3 WAYS TO WORK WITH US
💸 WTF Accounting Packages
Whether you’re growing your 1:1 client base, launching workshops & group programs, or scaling your practice to $1M+, we’ve got you covered — for dietitians, therapists, holistic practitioners, & wellness pros.
1. BALANCED BASICS
Bookkeeping essentials for solo wellness pros (under $100k/year) who want clean books without the overwhelm.
✅ 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 & platforms)
2. THRIVING PRACTICE
For growing wellness businesses ($100k+) juggling multiple revenue streams, platforms, and patients.
Includes everything in BALANCED BASICS, plus:
✅ Multiple payment platform support (Stripe, Paypal, Square, etc.)
✅ Practice software review (helping connect the dots to Xero)
✅ Local GST/VAT support
✅ Monthly video walkthrough of your numbers with strategic insights
✅ Quarterly 1:1 review calls
💰 Starting from $550/month
(Custom based on your setup)
3. ABUNDANT CLINIC
For growing wellness clinics (5-6+ practitioners) ready to unlock strategic financial clarity and scale with confidence.
Includes everything in GROWING GURU, plus:
✅ Profitability by service and practitioner — know what’s thriving and what to optimize
✅ Monthly “Paid vs Outstanding” snapshot 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 happens if you add a new practitioner, cut costs, or expand services?
✅ Monthly financial strategy call (clarity always - support next level)
💰 Starting from $1400/month
(Depends on business complexity)
Pay as you go, cancel anytime. Or save big on our annual contracts!
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.
WHAT WE DO FOR YOU
AKA the “money stuff” you never want to deal with again.
🧾 Transaction categorizing
So you know what’s actually making you money — and what’s draining it. Coaching income? Course sales? Sponsorships? We track it all.
💸 Matching banks and balancing
Stripe, PayPal, Klarna Pay, your 3 bank accounts and the rogue Monzo card? We keep everything tidy and synced so nothing slips through the cracks.
📊 Monthly reports you’ll actually understand
We don’t send you gobbledygook. We give you clear, useful info so you can make smart business decisions without needing an accounting degree. See which offers are actually profitable (vs. what just looks flashy)
✅ Plan ahead for taxes.
You’ll never be left wondering “is this deductible?” again... not knowing what you owe, or panicking come tax time... Nope, not here - no more nasty surprises. We help you set aside the right amount as you go.
🔺 Flag the stuff others miss.
Like, “You’re selling digital stuff — have you sorted global tax?” Or, “Why doesn’t Stripe match your bank?”
📅 Year-round support (not just at tax time)
We’re here to answer your money Qs and talk through the big stuff (like hiring, launching, investing, or taking a damn break).
Let us worry about
crunching the numbers
NEED A LITTLE EXTRA?
HERE’S THE A-LA-CARTE MENU
XERO SET-UP/ MIGRATION
Need a one time set up of Xero - we’ve got you! Want to move across from Quick books, Sage or any other platform, we’ll get you up and running fast! (NOTE: Xero set-up is included in all our bookkeeping packages when you join for 3+ months) From $300 - depending on your set up.
CATCH UP BOOKS
Behind a couple months - or years! (no judgement here!) we’ll help you get sorted. From $350 per month - depending on transaction volume and number of platforms. Save 30% when you sign up for an annual contract.
FIX BOOKS
Books a mess? Not sure what’s what or how to fix it - we’ll put our sleuth on and whip everything into shape. From $400 per month(because sleuthing takes more than just doing 😉) Save 30% when you sign up for an annual contract.
DIGITAL SALES TAX
We don’t handle digital sales tax, but we’ll flag issues and connect you to trusted partners who do. Whether you need help in the US, EU or globally, we’ll point you in the right direction.
FILING ANNUAL TAXES
We don’t file annual tax returns, but we do help you get your finances year-end-tax-ready, so you spend less time (and money!) when it’s time to hand over to your CPA. Now that’s a win!
