Bookkeeping for Wellness Practitioners
Helping You Feel as Balanced in Business as You Help Others Feel in Life
You spend your days supporting others—let me support you behind the scenes. I offer virtual bookkeeping for wellness professionals like therapists, coaches, yoga instructors, spas, and holistic practitioners who want clear, organized financials.
My services are designed to reduce stress and empower better decisions. Whether you see clients one-on-one or offer packages and memberships, I’ll help you track income, organize expenses, and feel confident about your numbers.
SUPPORTIVE BOOKKEEPING FOR A BUSINESS THAT SUPPORTS OTHERS
Clear, Calming Financial Systems Tailored to the Rhythms of Your Wellness Practice
My Approach
Wellness professionals often wear all the hats. I make it easier by building simple, effective financial systems that save you time and support your growth. I provide clear monthly reporting and a customized, interactive Finance Dashboard. You don’t need to be a numbers person—I’ll help you understand the financial side so you feel empowered to make decisions for your business.
Does This Sound Familiar?
A solo therapist was using a mix of spreadsheets and bank statements to manage her books. She struggled to track her accounts and bills and dreaded tax season. After customizing her QuickBooks Online account, I cleaned up her books, brought everything up to date, set up a system to track income by service type, and created an interactive Finance Dashboard that gave her clarity and confidence. She now saves hours each month by outsourcing her bookkeeping, understands her business better, and saves money on taxes through properly categorized expenses.