Allied Health & Wellness
Allied Health & Wellness
CLIENT
Health First NQ
Co-Owner
Leroy Palmer
Industry
Health & Wellness
Location
Townsville, QLD
Client Overview
Health First NQ is an allied health business based in Townsville, North Queensland, offering physiotherapy, exercise physiology, personal training, and group fitness.
When Leroy Palmer and his business partner first came to AFI Balance, the business was still in its early growth stage, around a year and a half to two years in. At the time, the bookkeeping was being handled in-house, but the systems were messy, time-consuming, and creating ongoing stress.
Since then, Health First NQ has grown from a small team of 5–6 employees to 10 team members across 3 locations in Townsville. Alongside that growth, AFI Balance has helped transform the financial side of the business into something accurate, reliable, and easy to manage.
The Challenge
Before partnering with AFI Balance, Health First NQ was stuck in the kind of financial admin cycle that many growing business owners know too well.
The challenges included:
“We had all of that time of horrendous bookkeeping… trying to do it ourselves.”
“It was an absolute headache.”
Leroy Palmer
Co-Owner, Health First NQ
The Approach
AFI Balance came in to clean up the backlog, fix the systems, and create a much more reliable financial process moving forward.
Our support included:
Cleaning up and bringing the books up to date after a significant period of inconsistent bookkeeping
Resolving integration issues between Xero and the business’s CRM and practice management software
Creating a cleaner monthly process so reconciliations could be done properly and consistently
Training the internal team so day-to-day bookkeeping tasks could be completed more neatly and accurately
Reviewing everything monthly to ensure compliance and confidence before monthly IAS or quarterly BAS lodgements
Most importantly, AFI Balance turned the financial side of the business from a reactive headache into a smooth and dependable process.
“Katy and her team has trained our team so that the reconciling can be done neatly, and then it is checked over every month… to make sure that everything is adherent and compliant.”
Leroy Palmer
Co-Owner, Health First NQ
The Outcomes
With the right systems and support in place, Health First NQ has been able to grow without the same financial stress following behind it.
That support has helped the business to:
Grow from 5–6 employees to a team of 10
Expand to 3 locations across Townsville
Maintain accurate, up-to-date books every month
Reduce tax-time stress and eliminate the constant scramble for answers
Improve visibility over cash position and business performance
Create confidence that everything is compliant, checked, and under control
For Leroy, one of the biggest outcomes has simply been peace of mind.
“We just know that it’s being sorted.”
And now, instead of dreading the numbers, the team can log in at any time and trust what they see.
“We can log on whenever we want and know that everything’s up to date.”
Leroy Palmer
Co-Owner, Health First NQ
Why AFI Balance
For Health First NQ, the value of AFI Balance is not just in getting the books right. It is in making the whole process feel easy.
The business has stayed with AFI because AFI Balance delivers exactly what growing owners need: responsive support, clear communication, strong systems, and confidence that the financial side is properly handled.
Leroy described it simply:
“It’s hassle-free.”
Leroy Palmer
Co-Owner, Health First NQ
He also highlighted the day-to-day service experience:
“Katy and her team are unreal to deal with. Anytime we have questions, we just ask her and she gets back to us.”
Leroy Palmer
Co-Owner, Health First NQ
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Leroy Palmer
Co-Owner, Health First NQ
Key Challenges Solved
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