You Handle the mind. We’ll handle the money.
Friends of Tiffany get 50% off booking catchup/clean-up ($600 value)!
Wellness Fi works exclusively with psychologists, therapists, counselors, and coaches. You’ll never have to explain what a session rate is or why insurance reimbursement is complicated, we already get it.
300+ Practices Served
300+ Private Practices Served Across the US
CPA’s & EA’s
CPAs and IRS Enrolled Agents on staff
Done-For-You
Accounting done for you. Not another software you have to manage.
What’s Bookkeeping Catch-Up, and Do You Need It?
If your books are months (or years) behind, you’re not alone, and you’re not in trouble yet. A catch-up is a one-time service where we reconcile and organize all your past transactions so you can start fresh with clean, accurate books.
Common signs you need to catch up on your bookkeeping:
- You haven’t looked at your bookkeeping in months
- You’re about to file taxes and don’t know where to start
- You just want to know where your money actually went
- You want to take home more for yourself, to support your goals
We’re based in Austin, Texas, and work with practices in every state.
We Work With Therapists Across the Country
Solo private practice or group practice. W-2 therapists transitioning to self-employed or established LLCs filing as S-corps. If you’re a mental health professional running your own business, we understand your numbers.
Our Services For Wellness Practices
Our goal with every client: save you twice what our service costs each year.
Bookkeeping
A dedicated bookkeeper reconciles your accounts monthly or quarterly and sends you clear reports. Your books stay tax-ready all year.
Tax Preparation
Business and personal returns, federal and state. We file 1120-S, PLLC, partnership, and individual returns, including multi-state returns for telehealth practices.
S-Corp Setup
We run the numbers to see if an S-corp saves you money. If it does, we file the election, set your reasonable salary, and put an accountable plan in place.
Advisory
A dedicated tax advisor who plans with you all year: deductions, quarterly estimates, your S-corp salary, and two strategy meetings a year. Included in Full Service and CFO plans.
Ready to Claim Your Discount?
Book a free discovery call below. Mention how you found us and we’ll apply your 50% discount to bookkeeping catch-up services at signup
Your Options
Our guides break down how we compare to Heard, Collective & Green Oak. We’re not the right fit for everyone & we’d rather tell you that up front.