CPA · CFE · Certified in Financial Forensics

The financial expert your retreat business has been missing.

CPA-led bookkeeping and financial management built exclusively for luxury retreat and getaway operators — wherever in the world you take people.

Book a discovery call Our story

Serving retreat operators from Tuscany to Tulum  ·  Boutique practices, no volume mills

Our Story

Most accountants have never set foot in a retreat.

Generic hospitality accountants treat your retreat like a small hotel. They miss the reality: seasonal revenue spikes, multi-currency contractor payments, split-destination expenses, and the cash-flow rhythms that come with deposit-heavy booking cycles.

Arrivo Advisory was built differently. Our lead CPA brings credentials this industry has never had access to before — CPA, CFE, Certified in Financial Forensics — applied exclusively to retreat and getaway operations. For the first time, forensic-level financial rigor is available to the operators who need it most.

We work exclusively with independent retreat operators and boutique getaway businesses in the $500K–$5M revenue range: yoga retreat founders, adventure getaway companies, corporate wellness offsite organizers, and culinary and cultural travel operators.

Our practice is intentionally small. You get direct access to a senior CPA who takes your work seriously — not a rotating staff of junior bookkeepers who treat your retreat like a generic small business.

CPA CFE Certified in Financial Forensics
“
The retreat industry attracts some of the most purposeful entrepreneurs I have ever encountered. They deserve a financial partner who brings the same level of rigor and care to their books as they bring to their craft.

Lead CPA, Arrivo Advisory

How We Work

What we bring to every engagement

Retreat
Reality

Retreat-specific expertise

Seasonal cash flow, multi-destination bookkeeping, contractor and venue payments across currencies — we have built our entire practice around the financial reality of running premium retreat experiences.

Senior
CPA

Senior-level access, always

You work directly with a credentialed CPA — not delegated to junior staff. Every question gets a thoughtful, experienced answer from someone who understands the full picture of your business.

Clear
Numbers

Clarity, not complexity

We translate your financials into plain language and real decisions: which retreats are actually profitable, how to price your next season, and what your cash position means for expansion.

On Site
Ready

Willing to travel

Our CPA loves the destinations you work in. For clients who want an on-site financial review or a retreat-week presence, we are open to it — this is not just bookkeeping from a home office.

Services

Everything your retreat finances require

We handle the full financial life of your retreat business — from day-to-day bookkeeping through tax planning and forensic review — so you can focus on crafting the experiences that bring people to extraordinary places.

Monthly bookkeeping & reconciliation

Accurate, timely books using QuickBooks or Xero — categorized for retreat operations, not generic hospitality.

Cash flow planning & forecasting

Deposit-cycle modeling, seasonal projections, and scenario planning for your next series of retreats.

Tax preparation & strategy

Federal, state, and international tax considerations for operators with multi-jurisdiction expenses and income.

Contractor & vendor payment management

Multi-currency payments to venues, instructors, caterers, and local guides — tracked cleanly, reported correctly.

Profitability analysis by retreat

Know which programs, venues, and seasons actually make money — and which ones cost you more than they earn.

Financial forensics & fraud review

CFE credentials mean we can investigate irregularities, review internal controls, and protect your business.

Who We Serve

Built for operators who take people somewhere real

Yoga & Wellness Retreats

From Bali immersions to Sedona wellness weeks — seasonal revenue cycles, international venues, and instructor payments handled with care.

Bali · Sedona · Costa Rica

Adventure Getaway Companies

Trekking expeditions, surf camps, and wilderness programs with complex guide contractor structures and gear logistics.

Nepal · Peru · Patagonia

Corporate Wellness Offsites

Executive retreats and team experiences where invoicing, expense reporting, and corporate compliance must be spotless.

Tuscany · Scotland · Japan

Culinary & Cultural Travel

Farm-to-table tours, cooking immersions, and cultural journeys with high per-head margins and multi-vendor complexity.

Oaxaca · Provence · Vietnam

Spiritual & Transformational

Plant medicine ceremonies, meditation intensives, and personal development retreats — sensitive financials handled with discretion.

Peru · Portugal · Hawaii

Boutique Destination Experiences

Custom, high-end private retreats for groups with bespoke pricing, deposit structures, and white-glove financial reporting.

Maldives · Tulum · Amalfi

Ready to get clear

Your retreat business deserves finances you can actually rely on.

Book a free 30-minute discovery call. We will talk through your current setup and let you know exactly how we can help.

Book my discovery call hello@arrivoadvisory.com

No commitment required  ·  Boutique practice — limited client capacity