Health & Wellness Practice Target Tracking
/ CFO Workbook
Master Your Practice Targets and Financial Forecasting Before Your Next Fiscal Review
Stop Guessing on Growth. Start Tracking with a Profit-First CFO Workbook.
"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 owners and financial leaders, the Health & Wellness Practice Target Tracking / CFO Workbook provides a robust, data-driven framework to align annual revenue goals, monitor conversion KPIs, execute weekly marketing activities, and forecast long-term recurring revenue.
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
Annual & Quarterly Revenue Goal Architecture
A comprehensive financial planning model that maps out your high-level annual revenue goals (e.g., $250,000 targets) down to quarterly booked revenue objectives, active contract values, and exact new deal targets.
02
Target KPI & Conversion Rate Calculator
Built-in assumptions and formulas to measure your conversion rates, offer rates, and booking rates, automatically calculating the exact number of discovery calls and total leads required to hit your financial goals.
03
Weekly Objectives & Activity Scorecard
A systematic weekly tracking grid for key outbound actions—such as LinkedIn posting, Facebook engagement, published videos, content creation, and outreach conversations—complete with automated activity scoring to ensure consistent execution.
04
Front-End Offer & MRR Target Tracking Models
Detailed multi-month tracking templates (January through December) for front-end offers and Monthly Recurring Revenue (MRR), featuring automated calculations for client retention rates, cumulative active clients, and projected revenue scaling.
05
Action Plan & Strategic Review Framework
Dedicated operational spaces to document critical next steps, focus areas, completion dates, and qualitative notes (including wins, roadblocks, and aha moments) to keep your practice on track.
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
