WELCOME TO ACCURACY
It's stressful running a business and trying to make time to wear the “financial hat”. Our guess is you didn't become a business owner to play a never-ending game of bookkeeping catch-up.
The Wellness CFO is here to take the weight off your shoulders. With us, you get accurate books delivered in a timely manner that's not only easy for you but requires minimal time and effort.
Each month, we provide you with a clear picture of your finances so you can make strategic business decisions based on data to enable profit growth.
Bottom line, understanding your money will make you more money.
SERVICES
BASIC BOOKKEEPING
IDEAL FOR SMALL BUSINESSES WHO SIMPLY NEED BOOKKEEPING HELP
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Monthly Bookkeeping
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Bank Reconciliation
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Receipt Management
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Visual Business Insight Snapshot
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Management Reports (P&L, BS)
BOOKKEEPING PLUS+
IDEAL FOR GROWING BUSINESSES THAT NEED MORE SUPPORT
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Includes Basic Bookkeeping Package
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Accounts Receivable Management
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Accounts Payable Management
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Personalized Video of Detailed Business Insight Report
CFO SERVICE
IDEAL FOR BUSINESSES WHO ARE READY TO MAXIMIZE THEIR PROFITS
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Budget-to-Actual and Financial Metrics
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Cash Flow Forecasting and Management
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CFO Financial Review Call
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Unlimited Support
ONE-TIME FEE & ADD-ONS
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QuickBooks Set-Up (includes Quickbooks subscription, software value of $960)
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Clean Up/Catch Up
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Payroll
*CUSTOMIZED SERVICE OFFERINGS AVAILABLE
HOW IT WORKS
FILL OUT
OUR FORM
We want to learn more about you and your business! Once we have all of your details, our team will have a better understanding of how we can support you.
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DISCOVERY
CALL
Let's virtually meet. We will schedule an introductory call to learn more about your wants, needs, and goals. Just call us your new financial confidant!
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WE'VE GOT IT
FROM HERE!
Sit back, relax & let us take care of the heavy lifting! From timely reconciled books to monthly reports outlining your numbers - we handle it all. Say hello to financial peace of mind.
FREQUENTLY ASKED QUESTIONS
When is it time to hire a bookkeeper?
It's never too early to hire a bookkeeper. Tracking your income, expenses, receipts, and balances is extremely important for the growth of your business. We recommend hiring a bookkeeper when you feel the process is becoming too time-consuming and is taking away time from your business. Bookkeeping should be done every month, so hiring a bookkeeper may be in your best interest.
By outsourcing your pain points, you can then focus on the parts of your business that make you happy and bring in the money!
What are the benefits of bookkeeping?
Time: Gain back valuable time previously spent on trying to understand bookkeeping and reinvest it into doing what you do best - being your own boss!
Accuracy: No more worrying about potential errors or mistakes that may be buried in your books. By handing this off to the experts, we will ensure you receive the tax benefits you're owed.
Financial Clarity: With monthly reports that include insights into how your business is performing, you will have a coherent understanding of your numbers. Most CPAs and tax preparers will meet with their clients a few times a year. Here at The Wellness CFO, we will help you navigate your finances on a monthly basis!
Stress-Free Tax Season: With up-to-date and accurate books, the tax deadline will be another typical day for you. The Wellness CFO ensures we capture everything that needs to be captured in your books to help minimize potential tax overpayments.
Why The Wellness CFO?
You will have full access to a CPA and professional bookkeeper with several years of experience in tax accounting and the health & wellness space. The Wellness CFO will bridge the gap between bookkeeping and taxes.
After reconciling your books on a monthly basis, our team will prepare and deliver financial statements and supplemental reports to provide you with up-to-date insights and highlights on your numbers. We analyze and interpret your data to provide subjective advice and details on your finances so you can finally be confident in how your business is operating.
It is time for you to understand where your money is going, what your profits are, and how we can make future adjustments so you can grow like never before.
Just like you, we are entrepreneurs ourselves! We understand the struggles a business owner goes through, whether or not it relates to finances! We're here to lift one heavy task off your plate and provide you with an understanding of your profits so we can transform your business into the one you have always dreamt about.
Do you offer tax preparation services?
At this time, we do not prepare tax returns. However, as CPAs, we can analyze and interpret the data within your books at a more granular level. With several years of tax accounting experience, we clearly understand your situation from both a bookkeeping and tax perspective. This allows us to articulate important matters to both you and your CPA. Once tax season rolls around, our team will work directly with your tax preparer for an easier and more accurate experience.
What if I'm not in the wellness & lifestyle industry?
That's ok! We have experience supporting small business owners within a variety of different industries. Fill out our form and we can figure out if we are the right fit!