Providing Virtual solutions to

 Simplify Your Life and Strengthen Your Holistic Health Practice

We want to help your business succeed and GROW

Your life will be easier and your business more profitable when you hire a's why!

You'll have more time focus on sales, marketing and customer retention, thus increasing your new and recurring income!

You'll have peace of mind

...knowing that you can call 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 make sure you understand them)!

Not sure which services you need? Send us an email!

Serving virtually across the U.S. Based in:

Green Bay, WI 54311

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 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!

QuickBooks Online Support

We can get your subscription at discounted prices and train you on the program.

Financial Reporting

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!

Strategy Sessions

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.

Payroll and 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. 

Legal Needs

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 number you need. 

Client Testimonial

Checkout what our awesome clients are saying...

Frequently asked questions

What’s included in the Basic Bookkeeping package?

Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included. 

What’s not included in the Basic Bookkeeping package?

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help.

How do I request additional services?

Once you have selected to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail and select those that suit your business best. 

What if I'm not sure what services I need or what package is right for my business?

We recommend that you book a free, no-obligation consultation with us so that we can discuss your needs and help you understand your options. We will then provide you with a customized quote tailored to the specific details and needs of your business.

What happens after I sign up for the Basic Bookkeeping package?

Once you enroll, you will be taken to a few subsequent screens that will allow you to add additional services, if necessary. Then you will be given access to the membership portal so you can watch a short series of on-boarding videos. Simply follow the directions in the videos and we will get to work ASAP. The final step in the on-boarding video series is to book a call with the CEO of our company for an introductory phone call. We love the opportunity to chat with our new clients so we can serve you well!

What information do I need to share?

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high. 

If I have a question, how long does it take to get an email response?

We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly. 

What hours do the bookkeepers and other team members work?

Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls. 

Is QuickBooks Online required to sign up for the Basic Bookkeeping package?

Yes. Our team must use QuickBooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or QuickBooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We are able to offer 30% off to our new clients for 12 months. This is the best discount you can get with QuickBooks Online. We highly recommend signing up for Essentials or Plus to start. 

Do you require a contract?

Nope! No contract is required. However, there are no partial month refunds. 

Is an engagement letter required?

Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will be available for download from the membership site. 

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