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

Person using a calculator and laptop with documents on a desk
  • Wellness isn’t just about health—it’s about alignment, clarity, and purpose.

  • Financial wellness is a form of self-care.

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

  • Financial clarity is the foundation of sustainable growth.