DONE-FOR-YOU PACKAGES
For Wellness Professionals
Whether you’re growing your 1:1 client base, launching workshops & group programs,
or scaling to a multi-practitioner clinic,
we’ve got you covered.
DONE-FOR-YOU PACKAGES
For Therapists, Dietitians & Wellness Professionals
Whether you’re growing your 1:1 client base, launching workshops & group programs,
or scaling to a multi-practitioner clinic, we’ve got you covered.
OUR PACKAGES
What support do you need?
BALANCED BASICS
- LITE
Stripped down quarterly bookkeeping essentials for wellness pros under $50k /year, under 50 transactions/month.
✅ Monthly bookkeeping in Xero
✅ Income/expense tracking (business bank & director reimbursements)
✅ Email support for “WTF is this?” questions
✅ Simple monthly reports
✅ Quarterly tax-ready reports
✅ CPA-ready books at year-end
💰 Starting from $350/month
(Only for micro businesses with less than 50 transactions/month)
(Upgrade your plan if you want your books done monthly in Xero)
BALANCED BASICS
Bookkeeping essentials for wellness professionals under $100k/year, under 150 transactions/month.
✅ Monthly bookkeeping in Xero
✅ Income/expense tracking (business bank & director reimbursements)
✅ Email support for “WTF is this?” questions
✅ Simple monthly reports
✅ Quarterly tax-ready reports
✅ CPA-ready books at year-end
✅ And yes, we’re HIIPA / DPA Compliant - protecting your clients’ data with care
💰 Starting from $350/month
(Varies based on transactions. Add $100+ for multi-currencies. Add +$50/month for S-Corp.)
THRIVING PRACTICE
For growing wellness businesses ($100k+) juggling multiple revenue streams and patients, registered for sales tax, or nearing sales tax threshold.
Includes everything in BALANCED BASICS, plus:
✅ Multiple platform reconciliation (Stripe, PayPal, course platforms, etc)
✅ Local Sales Tax support (for the state your business is registered in)
✅ Monthly check-in video explaining your numbers
✅ Simple Quarterly cashflow + strategic planning
✅ Quarterly 1:1 review calls
💰 Starting from $550/month
(Varies based on transactions. Add $100+ for multi-currencies.
Add +$50/month for S-Corp.)
ABUNDANT CLINIC
For growing wellness clinics ($1M+) with multiple practitioners ready for CFO insights.
Includes everything in GROWING GURU, plus:
✅ Profitability by service and practitioner — know what’s thriving and what to optimize
✅ Monthly “Paid vs Outstanding” reports for easy cashflow visibility (where data is accessible)
✅ Strategic cashflow forecasting to keep your practice liquid and thriving
✅ Budget vs actuals tracking for smarter decisions
✅ Scenario forecasting — what happens if you add a new practitioner or expand services?
✅ Monthly financial strategy call
✅ Quarterly reviews and strategic planning
💰 Starting from $1400/month
(Depends on business complexity. Let's see what you need on a discovery call. )
Want to talk to us first?
NEED A LITTLE EXTRA?
HERE’S THE A-LA-CARTE MENU
Catch Up & Fix Your Books
Behind on months (or years) of bookkeeping? Messy books keeping you stuck? We’ll get you sorted and keep you stress-free.
Save 50% on catch up when you sign up for an annual bookkeeping package (billed monthly). Need it fast? Ask about our VIP catch-up intensives.
Pricing + Offer Structure Intensive
Stop undercharging. Stop guessing. It’s time to make your business pay you first. This intensive is your fast-track to profitable offers that actually fund your take-home goals.
We’ll nail down your “enough number,” map the timeline to get there, cut the offers draining your profit, and shape irresistible packages your clients can’t wait to say 'heck yes' to!
Profit Power-Up Intensive
Get premium CFO-level insights, so you can scale faster, make smarter moves, and keep more of what you earn. This deep-dive session is tailored to your business and what you need most: profitability, cashflow, launch performance, hiring timing, and powerful reporting that drives confident decisions.
The perfect taster for our part-time CFO package — or grab it annually/quarterly to keep scaling smarter, not just bigger.
Let us worry about crunching the numbers
READY TO GET STARTED?
HERE’S HOW IT WORKS
FILL OUT A QUICK
APPLICATION FORM
Short and sweet - takes less
than 2 mins to complete!
GET A CUSTOM
QUOTE
We’ll get clear on what you
need and send you a custom
quote showing how we
can help!
