Modern Accounting & Bookkeeping Solutions Built for the Wellness Community

We’ll take care of the finances you provide the wellness

A Holistic Approach to Financial Wellness

We’re with you every step of the way

Office Automation

With your unique practice in mind, we work with you to ensure your practice is structured optimally and your record-keeping function is streamlined and automated.

Tax Optimization

We provide you with year-round tax advice and support, showing you ways to significantly improve your take-home earnings through tax savings. Our goal with every client is to save you twice as much per year than our service costs!

Financial Tracking

The bookkeeping component of our service is where each month we deliver to you the critical tax and financial results of your practice. We let you know how the numbers look, how much to set aside for taxes, and reminders about when upcoming taxes are due.

Practice Advisory

You will receive unlimited access to your own dedicated Advisor who will be there to answer questions, provide guidance, and help you reach the unique goals of your group or private practice. We know the industry better than rest and can offer you best practices to take your business to the next level. 

Personalized For You

Managing accounting and bookkeeping for health and wellness business can be a daunting task when an owner has limited business experience. Beachwood Financial Solutions understands the needs of this industry, which is in high-growth mode across the nation and requires paying careful attention to not just the accounting and filing of tax returns, but also sales tax when selling products, managing payroll, and even dealing with IRS letters

  • Membership and product sales tracking
  • Location / pricing analysis
  • Monthly recurring Billing
  • Equipment Investment Schedule
  • Analysis of cost of goods sold

Client Testimonial

Albert at Beachwood has been helping us with our bookkeeping for years now and it’s been great! We’ve always appreciated the personal attention he’s been able to give us when needed and especially how comfortable he has been to communicate with. I’ve needed to work with a lot of specialists relating to the financial and technology based aspects of our business, and more often than not the people in those fields are sorely lacking in their “people skills”.

David Warder, Owner – Zen Sanctuary

Let’s talk about your business

    Location

    Serving all of San Diego County

    Based out of Clairemont Mesa, San Diego, Ca

    858-247-1223

     albert@beachwoodfinancial.com

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