{"id":5986,"date":"2023-06-19T00:59:10","date_gmt":"2023-06-19T05:59:10","guid":{"rendered":"https:\/\/wellnessfi.com\/staging3\/?page_id=5986"},"modified":"2026-10-21T11:25:21","modified_gmt":"2026-10-21T16:25:21","slug":"home","status":"publish","type":"page","link":"https:\/\/wellnessfi.com\/staging3\/","title":{"rendered":"Home"},"content":{"rendered":"<div data-spectra-id=\"spectra-mmnbar51-9zoi8w\"\tclass=\"spectra-background-overlay has-container-overlay spectra-is-root-container alignfull spectra-overlay-color spectra-background-gradient wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-gradient: linear-gradient(225deg, var(--ast-global-color-0) 0%, var(--ast-global-color-8) 65%);\"\t>\n\t\n<div data-spectra-id=\"spectra-066759ef-a9d9-4bf7-a191-454df0cddbf0\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-54152c36 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h1 data-spectra-id=\"spectra-mmnbdzsd-im891l\" class=\"has-text-color has-link-color spectra-text-color wp-elements-1 wp-block-spectra-content has-white-color\" style=\"--spectra-text-color: var(--wp--preset--color--white)\">\n\t\tTax, accounting, and advising for psychologists, counselors, and therapists\t<\/h1>\n\n\n\t<h4 data-spectra-id=\"spectra-mmnbe0i4-07otfr\" class=\"has-text-color has-link-color spectra-text-color wp-elements-2 wp-block-spectra-content has-ast-global-color-5-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-5)\">\n\t\tBookkeeping, tax return preparation, and year-round tax advice from enrolled agents and CPAs who work only with mental health and wellness practices. Plans start at $218 a month.\t<\/h4>\n\n\n<div data-spectra-id=\"spectra-mmnbe4j5-st8rqw\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-mmnbe4y7-7azjdk\" href=\"https:\/\/www.wellnessfi.com\/services\/\" target=\"_self\" aria-label=\"View Our Services &amp; Pricing\" class=\"wp-block-button__link wp-element-button has-text-color has-background spectra-text-color spectra-background-color wp-elements-3 wp-block-spectra-button has-ast-global-color-8-color has-ast-global-color-1-background-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-8);--spectra-background-color: var(--wp--preset--color--ast-global-color-1)\">\n<span class=\"spectra-button__link\">View Our Services &amp; Pricing<\/span><\/a>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mvi8c7r2-bzp3th\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-f9faaab3 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f9ff0b22 wp-block-columns-is-layout-flex\" style=\"margin-top:0;margin-bottom:0\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure data-spectra-id=\"spectra-mvi8c7qq-n1fkuk\" class=\"wp-block-image size-full\" style=\"margin-bottom:0\"><img decoding=\"async\" width=\"2000\" height=\"1333\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-5699431-5699431-scaled.jpg\" alt=\"Therapist taking notes during a session with a client\" class=\"wp-image-8578 lazyload\" style=\"--smush-placeholder-width: 2000px; --smush-placeholder-aspect-ratio: 2000\/1333;aspect-ratio:1;object-fit:cover\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-5699431-5699431-scaled.jpg 2000w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-5699431-5699431-300x200.jpg 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-5699431-5699431-1024x683.jpg 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-5699431-5699431-768x512.jpg 768w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-5699431-5699431-1536x1024.jpg 1536w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-5699431-5699431-2048x1365.jpg 2048w\" data-sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure data-spectra-id=\"spectra-mvi8c7qu-b1tgwx\" class=\"wp-block-image size-full\" style=\"margin-bottom:0\"><img decoding=\"async\" width=\"2000\" height=\"1125\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-36729384-36729384-scaled.jpg\" alt=\"Psychologist talking with a client during a counseling session\" class=\"wp-image-8582 lazyload\" style=\"--smush-placeholder-width: 2000px; --smush-placeholder-aspect-ratio: 2000\/1125;aspect-ratio:1;object-fit:cover\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-36729384-36729384-scaled.jpg 2000w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-36729384-36729384-300x169.jpg 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-36729384-36729384-1024x576.jpg 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-36729384-36729384-768x432.jpg 768w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-36729384-36729384-1536x864.jpg 1536w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-36729384-36729384-2048x1152.jpg 2048w\" data-sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure data-spectra-id=\"spectra-mvi8c7qz-ktyskp\" class=\"wp-block-image size-full\" style=\"margin-bottom:0\"><img decoding=\"async\" width=\"2000\" height=\"1335\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-8537196-8537196-scaled.jpg\" alt=\"Speech therapist working with a child at a table\" class=\"wp-image-8583 lazyload\" style=\"--smush-placeholder-width: 2000px; --smush-placeholder-aspect-ratio: 2000\/1335;aspect-ratio:1;object-fit:cover\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-8537196-8537196-scaled.jpg 2000w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-8537196-8537196-300x200.jpg 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-8537196-8537196-1024x684.jpg 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-8537196-8537196-768x513.jpg 768w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-8537196-8537196-1536x1025.jpg 1536w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/pexels-photo-8537196-8537196-2048x1367.jpg 2048w\" data-sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n<\/div>\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-0526b563-b0a7-4111-9fe9-7d32a84bf397\"\tclass=\"spectra-is-root-container alignfull spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-5);\"\t>\n\t\n<div data-spectra-id=\"spectra-3a524eae-6db1-49b4-93f0-401327548626\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-a572c2f9-b333-4294-8482-9081d763ea01\" class=\"spectra-overlay-color wp-block-spectra-container is-horizontal is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-856b3453 wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\">\n\t\n<div data-spectra-id=\"spectra-3cd5d9ea-cf49-4023-9b9d-7b1ac9a2cd3a\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<div data-spectra-id=\"spectra-mmnc6e2z-tjmjyq\" class=\"wp-block-spectra-icons\">\n\t\n<div data-spectra-id=\"spectra-mmnc6eej-ype0ok\" class=\"spectra-text-color wp-block-spectra-icon\" style=\"--spectra-text-color: var(--ast-global-color-0)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\" fill=\"currentColor\" focusable=\"false\" aria-hidden=\"true\"><path d=\"M256 0a64 64 0 1 1 0 128 64 64 0 1 1 0-128zm96 312c0 25-12.7 47-32 59.9l0 92.1c0 26.5-21.5 48-48 48l-32 0c-26.5 0-48-21.5-48-48l0-92.1C172.7 359 160 337 160 312l0-40c0-53 43-96 96-96s96 43 96 96l0 40zM96 32a56 56 0 1 1 0 112 56 56 0 1 1 0-112zm16 240l0 32c0 32.5 12.1 62.1 32 84.7l0 75.3c0 1.2 0 2.5 .1 3.7-8.5 7.6-19.7 12.3-32.1 12.3l-32 0c-26.5 0-48-21.5-48-48l0-56.6C12.9 364.4 0 343.7 0 320l0-32c0-53 43-96 96-96 12.7 0 24.8 2.5 35.9 6.9-12.6 21.4-19.9 46.4-19.9 73.1zM368 464l0-75.3c19.9-22.5 32-52.2 32-84.7l0-32c0-26.7-7.3-51.6-19.9-73.1 11.1-4.5 23.2-6.9 35.9-6.9 53 0 96 43 96 96l0 32c0 23.7-12.9 44.4-32 55.4l0 56.6c0 26.5-21.5 48-48 48l-32 0c-12.3 0-23.6-4.6-32.1-12.3 0-1.2 .1-2.5 .1-3.7zM416 32a56 56 0 1 1 0 112 56 56 0 1 1 0-112z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t<h3 data-spectra-id=\"spectra-mmnc6emm-ttaymz\" class=\"wp-block-spectra-content\">\n\t\t300+ Practices Served\t<\/h3>\n\n\n\t<p data-spectra-id=\"spectra-mmnc6fh3-bsyek8\" class=\"wp-block-spectra-content\">\n\t\t300+ Private Practices Served Across the US\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-9db42ca8-ee3e-417f-8a31-8a3a3b493b4c\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<div data-spectra-id=\"spectra-3c1200e1-e177-4f59-9061-f89b57444878\" class=\"wp-block-spectra-icons\">\n\t\n<div data-spectra-id=\"spectra-5e77a534-d8c8-433d-a7bb-b37f93a0ef69\" class=\"spectra-text-color wp-block-spectra-icon\" style=\"--spectra-text-color: var(--ast-global-color-0)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\" fill=\"currentColor\" focusable=\"false\" aria-hidden=\"true\"><path d=\"M256 288A144 144 0 1 0 256 0a144 144 0 1 0 0 288zm-94.7 32C72.2 320 0 392.2 0 481.3c0 17 13.8 30.7 30.7 30.7l450.6 0c17 0 30.7-13.8 30.7-30.7C512 392.2 439.8 320 350.7 320l-189.4 0z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t<h3 data-spectra-id=\"spectra-ca82dbf0-aa80-4718-9bc2-9e0298379dd5\" class=\"wp-block-spectra-content\">\n\t\tCPA&#8217;s &amp; EA&#8217;s\t<\/h3>\n\n\n\t<p data-spectra-id=\"spectra-0952aea6-20dc-4a98-932f-1115e467e386\" class=\"wp-block-spectra-content\">\n\t\tCPAs and IRS Enrolled Agents on