Bookkeeping, tax and advisory for health and wellness businesses.
Clean books, planned taxes and clear numbers, so you can spend your time on clients instead of spreadsheets.
Certified Advanced QuickBooks Online ProAdvisor and Gusto partner. 100% virtual, serving wellness businesses across the U.S.
Feeling overwhelmed by your finances? You're not alone.
Most wellness business owners are doing their own books at 10pm. It doesn't have to stay that way.
Where you are now
- Struggling to keep track of receipts, expenses and transactions
- Constantly worried about tax complexity and deadlines
- Unsure how to make informed decisions for growth
- Spending client hours on bookkeeping instead
- Afraid of mistakes that lead to penalties or audits
Where you could be
- Organized, up-to-date books and real peace of mind
- Smooth, on-time tax filings with no surprises
- Clear insights that guide strategic decisions
- More time for clients and growing the business
- A real understanding of your cash flow and profit
Flexible support at every stage, from first client to multi-location studio.
Whether you're a solo practitioner or an established wellness brand, we tailor the mix of bookkeeping, tax and strategy to where you are now.
Monthly Bookkeeping
Reliable, stress-free monthly books: transaction tracking, reconciliations and financial reports that stay tax-ready all year.
Packages from $500/monthTax Services
Preparation, filing and year-round planning for sole proprietors and S Corps, so tax season never feels like a surprise.
Individual, business, sales tax, 1099sAdvisory & CFO
Cash flow, key metrics, budgets and pricing support to help you grow with intention and build a business that supports your vision.
Growth and Thrive packagesHow working together looks
Discovery
A confidential, complimentary call to understand your business and your current financial position, and to see if we're the right fit for each other.
Customized plan
A tailored service package built around your needs and priorities: immediate concerns first, then a strategy for long-term financial health.
Implementation and ongoing support
After onboarding we run your plan month to month, keep you compliant and adjust as your business evolves.
Built for the people doing transformative work.
Our clients are chiropractors, boutique fitness studios, therapists, gym owners and practitioners. We match their energy with systems, insight and care.
Common questions
Anything else? Ask on your intro call, or send us a note.
Do I need to be local to work with you?
No. We work 100% virtually, so you can be anywhere in the U.S. Whether you run a yoga studio in California or a nutrition practice in New York, our systems support you seamlessly.
What bookkeeping software do you use?
We primarily work in QuickBooks Online, which lets us collaborate with you in real time. If you use another platform or need help getting set up, we'll guide you through it.
Can I just hire you at tax time?
Sure, but proactive, year-round support is where the real value is. When we handle your books monthly, your taxes get easier and less stressful, and you get better insight to grow.
When is the best time to start bookkeeping services?
Right now. Whether it's January or July, we can get you caught up and on track. The sooner you start, the sooner you have clarity and confidence in your numbers.
Free S Corp tax checklist for wellness entrepreneurs
Stay compliant, save on taxes and feel more confident at tax time. A step-by-step guide to what every S Corp owner should be doing.
Let's talk about your business.
A free 30-minute call to learn about you and your practice, answer your questions and see if we're the right fit. No sales pitch, just clarity.