Imagine running your business with financial clarity
You understand your income, expenses, and cash flow at a glance.
You know which services bring in the most profit, and which drain your resources.You plan for taxes instead of scrambling at year end.You can make confident growth decisions backed by solid numbers.In just a few focused lessons, you’ll master the essentials of accounting and financial management for your practice.
What You Will Learn
Evaluate and select the best business structure for your goals, liability protection, and tax strategy.
Interpret and apply financial statements to guide profitable decisions.
Manage and depreciate fixed assets in compliance with accounting and tax standards.
Create cash flow strategies and understand EBITDA to measure performance.
Collaborate effectively with accountants and tax professionals to ensure compliance and maximize deductions.
Get instant access
To downloadable business planning & financial tracking tools
Financial Tracker Profit & Loss Statement Template Cashflow Statement Template Budget & Financial Projections Template Break-Even Analysis Worksheet.
This course is already changing the way providers run their businesses
Now it’s your turn to:
Protect your income Eliminate money leaksBuild a profitable, sustainable practice.Low cost, high value, and easy to implement. Whether you’re running a wellness clinic, IV lounge, aesthetics practice, or functional medicine business; financial clarity is the foundation for success.
Course Curriculum
Module 1: Business Structures
Module 2: Financial Statements
Module 3: Accounting for Fixed Assets
Module 4: Cash Flow & Strategic Planning
Module 5: Taxes - Working With Your Accountant
Here’s What Our Students Are Saying
Billy
I have purchased multiple courses from IMed University. The courses are clear, concise and easy to follow. If you have a follow up question, the authors are very easy to reach. They have provided me with the necessary tools to run safe and knowledgeable practice. I feel very grateful.
Pat
The material was exactly what is needed—clear, concise, and practical. No unnecessary fluff, just straightforward information you can put into action right away. I highly recommend Intellectual Medicine University to anyone looking for quality, actionable education!
Lori
I have gotten so much support and education from IMedU. Everyone at IMU has responded to any question I had from setting up my new business to making sure my SOP and protocols were solid. The courses are great. The humans are even better!
Jana
As a solo Nurse Practitioner, I truly appreciate the collaboration and support. Before taking these courses, I felt like I was just 'winging it'—but not anymore. The content, resources, and your willingness to answer questions have dramatically increased my confidence and contributed to the success of my venture. Thank you for everything!
Meet Your Instructor
John Mohr, CPA, M.S. Taxation
With over 40 years of experience as a Certified Public Accountant and a Master’s in Taxation, John Mohr brings unmatched depth and perspective to the world of business finance.
He began his career at a major accounting firm, honing his skills in corporate and individual tax strategy, before spending three decades leading global tax departments for a Fortune 500 company.
In that role, John oversaw complex tax operations across multiple countries, navigating diverse regulatory environments and delivering strategic solutions that optimized compliance and profitability.
Today, John leverages his decades of expertise to help business owners and entrepreneurs understand their numbers, make informed decisions, and build financially resilient companies.
The Add-on You Didn't Know You Needed
Biostatistics for Better Patient Outcomes | 3 CEU
Turn clinical data into sharper diagnoses and evidence-based treatments in this self-paced stats primer.
$299.00 USD
Motivational Interviewing for Better Patient Outcomes | 2 CEU
Evidence-based Motivational Interviewing skills for providers—boost patient engagement, cut resistance, and drive behavior change in primary care, weight loss, addiction, and chronic disease.
$199.00 USD
Psychoneuroimmunology (PNI): The Mind-Body Connection | 3 CEU
Apply mind-body science to chronic illness care with stress-modulation programs that lift outcomes and create new subscription income.
$299.00 USD
Frequently Asked Questions
Financial Success Blueprint Course
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Contact Us
About Us
Empowering providers through functional, wellness, and aesthetic medicine education.
