Bookkeeping for Health & Wellness Coaches
Client payments, programs, payment processors, contractors, software, marketing spend, and business expenses — I'll keep your income and expenses organized so you're never scrambling to figure it out later.
Focus on your clients. I'll focus on the numbers.
A Chart of Accounts built for how coaching practices actually run.
Everything else that keeps your coaching practice running.
Ad spend and marketing costs categorized so you know what's working.
Scheduling, program delivery, and client management tools.
Assistant coaches and support staff, tracked and 1099-ready.
Stripe, PayPal, or in-app payments reconciled against your bank.
Multi-month programs and packages recognized correctly over time.
Session payments and package purchases, tracked cleanly.
What Gets Complicated
Contractor & 1099 tracking
Monthly Profit & Loss and Balance Sheet
Bank & credit card reconciliation
Payment processor reconciliation
QuickBooks Online bookkeeping
Included
Wellness practices often run on trust and relationships — the last thing you need is to lose that focus untangling a spreadsheet. I'll keep your income, expenses, and payment platforms organized in QuickBooks, so your books are ready whenever you need them, not just at tax time.
Whether you need ongoing monthly bookkeeping or a full catch-up first, I'll meet you where you're at.
