Health & Wellness Practice Financial
Assessment & Diagnosis
Diagnose Your Practice Financial Health & Balance Sheet Position Before Your Next Fiscal Review
Stop Flying Blind. Start Making Data-Driven Financial Decisions.
"ELLA RIVKIN IS ONE OF THE NATION'S LEADING FULL-SERVICE ACCOUNTANT EXPERTS AND HEALTH, LIFE AND BUSINESS COACH."
As seen in
Your Practical Guide to Smarter Financial Planning
Designed specifically for health and wellness practice leaders, the Health & Wellness Practice Financial Assessment & Diagnosis toolkit provides a robust framework to analyze balance sheets, income statements, cash flow, and multi-year performance metrics to diagnose financial health and secure practice profitability.
What awaits you inside?
Inside, you'll find key items to review, questions to consider, and topics to discuss with your qualified tax professional.
01
Comprehensive Balance Sheet & Asset Tracking
A detailed structural layout to evaluate assets, accounts receivable, inventory, fixed assets, long-term assets, liabilities, equity, and balance sheet proofs across multiple operating years.
02
Income Statement & Profitability Breakdown
Multi-year comparative views of practice revenue, cost of sales, gross profit, payroll expenses, marketing expenses, and net profit margins to precisely evaluate financial performance.
03
Cash Flow & Reserve Health Diagnostics
An analytical cash flow framework tracking net profit adjustments, operational cash movements, ending bank balances, and the critical calculation of how many months of expenses you hold in cash reserves.
04
Sales Transactions & Average Value Analysis
Comparative analytics between Year A and Year B tracking total sales volume, transaction counts, and average transaction values to understand core revenue drivers.
05
Monthly Performance & Expense Diagnostic Grids
Month-by-month tracking templates spanning January through December across Year A and Year B to monitor overhead, operational expenses, and continuous financial adjustments.
Who is
Ella Rivkin
My name is Ella Rivkin, and for over 27 years I've been helping business owners and professionals take control of their money, business, and life.
I'm the founder of ERPS Group, and my true passion is helping people achieve their personal, professional, and financial goals, not just with words but with practice. I believe financial freedom begins with understanding—knowing exactly how your money works and how to use it to your advantage.
Over the years, I've helped thousands of clients reduce their tax burden, organize their finances, build the right structure, and take their businesses to new levels of income, including seven-figure figures.
My approach is strategic and personal. I don't just "do taxes." I look at the whole picture: your business, your life today, and your goals for the next 1, 5, and 10 years—and I help you build a system that truly works.
My guiding principle is "Everything is in your hands." I sincerely believe that everyone has the power to change their financial future if they have the right tools, strategy, and support.
If you're tired of working yourself to the bone and want to start building your life and business consciously, with clarity and confidence, you've come to the right place.
Who is
Ella Rivkin
My name is Ella Rivkin, and for over 27 years I've been helping business owners and professionals take control of their money, business, and life.
I'm the founder of ERPS Group, and my true passion is helping people achieve their personal, professional, and financial goals, not just with words but with practice. I believe financial freedom begins with understanding—knowing exactly how your money works and how to use it to your advantage.
Over the years, I've helped thousands of clients reduce their tax burden, organize their finances, build the right structure, and take their businesses to new levels of income, including seven-figure figures.
My approach is strategic and personal. I don't just "do taxes." I look at the whole picture: your business, your life today, and your goals for the next 1, 5, and 10 years—and I help you build a system that truly works.
My guiding principle is "Everything is in your hands." I sincerely believe that everyone has the power to change their financial future if they have the right tools, strategy, and support.
If you're tired of working yourself to the bone and want to start building your life and business consciously, with clarity and confidence, you've come to the right place.
Download now and get exclusive access!
ERPS Group LLC
800 SE 4 Avenue, Ste 707 Hallandale Beach, Florida, 33009, (954) 255-3848