GET YOUR TIME
(&SANITY!) BACK
Accept & pay your quote. Receive your welcome pack. Book your onboarding call and get started! We'll take care of your finances while you grow your business!
Prefer to talk to someone first?
Book a discovery call here
OUR PACKAGES
What support do you need?
BALANCED BASICS - LITE
Stripped down quarterly bookkeeping essentials for wellness pros under $50k/year, under 50 transactions/month.
✅ Quarterly bookkeeping using our simple Profit Pulse Tracker System
✅ Income/expense tracking (includes director reimbursements)
✅ Email support for “WTF is this?” questions
✅ Simple quarterly reports so you know exactly what's going on with your money
✅ Quarterly tax-ready reports
✅ CPA-ready books at year-end
✅ And yes, we’re HIIPA / DPA Compliant - protecting your clients’ data with care
💰 Starting from $350/month
(Only for micro businesses with less than 50 transactions/month)
(Upgrade your plan if you want your books done monthly in Xero)
BALANCED BASICS
Bookkeeping essentials for wellness professionals under $100k/year, under 150 transactions/month.
✅ Monthly bookkeeping in Xero
✅ Income/expense tracking (business bank & director reimbursements)
✅ Email support for “WTF is this?” questions
✅ Simple monthly reports
✅ Quarterly tax-ready reports
✅ CPA-ready books at year-end
✅ And yes, we’re HIIPA / DPA Compliant - protecting your clients’ data with care
💰 Starting from $350/month
(Varies based on transactions. Add $100+ for multi-currencies. Add +$50/month for S-Corp.)
THRIVING PRACTICE
Bookkeeping & reporting for growing wellness businesses ($100k+) juggling multiple revenue streams and patients, registered for sales tax, or nearing sales tax threshold.
Includes everything in BALANCED BASICS, plus:
✅ Multiple platform reconciliation (Stripe, PayPal, course platforms, etc)
✅ Local Sales Tax support (for the state your business is registered in)
✅ Monthly check-in video explaining your numbers
✅ Simple Quarterly cashflow + strategic planning
✅ Quarterly 1:1 review calls
💰 Starting from $550/month
(Varies based on transactions. Add $100+ for multi-currencies. Add +$50/month for S-Corp.)
ABUNDANT CLINIC
For growing wellness clinics (2+ practitioners, $1M+) ready to unlock strategic financial clarity and scale with CFO insights.
Includes everything in THRIVING PRACTICE, plus:
✅ Profitability by service and practitioner — know what’s thriving and what to optimize
✅ Monthly “Paid vs Outstanding” reports for easy cashflow visibility (where data is accessible)
✅ Strategic cashflow forecasting to keep your practice liquid and thriving
✅ Budget vs actuals tracking for smarter decision-making
✅ Scenario forecasting — what if you add a new practitioner, cut costs, or expand services?
✅ Monthly financial strategy call (clarity always - support next level)
✅ Quarterly reviews and strategic planning
💰 Starting from $1400/month
(Depends on business complexity. Let's see what you need on a discovery call. )
Want to talk to us first?
NEED A LITTLE EXTRA?
HERE’S THE A-LA-CARTE MENU
Catch Up / Fix Your Books
Behind on months (or years) of bookkeeping? Messy books keeping you stuck? We’ll get you sorted and keep you stress-free.
Save 50% on your catch up fees when you sign up for an annual bookkeeping package (billed monthly). Need it fast within 5 days? Ask about our VIP catch-up intensives.
Pricing & Offer Structuring Intensive
Stop undercharging. Stop guessing. It’s time to make your business pay you first. This intensive is your fast-track to profitable offers that actually fund your take-home goals.
We’ll nail down your “enough number,” map the timeline to get there, cut the offers draining your profit, and shape irresistible packages your clients can’t wait to say 'heck yes' to!
Profit Power-Up Intensive
Get premium CFO-level insights, so you can scale faster, make smarter moves, and keep more of what you earn. This deep-dive session is tailored to your business and what you need most: cashflow, offer profitability, hiring timing, launch performance, and reporting that actually drives confident decisions. The perfect taster for our part-time CFO package — or grab it annually/quarterly to keep scaling smarter, not just bigger.
Things were just a huge mess before. Now, I know exactly what’s going on with my numbers!
After my last bookkeeper resigned, I realized my books were in a huge mess, I didn’t know who had paid, who hadn’t, it was just messy! Debbie came in and set up Xero, cleaned things up, created simple reports. Things just work now. I know what’s going on with my finances... and I can make decisions way faster because I’m not second-guessing everything.