staff\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-6c8f8825-ca0a-495f-8c86-1a1d7fe537a5\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<div data-spectra-id=\"spectra-35ce1b4b-bfe1-4b05-9882-3ffb8051c807\" class=\"wp-block-spectra-icons\">\n\t\n<div data-spectra-id=\"spectra-04ed6675-8e54-4214-ad01-8e66c36c6261\" class=\"spectra-text-color wp-block-spectra-icon\" style=\"--spectra-text-color: var(--ast-global-color-0)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 512 512\" fill=\"currentColor\" focusable=\"false\" aria-hidden=\"true\"><path d=\"M133.8 36.3c10.9 7.6 13.5 22.6 5.9 33.4l-56 80c-4.1 5.8-10.5 9.5-17.6 10.1S52 158 47 153L7 113C-2.3 103.6-2.3 88.4 7 79S31.6 69.7 41 79l19.8 19.8 39.6-56.6c7.6-10.9 22.6-13.5 33.4-5.9zm0 160c10.9 7.6 13.5 22.6 5.9 33.4l-56 80c-4.1 5.8-10.5 9.5-17.6 10.1S52 318 47 313L7 273c-9.4-9.4-9.4-24.6 0-33.9s24.6-9.4 33.9 0l19.8 19.8 39.6-56.6c7.6-10.9 22.6-13.5 33.4-5.9zM224 96c0-17.7 14.3-32 32-32l224 0c17.7 0 32 14.3 32 32s-14.3 32-32 32l-224 0c-17.7 0-32-14.3-32-32zm0 160c0-17.7 14.3-32 32-32l224 0c17.7 0 32 14.3 32 32s-14.3 32-32 32l-224 0c-17.7 0-32-14.3-32-32zM160 416c0-17.7 14.3-32 32-32l288 0c17.7 0 32 14.3 32 32s-14.3 32-32 32l-288 0c-17.7 0-32-14.3-32-32zM64 376a40 40 0 1 1 0 80 40 40 0 1 1 0-80z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n<\/div>\n\n\n\t<h3 data-spectra-id=\"spectra-bb221ad5-3ceb-4f99-b611-956ed7ed23da\" class=\"wp-block-spectra-content\">\n\t\tDone-For-You\t<\/h3>\n\n\n\t<p data-spectra-id=\"spectra-c379b855-d434-46dc-966f-097dc8b4d073\" class=\"wp-block-spectra-content\">\n\t\tAccounting done for you. Not another software you have to manage.\t<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-9345379a-373f-42bc-99b6-f92e519c73d3\"\tclass=\"has-image-background spectra-background-image spectra-is-root-container alignfull spectra-overlay-color spectra-background-gradient spectra-dim-ratio wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-responsive-videos=\"{&quot;base&quot;:&quot;&quot;}\" data-orientation=\"vertical\" style=\"--spectra-background-gradient: linear-gradient(120deg, var(--ast-global-color-8) 0%, var(--ast-global-color-8) 100%); --spectra-overlay-opacity: 0.8;\"\t>\n\t\n<div data-spectra-id=\"spectra-26b84dbb-62f0-4767-8cca-1d094b27f474\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h2 data-spectra-id=\"spectra-mmncru0l-mq7to3\" class=\"has-text-color has-link-color spectra-text-color wp-elements-4 wp-block-spectra-content has-white-color\" style=\"--spectra-text-color: var(--wp--preset--color--white)\">\n\t\tAccounting Services for Wellness Practices\t<\/h2>\n\n\n<div data-spectra-id=\"spectra-mmncrv6k-a8dw9k\" class=\"wp-block-spectra-separator spectra-separator-color\" style=\"--spectra-separator-color: #ffffff\">\n\t<div class=\"spectra-separator-line\"><\/div>\n<\/div>\n\n\n\t<p data-spectra-id=\"spectra-mmncruhx-vqvl8c\" class=\"has-text-color has-link-color spectra-text-color wp-elements-5 wp-block-spectra-content has-white-color\" style=\"--spectra-text-color: var(--wp--preset--color--white)\">\n\t\tWellness Fi is a tax, accounting, and advisory firm that works only with mental health and wellness practices. Our enrolled agents, CPAs, and bookkeepers handle monthly bookkeeping, tax preparation, S-corp setup, and year-round tax planning for more than 300 therapists, psychologists, and counselors across the United States.\t<\/p>\n\n\n<div data-spectra-id=\"spectra-mmncrw91-luajm7\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-mmncrwkw-hnqj06\" href=\"#\" target=\"_self\" aria-label=\"View Our Services &amp; Pricing\" class=\"wp-block-button__link wp-element-button has-text-color has-background spectra-text-color spectra-background-color wp-elements-6 wp-block-spectra-button has-ast-global-color-8-color has-ast-global-color-0-background-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-8);--spectra-background-color: var(--wp--preset--color--ast-global-color-0)\">\n<span class=\"spectra-button__link\">View Our Services &amp; Pricing<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mfcrt299-rzub20\"\tclass=\"spectra-is-root-container alignfull spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-d0a5baaa wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-5);\"\t>\n\t\n<div data-spectra-id=\"spectra-mgrig5d1-yxyn9x\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-mfcrt27p-xsusme\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-1778f571 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h2 data-spectra-id=\"spectra-mfcrt27n-1rf6jm\" class=\"has-text-color has-link-color spectra-text-color wp-elements-7 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tOur Pricing\t<\/h2>\n\n\n\t<p data-spectra-id=\"spectra-mfcrt27o-fsh612\" class=\"has-text-color has-link-color spectra-text-color wp-elements-8 wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\tFlexible pricing &amp; service options.\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mfcrt297-toe4kj\" class=\"spectra-overlay-color wp-block-spectra-container is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-3a1fd5b6 wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\">\n\t\n<div data-spectra-id=\"spectra-mnmlaeke-p8a8lf\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-2f15e02a wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-4)\">\n\t\n<div data-spectra-id=\"spectra-mnfs06po-ykrbpo\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-c143ad4d wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-bd8f225e-fb35-4a6c-84a3-bc5b09edddfb\" class=\"spectra-overlay-color spectra-background-color spectra-box-shadow wp-block-spectra-container wp-container-content-8b692fdd is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-7738b5f5 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-5);--spectra-box-shadow: 0px 4px 8px -2px var(--ast-global-color-2)\">\n\t\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-9ea1033f wp-block-group-is-layout-flex\">\t<h4 data-spectra-id=\"spectra-mfatlfkl-01wbks\" class=\"has-text-color has-link-color spectra-text-color wp-elements-9 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tFoundations\t<\/h4>\n\n\n\t<p data-spectra-id=\"spectra-f5fcb7c3-4bbd-4c80-815b-8099886d71b6\" class=\"has-text-color has-link-color spectra-text-color wp-elements-10 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tstarts at\t<\/p>\n<\/div>\n\n\n\t<h3 data-spectra-id=\"spectra-3ba08ae5-c63f-41ee-a439-aeeb8a99e316\" class=\"has-text-color has-link-color spectra-text-color wp-elements-11 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\t$218\t<\/h3>\n\n\n\t<p data-spectra-id=\"spectra-d44fc2c6-f4b8-400d-bb33-a80f530aaebb\" class=\"has-text-color has-link-color spectra-text-color wp-elements-12 wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\tThe Essentials\t<\/p>\n\n\n<div data-spectra-id=\"spectra-ff95e741-56b0-4e84-9a6a-5a53a13e2827\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-stretch is-nowrap is-layout-flex wp-container-spectra-container-is-layout-66bba37b wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-f0f3febc-f2ac-4247-8dd3-84041802efba\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-52f42b00-89d1-4cc0-aa57-e4031d1e5074\" href=\"\/services\/#pricing\" target=\"_self\" aria-label=\"Get Instant Pricing Estimate\" class=\"wp-block-button__link wp-element-button has-text-color has-background has-border-hover spectra-border-hover-override spectra-text-color spectra-text-color-hover spectra-background-color spectra-background-color-hover spectra-border-hover wp-block-spectra-button has-ast-global-color-2-color has-white-background-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2);--spectra-text-color-hover: #ffffff;--spectra-background-color: var(--wp--preset--color--white);--spectra-background-color-hover: var(--ast-global-color-1);--spectra-border-hover-color: var(--ast-global-color-1)\">\n<span class=\"spectra-button__link\"> Get Instant Pricing Estimate<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mfcs9aro-lqf2c6\" class=\"spectra-overlay-color spectra-text-color wp-elements-13 wp-block-spectra-container has-text-color has-white-color is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-text-color: var(--wp--preset--color--white)\">\n\t\n\n<ul data-spectra-id=\"spectra-81a0f248-978d-4275-80e9-249c6484ea3d\" class=\"spectra-list spectra-list-unordered spectra-text-color wp-elements-14 wp-block-spectra-list has-text-color has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n\n<li data-spectra-id=\"spectra-f838d59f-715e-4734-b408-08ddeb352cee\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-59feb8d4-c9c9-4e60-92cd-952f78586c7d\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-64fe80ef-540d-416d-8b78-b2a388015770\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-0d46f814-bd1b-49b6-8123-3eda15dce818\" class=\"has-text-color has-link-color spectra-text-color wp-elements-15 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tQuarterly