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Wellness Capital Management

Monte Zwang

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Monte is driven to the wellness industry because of a professional passion to coach health, medical, spa and fitness entrepreneurs to understand, manage, and improve their numbers and profitability. This allows them to focus on what they do best; providing quality care, helping people live a healthy lifestyle, creating a phenomenal work environment, and growing their business.

When not working, you can find Monte either in the kitchen cooking, enjoying great cheap wines, enjoying life’s celebrations with his wife, daughters, and friends. He’s constantly working on improving his inconsistent golf game.

Monte is a graduate of Daniel’s School of Business at the University of Denver and has been named a Five Star Best in Client Satisfaction Wealth Manager.





Monte Zwang has been a business and financial consultant for more than 30 years. He has worked with entrepreneurs in health, wellness, medical, spa, salon, and fitness industries to develop their business plans, manage growth and improve profitability.

 

Prior to launching Wellness Capital Management in 2005, he was Managing Partner of Steele Development Corporation. Working as a business turnaround specialist for distressed businesses in all industries, Monte implemented cash flow and profit improvement plans, negotiated vendor and tax debt, and sourced and placed tens of millions of dollars in financing. As a licensed Real Estate Broker, Monte managed a brokerage of six agents specializing in commercial real estate leases, business valuation and business opportunity sales, mergers, and acquisitions.

Monte Zwang, specializing in budget, business planning, medical spa, wellness, day spa, medspa, bookkeeping, broker, consultant, accounting, coaching

Mark Machlis

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Wellness Capital Management is not a typical bookkeeping service and Kristina is not a typical bookkeeper. She analyzes data and customizes it to fit a company’s specific needs. She helps our clients see where they are today and plan where they need to be to be successful and improve profitability.

Working remotely, Kristina welcomes the challenge of creating personal and trusted relationships with clients. She takes time to learn the unique details that impact our clients’ daily business and fosters trust and confidence. Kristina is a great communicator and her explanations of business financials break things down in a way that clients understand and appreciate.





Mark Machlis has spent 30+ years in the hospitality, real estate, natural foods, and wellness industries. He is the creator of Meat of Wheat and Tofurkey brand meat alternatives, distributed and sold nationwide since the early 1990's.

 

He is a food development, business, and financial consultant in the natural foods industry. Mark works with international food manufacturers, developing and distributing vegetarian products throughout the United States. Mark has also founded, owned, and operated three vegetarian restaurants in Salt Lake City, Utah.

An active Real Estate Broker in the state of Utah, Mark is involved with commercial, single, and multi-unit residential real estate. He works in development, leases, sales, and acquisitions.

Mark Machlis, specializing in budget, business planning, medical spa, wellness, day spa, medspa, bookkeeping, broker, consultant, accounting, coaching

Kristina Wharton

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Wellness Capital Management is not a typical bookkeeping service and Kristina is not a typical bookkeeper. She analyzes data and customizes it to fit a company’s specific needs. She helps our clients see where they are today and plan where they need to be to be successful and improve profitability.

Working remotely, Kristina welcomes the challenge of creating personal and trusted relationships with clients. She takes time to learn the unique details that impact our clients’ daily business and fosters trust and confidence. Kristina is a great communicator and her explanations of business financials break things down in a way that clients understand and appreciate.





Kristina Wharton joined Wellness Capital Management in early 2016. She has managed her client’s books in the medical, health, wellness, and spa industries for 20 years. Kristina brings with her vast knowledge of these industries. She has helped many small businesses move away from literal shoeboxes of receipts to a managed accounting program where they can see and understand their profitability.

 

Kristina holds a Bachelor of Science in accounting from Central Washington University. Working as an Assistant Controller for a multi-million-dollar company increased her knowledge of payroll and taxes in multiple states. However, Kristina’s passion has always been for smaller, privately held businesses.

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Wellness Capital Management is not a typical bookkeeping service and Kristina is not a typical bookkeeper. She analyzes data and customizes it to fit a company’s specific needs. She helps our clients see where they are today and plan where they need to be to be successful and improve profitability.

Working remotely, Kristina welcomes the challenge of creating personal and trusted relationships with clients. She takes time to learn the unique details that impact our clients’ daily business and fosters trust and confidence. Kristina is a great communicator and her explanations of business financials break things down in a way that clients understand and appreciate.





Mary Agudelo

Mary Agudelo has worked in finance for 12 years in various roles in payroll, accounts payable, accounts receivable, accounting and bookkeeping. She has been a Bookkeeper with Wellness Capital since 2017.

Mary fits the definition of a serial multi-tasker. She constantly works under tight deadlines while managing multiple projects. She uses her strong analytical skills, and keen eye for detail and accuracy.  Mary has a working knowledge of SAP, Kronos, Oracle, QuickBooks (certified) and several spa and medical POS and EMR systems.