Pam, JCC Chamber of Commerce.
😅 2 years of catch-up, finally DONE—and it was way easier than I expected.
“I wasn’t ready to hire a bookkeeper, but I knew I needed to get organized. The Profit Pulse Tracker helped me finally get my expenses in order and track my capital. It’s all filed now—no more stressing about taxes or losing sleep over it.”
Michael, MissyMey Books.
Not ready for a
bookkeeper yet?
We’ve got a DIY solution that will knock your socks off and make your finances easy peasy lemon squeezy, so you always know what’s going on with your numbers!
(no WTF moments trying to make expensive software balance - in fact - no expensive software required. period.)
WHY WORK WITH US
We’re not your average accountants
(and that’s a good thing)
We speak human. We keep it real.
and we’ll never make you feel stupid for asking money questions.
We get your business model
launches, evergreen funnels, revenue swings, course platforms, and more.
We care about your goals
and your business growth, just as much as your profit and loss statement.
We’ve got your back
whether you’re scaling, pivoting, hiring, launching, or finally taking a damn holiday.
We’re here for clarity, clean books, and better business decisions.
But most importantly – we’re here for YOU!
YOU NEED SOMEONE WHO ENJOYS GEEKING OUT ON THE NUMBERS
*SPOILER ALERT* That’s Us!
How We Turn Chaos into Cash Flow
The YES Framework
YOUR FOUNDATION
We clean up your books, set things straight, and give you a clear starting point.
ESTABLISHING SYSTEMS
We install smooth systems that keep your finances on point—and give you back your sanity.
STRATEGIC SCALING
Use your financial insights to make CEO decisions and grow with confidence!
Ready for financial bliss?
DON’T JUST TAKE OUR WORD FOR IT
HEAR WHAT OUR
CLIENTS ARE SAYING
“Our UK and US filings are finally sorted, what a huge sigh of relief!”
After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.
We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!
Youmna, Website.
You in? Let's get started
Want to talk to someone INSTEAD?
Book a discovery call here
Let us worry about crunching the numbers
READY TO GET STARTED?
HERE’S HOW IT WORKS
FILL OUT A QUICK
APPLICATION FORM
Short and sweet - takes less
than 5 mins to complete!
GET A CUSTOM
QUOTE
We’ll get clear on what you
need and send you a custom
quote showing how we
can help!
GET YOUR TIME (&SANITY!) BACK
Accept & pay your quote. Receive your welcome pack. Book your onboarding call and get started! We'll take care of the finances while you grow your business!
Prefer to talk to someone first? Book a discovery call here
😅 2 years of catch-up, finally DONE—and it was way easier than I expected.
“I wasn’t ready to hire a bookkeeper, but I knew I needed to get organized. The Profit Pulse Tracker helped me finally get my expenses in order and track my capital. It’s all filed now—no more stressing about taxes or losing sleep over it.”
Michael, MissyMey Books.
Not ready for a
bookkeeper yet?
We’ve got a DIY solution that will knock your socks off and make your finances easy peasy lemon squeezy, so you always know what’s going on with your numbers!
(no WTF moments trying to make expensive software balance - in fact - no expensive software required. period.)
WHY WORK WITH US
We’re not your average accountants
(and that’s a good thing)
We speak human. We keep it real.
and we’ll never make you feel stupid for asking money questions.
We get your business model
launches, evergreen funnels, revenue swings, course platforms, and more.
We care about your goals
and your business growth, just as much as your profit and loss statement.
We’ve got your back
whether you’re scaling, pivoting, hiring, launching, or finally taking a damn holiday.
We’re here for clarity, clean books, and better business decisions.
But most importantly – we’re here for YOU!
YOU NEED SOMEONE WHO ENJOYS GEEKING OUT ON THE NUMBERS
*SPOILER ALERT* That’s Us!
How We Turn Chaos into Cash Flow
The YES Framework
YOUR FOUNDATION
We clean up your books, set things straight, and give you a clear starting point.
ESTABLISHING SYSTEMS
We install smooth systems that keep your finances on point—and give you back your sanity.
STRATEGIC SCALING
Use your financial insights to make CEO decisions and grow with confidence!
Ready for financial bliss?
DON’T JUST TAKE OUR WORD FOR IT
HEAR WHAT OUR CLIENTS ARE SAYING
“Our UK and US filings are finally sorted—huge sigh of relief!”
After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.
We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!
You in? Let's get started
Want to talk to someone INSTEAD? book a discovery call here
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