bookkeepings\t<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n<li data-spectra-id=\"spectra-a879857c-f0be-4fcb-82ed-7592dd5e5d18\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-517c0aae-96b3-4514-9530-34e58769e27c\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-a9cf899e-ade1-4c4e-9bda-cb451791da19\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-f4e957ce-d8a5-4139-9d65-d65b27f385f6\" class=\"has-text-color has-link-color spectra-text-color wp-elements-16 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tQuarterly reports\t<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n<li data-spectra-id=\"spectra-bdf492a1-b6a4-4e07-8f6f-f99a396f62cb\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-a823347f-6388-4e9b-a728-f0a5bd38a1d5\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-8f9e78ff-378a-449a-a7c3-a5943e2232dd\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-f1f6184a-21cf-4a68-98a8-8557dd1f0e09\" class=\"has-text-color has-link-color spectra-text-color wp-elements-17 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tQuarterly tax estimates\t<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n<li data-spectra-id=\"spectra-6324b640-8451-46a7-b469-daa8fa0d212e\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-619a4522-8524-41db-b508-0dc81c3e2f8d\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-18a31cae-5e28-45f7-97ef-9104a6313dda\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-4667a9a7-98f2-4dd6-bf4a-d93663c39aab\" class=\"has-text-color has-link-color spectra-text-color wp-elements-18 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tFor low-volume practices\t<\/p>\n\n<\/div>\n\n<\/li>\n\n<\/ul>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-7b706305-8f67-4665-87ce-5c07426588a6\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-4)\">\n\t\n<div data-spectra-id=\"spectra-mnfrwofg-8phhme\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-769280d4 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-0)\">\n\t\n\t<h6 data-spectra-id=\"spectra-mnfrz478-u6kwve\" class=\"has-text-color has-link-color spectra-text-color wp-elements-19 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tMost Popular\t<\/h6>\n\n\n<div data-spectra-id=\"spectra-mfatlfl0-zve6qt\" class=\"spectra-overlay-color spectra-background-color spectra-box-shadow wp-block-spectra-container wp-container-content-8b692fdd is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-7738b5f5 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-5);--spectra-box-shadow: 0px 4px 8px -2px #0000001a\">\n\t\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-9ea1033f wp-block-group-is-layout-flex\">\t<h4 data-spectra-id=\"spectra-ba08215f-85fd-468b-944b-10c5ffa0dee7\" class=\"has-text-color has-link-color spectra-text-color wp-elements-20 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tFull Service\t<\/h4>\n\n\n\t<p data-spectra-id=\"spectra-e48e7faa-f59d-4872-8347-0409c42db3ca\" class=\"has-text-color has-link-color spectra-text-color wp-elements-21 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tstarts at\t<\/p>\n<\/div>\n\n\n\t<h3 data-spectra-id=\"spectra-mfatlfkl-wqpao0\" class=\"has-text-color has-link-color spectra-text-color wp-elements-22 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\t$295\/mo\t<\/h3>\n\n\n\t<p data-spectra-id=\"spectra-mfatlfkm-wp3zte\" class=\"has-text-color has-link-color spectra-text-color wp-elements-23 wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\tAccounting &amp; Advising\t<\/p>\n\n\n<div data-spectra-id=\"spectra-mfaxv3no-lkqmm3\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-stretch is-nowrap is-layout-flex wp-container-spectra-container-is-layout-66bba37b wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-mfatlfl2-79fxfx\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-mfatlfl2-47zxt7\" href=\"\/services\/#pricing\" target=\"_self\" aria-label=\"Get Instant Pricing Estimate\" class=\"wp-block-button__link wp-element-button has-text-color has-background has-border-hover spectra-border-hover-override spectra-text-color spectra-text-color-hover spectra-background-color spectra-background-color-hover spectra-border-hover wp-block-spectra-button has-ast-global-color-2-color has-ast-global-color-0-background-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2);--spectra-text-color-hover: #ffffff;--spectra-background-color: var(--wp--preset--color--ast-global-color-0);--spectra-background-color-hover: var(--ast-global-color-1);--spectra-border-hover-color: var(--ast-global-color-1)\">\n<span class=\"spectra-button__link\"> Get Instant Pricing Estimate<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-ea2c3d3a-b51e-4b83-b21e-3559655f6eb0\" class=\"spectra-overlay-color spectra-text-color wp-elements-24 wp-block-spectra-container has-text-color has-white-color is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-text-color: var(--wp--preset--color--white)\">\n\t\n\n<ul data-spectra-id=\"spectra-36514bb1-de0d-4a2f-811d-bb108bb4c582\" class=\"spectra-list spectra-list-unordered spectra-text-color wp-elements-25 wp-block-spectra-list has-text-color has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n\n<li data-spectra-id=\"spectra-4367c6e7-9daf-4347-9feb-9018282f5b18\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-33b72d51-b4d5-458e-9c7e-b0c4b48c3813\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-ade90774-771b-403d-9258-bbd28682087d\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-7c094afb-bc7d-477c-8048-cbf7059e9359\" class=\"has-text-color has-link-color spectra-text-color wp-elements-26 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tMonthly bookkeeping\t<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n<li data-spectra-id=\"spectra-167f4ec8-76b4-48ef-a70f-45e186e35de0\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-7614d48b-5377-4496-9e90-565ee19c9899\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-4960731c-a6f7-4e3d-b96d-98841604e665\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-f0ec88ad-342d-461f-a6c2-aebfdc7ee051\" class=\"has-text-color has-link-color spectra-text-color wp-elements-27 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tMonthly reports\t<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n<li data-spectra-id=\"spectra-c7ab0ec0-0350-4cba-8726-8b636b4dd2d7\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-3635b489-9c6d-457e-87d1-575b0fc1976d\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-92244532-203d-47cd-8624-16dcd98a5af3\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-51fb76a4-f181-48ce-a02d-42e9a73ead1b\" class=\"has-text-color has-link-color spectra-text-color wp-elements-28 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tDedicated tax advisor\t<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n<li data-spectra-id=\"spectra-bfae5e97-23ee-4c09-a05b-726d5d1c296c\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-2fa8923c-a4a6-40c2-94ed-613adb4759e0\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-f4f1e39c-1a43-491c-b100-f5cef8f4c8cd\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-a6bfcfc0-3288-4c45-bdf7-c3ae237cd40c\" class=\"has-text-color has-link-color spectra-text-color wp-elements-29 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tBi-Annual tax strategy meetings\t<\/p>\n\n<\/div>\n\n<\/li>\n\n<\/ul>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-42b93c3f-a70b-48fc-bcf9-6d0e3ef02b15\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-4)\">\n\t\n<div data-spectra-id=\"spectra-49df6897-017b-43df-ab84-97e7dadb48c8\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-c143ad4d wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-bc78e688-6618-4f03-ade4-8c1e1361d5e8\" class=\"spectra-overlay-color spectra-background-color spectra-box-shadow wp-block-spectra-container wp-container-content-8b692fdd is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-7738b5f5 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-5);--spectra-box-shadow: 0px 4px 8px -2px var(--ast-global-color-2)\">\n\t\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-9ea1033f wp-block-group-is-layout-flex\">\t<h4 data-spectra-id=\"spectra-34cfd36e-05cf-411f-be05-27b22f711ebe\" class=\"has-text-color has-link-color spectra-text-color wp-elements-30 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tCFO+\t<\/h4>\n\n\n\t<p data-spectra-id=\"spectra-cc73cfb7-446e-412f-a678-80115ae07aaa\" class=\"has-text-color has-link-color spectra-text-color wp-elements-31 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tstarts at\t<\/p>\n<\/div>\n\n\n\t<h3 data-spectra-id=\"spectra-fc82e2ae-ec21-4ab9-979f-436a5b4292e5\" class=\"has-text-color has-link-color spectra-text-color wp-elements-32 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\t$895\/mo\t<\/h3>\n\n\n\t<p data-spectra-id=\"spectra-d1ee98b8-71f8-4038-90c1-ed6c7d2665d7\" class=\"has-text-color has-link-color spectra-text-color wp-elements-33 wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\tScalable