Strategic Bookkeeping for Health & Wellness Professionals
QuickBooks Setup, Cleanup & Catch-Up
Start fresh or get back on track—with strategic support and zero shame.
Whether you're brand new to QuickBooks or years behind on your books, we’ve got you. We specialize in calming the chaos with smart setup, honest cleanup, and focused catch-up that brings you peace of mind—and financial clarity.
If you’ve been avoiding your books or unsure what’s been done right (or wrong), this service is your reset button.
Here’s what’s included:
✓ Strategic QuickBooks Online setup tailored to your business model
✓ File cleanup and corrections for inaccurate or incomplete data
✓ Catch-up bookkeeping for missed months or years
✓ Setup of your chart of accounts and industry-relevant workflows
✓ Optional one-on-one training and recorded walkthroughs
✓ Calm, compassionate support—no judgment, just progress
We don’t just “fix” your books—we build a financial foundation that supports your next chapter with clarity, structure, and care.