😅 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.
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
PROPOSAL
We’ll get clear on what you
need and send you a custom
proposal showing how we
can help!
GET YOUR TIME (&SANITY BACK)
We’ll take care of your
finances so you can focus
on growing your business
(& enjoying life!)
Prefer to talk to someone first? Book a discovery call here
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
whether you’re running 1:1 sessions, group programs, workshops, online courses, or navigating insurance and private pay.
We care about your goals
the lives you want to impact, the lifestyle you're building, and the sustainability of your practice… not just your profit and loss.
We’ve got your back
whether you’re scaling, pivoting, hiring your first admin, launching a new program, or finally taking that well-earned 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?
“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!
Youmna, Website.
LET’S RECAP
💸 Our Services for Coaches
Whether you're fully booked 1:1, launching your first course, or scaling to $1M+, we’ve got you covered.
BALANCED BASICS
Bookkeeping essentials for solo wellness pros (under $100k/year) who want clean books without the overwhelm.
Monthly bookkeeping (Xero)
Categorizing income & expenses
Bank + payment processor reconciliations (2 platforms)
Email support for “WTF is this?” questions
Simple monthly reports
Quarterly tax-ready reports
CPA-ready books at year-end
💰 Starting from $350/month
(Price depends on number of transactions & payment platforms)
THRIVING PRACTICE
For growing wellness businesses ($100k+) juggling multiple revenue streams, platforms, and patients.
EVERYTHING IN BUSINESS BASICS:
Monthly bookkeeping (Xero)
Categorizing income & expenses
Bank + payment processor reconciliations (2 platforms)
Email support for “WTF is this?” questions
Simple monthly reports
Quarterly tax-ready reports
CPA-ready books at year-end
PLUS:
Monthly ‘Your-Finanical-Insights’ Videos
Quarterly review calls
Simple Cashflow forecasting
Local VAT filing
Payroll for employees
💰 Starting from $550/month
(Price depends on number of transactions & payment platforms)
ABUNDANT CLINIC
For growing wellness clinics (5-6+ practitioners) ready to unlock strategic financial clarity and scale with confidence.
EVERYTHING IN BUSINESS BASICS:
Monthly bookkeeping (Xero)
Categorizing income & expenses
Bank + payment processor reconciliations (2 platforms)
Email support for “WTF is this?” questions
Simple monthly reports
Quarterly tax-ready reports
CPA-ready books at year-end
EVERYTHING IN THRIVING PRACTICE:
Monthly ‘Your-Finanical-Insights’ Videos
Quarterly review calls
Simple Cashflow forecasting
Local VAT filing
Payroll for employees
PLUS:
Strategic Cashflow forecasting
Monthly strategy meeting
Profit by product / offer line
Marketing financial review (so you know your efforts are paying dividends)
Budget vs. actuals
Scenario forecasting (what if I hire, cut ads, launch again?)
💰 Starting from $1200/month
(Price depends on number of transactions & payment platforms)
BOTTOM LINE: YOU JUST NEED YOUR NUMBERS DONE
Cashflow and forecasting is critical in our business, Debbie made it simple...
Founding a company is no easy feat, securing funding is even harder. Debbie helped make sure we had a strong cash flow and that our numbers told our story when presenting to investors. She’s steady, sharp, and truly gets what early-stage founders need.
Henry, MySportsWellbeing.
“From pen and paper to financial clarity!”
I used to track my sales in a little black book and keep receipts in a file… but it got so hard to keep up, and I had no idea how to get everything tax-ready and compliant. Debbie came in, set up a simple spreadsheet system (no fancy software needed!), and voilà—now I can breathe easy knowing someone’s got my finances covered while I focus on growing my business!
Jo Soap, Website.
You in? Let's get started
Want to talk to someone INSTEAD? book a discovery call here
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.)