solutions for teams\t<\/p>\n\n\n<div data-spectra-id=\"spectra-fa46ab94-1e4e-494e-a43a-df8be79fac44\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-stretch is-nowrap is-layout-flex wp-container-spectra-container-is-layout-66bba37b wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-d9194dcb-413a-4d26-ba39-7a185e3bc8b0\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-7446539b-4c38-4fb6-9262-7dea4b3efa5d\" class=\"wp-block-button__link wp-element-button has-text-color has-background has-border-hover spectra-border-hover-override spectra-text-color spectra-text-color-hover spectra-background-color spectra-background-color-hover spectra-border-hover wp-block-spectra-button has-ast-global-color-2-color has-white-background-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2);--spectra-text-color-hover: #ffffff;--spectra-background-color: var(--wp--preset--color--white);--spectra-background-color-hover: var(--ast-global-color-1);--spectra-border-hover-color: var(--ast-global-color-1)\">\n<span class=\"spectra-button__link\"> Get Instant Pricing Estimate<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-8ad92f88-e312-4964-b422-412730c129c6\" class=\"spectra-overlay-color spectra-text-color wp-elements-34 wp-block-spectra-container has-text-color has-white-color is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-text-color: var(--wp--preset--color--white)\">\n\t\n\n<ul data-spectra-id=\"spectra-7b832ce6-8750-4eaf-9f68-6a38b16cfcc7\" class=\"spectra-list spectra-list-unordered spectra-text-color wp-elements-35 wp-block-spectra-list has-text-color has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n\n<li data-spectra-id=\"spectra-19c30547-cecc-4f11-b602-9b2d8c4f73bd\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-444cbf02-2158-40b2-911a-e299e203a22a\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-cb640380-2629-4150-9119-8f280e802356\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-7147350e-ad25-4f41-aecf-1be103ac0398\" class=\"has-text-color has-link-color spectra-text-color wp-elements-36 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tEverything in full service +\t<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n<li data-spectra-id=\"spectra-018e107c-9d14-4537-8287-11692258ddec\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-98dda1f3-9946-4925-ae64-8ce04bea24a6\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-05548103-d516-4dca-b0d2-d4d29c6bd225\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-d6a4e1ba-c11e-423a-8a8e-40e90ce09290\" class=\"has-text-color has-link-color spectra-text-color wp-elements-37 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tCash flow planning\t<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n<li data-spectra-id=\"spectra-7f2a94c5-e239-47d5-9761-574ff43aa4d1\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-22f600a6-0922-4e93-9fef-116c62f9283f\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-819f2143-297f-46b6-8b2f-5bca93dd9aef\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-848363b0-1736-46e3-bda7-b7c43c618d3e\" class=\"has-text-color has-link-color spectra-text-color wp-elements-38 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tHiring &amp; compensation modeling\t<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n<li data-spectra-id=\"spectra-42e8ceb6-4cfd-44d0-9320-2a894c96b206\" class=\"spectra-list-item spectra-list-item-unordered spectra-list-item-level-0 spectra-text-color wp-block-spectra-list-child-item\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\n<div data-spectra-id=\"spectra-e4d709c2-72b3-413b-ac89-d505ec49401e\" class=\"spectra-list-icon spectra-list-icon-unordered spectra-text-color wp-block-spectra-list-child-icon\" style=\"--spectra-text-color: var(--ast-global-color-2)\">\n\t\t\t\t\t\t<svg class=\"spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 448 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M434.8 70.1c14.3 10.4 17.5 30.4 7.1 44.7l-256 352c-5.5 7.6-14 12.3-23.4 13.1s-18.5-2.7-25.1-9.3l-128-128c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l101.5 101.5 234-321.7c10.4-14.3 30.4-17.5 44.7-7.1z\"><\/path><\/svg>\n\t\t\t\t<\/div>\n\n\n<div data-spectra-id=\"spectra-2fae2dc6-f892-46c7-91ca-253c9b428490\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-717c2ef4-b995-4387-9b28-28522b5ca0a2\" class=\"has-text-color has-link-color spectra-text-color wp-elements-39 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tMonthly CFO consults\t<\/p>\n\n<\/div>\n\n<\/li>\n\n<\/ul>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mvcxsfif-33oc80\"\tclass=\"spectra-is-root-container alignfull spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-8);\"\t>\n\t\n<div data-spectra-id=\"spectra-e97d7fbf-bb83-4d52-8471-457f384b3237\" class=\"spectra-is-root-container alignfull spectra-overlay-color spectra-background-color wp-block-spectra-container is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-3e41869c wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\" style=\"--spectra-background-color: var(--ast-global-color-8)\">\n\t\n\t<h2 data-spectra-id=\"spectra-c312845b-5e12-40d8-b4b5-596dbef10e4c\" class=\"has-text-color has-link-color spectra-text-color wp-elements-40 wp-block-spectra-content has-ast-global-color-0-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-0)\">\n\t\tOur Services For Wellness Practices \t<\/h2>\n\n\n<div data-spectra-id=\"spectra-ae961e95-ef99-4051-97ae-c5cff1307050\" class=\"wp-block-spectra-separator spectra-separator-color\" style=\"--spectra-separator-color: var(--ast-global-color-0)\">\n\t<div class=\"spectra-separator-line\"><\/div>\n<\/div>\n\n\n\t<p data-spectra-id=\"spectra-mmndb3tw-28kqxf\" class=\"has-text-color has-link-color spectra-text-color wp-elements-41 wp-block-spectra-content has-ast-global-color-5-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-5)\">\n\t\tOur goal with every client: save you twice what our service costs each year.\t<\/p>\n\n\n<div data-spectra-id=\"spectra-e4a21b43-fe03-4d6d-8187-f3cf0ac57650\" class=\"spectra-overlay-color spectra-text-color spectra-background-color wp-elements-42 wp-block-spectra-container has-text-color has-ast-global-color-4-color is-nowrap is-layout-flex wp-container-spectra-container-is-layout-0f6a4fa9 wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-4);--spectra-background-color: var(--ast-global-color-8)\">\n\t\n<div data-spectra-id=\"spectra-mmndcs3c-hsuo09\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-856f515f wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<figure data-spectra-id=\"spectra-mmndequj-7sf2ni\" class=\"wp-block-image size-full is-resized has-custom-border is-style-rounded\"><img decoding=\"async\" width=\"1980\" height=\"1980\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/2-e1789757266684.png\" alt=\"decorative image to illustrate bookkeeping as a service for therapists\" class=\"wp-image-8280 lazyload\" style=\"--smush-placeholder-width: 1980px; --smush-placeholder-aspect-ratio: 1980\/1980;border-top-left-radius:5px;border-top-right-radius:5px;border-bottom-left-radius:5px;border-bottom-right-radius:5px;aspect-ratio:1;object-fit:cover;object-position:51% 43%;width:350px;height:auto\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/2-e1789757266684.png 1980w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/2-e1789757266684-300x300.png 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/2-e1789757266684-1024x1024.png 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/2-e1789757266684-150x150.png 150w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/2-e1789757266684-768x768.png 768w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/2-e1789757266684-1536x1536.png 1536w\" data-sizes=\"(max-width: 1980px) 100vw, 1980px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n<div data-spectra-id=\"spectra-services-card-content-1\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-layout-flex wp-container-spectra-container-is-layout-284389e6 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h3 data-spectra-id=\"spectra-mmndiekj-qg6ag1\" class=\"has-text-color has-link-color spectra-text-color wp-elements-43 wp-block-spectra-content has-ast-global-color-0-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-0)\">\n\t\tBookkeeping\t<\/h3>\n\n\n<div data-spectra-id=\"spectra-mu7as0nb-mh3cop\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-fa82c6c9 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-mu7asuz7-8x05lr\" class=\"wp-block-spectra-content\">\n\t\tA dedicated bookkeeper reconciles your accounts monthly or quarterly and sends you clear reports. Your books stay tax-ready all year.