You'll have more time
...to focus on sales, marketing and customer retention, thus increasing your new and recurring income!
You'll have peace of mind
...knowing that you can reach out to us with any questions or concerns that affect your business or personal situation and we'll be there to help!
You'll be able to plan
...whether it's for taxes, business decisions, or other life investments, you'll always know where you stand with monthly financials (and someone to help you understand them)!
Not sure which services you need?
Send us an email!
Serving virtually across the U.S. Based in:
Green Bay, WI
Want to speak to someone on the phone? Call us!
Managing your holistic health practice
can be a struggle!
Are you struggling with any of the following questions or pain points?
How can I find more time to focus on my clients and on growing my business?
How can I gain a clearer financial picture of the health of my business so I can make better business decisions?
Is there a more efficient way to track my income and expenses?
How do I pay my employees and/or contractors?
Am I over/underpaying on taxes?
How can I get the help I need with my bookkeeping WITHOUT giving up control of my books?
Our Three Step Approach
Our three step methodology helps take your holistic health practice to the next level!
Clean Up & Procedures
If you want to grow your business and increase your profits, we first need to set your foundations.
Here we assess your current situation, get your bookkeeping caught up to date (if needed), and clean up your processes and procedures.
If needed, we can also help you implement new processes to improve workflows and ensure you are operating as efficiently as possible.
Performance & Reports
Now that we have your foundations in place, we can provide you with a clear financial picture through information rich data and reports.
All of your financial data will be compiled and turned into comprehensive yet easy-to-read reports to give you clarity on your finances and the performance of your business.
This also ensures you have the financial data needed for tax filing purposes and if you ever need to apply for a business loan.
Management & Growth
With your foundations set and performance reports readily available, we can then help you to understand those reports and what it all means for your business. You can use this knowledge to make better decisions and increase your company's profits and performance. We manage everything and help you stay on track to provide you with greater peace of mind as well as more time to focus on your clients, your employees, and yourself, too!
Virtual Bookkeeping Services
Here is a quick glance at all the things we can help you with!
We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!
QuickBooks Online Support
We are a Certified QuickBooks Online ProAdvisor and help you learn to navigate the program. We can also get you a discount on your new QBO subscription as well as other Intuit products.
Payroll & Sales Tax Filing
Let us help keep you in compliance with the various federal and state agencies. We file your payroll and sales tax reports timely every month and quarter.
We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail.
You can book a consult with our legal team to see if your business is fully compliant. They can help you set up your LLC, incorporate your business or register you for any tax ID numbers you need.
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