3 WAYS TO WORK WITH US
💸 WTF Accounting Packages
Whether you’re growing your 1:1 client base, launching workshops & group programs, or scaling your practice to $1M+, we’ve got you covered — for dietitians, therapists, holistic practitioners, & wellness pros.
1. BALANCED BASICS
Bookkeeping essentials for solo wellness pros (under $100k/year) who want clean books without the overwhelm.
✅ 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 & platforms)
2. THRIVING PRACTICE
For growing wellness businesses ($100k+) juggling multiple revenue streams, platforms, and patients.
Includes everything in BALANCED BASICS, plus:
✅ Multiple payment platform support (Stripe, Paypal, Square, etc.
✅ Practice software review (helping connect the dots to Xero)
✅ Local GST/VAT support
✅ Monthly video walkthrough of your numbers with strategic insights
✅ Quarterly 1:1 review calls
💰 Starting from $550/month
(Custom based on your setup)
3. ABUNDANT CLINIC
For growing wellness clinics (5-6+ practitioners) ready to unlock strategic financial clarity and scale with confidence.
Includes everything in THRIVING PRACTICE, plus:
✅ Profitability by service and practitioner — know what’s thriving and what to optimize
✅ Monthly “Paid vs Outstanding” snapshot 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 happens if you add a new practitioner, cut costs, or expand services?
✅ Monthly financial strategy call (clarity always - support next level)
💰 Starting from $1400/month
(Depends on business complexity)
Pay as you go, cancel anytime. Or save big on our annual contracts!
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.
WHAT WE DO FOR YOU
AKA the “money stuff” you never want to deal with again.
🧾 Transaction categorizing
So you know what’s actually making you money — and what’s draining it. Coaching income? Course sales? Sponsorships? We track it all.
💸 Matching banks and balancing
Stripe, PayPal, Klarna Pay, your 3 bank accounts and the rogue Monzo card? We keep everything tidy and synced so nothing slips through the cracks.
📊 Monthly reports you’ll actually understand
We don’t send you gobbledygook. We give you clear, useful info so you can make smart business decisions without needing an accounting degree. See which offers are actually profitable (vs. what just looks flashy)
✅ Plan ahead for taxes.
You’ll never be left wondering “is this deductible?” again... not knowing what you owe, or panicking come tax time... Nope, not here - no more nasty surprises. We help you set aside the right amount as you go.
🔺 Flag the stuff others miss.
Like, “You’re selling digital stuff — have you sorted global tax?” Or, “Why doesn’t Stripe match your bank?”
📅 Year-round support (not just at tax time)
We’re here to answer your money Qs and talk through the big stuff (like hiring, launching, investing, or taking a damn break).
Let us worry about crunching the numbers
NEED A LITTLE EXTRA?
HERE’S THE A-LA-CARTE MENU
XERO SET-UP / MIGRATION
Need a one time set up of Xero - we’ve got you! Want to move across from Quick books, Sage or any other platform, we’ll get you up and running fast! (NOTE: Xero set-up is included in all our bookkeeping packages when you join for 3+ months) From $300 - depending on your set up.
CATCH UP BOOKS
Behind a couple months - or years! (no judgement here!) we’ll help you get sorted. From $350 per month you’re behind - depending on transaction volume and number of platforms. Save 30% when you sign up for an annual contract. Need it done fast? We offer 3 day catch up intensives. Apply here.
FIX MY BOOKS
Books a mess? Not sure what’s what or how to fix it - we’ll put our sleuth on and whip everything into shape. From $400 per month that needs fixing(because sleuthing takes more than just doing 😉) Save 30% when you sign up for an annual contract.
PAYROLL
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GLOBAL SALES TAX
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
ANNUAL TAXES
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PROFIT SAVVY TEAM TRAINING
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
👉 Click on each one to learn more
😅 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.
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
PROPOSAL
We’ll get clear on what you
need and send you a custom
proposal showing how we
can help!
