You Are Running a Thriving Practice.
Your Back Office Is Not Keeping Up.
Health and wellness practices have some of the most complex financial operations of any small business. Most financial firms have never stepped inside yours. We have.
Book Your Intro CallEvery practice on this page carries a revenue structure that most financial operations firms can't read clearly. Membership income, retail product sales, cash-pay treatments, service packages, practitioner payroll, and a booking system that never stops moving. Each of those streams is either working for you or quietly working against you. We're here to tell you which, close the gaps, and get your operations ready for what you're building next.
Every Firm Claims to Know Your Industry.
Most have read about it. We've worked inside it, with the systems, the software, and the revenue complexity that comes with running a real practice.
Engagements available in English, Spanish, and French.
"Every firm claims to understand your industry. Most mean they have read about it. This is a different kind of knowing."
Your Bank Account Says One Thing. Your Pocket Says Another.
You had a strong month. The calendar was full, treatments went well, and the team showed up. Then you looked at your account and wondered where the money went.
That gap isn't a mystery. It's a systems problem. Most health and wellness practices are running five, eight, sometimes twelve different platforms booking software, payment processors, EMR, payroll tools, membership platforms, and marketing subscriptions and none of them are talking to each other in a way that gives you a clear financial picture.
Your CPA sees you once a year. A bookkeeper categorizes your transactions. Nobody is watching what your systems are actually costing you, or whether the revenue coming through your booking platform is being captured correctly on the other side.
That is exactly what Woodbridge does.
"I make good money. I just can't see where it goes. Every month I think this will be the month I get clarity and then it isn't."
The Money You Are Losing Is Hidden in Plain Sight.
When we run a full systems and financial audit on a health or wellness practice, here's what we typically find:
- SaaS subscriptions still billing after the trial ended, with cancellation penalty clauses nobody read
- Duplicate payments on the same platform because a staff member updated the card and the old one never got removed
- Automation connections between systems misfiring, so revenue coming through one platform never reaches your books correctly
- Renewal contracts with pricing increases buried in fine print, auto-approved because no one was watching the renewal date
- Unused monthly services on autopay that haven't been touched in six months
- Payment processing rates that have quietly crept up since the original agreement
None of this is your fault. You're running a practice. You're not supposed to be auditing your SaaS stack. That's what we're here for.
"We found a $500 early-cancellation penalty on a platform the owner didn't know he was still bound to. He thought it was month-to-month."
We Speak Your Software's Language.
We've spent more than a decade in IT. We worked inside the headquarters of a major fitness brand using Mindbody not as a member, as a systems operator. We know how these platforms are built, where the settings live, what the reports actually mean, and how they connect to everything else in your operation.
Health and wellness isn't a client vertical for us. It's where we've lived personally for twenty years functional medicine, integrative health, movement, recovery. We speak your language because we've been in your world, not because we studied it.
That combination means we don't need an orientation call to understand your business. We already know the difference between your membership revenue, your retail line, your cash-pay treatment income, and your add-on services and We know how each one should flow through your books.
Most financial firms aren't built for this. We're built for nothing else.
Engagements available in English, Spanish, and French.
Is This a Fit?
Woodbridge works with established health and wellness practices that are generating real revenue and ready to stop leaving it on the table.
Monthly Revenue
A minimum of $50,000 in monthly revenue. You're profitable. The problem is you can't see it clearly or protect it consistently.
Team Size
At least 3 staff members. You have a team, moving parts, and a back office that needs real management not a spreadsheet and a prayer.
Stage
Either you have grown fast and the financial infrastructure never caught up, or you have been operating for years with no one managing the backend. Both are fixable.
Referred by a Partner?
We work closely with CPAs, accountants, business attorneys, and operations coaches who send us clients when financial operations need dedicated management.
Ready to Stop the Bleeding?
Book a complimentary 30-minute intro call. We'll show you exactly what your financial operations should look like and where yours are leaving money on the table right now.
Book Your Intro Call No commitment. No pitch deck. Just clarity.