Work With Us
We offer a free 30-minute call to learn more about you and your wellness business, answer your questions, and see if we’re the right fit to work together. Think of it as a two-way conversation — no sales pitch, just support, alignment, and clarity.
Whether you need help with S Corp taxes, bookkeeping, or financial strategy, this is the best place to start.
theholisticcpa@gmail.com
(315) 400-0406