Accounting & Advisory for Mental Health Professionals
Support that scales with your practice
Start with quarterly books to stay clean and compliant – then step up to monthly reporting, a dedicated advisor, and proactive tax strategy as you grow. Add tax filing to any plan.
Full-Service Suite
Monthly Bookkeeping + Tax Optimization + Practice Advisory
- Office Streamlining & Record-keeping Automation
- Financial Tracking including Monthly and Quarterly Tax Estimates
- Tax-Optimization Strategies designed to significantly improve
Practice Earnings - Year-round Practice Advisory & Support
*$95/month Add-On if S Corp
See below for annual tax filing support, billed separately.
Annual revenue less than 125k
Annual revenue between $125k - $250k
Annual revenue between $250k - $500k
Annual revenue over $500k
Foundations
Quarterly books that keep you clean, compliant & tax-ready. Ideal for lower-volume practices.
$218/mo
books done quarterly
- Quarterly bookkeeping & reconciliation
- Quarterly financial reports (P&L)
- Quarterly federal & state tax estimates
- Accounting software included
- Dedicated bookkeeper + email support
- Personal tax filing — add +$60/mo
- Business tax filing — add +$75/mo
- Proactive Tax Strategy
- CFO Consults
*$95/month Add-On if S Corp
Full-Service
Monthly reporting, a dedicated advisor, and proactive tax strategy all year. Ideal for mid-size practices.
STARTING AT
$295/mo
- Monthly bookkeeping & reconciliation
- Monthly financial reports (P&L)
- Quarterly federal & state tax estimates
- Accounting software included
- Dedicated bookkeeper + email support
- Dedicated tax advisor
- 2x Annual Proactive Tax Strategy Consults
- Personal tax filing — add +$60/mo
- Business tax filing — add +$75/mo
- CFO Consults
*$95/month Add-On if S Corp
CFO / Growth
A monthly strategy partner for growing & group practices.
STARTING AT
$895/mo
- Everything in Full Service, plus:
- CFO Consults — monthly
- Cash-flow & profitability planning
- Hiring & compensation modeling
- Accountability to hit your goals
- Personal tax filing — add +$60/mo
- Business tax filing — add +$75/mo
*$95/month Add-On if S Corp
Bookkeeping Only
Monthly Bookkeeping + Tax Estimates
Get the key financial metrics needed to manage your budget, take control of expenses, and prepare for taxes. On a monthly basis, our team will provide you with the knowledge of what you earned, where your money went, what needs to be set aside for government, and reminders of when tax payments are due.
- Monthly Profit & Loss Reports
- Estimate of Monthly Federal & State Taxes
- Free Accounting Software
- Quarterly Tax Calculations
*$90/month Add-On if S Corp
Annual revenue less than $125k
Annual revenue between $125k - $250k
Annual revenue between $250k - $500k
Annual revenue over $500k
Compare us to typical firms
Services-
Wellness Fi
Typical Firms
Monthly Bookkeeping 
On a monthly basis, we will reconcile your bank activity, categorize your transactions on a tax basis, and generate financial statements .
Monthly Report Email After our team organizes your financial activity for the month, we will communicate all the vital aspects of your practice, giving you information to make decisions, prepare for taxes, and budget your practice.
Monthly Tax Estimates We will provide you with State and Federal income tax estimates in real-time based off your practice income.
Quarterly Tax Estimates When quarterly taxes are due, we will recommend how much to pay, and provide guidance on how to make your payments.
Email Support
Phone Support
Dedicated Practice & Tax AdvisorYear-round, complimentary access to your own dedicated Practice Advisor who can support you in tax and financial matters .
Tax Deduction Optimization Get help structuring your practice so that you are maximizing your deductions and paying the legal tax minimum.
IRS Support We are here to help should you receive notices from the IRS or State tax agencies.
Compare The Plans
Services-
Foundations
Full Service
CFO/Growth
Bookkeeping On a monthly or quarterly basis, we will reconcile your bank activity, categorize your transactions on a tax basis, and generate financial statements .
Financial Reports (P&L)After our team organizes your financial activity for the month, we will communicate all the vital aspects of your practice, giving you information to make decisions, prepare for taxes, and budget your practice.
Federal & State Tax Estimates We will provide you with State and Federal income tax estimates in real-time based off your practice income.
Quarterly Tax Estimates When quarterly taxes are due, we will recommend how much to pay, and provide guidance on how to make your payments.
Dedicated Bookkeeper & Email/Phone Support
Bank / Credit Card Accounts
Proactive Tax Strategy
Accounting Software Included
Dedicated Practice & Tax AdvisorYear-round, complimentary access to your own dedicated Practice Advisor who can support you in tax and financial matters .
Tax Deduction Optimization Get help structuring your practice so that you are maximizing your deductions and paying the legal tax minimum.
IRS Support We are here to help should you receive notices from the IRS or State tax agencies.
CFO Consults
Cash Flow Analysis, Profitability Analysis + Accountability
Personal Tax Filing (Optional)
Business Tax Filing (if applicable)
Monthly Plans Scale With Your Practice
Foundations is a flat rate. Full Service & CFO scale with your revenue. Add tax filing to any plan (below).