GET YOUR TIME (&SANITY BACK)
We’ll take care of your
finances so you can focus
on growing your business
(& enjoying life!)
Prefer to talk to someone first? Book a discovery call here
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
whether you’re running 1:1 sessions, group programs, workshops, online courses, or navigating insurance and private pay.
We care about your goals
the lives you want to impact, the lifestyle you're building, and the sustainability of your practice… not just your profit and loss.
We’ve got your back
whether you’re scaling, pivoting, hiring your first admin, launching a new program, or finally taking that well-earned 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?
“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!
Youmna, Website.
LET’S RECAP
💸 Our Services for Wellness Pro's
Whether you're fully booked 1:1, launching your first course, or scaling to $1M+, we’ve got you covered.
BALANCED BASICS
Bookkeeping essentials for solo wellness pros (under $100k/year) who want clean books without the overwhelm.
Monthly bookkeeping (Xero)
Categorizing income & expenses
Bank + payment processor reconciliations (2 platforms)
Email support for “WTF is this?” questions
Simple monthly reports
Quarterly tax-ready reports
CPA-ready books at year-end
💰 Starting from $350/month
(Price depends on number of transactions & payment platforms)
THRIVING PRACTICE
For growing wellness businesses ($100k+) juggling multiple revenue streams, platforms, and patients
EVERYTHING IN BALANCED BASICS:
Monthly bookkeeping (Xero)
Categorizing income & expenses
Bank + payment processor reconciliations (2 platforms)
Email support for “WTF is this?” questions
Simple monthly reports
Quarterly tax-ready reports
CPA-ready books at year-end
ABUNDANT CLINIC
For growing wellness clinics (5-6+ practitioners) ready to unlock strategic financial clarity and scale with confidence.
EVERYTHING INBALANCED BASICS:
Monthly bookkeeping (Xero)
Categorizing income & expenses
Bank + payment processor reconciliations (2 platforms)
Email support for “WTF is this?” questions
Simple monthly reports
Quarterly tax-ready reports
CPA-ready books at year-end
PLUS:
Monthly ‘Your-Financial-Insights’ Videos
Quarterly review calls
Simple Cashflow forecasting
Local VAT filing
Payroll for employees
💰 Starting from $550/month
(Price depends on number of transactions & payment platforms)
EVERYTHING IN THRIVING PRACTICE:
Monthly ‘Your-Finanical-Insights’ Videos
Quarterly review calls
Simple Cashflow forecasting
Local VAT filing
Payroll for employees
PLUS:
Strategic Cashflow forecasting
Monthly strategy meeting
Profit by product / offer line
Marketing financial review (so you know your efforts are paying dividends)
Budget vs. actuals
Scenario forecasting (what if I hire, cut ads, launch again?)
💰 Starting from $1400/month
(Price depends on number of transactions & payment platforms)
BOTTOM LINE: YOU JUST NEED YOUR NUMBERS DONE
Cashflow and forecasting is critical in our business, Debbie made it simple...
Founding a company is no easy feat, securing funding is even harder. Debbie helped make sure we had a strong cash flow and that our numbers told our story when presenting to investors. She’s steady, sharp, and truly gets what early-stage founders need.
Henry, MySportsWellbeing.
“From pen and paper to financial clarity!”
I used to track my sales in a little black book and keep receipts in a file… but it got so hard to keep up, and I had no idea how to get everything tax-ready and compliant. Debbie came in, set up a simple spreadsheet system (no fancy software needed!), and voilà—now I can breathe easy knowing someone’s got my finances covered while I focus on growing my business!
Jo Soap, Website.
You in? Let's get started
Want to talk to someone INSTEAD? Book a discovery call here
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.)
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ABOUT
WORK WITH ME
BLOG
CONTACT
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PROFITABLE CEO MEMBERSHIP
DONE FOR YOU BOOKKEEPING
PART TIME CFO
TAX FILING PARTNERS
AFFILIATES
