Bookkeeping, Tax & CFO Services For Your Practice

Pick the support your practice needs, see what it costs, and add only what you use. We work only with health and wellness practices: therapists, counselors, psychologists, physical therapists, occupational therapists, speech-language pathologists, dietitians, chiropractors, and more.

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Month-to-month plans · Working with about 300 private practices across the country since 2019 · CPA and IRS Enrolled Agents on our team

Our Services For Wellness Practices

Our goal with every client: save you twice what our service costs each year.

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Bookkeeping

A dedicated bookkeeper reconciles your accounts monthly or quarterly and sends you clear reports. Your books stay tax-ready all year.

Bookkeeping
image of tax returns to illustrate tax preparation as a service

Tax Preparation

Business and personal returns, federal and state. We file 1120-S, PLLC, partnership, and individual returns, including multi-state returns for telehealth practices.

Tax Preparation
image of IRS form 2553 to illustrate s corp filing as a service

S-Corp Setup

We run the numbers to see if an S-corp saves you money. If it does, we file the election, set your reasonable salary, and put an accountable plan in place.

S-Corps
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Advisory

A dedicated tax advisor who plans with you all year: deductions, quarterly estimates, your S-corp salary, and two strategy meetings a year. Included in Full Service and CFO plans.

See Plans & Pricing

Our Pricing

Flexible pricing & service options.

Foundations

starts at

$218

The Essentials

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  • Quarterly bookkeepings

  • Quarterly reports

  • Quarterly tax estimates

  • For low-volume practices

Most Popular

Full Service

starts at

$295/mo

Accounting & Advising

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  • Monthly bookkeeping

  • Monthly reports

  • Dedicated tax advisor

  • Bi-Annual tax strategy meetings

CFO+

starts at

$895/mo

Scalable solutions for teams

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  • Everything in full service +

  • Cash flow planning

  • Hiring & compensation modeling

  • Monthly CFO consults

What Our Monthly Packages Include

We offer a range of packages to fit your needs. From quarterly bookkeeping to year-round advising.

What’s included

✓ Included · Blank cells indicate services outside the plan.

Foundations

Full Service

CFO

Bookkeeping & reconciliation

Monthly or quarterly bookkeeping and reconciliation.

✓ Included

✓ Included

✓ Included

Profit and Loss reports

Monthly or quarterly reports, delivered by the 30th of the following month.

✓ Included

✓ Included

✓ Included

Federal & state tax estimates

Quarterly estimates, with simple instructions for how and when to pay.

✓ Included

✓ Included

✓ Included

Dedicated bookkeeper

Reachable by email and phone.

✓ Included

✓ Included

✓ Included

Bookkeeping software

Software included in your plan.

✓ Included

✓ Included

✓ Included

Business bank & credit card accounts

Up to three accounts included.

Up to 3

Up to 3

Up to 3

Dedicated practice & tax advisor

An advisor for your practice and tax questions.

✓ Included

✓ Included

Proactive tax strategy & deduction planning

Plan ahead for taxes and deductions.

✓ Included

✓ Included

Tax strategy meetings

Two tax strategy meetings a year.

2 per year

2 per year

IRS & state tax notices

Help with letters and notices.

✓ Included

✓ Included

CFO partner meetings

A monthly meeting with your CFO partner.

Monthly

Cash flow & profitability planning

Planning for cash flow and profitability.

✓ Included

Hiring, pricing & growth decisions

Guidance and someone to hold you accountable.

✓ Included

Add-ons

Add only what you need. Recurring add-ons are billed with your monthly plan, so there’s no big bill at tax time.

Add-on

Price

How it’s billed

Personal tax return (Form 1040)

$60/month

Monthly, on any plan

Business tax return (S-corp or partnership)

$75/month

Monthly, on any plan

S-corp compliance

$95/month

Monthly, on Full Service and CFO

Additional state return

$150 each

Per return

Additional bank or credit card account

$15/month each

Monthly, for each account beyond three

Bookkeeping catch-up

From $75 per month behind

One time

S-corp setup and election

$1,500

One time

Tax consultation (60 minutes)

$350

One time. Two a year are included on Full Service and CFO.

Starting partway through the year? If you add tax filing, the months that have already passed in the current tax year are billed once when you sign up, so your return is fully covered by filing time. Payroll runs through a provider like Gusto, which you pay directly. We set it up and reconcile it.

1What’s your practice’s annual revenue?

Full Service and CFO prices scale with the size of your practice.

2How much support do you want?
The CFO plan is built for practices with $150K or more in revenue, so we’re showing the $150K to $350K price.
3Is your practice an S-corp?