\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mu7au0kj-sju2b3\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-mu7au0mv-8ufzxq\" href=\"\/bookkeeping-for-therapists\/\" target=\"_self\" aria-label=\"Bookkeeping\" class=\"wp-block-button__link wp-element-button has-text-color spectra-text-color wp-elements-44 wp-block-spectra-button has-ast-global-color-0-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-0)\">\n<span class=\"spectra-button__link\">Bookkeeping<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-618e3268-cf18-46d8-9946-7d51fb8c5d06\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-856f515f wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<figure data-spectra-id=\"spectra-f41331bf-741e-421a-9f05-99d655774873\" class=\"wp-block-image size-full is-resized has-custom-border\"><img decoding=\"async\" width=\"2000\" height=\"2000\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/3.png\" alt=\"image of tax returns to illustrate tax preparation as a service\" class=\"wp-image-8279 lazyload\" style=\"--smush-placeholder-width: 2000px; --smush-placeholder-aspect-ratio: 2000\/2000;border-top-left-radius:5px;border-top-right-radius:5px;border-bottom-left-radius:5px;border-bottom-right-radius:5px;aspect-ratio:1;object-fit:cover;width:350px;height:auto\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/3.png 2000w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/3-300x300.png 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/3-1024x1024.png 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/3-150x150.png 150w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/3-768x768.png 768w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/3-1536x1536.png 1536w\" data-sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n<div data-spectra-id=\"spectra-services-card-content-2\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-layout-flex wp-container-spectra-container-is-layout-284389e6 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h3 data-spectra-id=\"spectra-d5665d77-429c-4335-8c7a-fab6c181d25a\" class=\"has-text-color has-link-color spectra-text-color wp-elements-45 wp-block-spectra-content has-ast-global-color-0-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-0)\">\n\t\tTax Preparation\t<\/h3>\n\n\n<div data-spectra-id=\"spectra-c981feef-868b-49f1-adae-d81016d786ea\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-fa82c6c9 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-53341d77-8356-479a-92de-0a4ef0a1a114\" class=\"wp-block-spectra-content\">\n\t\tBusiness and personal returns, federal and state. We file 1120-S, PLLC, partnership, and individual returns, including multi-state returns for telehealth practices.\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-26221573-801d-45ac-876e-e13ebdb8c545\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-ccb03361-7bdf-4786-b8db-77042f6288fd\" href=\"\/tax-services-for-therapists\/\" target=\"_self\" aria-label=\"Tax Preparation\" class=\"wp-block-button__link wp-element-button has-text-color spectra-text-color wp-elements-46 wp-block-spectra-button has-ast-global-color-0-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-0)\">\n<span class=\"spectra-button__link\">Tax Preparation<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-6e55cdb6-a937-4600-8577-8fbfbeae73b4\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-856f515f wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<figure data-spectra-id=\"spectra-1e42e039-bfe3-488b-b4b7-bc8f808dffcc\" class=\"wp-block-image size-full is-resized has-custom-border\"><img decoding=\"async\" width=\"2000\" height=\"2000\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/WellnessFi-Logo-1.png\" alt=\"image of IRS form 2553 to illustrate s corp filing as a service\" class=\"wp-image-8281 lazyload\" style=\"--smush-placeholder-width: 2000px; --smush-placeholder-aspect-ratio: 2000\/2000;border-top-left-radius:5px;border-top-right-radius:5px;border-bottom-left-radius:5px;border-bottom-right-radius:5px;aspect-ratio:1;object-fit:cover;width:350px;height:auto\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/WellnessFi-Logo-1.png 2000w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/WellnessFi-Logo-1-300x300.png 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/WellnessFi-Logo-1-1024x1024.png 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/WellnessFi-Logo-1-150x150.png 150w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/WellnessFi-Logo-1-768x768.png 768w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/WellnessFi-Logo-1-1536x1536.png 1536w\" data-sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n<div data-spectra-id=\"spectra-services-card-content-3\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-layout-flex wp-container-spectra-container-is-layout-284389e6 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h3 data-spectra-id=\"spectra-eda4c586-e274-44d1-85b3-87424a66387b\" class=\"has-text-color has-link-color spectra-text-color wp-elements-47 wp-block-spectra-content has-ast-global-color-0-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-0)\">\n\t\tS-Corp Setup\t<\/h3>\n\n\n<div data-spectra-id=\"spectra-2b7ba51a-7a3c-4918-8117-9e9e1314d8ac\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-fa82c6c9 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-06c90d45-f39b-425b-8c93-0e05f49c954b\" class=\"wp-block-spectra-content\">\n\t\tWe run the numbers to see <a href=\"\/llc-vs-scorp-for-therapists\/\">if an S-corp saves you money.<\/a> If it does, we file the election, set your reasonable salary, and put an accountable plan in place.\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-125105d4-fee4-454b-97a4-4ef53f949577\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-82bf8e74-59a6-44c5-8b54-4e81558e3ea7\" href=\"\/tax-services-for-therapists\/\" target=\"_self\" aria-label=\"S-Corps\" class=\"wp-block-button__link wp-element-button has-text-color spectra-text-color wp-elements-48 wp-block-spectra-button has-ast-global-color-0-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-0)\">\n<span class=\"spectra-button__link\">S-Corps<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-d99991da-a414-43d2-bdae-cc6fcb53e25c\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-856f515f wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<figure data-spectra-id=\"spectra-f32c5af0-1dce-4ce9-b1e4-f372d72ff6a2\" class=\"wp-block-image size-full is-resized has-custom-border\"><img decoding=\"async\" width=\"2000\" height=\"2000\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/4.png\" alt=\"image to illustrate advising as a service\" class=\"wp-image-8278 lazyload\" style=\"--smush-placeholder-width: 2000px; --smush-placeholder-aspect-ratio: 2000\/2000;border-top-left-radius:5px;border-top-right-radius:5px;border-bottom-left-radius:5px;border-bottom-right-radius:5px;aspect-ratio:1;object-fit:cover;width:350px;height:auto\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/4.png 2000w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/4-300x300.png 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/4-1024x1024.png 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/4-150x150.png 150w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/4-768x768.png 768w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/4-1536x1536.png 1536w\" data-sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n<div data-spectra-id=\"spectra-services-card-content-4\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-layout-flex wp-container-spectra-container-is-layout-284389e6 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h3 data-spectra-id=\"spectra-9d160b53-c71e-4431-98ad-e80d5a700087\" class=\"has-text-color has-link-color spectra-text-color wp-elements-49 wp-block-spectra-content has-ast-global-color-0-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-0)\">\n\t\tAdvisory\t<\/h3>\n\n\n<div data-spectra-id=\"spectra-af95f9fd-8bf4-4fa3-ba0c-a62e267abec1\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-fa82c6c9 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-c5e96f27-2987-477a-aace-ccdf4e52c1a7\" class=\"wp-block-spectra-content\">\n\t\tA 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.