At The Wellness Bookkeeper LLC, we provide specialized financial management tailored to the wellness industry. From medical spas to yoga studios, we offer expert bookkeeping and CFO advisory services designed to streamline your finances, improve cash flow, and support sustainable growth. Our goal is to give you financial clarity and confidence, so you can focus on what you do best—helping others thrive.
Bookkeeping & Financial Management
Stay on top of your finances with accurate, organized bookkeeping. We handle transaction recording, bank reconciliations, financial reporting, and more—so you can focus on growing your wellness business with confidence.
Accounts Payable & Receivable Management
Optimize your cash flow with structured invoice tracking, payment scheduling, and collections management. We ensure your business stays financially healthy by keeping your receivables and payables in check.
QuickBooks Online Setup & Optimization
Get your accounting system set up the right way. Whether you’re starting fresh or need a system overhaul, we customize QuickBooks Online to fit your business, ensuring accuracy, efficiency, and ease of use.
CFO Advisory Services
Gain expert financial insights tailored to your business. From strategic planning to financial forecasting, we help you make data-driven decisions that support long-term growth and profitability.
Payroll Management
Paying your team should be seamless and stress-free. We manage payroll processing, tax compliance, direct deposits, and reporting—ensuring your employees are paid accurately and on time.
Cleanup & Catch-Up Services
Behind on your books? We specialize in bringing financial records up to date, correcting errors, and ensuring compliance—so you can move forward with a clear financial picture.
Take Control of Your Finances with Confidence
Gain clarity and control over your business finances with expert support tailored to wellness professionals. Our customized reporting and advisory services help you track key financial metrics, optimize cash flow, and make data-driven decisions for sustainable growth. Let’s work together to ensure your financial success.