La'Crecia Hill

La’Crecia Hill has been a bookkeeper with Wellness Capital Management since 2017. She is responsible for all aspects of bookkeeping including bank transactions, reconciliations, payroll, taxes, and monthly financials. She is proficient using QuickBooks and many POS systems including Spa Booker, Patient Now, and MindBody. She works with our clients weekly to ensure that cash flow planning, budgets, sales, and expenses, are current and easy to read.

 

La’Crecia has been a full charge bookkeeper for over 15 years, working with many accounting programs, and in many industries including spa. wellness, medical, hospitality and retail. She enjoys the positive relationships she forms with our clients and their staff, to resolve any issues early and often.  She prides herself as she helps to keep businesses running smoothly and keeping their staff happy.  She has two college degrees: one in Business Accounting and another in Interdisciplinary Arts & Sciences.  La’Crecia is a QuickBooks Certified ProAdvisor.

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Monte is driven to the wellness industry because of a professional passion to coach health, medical, spa and fitness entrepreneurs to understand, manage, and improve their numbers and profitability. This allows them to focus on what they do best; providing quality care, helping people live a healthy lifestyle, creating a phenomenal work environment, and growing their business.

When not working, you can find Monte either in the kitchen cooking, enjoying great cheap wines, enjoying life’s celebrations with his wife, daughters, and friends. He’s constantly working on improving his inconsistent golf game.

Monte is a graduate of Daniel’s School of Business at the University of Denver and has been named a Five Star Best in Client Satisfaction Wealth Manager.





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Karen Rushing

Karen Rushing joined Wellness Capital Management in 2018. She has been passionate about bookkeeping and accounting for over 30 years. Her varied financial background has been a true benefit to Wellness Capital and our clients.

Accounting has been her passion for years and she is very focused, detail oriented and great to work with. Karen especially enjoys  working with the books and financials of various small businesses. Her experience includes public accounting, health, spas, medical, construction, and much more! Some of her favorite accounting tasks includes putting her client’s books back together and forensic accounting.

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Monte is driven to the wellness industry because of a professional passion to coach health, medical, spa and fitness entrepreneurs to understand, manage, and improve their numbers and profitability. This allows them to focus on what they do best; providing quality care, helping people live a healthy lifestyle, creating a phenomenal work environment, and growing their business.

When not working, you can find Monte either in the kitchen cooking, enjoying great cheap wines, enjoying life’s celebrations with his wife, daughters, and friends. He’s constantly working on improving his inconsistent golf game.

Monte is a graduate of Daniel’s School of Business at the University of Denver and has been named a Five Star Best in Client Satisfaction Wealth Manager.





Chelsea Carrato

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Wellness Capital Management is not a typical bookkeeping service and Kristina is not a typical bookkeeper. She analyzes data and customizes it to fit a company’s specific needs. She helps our clients see where they are today and plan where they need to be to be successful and improve profitability.

Working remotely, Kristina welcomes the challenge of creating personal and trusted relationships with clients. She takes time to learn the unique details that impact our clients’ daily business and fosters trust and confidence. Kristina is a great communicator and her explanations of business financials break things down in a way that clients understand and appreciate.





Chelsea Carrato joined the Wellness Capital Management team in 2019. She brings to the table over 20 years of experience in Accounting, Bookkeeping and Human Resources. Chelsea loves to personally engage every one of her clients and ensure they know that she is truly devoted to building a strong connection and relationship with each one.

 

Chelsea’s responsibilities include, payroll, payroll taxes, bank transactions, reconciliations, budget prep and monthly financials. She is versed in using all versions of QuickBooks as well as other POS systems such as Mindbody, Meevo and Square.

Sherry McCullar

Sherry McCullar is an accounting professional with over 30 years of experience in accounting and business management. She obtained her Bachelor of Science Degree in Accounting from the University of California Stanislaus.


Sherry is an expert in QuickBooks. She has directed the accounting departments for multiple companies locally and internationally as a Senior Accountant, Controller and VP of Royalty and Human Resources.


A self-proclaimed accounting geek, she has a wealth of experience preparing accounts payable, accounts receivable, payroll, general ledger, and inside and outside reporting. Sherry has reporting expertise in financial statements, balance sheet reconciliations, GAAP reporting, cash flow projections and budget preparation.

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La'Crecia is a mom to three older children, which take up most of her time. Recently she has learned to paddle board and enjoys that when weather permits. She is active in her church and community, making sandwiches for the homeless, and assisting with summer programs for children.

La'Crecia hails from Tacoma, Washington overlooking the beautiful Puget Sound in one direction and Mount Rainier on the other.