\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-9cad1caf-60a9-4cdb-b789-6a1efa37c95f\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-19c51d90-1208-4d3a-b02e-a62dba581684\" href=\"\/services\/#pricing\" target=\"_self\" aria-label=\"See Plans &amp; Pricing\" class=\"wp-block-button__link wp-element-button has-text-color spectra-text-color wp-elements-50 wp-block-spectra-button has-ast-global-color-0-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-0)\">\n<span class=\"spectra-button__link\">See Plans &amp; Pricing<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-9247d72b-afca-4ffd-b7f5-f60c8f3c5e29\"\tclass=\"spectra-is-root-container alignfull spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-5);\"\t>\n\t\n<div data-spectra-id=\"spectra-1bd987d0-c287-45c5-a0d0-0ff462f914a8\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h5 data-spectra-id=\"spectra-adae0805-71fa-463f-900a-056780bb0a89\" class=\"wp-block-spectra-content\">\n\t\tOur Clients\t<\/h5>\n\n\n\t<h2 data-spectra-id=\"spectra-75211dd3-98c8-4350-9966-def7ab5d8726\" class=\"wp-block-spectra-content\">\n\t\tWho We Work With\t<\/h2>\n\n\n<div data-spectra-id=\"spectra-7b0775b8-91a9-49b4-be7a-81fe1f01b151\" class=\"wp-block-spectra-separator spectra-separator-color\" style=\"--spectra-separator-color: var(--ast-global-color-0)\">\n\t<div class=\"spectra-separator-line\"><\/div>\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mmofuevq-23k6ef\" class=\"spectra-is-root-container spectra-overlay-color wp-block-spectra-container is-horizontal is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-86fd0c47 wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\">\n\t\n<div data-spectra-id=\"spectra-6c9c670e-7aad-4d5f-b7ca-64214e2e3048\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-right is-nowrap is-layout-flex wp-container-spectra-container-is-layout-1f1d6e92 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h5 data-spectra-id=\"spectra-mmofy041-g6llix\" class=\"wp-block-spectra-content\">\n\t\tSolo practices\t<\/h5>\n\n\n\t<p data-spectra-id=\"spectra-mmofy0ys-ahxudt\" class=\"wp-block-spectra-content\">\n\t\tPrivate practice owners who want clean books and no surprises at tax time.<br><br>\t<\/p>\n\n\n\t<h5 data-spectra-id=\"spectra-836652c4-dda6-4436-8f8a-bdbcaf6ff332\" class=\"wp-block-spectra-content\">\n\t\tpsychologists\t<\/h5>\n\n\n\t<p data-spectra-id=\"spectra-1edbea33-e3c8-4a9c-ba77-2cebe06d4371\" class=\"wp-block-spectra-content\">\n\t\tTesting and assessment income, insurance panel payments, and the bookkeeping behind both.\t<\/p>\n\n\n\t<h5 data-spectra-id=\"spectra-30698f9e-3271-4a20-8858-7ac9cf540d45\" class=\"wp-block-spectra-content\">\n\t\tphysical therapists\t<\/h5>\n\n\n\t<p data-spectra-id=\"spectra-058d7c0b-0d7c-47ea-a1d7-1a07f0f8bceb\" class=\"wp-block-spectra-content\">\n\t\tInsurance and cash-pay revenue, clinic and equipment costs, and payroll for your therapists and aides.\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-a761e2d5-db17-4943-af7a-604d2b805ba7\" class=\"spectra-overlay-color wp-block-spectra-container is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-20fe4956 wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\">\n\t\n\n<figure data-spectra-id=\"spectra-mmog3uwc-nvulon\" class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"1024\" height=\"1536\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/ChatGPT-Image-Oct-5-2026-07_37_30-PM.png\" alt=\"counselors, mental health therapists, speech therapists, occupational therapists and physical therapists collage\" class=\"wp-image-8467 lazyload\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/1536;object-fit:cover;width:376px;height:577px\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/ChatGPT-Image-Oct-5-2026-07_37_30-PM.png 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/ChatGPT-Image-Oct-5-2026-07_37_30-PM-200x300.png 200w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/ChatGPT-Image-Oct-5-2026-07_37_30-PM-683x1024.png 683w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/10\/ChatGPT-Image-Oct-5-2026-07_37_30-PM-768x1152.png 768w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-1ef7ee67-568c-421e-9dfc-e46393d0a608\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-2eeb97a8 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h5 data-spectra-id=\"spectra-64d29735-008a-4386-b5bf-251cfbcef87e\" class=\"wp-block-spectra-content\">\n\t\tgroup practices\t<\/h5>\n\n\n\t<p data-spectra-id=\"spectra-b7d4555a-01cf-4aa6-822c-5ca5dc9249ea\" class=\"wp-block-spectra-content\">\n\t\tOwners &amp; 1099 clinicians, clinician pay splits, and profit per clinician and per location.\t<\/p>\n\n\n\t<h5 data-spectra-id=\"spectra-9e39eda5-bf8e-4e6b-aa19-888813090151\" class=\"wp-block-spectra-content\">\n\t\tmental health therapists\t<\/h5>\n\n\n\t<p data-spectra-id=\"spectra-8dc2fa50-2b92-4315-808b-46c17149dfdb\" class=\"wp-block-spectra-content\">\n\t\tInsurance panel and private-pay income, license and CEU costs, and quarterly taxes planned for you.\t<\/p>\n\n\n\t<h5 data-spectra-id=\"spectra-d46cd47e-6bc5-4faf-a1f9-66011ec26628\" class=\"wp-block-spectra-content\">\n\t\tspeech &amp; Occupational therapists\t<\/h5>\n\n\n\t<p data-spectra-id=\"spectra-b5bbf2cc-ace5-4f61-bd60-86fe858dd800\" class=\"wp-block-spectra-content\">\n\t\tInsurance, private-pay, and contract income, plus the supplies, mileage, and therapy tools that add up.\t<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n<div data-spectra-id=\"spectra-merxwmkh-b7tr6v\"\tclass=\"has-image-background spectra-background-image spectra-is-root-container alignfull spectra-overlay-color spectra-background-color spectra-dim-ratio hero-section wp-block-spectra-container is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-c918dbea wp-block-spectra-container-is-layout-flex\" data-responsive-videos=\"{&quot;base&quot;:&quot;&quot;}\" data-orientation=\"horizontal\" style=\"--spectra-background-color: var(--ast-global-color-7); --spectra-overlay-opacity: 0.6;\"\t>\n\t\n<div data-spectra-id=\"spectra-merxwmkg-jr01by\" class=\"spectra-overlay-color wp-block-spectra-container wp-container-content-5bbd4140 is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-3294de69 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-merxwmka-ixgja0\" class=\"spectra-overlay-color hero-content wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-32f39daa wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h2 data-spectra-id=\"spectra-merxwmk8-z6f8u9\" style=\"color:#fefefe\" class=\"wp-block-spectra-content has-text-color\">\n\t\tTypes Of Practices We Work With\t<\/h2>\n\n\n<div data-spectra-id=\"spectra-merxwmka-7nb8ym\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-mgokmmne-8cc7pg\" href=\"\/contact-us\/\" target=\"_self\" aria-label=\"Get Started\" class=\"wp-block-button__link wp-element-button has-text-color has-background has-border-hover spectra-border-hover-override spectra-text-color spectra-text-color-hover spectra-background-color spectra-background-color-hover spectra-icon-color spectra-border-hover wp-elements-51 wp-block-spectra-button has-ast-global-color-2-color has-ast-global-color-0-background-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2);--spectra-text-color-hover: #fefefe;--spectra-background-color: var(--wp--preset--color--ast-global-color-0);--spectra-background-color-hover: var(--ast-global-color-1);--spectra-icon-color: var(--ast-global-color-2);--spectra-border-hover-color: var(--ast-global-color-1)\">\n<span class=\"spectra-button__link\">Get Started<\/span>\t\t\t<svg class=\"spectra-button__icon spectra-button__icon-position-after spectra-icon-color spectra-icon-color-hover spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 256 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M247.1 233.4c12.5 12.5 12.5 32.8 0 45.3l-160 160c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3L179.2 256 41.9 118.6c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l160 160z\"><\/path><\/svg>\n\t\t\t<\/a>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-merxwmkg-an1i8p\" class=\"spectra-overlay-color info-cards wp-block-spectra-container is-horizontal is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-62d8e32a wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\">\n\t\n<div data-spectra-id=\"spectra-merxwmkc-z753g4\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-4)\">\n\t\n\t<h3 data-spectra-id=\"spectra-merxwmkb-q9aoz4\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tSolo therapists and counselors\t<\/h3>\n\n\n\t<p data-spectra-id=\"spectra-merxwmkb-eq7u3m\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\tAccurate bookkeeping, clear reports, and tax advising for private practice owners.\t<\/p>\n\n\n<div data-spectra-id=\"spectra-mu7bzn4q-6guugm\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-mu7bzn6a-0879ui\" class=\"wp-block-button__link wp-element-button wp-block-spectra-button\">\n<span class=\"spectra-button__link\">Learn More<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-0bb9768e-dd1d-4db0-97c9-fb3e2d781ec8\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-4)\">\n\t\n\t<h3 data-spectra-id=\"spectra-ce272205-d8ff-4e08-bf03-400dc3acc50b\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tPsychologists\t<\/h3>\n\n\n\t<p data-spectra-id=\"spectra-fec3040b-4ccc-437f-babe-40a6e5c572ea\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\tAccurate bookkeeping, monthly reporting, and tax advising for psychologists in private pay and insurance-based practices.\t<\/p>\n\n\n<div data-spectra-id=\"spectra-3f0b8603-d7f7-4012-9fd1-bf019ece72d3\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-b31f5a88-2f2f-4173-8d93-4ab4621caebd\" href=\"\/bookkeeping-for-psychologists\/\" target=\"_self\" aria-label=\"Learn More\" class=\"wp-block-button__link wp-element-button wp-block-spectra-button\">\n<span class=\"spectra-button__link\">Learn More<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-254861dc-c2e9-431d-9473-ee07973a07d1\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-4)\">\n\t\n\t<h3 data-spectra-id=\"spectra-61e79469-187b-486b-8abf-575c95d0838e\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tGroup &amp; Growing Practices\t<\/h3>\n\n\n\t<p data-spectra-id=\"spectra-576ee435-2f38-45ee-8287-8a19087f5a40\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\tBookkeeping, payroll, and tax advising for group practices, including W-2 and 1099 clinicians and profit per clinician.