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Certified Bookkeeper
Clean books delivered every month
Virtual, 100% remote
THE CHALLENGE
You're the expert your clients trust.
So why do your own finances feel like a blind spot?
People come to you to break through what's holding them back, build lives they love, and show up as their best selves. You guide them with intention and clarity. But behind the scenes, most wellness coaches are running a multi-offer business with no real financial structure. And it's quietly putting a ceiling on their growth.
THE CREDIBILITY GAP
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You've built real expertise.
Your books don't reflect it.
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You hold certifications, invest in continuing education, and show up fully for every client. But when it comes to your own financials, you're working off gut instinct and bank balance checks. Not real data. That disconnect is costing you more than you think.
THE GROWTH CEILING
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You can't scale what you can't clearly see.
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Should you raise your 1:1 rates? Is your group program actually profitable after platform fees? Would a retreat make sense this year? Without clean, separated financials, every growth decision is a guess. And guessing keeps you stuck at the same revenue level.
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The two problems feed each other. The more offers you add to grow, the messier your books get. And the messier your books get, the harder it is to know what's actually working.
4+​ Income streams to track
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1:1 coaching, group programs, courses, and retreats all earn and spend differently. They need to be tracked that way.
$0​ Clarity on offer profitability
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Most wellness coaches can't tell you which offer actually makes them the most money. They just know what hit their bank account last month.​
1​ Fix that solves both
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Clean, structured books that show every income stream clearly, so you can lead your business with the same confidence you bring to your clients.
SERVICES
Bookkeeping built around your practice
Every service is built around how wellness coaching practices actually earn and spend.
Not a generic small business template.
Monthly Bookkeeping
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A consistent monthly rhythm so your books are always current and your financial picture is always clear.​​
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Every dollar in and out tracked and sorted every month
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All your accounts matched up and reconciled
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Income from different sources tracked separately so you know what's working
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A simple monthly report that actually makes sense
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Review call or recorded video walkthrough included
Catchup & Cleanup
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Been putting it off for a while? No judgment. Let's get everything sorted and start fresh.​
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Go back through everything that got missed and get it sorted
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Fix anything that got put in the wrong place
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Hand everything back clean and ready for your tax person
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Flat-fee project so you know the cost upfront
​Books Setup & New Business
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Getting started or switching software? We build a system that actually fits your practice from day one.
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​Right software and subscription level for your business
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Chart of accounts built around how a wellness practice actually works
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Bank and payment processor feeds connected and tested
WHAT YOU GET
Four things every health and wellness coach needs from their books
Clean Books
Every Month
Everything Tracked and Organized
Ready for Your Tax Person
Numbers
Decoded
IS THIS RIGHT FOR YOU?
This is probably the right fit if..
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You're a certified health, wellness, or life coach running your own practice or business​
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You earn from a mix of 1:1 coaching, group programs, courses, digital products, or retreats
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You're tired of doing your own books, falling behind, or just not trusting your numbers​​
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You want tax season to stop being a yearly panic
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You're ready to understand your financials so you can make smart decisions about growing your practice
The Path To Clarity
1
Discovery Call
A real conversation about your business, your goals, and what's been getting in the way.
2
We Figure Out What You Need
I take a look at where things stand, anywhere from a quick review to a full Books Health Check.
3
Cleanup if Needed
If your books need some love before we get into a rhythm, we tackle that first so you start fresh.
4
Monthly Rhythm
Consistent, reliable bookkeeping every month so you always know where your business stands.