Monthly Bookkeeping

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The Foundation

Starting at $500/month

Who it’s for:

Perfect for solo practitioners, new wellness entrepreneurs, or small studios who are just getting started and need help staying organized month-to-month.

What’s included:

  • Weekly categorization of transactions

  • Reconciliation of bank and credit card accounts

  • Monthly financial reports (P&L and balance sheet)

  • W-9 tracking for 1099 preparation

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The Growth Plan

Starting at $950/month

Who it’s for:

Best suited for growing wellness brands or multi-practitioner studios that need deeper insight and consistent financial oversight.

What’s included:

  • Everything in The Foundation package

  • Accrual based accounting, optional

  • Quarterly review and strategy call

  • Tracking for 2-3 key performance indicators (KPIs)

  • Sales tax tracking (if applicable)

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The Thrive Suite

Starting at $2,050/month

Who it’s for:

Designed for established businesses ready to scale, this package is for those who want to feel fully supported with proactive financial guidance and strategic insights.

What’s included:

  • Everything in The Growth Plan package

  • Cash flow forecasting and monitoring

  • Budget creation and performance review

  • Monthly review and strategy call

  • Profit margin analysis and pricing support

Add-On Services

Accounts Payable

We’ll manage your bills and payments, ensuring that everything from vendor invoices to recurring expenses is tracked and paid on time. By staying on top of A/P, we help you avoid late fees, maintain positive relationships with vendors, and keep your cash flow smooth.

Accounts Receivable

Never worry about unpaid invoices again. We help track outstanding payments, send reminders, and ensure timely collection from clients or customers. With A/R management, we make sure your business receives what’s owed, so you can stay focused on growth.

Budgeting

A well-structured budget is key to business success. We’ll work with you to create a customized budget that aligns with your financial goals, monitors your income and expenses, and helps you make proactive, informed decisions for sustainable growth.

Cash-Flow Management

Cash flow is the lifeblood of your business. Our cash flow management services offer ongoing forecasting and insights to ensure you’re never caught off guard. We’ll help you track inflows and outflows, anticipate financial needs, and ensure you have the liquidity to cover business expenses and invest in growth.

Tax Services

  • Individual Tax Returns

    Personalized, accurate, and stress-free.
    Whether you're a solo wellness practitioner, W-2 employee with a side hustle, or managing multiple income streams, we’ll handle your personal taxes with care and clarity—so you can focus on life, not forms.

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  • Business Tax Returns

    Smart filings for small businesses and S Corps.
    We specialize in tax prep for service-based businesses, ensuring your books and tax filings work hand in hand. From wellness studios to holistic coaches and chiropractors, we’ve got your back.

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  • Sales Tax Compliance

    Stay compliant, avoid surprises.
    We manage your sales tax filings so you can avoid penalties and keep your focus on serving clients. Whether you sell products, workshops, or online services, we’ll help you navigate state requirements with ease.

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  • 1099 Filing Services

    Get your contractors squared away.
    Hiring help in your business? We’ll make sure your year-end 1099s are issued accurately and on time—so you stay compliant and keep your team happy.

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One-Time Services

  • S Corp Reasonable Compensation Analysis

    If you’re an S Corp owner, determining your “reasonable compensation” isn’t just a good idea—it’s required by the IRS. Our one-time analysis helps you set a fair, defensible salary that aligns with industry standards and reduces your risk of audit. The result? You stay compliant while maximizing your tax savings with confidence.

    $299

  • 50-Minute Strategy Call

    This one-time strategy session is your chance to get expert financial guidance tailored to your specific questions—no fluff, just straight answers. Whether you're wondering if you’re overpaying in taxes, considering an S-Corp election, need a QuickBooks check-up, or want clarity on retirement planning or owner’s compensation, we’ll dive in and tackle what matters most to you—so you can move forward with confidence.

    $549

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.