Practice size (annual revenue)
Foundations
Full Service
CFO/Growth
Solo · under $150K
Growing · $150K–$350K
Group · $350K+
*Foundations is a flat $218/mo regardless of size - quarterly bookkeeping for lower-volume practices.Add taxes to any plan: personal +$60/mo · business +$75/mo.Are you an S-corp? Add $95/mo on monthly plans (or +$22/mo on Foundations).
CFO Services
Unlock your full potential and achieve your financial and business goals. 1 on 1 expert guidance.
As business owners, we want to know what’s around the corner.
– How quickly can I hire and still maintain a healthy income?
– What should I be considering next?
– Why?
We love these questions.
There are two tiers to our CFO service:
- Tier 1 ($400 per month): One hour-long meeting per month with our experienced CFO, providing you with personalized guidance and actionable insights.
- Tier 2 ($800 per month): Includes two one-hour meetings per month. Text/email support to address any urgent concerns or questions that may arise. Designed to allow for more in-depth discussions, greater momentum and motivation, real-time adjustments, and increased accountability.
Annual tax filing and a la carte options
Starting at
$600
- Standard
- Monthly Member
Individual Tax Return
For Sole Proprietors with or without LLC/PLLC.
Service includes the business’ Schedule C form, and up to (5) W2s or 1099s for the owner or spouse/domestic partner.
* Includes your wellness business. Additional businesses, real estate investments, and cleanup work are additional. Based on an income statement and balance sheet. We can provide a sample if needed.
$150
- Standard
- Monthly Member
State Tax Returns
$700
- Standard
- Monthly Member
Business Tax Return
S-Corp (1120-S), Partnership (1065),
or C-Corp (1120)
* Based on an income statement and balance sheet. Cleanup work additional.
$350
- Monthly
- Yearly
Tax Consultation
$1500
- Standard
- Monthly Member
S Corp Set Up & Advising
S Corp tax treatment saves thousands per year, and we will get you set-up to optimize this tax strategy.
Price includes preparation & submission of S Corp election, salary selection advising, payroll setup, Accountable Plan policy documents & advising, and general S Corp advising.
$15/month
- Monthly
- Yearly
Additional Bank or Credit Card Account
$75/month
- Monthly
- Yearly
Bookkeeping Catchup
For monthly bookkeeping clients who need cleanup or need to play catchup for the months prior to joining us.
Build Your Bundle
Add only what you need
Tax & Recurring Add Ons
Personal tax filing
Business tax filing (S-corp/partnership)
S-corp compliance (if applicable)
More than 3 bank/credit-card accounts
$60/month
$75/month
+ $95/month
$15/mo each
One-time & as-needed
Tax consultation (60 min)**
Additional state return
S-Corp setup & election
Bookkeeping catch-up
$350
$150 each
$1,500
from $75/mo behind
What you'll handle elsewhere
A few things live outside our scope – we’ll point you to the right partner so nothing falls through the cracks:
- Payroll software - required for S-corps. We help you set up Gusto and keep it reconciled; you pay the provider directly (~$40–80/mo).
- Business / entity formation (LLC or PC) - handled by a formation service or attorney we'll recommend.
- Personal financial planning & investments — not our lane, but we work alongside your planner.
** Twice Yearly+ Tax Consultations Included in Full Service & CFO Advisory Plans. A-la-carte tax consults available for quarterly bookkeeping clients**
Not Sure Which Fits?
“Lower volume – I just need clean, compliant books & estimated taxes”
→ Foundations
“I want monthly numbers, an advisor & tax strategy to maximize savings.”
→ Full Service
“I’m growing, adding clinicians or have a complex practice.”
→ CFO / Growth
Frequently Asked Questions
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.
If you like what you’ve read so far, next step is to set up a consult call with us so that our team can get to know you and your business better. This will ensure we identify the appropriate solution for you. From there we will either get started on your tax return/a la carte service or set up an onboarding call.
We sure are! Similar to Dave Ramsey’s “Pay yourself first” for personal finances, Mike Michalowicz’s “Profit First” for business is an excellent system for instilling a routine to ensure you are paid for your hard work. Many accountants are scared off by the idea of Profit First because it calls for the business owner to get multiple bank accounts. We like to consider ourselves a Profit First friendly firm, as we are willing to work with you in following the Profit First system. It doesn’t scare us, in fact we encourage it!
However, we do charge a little extra to accommodate for the additional work involved of having multiple bank accounts (see next question)
The tiered pricing includes bookkeeping for up to three bank or credit card accounts. We have an additional charge for excess of three accounts (see a la carte menu).
We are all professionals, and won’t hold you to a long term contract. So you are free to cancel at any time. Just reach out to your Advisor, and they will cancel the invoicing and help you make the transition to the new accountant.
Our services are offered on a month to month basis. You may cancel anytime.
Just like wellness practitioners, us in the accounting industry are professionals with clients switching between us. Upon joining Wellness Fi, we ask that you make an introduction to your old bookkeeping/tax pro, so that they can aid in the transition process. It’s a typical and professional situation.