You Handle The Mind. We’ll Handle The Money.
Friends of Tiffany get 50% off booking catchup/clean-up ($600 value)!
WellnessFi 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.
Book a free 20 minute consult. We’re happy to help – no pressure to work together.
What’s a Bookkeeping Catch-Up, and Do You Need One?
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 one:
- 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
Financial Services Built for Private Practice
- Monthly Bookkeeping
We categorize income and expenses, reconcile accounts, and deliver a clean profit-and-loss report every month. No more guessing what you made. - Tax Preparation
We file for therapists who use LLC, S-corp, and sole proprietor structures — and we know the deductions that matter for your practice. - Quarterly Tax Planning
We calculate what you owe before it’s due — and help you avoid the gut-punch of a surprise tax bill in April.
What Psychologists and counselors are saying
The Wellness Fi team have been encouraging, patient, and generous with their time and knowledge. They have saved me time and money.
– Dr. Jo Eckler, Austin, TX
As soon as I got involved with Wellness Fi, it was such a game changer for me.
–
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.
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.