attention to detail in financial record-keeping and reporting processes.
Joshua Hogan
Office Support
Administrative support specialist since 2022. Manages client records and accounting tasks using QuickBooks systems. Provides essential operational support for client service delivery.
Questions
What accounting services do you offer for wellness businesses?
We provide customized bookkeeping, financial reporting, cash flow management, and industry-specific financial systems tailored for spas, med spas, and wellness centers.
How do you help improve cash flow for service businesses?
Our 5-Step Roadmap identifies financial gaps, creates targeted improvement plans, and implements tracking systems to optimize cash flow and increase profitability.
Do you offer tax planning services for small businesses?
Yes, we provide comprehensive tax planning, preparation, and compliance services including deduction maximization and year-round tax strategy for businesses and individuals.
What makes your strategic planning different?
Our approach combines financial analysis with industry-specific insights to create actionable roadmaps that align with your business goals and growth objectives.
How are consultations scheduled?
You can book a free 20-minute consultation through our website or contact us directly at 914-752-3632 during business hours.
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