Wellness Clinic Bookkeeping That Heals Financial Stress
From Disorganized Ledgers to Peace of Mind — We Handle the Numbers, You Focus on Healing. Wellness Clinic Bookkeeping Services for Clinics Across the USA — 100% Remote & Virtual.
🚀 Enjoy 15% Off Your First Month of Wellness Clinic Bookkeeping.
"Know what’s working and what’s not in your books—free of charge."
Who We Serve
We specialize in supporting wellness professionals who want accurate, compliant, and stress-free bookkeeping.
Holistic & Integrative Clinics
Massage Therapists & Bodywork Studios
Functional Medicine & Wellness Doctors, Naturopaths & Acupuncturists
Med Spas & Aesthetic Clinics, Health & Beauty Practices
Pain Points We Solve
(What Keeps Wellness Clinic Owners Up After Hours)
No Show of Profit by Service
Unsure which services or packages are most profitable.
Cash vs Insurance Mix Confusion
Can’t track co-pays, insurance reimbursements, or out-of-pocket charges
Vendor Expense Chaos
Supplements, skincare, and product inventory costs are untracked
Inconsistent Payroll
Paying practitioners, staff, or contractors without a system
Sales Tax & Compliance Headaches
Unsure how to handle product sales, tax, and HIPAA-safe billing
Tax-Season Panic
Scrambling to prepare books for your CPA or tax preparer
Services We Provide in the Monthly Package
Wellness-Specific Services
Service Line Profitability
– Track earnings from consultations, therapies, and packages
Product Inventory Costing
– Monitor skincare, supplements, and retail product sales
Practitioner & Contractor Payments
– W-9 collection, payment records, and 1099 filing
Scheduling System Sync
– Align with tools like JaneApp, Mindbody, or Acuity
Sales Tax Support
– Know when and how to file for product sales
Year-End CPA Coordination
– We prep your books so you avoid last-minute surprises
Bank & Credit Card Reconciliation
Monthly Financial Statements (P&L, Balance Sheet, Cash Flow)
Income Tracking (cash, card, insurance)
Accounts Receivable & Client Billing Review
Payroll Integration (W-2 & 1099 providers)
Trusted Support for QuickBooks & Xero Users
Whether you're using QuickBooks or Xero, and no matter your profession or industry, we provide expert bookkeeping tailored to your platform. From daily transactions to monthly reports, our team ensures your books are accurate, up-to-date, and fully compliant—so you can focus on growing your business.