How a Wellness Business Went from Breakeven to Profitable
- Industry: Health and Wellness
- Annual Revenue: ~$3M
Challenges
A growing health and wellness business was generating strong sales but consistently operating at breakeven—or worse.
Cash flow was tight, payroll weeks were stressful, and the owner felt stuck without clear visibility into what was really driving profitability.
Results
When our team took over the bookkeeping, we completely restructured their financials to reveal the story behind the numbers.
By analyzing spending patterns, we identified unnecessary recurring costs, excess software subscriptions, and staffing inefficiencies that were quietly eroding profit.
With clear, actionable insight, the business made strategic cost reductions and difficult—but essential—staffing decisions. The company returned to profitability and positioned itself for sustainable growth.
“Quist’s team has significantly improved my business’s financial visibility with super helpful reporting coupled with my advisor’s support. We’re making better-informed decisions.”
