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Free Initial Consultation
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Building a Business Wellness Budget
The good health and long-term success of your medical practice or spa business depends on how well you plan for its future, and its future begins with an in depth view of where your business is right now. A Business Wellness Budget is a valuable strategic tool, providing a detailed focus of your business finances including sales, profit margin, cash flow, debts, and expenses, enabling you to make informed decisions about daily operations, short-term needs and the growth of your business.
The process of building this budget clarifies the growth and direction of your medical practice, spa or other wellness business. The process is as important as the budget itself.
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- We discuss your business goals and review your financial information including Profit & Loss Statement, Balance Sheet, payroll, expense items, contracts, and promissory notes. From this information we build your Business Wellness Budget.
- In a matter of days we place powerful information in your hands. We teach you how to use your Business Wellness Budget as a strategic tool, enabling you to make informed decisions about your sales, daily cash flow, operations, management, capital, and growth plans.
- We work with you to utilize your Business Wellness Budget on a daily, monthly, and yearly basis, ensuring the strength and growth of your business.
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| 6 Point Budget Service |
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Our 6 Point Business Wellness Budget makes the connection that allows you to use your numbers to manage your business. Using your existing financial software program and data, we build a business budget for the upcoming 12 months. Every week, this information is updated and sent to you. Every month we meet with you to discuss how you did and what changes are needed moving forward. 6 Point Business Wellness Budget is an easy-to-understand system that delivers your numbers to you every week, enabling you to make informed decisions so you can concentrate on your clients and manage profitability. |
| You’re in the business of keeping people healthy - Wellness Capital Management keeps your business healthy. We work with spas, medical practices, salons, and wellness practitioners to achieve financial stability, so you can better manage and grow your business. The most important component to achieve profitability and financial success is the 6 Point Business Wellness Budget system. |
In only four hours, done over the phone and online, we create your budget and teach you the simple and basic financial terms and information that enable you to understand your 12-month Business Wellness Budget.
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Now, here’s where it gets really easy. Each week you submit a defined list of information to us. We update your budget and send you a dashboard report that shows you where you are compared to budget. During the monthly coaching call, we review the actual numbers for the previous month, compare them to the projections and adjust the budget moving forward. Operational issues are addressed and corrected.
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