Bookkeeping for therapists, psychologists,
and wellness professionals.

We provide dedicated bookkeeping for clean books, clear reports, and tax-ready financials, so you always know where your money is going, how your practice is performing, and what to set aside for taxes.

For therapists, counselors, psychologists, coaches, and wellness practice owners across the United States.

Clean, Reliable Books Every Month

Easy-to-understand reports handled by real professionals who understand U.S. wellness practices.

Done-For-You Monthly Bookkeeping

We take bookkeeping completely off your plate.

Monthly transaction categorization & reconciliation
Clean, accurate books you can rely on
Consistent monthly delivery

Clear, Easy-to-Understand Financial Reports

No confusing jargon. Just clarity.

Monthly Profit & Loss statements
Simple views of income and expenses
Reports designed for real decisions

Tax-Ready Books All Year Long

Your bookkeeping supports smarter tax decisions.

Tax-aware categorization
Guidance on what to set aside for taxes
Fewer surprises at tax time

Cash Flow Clarity & Planning

Understand how money moves through your practice each month.

Clear visibility into incoming revenue and outgoing expenses
Insight into cash flow trends and seasonal patterns
Better planning for payroll, owner pay, and future growth

Choose Your Bookkeeping Level

Bookkeeping Services for Therapists & Psychologists, Wellness Professionals

Consistent monthly oversight or structured quarterly reporting bookkeeping packages for your wellness practice.

Bookkeeping Services for Therapists & Psychologists

Each month, you’ll know what you earned, where your money went, what to set aside for taxes, and when quarterly tax payments are due.

Monthly Profit & Loss Reports

Delivered by the 30th of the following month, giving you timely insight into your income and expenses.

Monthly Bank & Credit Card Reconciliations

Up to three accounts reconciled to ensure your records are accurate and up to date.

Monthly Federal & State Tax Set-Aside Estimates

Know what to save based on your business income.

Quarterly Federal & State Tax Estimates

We calculate what you owe and provide simple instructions for how and when to pay.

Monthly Bookkeeping
$250/month

No long-term contracts. Just consistent, reliable bookkeeping.

Quarterly Bookkeeping for Private Practices

The Quarterly Bookkeeping Suite keeps your books clean and compliant without the need for monthly reporting. This option is ideal if your practice has lower transaction volume or you prefer structured quarterly oversight instead of monthly reporting.

Quarterly Profit & Loss Reports

Delivered by the end of the month following each quarter. Clear, straightforward breakdowns.

Quarterly Bank & Credit Card Reconciliations

We verify that your accounts match your financial activity so your reports are accurate and tax-ready.

Quarterly Federal & State Tax Estimates

We calculate what you should set aside and provide simple instructions for how and when to pay.

Non S-Corp Quarterly Bookkeeping
$218

S-Corp Quarterly Bookkeeping
$240

Not sure which option fits your practice?

Book a free consultation and we’ll recommend the right level based on your transaction volume and structure.

Optional Add-On: Tax Advisory Sessions

Personalized Tax Strategy — When You Need It

Tax advisory services are not included in the bookkeeping packages above, but they are available upon request.
If you need advanced strategy, planning, or one-on-one financial guidance, we offer advisory sessions at: $350 per hour

Common Tax Advisory Topics

Each month, you’ll know what you earned, where your money went, what to set aside for taxes, and when quarterly tax payments are due.

Tax-saving strategies and entity structure (including S-Corp analysis)
Determining how to pay yourself appropriately
Deduction planning and compliance
Retirement contribution planning
Planning around major expenses or growth decisions

Tax Advisory
$350/hour

Optional tax advisory services for therapists and psychologists seeking strategic planning support.

How It Works

A simple, secure process designed to make your bookkeeping easy and stress-free.

Clean books. Clear insight. Ongoing support.

Initial Call

Book a free consultation to discuss your practice, your current bookkeeping setup, and your goals.

Onboarding

We securely connect your accounts, review your records, and outline any cleanup before we begin.

Clear Financials

We reconcile your accounts, prepare your reports, and calculate your tax estimates on schedule.

Frequently Asked Questions

WHAT DOES THE BOOKKEEPING PROCESS LOOK LIKE?

Each month we will reach out to you with the key financial information for you to move your business forward. We include the estimated taxes you should set aside and a profit & loss statement detailing your performance for the prior month.

After you are onboarded, we will setup your bookkeeping in our free software.

WHICH BOOKKEEPING SOFTWARE CAN HELP ME WITH PRIVATE PRACTICE ACCOUNTING?

Modern cloud-based software platforms are designed to help businesses file taxes, manage business expense accounts, and even provide assistance with various accounting services, from balancing the books to monitoring the incoming and outgoing money and allocating it accordingly.

There are many tools that can help you with private practice accounting. These streamline the entire accounting process, from bookkeeping and tracking expenses to billing and invoicing.

Our team of advisors at Wellness Fi have specialized experience with many of the common bookkeeping software that therapists use, including:

Wave
Intuit Quickbooks
Square
TherapyNotes
Profit First
Simple Practice
Ivy
Gusto

WHAT SHOULD I LOOK FOR WHEN CHOOSING A BOOKKEEPING SOFTWARE FOR MY PRIVATE PRACTICE?

Ideally, you’ll want to choose a solution that can handle record-keeping automation, tax optimization, financial tracking, and even advisory support so that you can get your questions answered and get the best outcomes with your finances. Custom solutions can be created for each therapist or practice with a focus on what matters most to them.

Of course, you’ll want to be sure to find the balance between software and using real humans to help with the finances–there are some things computers just can’t do. And often the DIY path can often create more problems than problems solved.

Many therapists and coaches get overwhelmed by the money matters that small businesses have to deal with, so they prefer to rely on an accountant or another financial professional to help with their bookkeeping.

When you let someone else handle the finances, you can dedicate more time to your client base and ensure that your bills and taxes aren’t getting neglected. At WellnessFi, our services are designed with therapists and wellness professionals like you in mind. Our advisors are experts in your industry, and we’re passionate about helping you prioritize your financial health.

Our Clients Reviews

We are proud to simplify the work life of business owners.

I've been working with Wellness Fi for almost a year now and I'm so glad to have their support. They're thorough, responsive and are always available to answer my questions. I'm so thankful to have finally found an accountant team that takes me and my business seriously and gives me clear, accurate advice!

Wellness Fi has helped simplify my bookkeeping and taxes tremendously! I love getting their monthly breakdowns of my income and expenses, net income, and what to save for taxes. I maintain a clear picture of my business' health, and I'm so much less stressed at tax time. Working with them has made my life 100% easier!

I am SO happy I started working with WellnessFi. I thought it might be a little pricey for my small business when I had my first consult, but Nicole and the team have saved me way more money than I have spent. I feel like my last accountants had no idea what is going on. I highly recommend Wellness Fi!