Health & Wellness

Clear financial advice helps reduce pressure so you can focus on care and wellbeing.

Accounting support for health professionals

Health and wellness professionals balance patient care, compliance, and commercial responsibility. Whether you're an individual practitioner (or sole trader) running your own practice or part of a larger group, clear financial advice reduces stress and supports long-term sustainability.

We support practices and practitioners with dependable accounting, tax planning, and advisory services that respect both your profession and your time.

Key benefits

Less admin stress

Financial and compliance obligations are handled steadily, so paperwork doesn't compete with patient or client care.

Know your numbers

Understand how the practice is performing without needing to dig through reports between appointments.

Support practice changes

Guidance when adding practitioners, adjusting hours, or introducing new services, plus advice on GST registration and when it applies.

An advisor who gets it

Support from someone who understands the realities of clinical and wellness work.

Support that takes pressure off

These services reflect the core areas we typically support health and wellness clients with, tailored to each practice.

Accurate reporting for sole traders, partnerships, and group practices.

Advice on tax obligations, GST registration, and deductible expenses, so nothing is missed.

Clear financial planning to support a stable, well-run practice. Forecasting and budgeting help you manage staffing costs, service pricing, and future growth with greater confidence.

Running a practice means balancing patient care with business decisions. Coaching provides a trusted perspective to work through staffing, pricing, and growth so the practice can evolve or change direction with clarity.

Ongoing compliance and administration handled reliably

Results that balance

What our clients say about working with an accounting team that keeps everything in balance.

Tom is excellent to work with as I am confident he has the experience and knowledge that I need and is very approachable. Tom helped me with a completed sale and purchase of a business and gave me the advice and confidence I needed to get the job done. I would not hesitate to recommend Tom for others looking for assistance when purchasing a business. Not only does Tom have all the experience and knowledge necessary, I found he also has connections with all the right people with different skill sets that really make the whole process a lot easier. Tom has gone above and beyond for me and I believe that is a true reflection of his character.

Aaron Balsom — Next Step NZ

Couldn’t be happier with the advice and service I’ve had from Tom and his team!

Tim O’Brien — Independent Anaesthetist

Excellent service and really appreciated the advice and help offered. Feeling well looked after. Thanks again Tom and team.

Matthew Johnson — Dental Solutions Tauranga