Modern Solutions Built for the Wellness Community
Full-Service Suite
Monthly Bookkeeping + Tax Optimization + Practice Advisory
*$90/month Add-On if S Corp
Annual revenue less than 125k
Annual revenue between $125k - $250k
Annual revenue between $250k - $500k
Annual revenue over $500k
Bookkeeping Only
Monthly Bookkeeping + Tax Estimates
Get the key financial metrics needed to manage your budget, take control of expenses, and prepare for taxes. On a monthly basis, our team will provide you with the knowledge of what you earned, where your money went, what needs to be set aside for government, and reminders of when tax payments are due.
- Monthly Profit & Loss Reports
- Estimate of Monthly Federal & State Taxes
- Free Accounting Software
- Quarterly Tax Calculations
*$90/month Add-On if S Corp
Annual revenue less than $125k
Annual revenue between $125k - $250k
Annual revenue between $250k - $500k
Annual revenue over $500k
Compare us to typical firms
Services-
Wellness Fi
Typical Firms
Monthly Bookkeeping 
On a monthly basis, we will reconcile your bank activity, categorize your transactions on a tax basis, and generate financial statements .
Monthly Report Email After our team organizes your financial activity for the month, we will communicate all the vital aspects of your practice, giving you information to make decisions, prepare for taxes, and budget your practice.
Monthly Tax Estimates We will provide you with State and Federal income tax estimates in real-time based off your practice income.
Quarterly Tax Estimates When quarterly taxes are due, we will recommend how much to pay, and provide guidance on how to make your payments.
Email Support
Phone Support
Dedicated Practice & Tax AdvisorYear-round, complimentary access to your own dedicated Practice Advisor who can support you in tax and financial matters .
Tax Deduction Optimization Get help structuring your practice so that you are maximizing your deductions and paying the legal tax minimum.
IRS Support We are here to help should you receive notices from the IRS or State tax agencies.
Compare us to typical firms
| Services | Wellness Fi | Typical Firms |
|---|---|---|
Monthly Bookkeeping On a monthly basis, we will reconcile your bank activity, categorize your transactions on a tax basis, and generate financial statements . |
||
Monthly Report Email After our team organizes your financial activity for the month, we will communicate all the vital aspects of your practice, giving you information to make decisions, prepare for taxes, and budget your practice. |
||
Monthly Tax Estimates We will provide you with State and Federal income tax estimates in real-time based off your practice income. |
||
Quarterly Tax Estimates When quarterly taxes are due, we will recommend how much to pay, and provide guidance on how to make your payments. |
||
| Email Support | ||
| Phone Support | ||
Dedicated Practice & Tax Advisor Year-round, unlimited access to your own dedicated Practice Advisor who can support you in tax and financial matters . |
||
Tax Deducation Optimization
Get help structuring your practice so that you are maximizing your deductions and paying the legal tax minimum. |
||
IRS Support We are here to help should you receive notices from the IRS or State tax agencies. |
Swipe Right
CFO Services
Unlock your full potential and achieve your financial and business goals. 1 on 1 expert guidance.
As business owners, we want to know what’s around the corner.
– How quickly can I hire and still maintain a healthy income?
– What should I be considering next?
– Why?
We love these questions.
There are two tiers to our CFO service:
- Tier 1 ($400 per month): One hour-long meeting per month with our experienced CFO, providing you with personalized guidance and actionable insights.
- Tier 2 ($800 per month): Includes two one-hour meetings per month. Text/email support to address any urgent concerns or questions that may arise. Designed to allow for more in-depth discussions, greater momentum and motivation, real-time adjustments, and increased accountability.
A La Carte Options:
$520
$450
- Standard
- Monthly Member
$395
$315
- Standard
- Monthly Member
Individual Tax Return (1040)
$125
$100
$395
$315
- Standard
- Monthly Member
State Tax Returns
$570
$500
$395
$315
- Standard
- Monthly Member
Business Tax Return
$350
$ 30
- Standard
- Monthly Member
Tax Consultation
$450
+ State
Filing Fees
$235
$395
$315
- Standard
- Monthly Member
Formation of
LLC/PLLC/
P Corp
Pricing does not include state filing fees
$1500
$1200
$395
$315
- Standard
- Monthly Member
S Corp Set Up & Advising
S Corp tax treatment saves thousands per year, and we will get you set-up to optimize this tax strategy. Price includes preparation & submission of S Corp election, salary selection advising, payroll setup, Accountable Plan policy documents & advising, and general S Corp advising.
$10/month
$ 300
- Monthly
- Yearly
Additional Bank or Credit Card Account
$75/month
$ 750
- Monthly
- Yearly
Bookkeeping Catchup
For monthly bookkeeping clients who need cleanup or need to play catchup for the months prior to joining us.
Frequently Asked Questions
Each month we will reach out to you with the key financial information for you to move your business forward. We include the estimated taxes you should set aside and a profit & loss statement detailing your performance for the prior month.
After you are onboarded, we will setup your bookkeeping in our free software.
If you like what you’ve read so far, next step is to set up a consult call with us so that our team can get to know you and your business better. This will ensure we identify the appropriate solution for you. From there we will either get started on your tax return/a la carte service or set up an onboarding call.
We sure are! Similar to Dave Ramsey’s “Pay yourself first” for personal finances, Mike Michalowicz’s “Profit First” for business is an excellent system for instilling a routine to ensure you are paid for your hard work. Many accountants are scared off by the idea of Profit First because it calls for the business owner to get multiple bank accounts. We like to consider ourselves a Profit First friendly firm, as we are willing to work with you in following the Profit First system. It doesn’t scare us, in fact we encourage it!
However, we do charge a little extra to accommodate for the additional work involved of having multiple bank accounts (see next question)
The tiered pricing includes bookkeeping for up to three bank or credit card accounts. We have an additional charge for excess of three accounts (see a la carte menu).
We are all professionals, and won’t hold you to a long term contract. So you are free to cancel at any time. Just reach out to your Advisor, and they will cancel the invoicing and help you make the transition to the new accountant.
Our services are offered on a month to month basis. You may cancel anytime.
Just like wellness practitioners, us in the accounting industry are professionals with clients switching between us. Upon joining Wellness Fi, we ask that you make an introduction to your old bookkeeping/tax pro, so that they can aid in the transition process. It’s a typical and professional situation.