S-corps need a little extra payroll and compliance work each month.

4Want us to handle your tax filing?

Optional. Add only the returns you want us to prepare.

5States you file in Your home state is included. Each extra state return is $150.
6Bank and credit card accounts Up to three are included. Each extra is $15/mo.
7Anything to get set up first?

One-time items, shown separately from your monthly price.

Your estimated price
$250/mo
Foundations
Monthly bookkeeping

Price breakdown

    What’s included

      Book a free consult
      This is an estimate. We’ll confirm your exact price on a free consult, and if we’re not the right fit, we’ll tell you.
      Our Clients

      Who We Work With

      Solo practices

      Private practice owners who want clean books and no surprises at tax time.

      psychologists

      Testing and assessment income, insurance panel payments, and the bookkeeping behind both.

      physical therapists

      Insurance and cash-pay revenue, clinic and equipment costs, and payroll for your therapists and aides.

      counselors, mental health therapists, speech therapists, occupational therapists and physical therapists collage
      group practices

      Owners & 1099 clinicians, clinician pay splits, and profit per clinician and per location.

      mental health therapists

      Insurance panel and private-pay income, license and CEU costs, and quarterly taxes planned for you.

      speech & Occupational therapists

      Insurance, private-pay, and contract income, plus the supplies, mileage, and therapy tools that add up.

      Types Of Practices We Work With

      Solo therapists and counselors

      Accurate bookkeeping, clear reports, and tax advising for private practice owners.

      Bookkeping For Therapists

      Psychologists

      Accurate bookkeeping, monthly reporting, and tax advising for psychologists in private pay and insurance-based practices.

      Bookkeeping for psychologists

      Group & Growing Practices

      Bookkeeping, payroll, and tax advising for group practices, including W-2 and 1099 clinicians and profit per clinician.

      Group practice accounting

      Your Options

      Our guides break down how we compare to Heard, Collective & Green Oak. We’re not the right fit for everyone & we’d rather tell you that up front.

      honest comparison

      Wellness Fi vs. Heard

      Read More

      honest comparison

      Wellness Fi vs. Green Oak

      Read More

      honest comparison

      Wellness Fi vs. Collective

      Read More

      Meet Our Licensed Team

      At Wellness Fi, you’re working with a team of licensed professionals that know your business, you & the accounting & tax compliance that matters most.

      nicole brame, enrolled agent
      nicole Brame, ea

      IRS Enrolled Agent and Senior Advisor. 7+ years advising practice owners on tax savings.

      Sarah Al Haffar, CPA
      Sarah Al Haffar, CPA

      15+ years in accounting, tax preparation, and tax advisory.

      kathy presto, enrolled agent
      Kathy Presto, EA

      IRS Enrolled Agent. 9+ years in tax. Our California tax specialist.

      More About Us

      Spend More Time Doing What You Love

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      Frequently Asked Questions about Plans and Pricing

      How do I choose between Foundations, Full Service, and CFO?

      Start with what you want help with. Foundations keeps your books clean if you already have a tax preparer. Full Service adds a dedicated tax advisor who plans with you all year. CFO adds a monthly partner for hiring, pricing, and growth decisions. If you’re not sure, we’ll recommend one on your consult.

      Why does Full Service cost more as my practice grows?

      Larger practices usually have more transactions, more accounts, and more tax planning to do. Full Service is $295 per month under $150K in revenue, $375 from $150K to $350K, and $445 at $350K and up. Foundations stays $250 per month at any size.

      How does tax filing work with my monthly plan?

      Tax filing is an add-on you can attach to any plan: $60 per month for your personal return and $75 per month for a business return. Each additional state return is $150. If you join partway through the year, the months already passed are billed once at sign-up.

      What does it cost to run an S-corp with you?

      S-corp setup and election is $1,500 one time. After that, S-corp compliance is $95 per month on Full Service and CFO, and the business return is $75 per month. You also pay a payroll provider like Gusto directly. We’ll check whether an S-corp makes sense for you before you elect.

      Can I switch plans or cancel later?

      Yes. You can move up or down a plan as your practice changes. All plans other than CFO are month-to-month, so you can cancel when you need to. If you choose the CFO plan, your proposal spells out its terms before you sign.

      What isn’t included in these prices?

      Payroll provider fees, which you pay to the provider directly. Business formation, such as setting up an LLC, which a formation service or attorney handles. Personal financial planning and investments. Catch-up bookkeeping for months you’re behind is quoted in your proposal, so you see it before you commit.