Bookkeeping, Tax and Advisory Services for Health and Wellness Businesses
We Help You Streamline Your Finances, Increase Profitability, Reduce Tax Liabilities and Build Wealth.
Feeling overwhelmed by your finances? You're not alone.
Where You Are Now:
Struggling to keep track of receipts, expenses, and transactions
Constantly worried about the complexities of taxes and deadlines
Uncertain about how to make informed financial decisions for growth
Wasting valuable time on bookkeeping instead of focusing on your clients
Fearful of making mistakes that could lead to penalties or audits
Where You Could Be:
Financial peace of mind with organized, up-to-date books
Confident tax filing with no surprises, just smooth, timely submissions
Clear financial insights that help you make informed, strategic decisions
More time to focus on clients and growing your business, not bookkeeping
Better understanding of your cash flow and profits, ensuring your business is thriving
You're not expected to do it all alone, and with the right support, peace of mind is absolutely within reach.
Most health and wellness business owners struggle with managing their finances while trying to grow their practice. At The Holistic CPA, we offer customized bookkeeping, tax planning, and financial strategy services that help you gain clarity, confidence, and control over your money. Here’s how it works: First, we start with a free discovery call to understand your needs. Next, we create a personalized financial plan tailored to your goals. Then, we implement and maintain your plan so your finances stay organized and on track. That way, you can stop stressing over receipts and tax deadlines and start focusing on what you do best—serving your clients and growing your business.
OUR PROCESS
Discovery
Schedule a confidential, complimentary discovery call where we take the time to understand your business and evaluate your current financial position. This conversation helps us determine if our partnership is the right fit—for both you and us.
Customized Plan of Action
Based on your unique needs and priorities, we develop a tailored service package. Our goal is to address immediate concerns while creating a strategic plan that supports your long-term financial success.
Implementation and Ongoing Support
Following onboarding, we fully implement your customized plan. We provide ongoing support to ensure everything stays aligned with your financial goals, remains compliant, and adapts as your business evolves.
Explore Our Services
Our services are designed to help your health and wellness business run smoothly, grow sustainably, and thrive financially. Whether you're a solo practitioner or an established wellness brand, we offer flexible, tailored solutions—from bookkeeping to advanced financial strategies—to support you at every stage of your journey.
We offer reliable, stress-free monthly bookkeeping so you can focus on your clients—not your spreadsheets. From income and expense tracking to reconciliations and financial reports, we’ll keep your books organized and tax-ready, all year long.
Our tax services go beyond filing. We help you stay compliant while identifying opportunities to save and plan ahead. Whether you're a sole proprietor or S Corp, we handle preparation, filing, and year-round guidance—so tax season never feels like a surprise.
Our advisory and outsourced CFO services are designed to bring clarity to your numbers, support your decision-making, and help you grow with intention. We’ll help you understand your cash flow, track key metrics, set budgets, and build a business that supports your vision—financially and holistically.
FAQs
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Nope! We work 100% virtually, so you can be anywhere in the U.S. Whether you're running a yoga studio in California or a nutrition practice in New York, we’ve got systems in place to support you seamlessly.
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We primarily work with QuickBooks Online, which allows us to collaborate with you in real-time. If you're using another platform or need help getting set up, we can guide you through it.
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Sure—but we believe that proactive, year-round support is where the real magic happens. When we handle your books monthly, your taxes become way easier (and less stressful). Plus, you get better insight to grow your business.
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Right now! Whether it’s January or July, we can help you get caught up and on track. The sooner you start, the sooner you’ll have clarity and confidence in your numbers.
“You can’t improve what you don’t measure.”
— Peter Drucker
Get to Know Us
We’re your behind-the-scenes financial partner, helping health and wellness businesses thrive. From simplifying bookkeeping to providing tax planning and strategic financial guidance, we make your finances feel less overwhelming—and a lot more empowering.
Work With Us
Let’s grow something great together. Drop your info and we’ll reach out shortly. We can’t wait to learn more about your journey and how we can help support your vision.