Rooted in Wellness, Powered by Clarity

Who We Are

Most health and wellness business owners feel frustrated by bookkeeping and taxes. At The Holistic CPA, we simplify your finances so you can focus on what truly matters—growing your business and enjoying peace of mind.

With over a decade of experience in bookkeeping, tax preparation, and financial advisory services, we specialize in supporting small business owners in the health and wellness space.

As individuals who live and value a holistic lifestyle ourselves, we understand the unique flow and challenges that come with running a purpose-driven business.

Whether you're a solo practitioner, a growing team, or an emerging brand, we're here to provide reliable financial support—fully virtual and tailored to your needs—so you can focus on your clients, your mission, and your growth.

Our goal is to make your financial life feel lighter, clearer, and more aligned.

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Why We Do This

Chiropractor checking a patient's back alignment.
Physical therapist assists patient with shoulder exercise, anatomical chart in background.

At the core of our work is a belief that financial clarity is essential for creating sustainable impact. We’re not just here to help you meet deadlines—we’re here to help you build something meaningful, informed, and aligned with your deeper purpose.

We approach finances with intention, knowing that your business isn't just about numbers—it's about people, healing, and growth.

What Makes Us Different

Women exercising on Pilates reformer machines with an instructor assisting them in a studio setting.

We’re not your typical accounting firm. We know that spreadsheets and energy work aren’t mutually exclusive. Our clients are chiropractors, boutique fitness studios, therapists, gym owners, and practitioners who are doing transformative work—and we match that energy with systems, insight, and care.

We bring financial organization and strategic guidance in a way that supports both your business and your values.

Group of people exercising in a gym with weights and gymnastic rings.

How We Work

Our services are fully virtual and designed to be easy, flexible, and responsive. Whether we’re setting up your books from scratch, managing your monthly financials, or preparing for tax season, our approach is collaborative and client-centered.

We meet you where you’re at, keep things simple and transparent, and are always just a message away.

Trusted by Wellness Entrepreneurs Like You

From solopreneurs launching their first practice to multi-location studios scaling their teams, we’ve supported businesses across the wellness spectrum. Our clients value our calming presence, clear communication, and ability to bring structure without the overwhelm.

Two people sitting on a couch, engaged in a conversation, one holding a notebook and pen, in a casual setting with a plant and bookshelf in the background.

  • Wellness isn’t just about health—it’s about alignment, clarity, and purpose.

  • Let your finances reflect the business you’re building—not just the one you have today.

  • Numbers tell the story of your business. Make sure it’s a story you’re proud of.

  • You’re not just running a business—you’re creating impact. Let your finances support that mission.

Work With Us

Let’s grow something great together. Drop your info and we’ll reach out shortly. We can’t wait to learn more about your journey and how we can help support your vision.