Strategic Bookkeeping

At My Zen Bookkeeper, we don’t just do bookkeeping—we do Strategic Bookkeeping. That means we go beyond data entry and reconciliations to deliver calm, clean financials and actionable insight that helps you grow your wellness business with clarity and ease.

Clean books are just the beginning. Strategic Bookkeeping is how we help you realign your numbers with your vision—so you can stop stressing and start leading with confidence.

Here’s what you can expect with us:

✓ Accurate, up-to-date books every month
✓ QuickBooks Online management, reconciliations & categorization
✓ A personal, visual financial dashboard with key reports & trends
✓ Light forecasting so you know what’s coming (including tax prep clarity)
✓ Friendly, judgment-free communication—always
✓ Wellness-aligned tools and workflows to simplify your backend
✓ Business-building resources to support your growth

We don’t just give you reports—we help you understand them. Because knowing your numbers is how you take control of your time, your money, and your long-term freedom.

This isn’t just bookkeeping. It’s clarity, strategy, and partnership—designed for wellness professionals who want to feel good about their business again.