Financial Leadership for Health & Wellness Businesses
You built a business that serves people.
We provide the financial clarity to help it thrive.
Banner Ayala Associates delivers CFO-level guidance to health and wellness companies that need strategic leadership without a full-time hire.
The Challenge
Financial chaos doesn't announce itself. It accumulates quietly—in spreadsheets that don't reconcile, margin erosion that goes unnoticed, growth decisions made without reliable data.
You know your business needs better financial leadership.
But you're caught: basic bookkeeping isn't enough, and a full-time CFO isn't realistic yet.
What We Provide
Banner Ayala Associates offers fractional CFO services to growing health and wellness businesses. We deliver strategic financial leadership across three areas:
Financial ROI - Clear reporting that gives you visibility into margins, cash flow, and profitability.
Strategic ROI - Data-driven guidance for growth decisions. Budgeting, forecasting, and scenario planning connected to your business goals.
Emotional ROI - Peace of mind from having a seasoned financial partner who's seen these challenges before.
We work with you on a fractional basis, providing consistent leadership without the overhead of a full-time hire.
Who We Work With
We specialize in health and wellness businesses generating $1-10M in revenue. Our clients are typically home care and home health agencies navigating complex reimbursement models, healthcare practices managing growth, and health and wellness companies that have outgrown basic bookkeeping.
These businesses need strategic financial guidance, not just compliance and tax prep. They value mentorship-driven relationships over transactional services. And they're not yet ready to hire a full-time CFO—but they know they need that level of leadership.
Let's Talk
If you're running a health or wellness business and need better financial leadership, we'd welcome a conversation.
Reach us at dan@bannerayala.com
We typically start with a brief call to understand your business and discuss whether fractional CFO services might be a fit. No obligation, no sales pressure—just a conversation between professionals.