\t<\/p>\n\n\n<div data-spectra-id=\"spectra-e68ffa69-415e-468f-afde-1f31312a34ab\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-53f6d0d4-5586-495f-a068-c1c6093ca0b7\" href=\"\/bookkeeping-for-group-practices\/\" target=\"_self\" aria-label=\"Learn More\" class=\"wp-block-button__link wp-element-button wp-block-spectra-button\">\n<span class=\"spectra-button__link\">Learn More<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-79d5e907-f2bb-46ac-b885-175f8568eb8a\"\tclass=\"spectra-is-root-container alignfull spectra-overlay-color spectra-background-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\" style=\"--spectra-background-color: var(--ast-global-color-5);\"\t>\n\t\n<div data-spectra-id=\"spectra-ff411870-2134-46be-b3bd-554db68468aa\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h5 data-spectra-id=\"spectra-b33ddfcc-6534-444a-99e8-6b8563763826\" class=\"wp-block-spectra-content\">\n\t\tTestimonials\t<\/h5>\n\n\n\t<h2 data-spectra-id=\"spectra-e6e07620-0bd6-4ece-a552-2fce9a1aeeaf\" class=\"wp-block-spectra-content\">\n\t\tWellness Fi Client Testimonials\t<\/h2>\n\n\n<div data-spectra-id=\"spectra-d247cba9-ac13-49c0-981c-67fe67a0aa9d\" class=\"wp-block-spectra-separator spectra-separator-color\" style=\"--spectra-separator-color: var(--ast-global-color-0)\">\n\t<div class=\"spectra-separator-line\"><\/div>\n<\/div>\n\n\n<div data-spectra-id=\"spectra-390e0881-ec0c-4856-a7fb-81ece34b2cec\" class=\"spectra-overlay-color wp-block-spectra-container is-horizontal is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-8688f5e6 wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\">\n\t\n<div data-spectra-id=\"spectra-4aad530d-24e5-4a6c-a9af-5b097ef219b9\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flow wp-block-spectra-container-is-layout-flow\" data-orientation=\"horizontal\">\n\t\n\n<figure data-spectra-id=\"spectra-mmoggwhy-bs9bjc\" class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"435\" height=\"435\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/Dr-Jo-Circle.png\" alt=\"dr jo eckler wellness fi review\" class=\"wp-image-4066 lazyload\" style=\"--smush-placeholder-width: 435px; --smush-placeholder-aspect-ratio: 435\/435;object-fit:cover;width:116px;height:116px\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/Dr-Jo-Circle.png 435w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/Dr-Jo-Circle-150x150.png 150w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/Dr-Jo-Circle-300x300.png 300w\" data-sizes=\"(max-width: 435px) 100vw, 435px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\t<p data-spectra-id=\"spectra-mmogh0ri-4xm2iv\" class=\"wp-block-spectra-content\">\n\t\t\u201cThe Wellness Fi team have been encouraging, patient, and generous with their time and knowledge. They have saved me time and money, and the anxiety of wondering if I was doing the financials right is gone.\u201d\t<\/p>\n\n\n<div data-spectra-id=\"spectra-mmogh340-zd3x8o\" class=\"wp-block-spectra-separator spectra-separator-color\" style=\"--spectra-separator-color: var(--ast-global-color-0)\">\n\t<div class=\"spectra-separator-line\"><\/div>\n<\/div>\n\n\n\t<h4 data-spectra-id=\"spectra-mmogh1rq-zyg7tf\" class=\"wp-block-spectra-content\">\n\t\tDr. Jo Eckler<br><br>\t<\/h4>\n\n\n\t<h6 data-spectra-id=\"spectra-mmogh23p-aaj77c\" class=\"wp-block-spectra-content\">\n\t\tAustin, TX\t<\/h6>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-04523960-044a-4e85-8f7c-5c7e660a8e09\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flow wp-block-spectra-container-is-layout-flow\" data-orientation=\"horizontal\">\n\t\n\n<figure data-spectra-id=\"spectra-d3ccf624-d3dd-4660-833f-0c2df51c168f\" class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"274\" height=\"274\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/meagan-read-circle-2.png\" alt=\"\" class=\"wp-image-4068 lazyload\" style=\"--smush-placeholder-width: 274px; --smush-placeholder-aspect-ratio: 274\/274;object-fit:cover;width:116px;height:116px\" data-srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/meagan-read-circle-2.png 274w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/meagan-read-circle-2-150x150.png 150w\" data-sizes=\"(max-width: 274px) 100vw, 274px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\t<p data-spectra-id=\"spectra-de3d85ef-2482-4530-9302-9d5f9f9ad7d1\" class=\"wp-block-spectra-content\">\n\t\t\u201cIt initially looked like I was going to owe a ton in taxes, but they took the time to ask a lot of questions to ensure all tax reduction opportunities were checked. They significantly lowered my taxes!\u201d\t<\/p>\n\n\n<div data-spectra-id=\"spectra-190910aa-23ef-46f6-bd79-ba2c52e02411\" class=\"wp-block-spectra-separator spectra-separator-color\" style=\"--spectra-separator-color: var(--ast-global-color-0)\">\n\t<div class=\"spectra-separator-line\"><\/div>\n<\/div>\n\n\n\t<h4 data-spectra-id=\"spectra-b82d36a0-1069-4ef2-8750-85173b873ddd\" class=\"wp-block-spectra-content\">\n\t\tMeagan Read, LCSW\t<\/h4>\n\n\n\t<h6 data-spectra-id=\"spectra-d2cabb58-9eb1-4973-87b2-b7f3e769f373\" class=\"wp-block-spectra-content\">\n\t\tAustin, TX\t<\/h6>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-94e379ac-6f4f-4797-aba4-15504b70e666\"\tclass=\"has-image-background spectra-background-image spectra-is-root-container alignfull spectra-overlay-color spectra-background-gradient spectra-dim-ratio wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-responsive-videos=\"{&quot;base&quot;:&quot;&quot;}\" data-orientation=\"vertical\" style=\"--spectra-background-gradient: linear-gradient(225deg, var(--ast-global-color-0) 0%, var(--ast-global-color-2) 65%); --spectra-overlay-opacity: 0.4;\"\t>\n\t\n<div data-spectra-id=\"spectra-b09d1be9-94b9-41f6-87d8-2f62d3acda34\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-7f0f6389-556d-42ed-81ee-926906a5d7da\" class=\"wp-block-spectra-separator spectra-separator-color\" style=\"--spectra-separator-color: #ffffff47\">\n\t<div class=\"spectra-separator-line\"><\/div>\n<\/div>\n\n\n\t<h2 data-spectra-id=\"spectra-27fd98a9-db10-4aea-9743-26ba3a20c837\" class=\"has-text-color has-link-color spectra-text-color wp-elements-52 wp-block-spectra-content has-white-color\" style=\"--spectra-text-color: var(--wp--preset--color--white)\">\n\t\tYour Options\t<\/h2>\n\n\n\t<p data-spectra-id=\"spectra-9cdce7bb-a753-438f-97a5-cc913dd7c766\" class=\"has-text-color has-link-color spectra-text-color wp-elements-53 wp-block-spectra-content has-white-color\" style=\"--spectra-text-color: var(--wp--preset--color--white)\">\n\t\tOur guides break down how we compare to Heard, Collective &amp; Green Oak. We&#8217;re not the right fit for everyone &amp; we&#8217;d rather tell you that up front. \t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mu7gi7e2-droayq\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-grid wp-container-spectra-container-is-layout-cda6dc4f wp-block-spectra-container-is-layout-grid\" data-orientation=\"horizontal\">\n\t\n<div data-spectra-id=\"spectra-mu7gipjj-x93sun\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-mjaudt57-yi8kix\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-layout-constrained wp-container-spectra-container-is-layout-2a6194f6 wp-block-spectra-container-is-layout-constrained\" data-orientation=\"horizontal\" style=\"--spectra-background-color: var(--ast-global-color-5)\">\n\t\n<div data-spectra-id=\"spectra-mjaueb7j-zfwz9t\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-mjauh8nq-9jk9z6\" class=\"has-text-color has-link-color spectra-text-color wp-elements-54 wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\thonest comparison\t<\/p>\n\n\n\t<h4 data-spectra-id=\"spectra-6c347477-cfda-4000-985e-767c782540fd\" class=\"has-text-color has-link-color spectra-text-color wp-elements-55 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tWellness Fi vs. Heard\t<\/h4>\n\n\n<div data-spectra-id=\"spectra-mjav66q9-rekgj2\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-mjav66rm-7awd79\" href=\"\/heard-alternative-for-therapists\/\" target=\"_self\" aria-label=\"Read More\" class=\"wp-block-button__link wp-element-button has-text-color has-background has-border-hover spectra-border-hover-override spectra-text-color spectra-text-color-hover spectra-background-color spectra-background-color-hover spectra-icon-color spectra-border-hover wp-elements-56 wp-block-spectra-button has-ast-global-color-2-color has-ast-global-color-0-background-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2);--spectra-text-color-hover: #fefefe;--spectra-background-color: var(--wp--preset--color--ast-global-color-0);--spectra-background-color-hover: var(--ast-global-color-1);--spectra-icon-color: var(--ast-global-color-2);--spectra-border-hover-color: var(--ast-global-color-1)\">\n<span class=\"spectra-button__link\">Read More<\/span>\t\t\t<svg class=\"spectra-button__icon spectra-button__icon-position-after spectra-icon-color spectra-icon-color-hover spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 256 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M247.1 233.4c12.5 12.5 12.5 32.8 0 45.3l-160 160c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3L179.2 256 41.9 118.6c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l160 160z\"><\/path><\/svg>\n\t\t\t<\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mu7gjakg-2pwnav\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-091f5230-7821-4435-941d-6d888c7397a8\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-layout-flow wp-block-spectra-container-is-layout-flow\" data-orientation=\"horizontal\" style=\"--spectra-background-color: var(--ast-global-color-5)\">\n\t\n<div data-spectra-id=\"spectra-0ac8d48c-5399-4322-8f72-b116766d5f30\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-5d611e00-e8fd-45f2-b8c0-537fd3ac09b0\" class=\"has-text-color has-link-color spectra-text-color wp-elements-57 wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\thonest comparison\t<\/p>\n\n\n\t<h4 data-spectra-id=\"spectra-4c70c43e-cbfa-42b1-b406-2e39b57c3b47\" class=\"has-text-color has-link-color spectra-text-color wp-elements-58 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tWellness Fi vs. Green Oak\t<\/h4>\n\n\n<div data-spectra-id=\"spectra-fa628729-614c-48f2-bbac-04f0922d7820\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-49962aab-60bc-4aef-91a3-1b97532106dc\" href=\"\/greenoak-accounting-alternative\/\" target=\"_self\" aria-label=\"Read More\" class=\"wp-block-button__link wp-element-button has-text-color has-background has-border-hover spectra-border-hover-override spectra-text-color spectra-text-color-hover spectra-background-color spectra-background-color-hover spectra-icon-color spectra-border-hover wp-elements-59 wp-block-spectra-button has-ast-global-color-2-color has-ast-global-color-0-background-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2);--spectra-text-color-hover: #fefefe;--spectra-background-color: var(--wp--preset--color--ast-global-color-0);--spectra-background-color-hover: var(--ast-global-color-1);--spectra-icon-color: var(--ast-global-color-2);--spectra-border-hover-color: var(--ast-global-color-1)\">\n<span class=\"spectra-button__link\">Read More<\/span>\t\t\t<svg class=\"spectra-button__icon spectra-button__icon-position-after spectra-icon-color spectra-icon-color-hover spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 256 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M247.1 233.4c12.5 12.5 12.5 32.8 0 45.3l-160 160c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3L179.2 256 41.9 118.6c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l160 160z\"><\/path><\/svg>\n\t\t\t<\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mu7gkdyz-4vuuv5\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-56e4b8c5-d547-451b-b660-d2f4c37dfb64\" class=\"spectra-overlay-color spectra-background-color wp-block-spectra-container is-content-justification-center is-layout-constrained wp-container-spectra-container-is-layout-85771184 wp-block-spectra-container-is-layout-constrained\" data-orientation=\"horizontal\" style=\"--spectra-background-color: var(--ast-global-color-5)\">\n\t\n<div data-spectra-id=\"spectra-c939cac4-7879-4c00-b590-46d450e4c281\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-0f724195 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<p data-spectra-id=\"spectra-49a5f5ba-9f3f-42ec-aafe-230c39a9fd5e\" class=\"has-text-color has-link-color spectra-text-color wp-elements-60 wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\thonest comparison\t<\/p>\n\n\n\t<h4 data-spectra-id=\"spectra-ba68e75e-64f5-49de-b05b-055c7a361583\" class=\"has-text-color has-link-color spectra-text-color wp-elements-61 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tWellness Fi vs. Collective\t<\/h4>\n\n\n<div data-spectra-id=\"spectra-94e1ce4e-090d-4352-8d07-518d5c8dd739\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-f6ecec68-ccda-481f-ba91-372ee22532ee\" href=\"https:\/\/wellnessfi.com\/staging3\/collective-alternative-for-therapists\/\" target=\"_self\" aria-label=\"Read More\" class=\"wp-block-button__link wp-element-button has-text-color has-background has-border-hover spectra-border-hover-override spectra-text-color spectra-text-color-hover spectra-background-color spectra-background-color-hover spectra-icon-color spectra-border-hover wp-elements-62 wp-block-spectra-button has-ast-global-color-2-color has-ast-global-color-0-background-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2);--spectra-text-color-hover: #fefefe;--spectra-background-color: var(--wp--preset--color--ast-global-color-0);--spectra-background-color-hover: var(--ast-global-color-1);--spectra-icon-color: var(--ast-global-color-2);--spectra-border-hover-color: var(--ast-global-color-1)\">\n<span class=\"spectra-button__link\">Read More<\/span>\t\t\t<svg class=\"spectra-button__icon spectra-button__icon-position-after spectra-icon-color spectra-icon-color-hover spectra-icon\" xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 256 512\" fill=\"currentColor\" focusable=\"false\"><path d=\"M247.1 233.4c12.5 12.5 12.5 32.8 0 45.3l-160 160c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3L179.2 256 41.9 118.6c-12.5-12.5-12.5-32.8 0-45.3s32.8-12.5 45.3 0l160 160z\"><\/path><\/svg>\n\t\t\t<\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mu7gxo4k-tw2tme\"\tclass=\"spectra-is-root-container alignfull spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-left is-nowrap is-layout-flex wp-container-spectra-container-is-layout-3b60b0f2 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\"\t>\n\t\n<div data-spectra-id=\"spectra-mf6rupqh-k50we7\" class=\"spectra-is-root-container alignfull spectra-overlay-color spectra-background-color wp-block-spectra-container is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-3e41869c wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\" style=\"--spectra-background-color: var(--ast-global-color-5)\">\n\t\n<div data-spectra-id=\"spectra-mf6ruppy-dknedr\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-769280d4 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h2 data-spectra-id=\"spectra-mf6ruppw-s4rfb9\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tMeet Our Licensed Team\t<\/h2>\n\n\n\t<p data-spectra-id=\"spectra-mf6ruppx-510ltv\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-3-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-3)\">\n\t\tAt Wellness Fi, you&#8217;re working with a team of licensed professionals that know your business, you &amp; the accounting &amp; tax compliance that matters most. \t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mf6rupqg-kz2z0a\" class=\"spectra-overlay-color wp-block-spectra-container is-horizontal is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-59f38483 wp-block-spectra-container-is-layout-flex\" data-orientation=\"horizontal\">\n\t\n<div data-spectra-id=\"spectra-mf6rupq6-o5rija\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-b0753d76 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-mf6ruppz-rlv7va\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-002ac487 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<figure data-spectra-id=\"spectra-mgj8r9gy-1913cc\" class=\"wp-block-image size-full is-resized has-custom-border\"><img decoding=\"async\" width=\"257\" height=\"300\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/nicolebrame.jpeg\" alt=\"nicole brame, enrolled agent\" class=\"wp-image-8292 lazyload\" style=\"--smush-placeholder-width: 257px; --smush-placeholder-aspect-ratio: 257\/300;border-radius:50%;object-fit:cover;width:368px;height:368px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n<\/div>\n\n\n\t<h5 data-spectra-id=\"spectra-mf6ruppz-p2b35a\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tnicole Brame, ea\t<\/h5>\n\n\n\t<p data-spectra-id=\"spectra-b618094e-3665-45b3-84b0-2ec8050ff1d7\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tIRS Enrolled Agent and Senior Advisor. 7+ years advising practice owners on tax savings.\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mf6rupqb-ob5q7g\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-b0753d76 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-mf6rupq7-t7huz7\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-002ac487 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<figure data-spectra-id=\"spectra-mgj8r9h0-nm2z7i\" class=\"wp-block-image size-full is-resized has-custom-border\"><img decoding=\"async\" width=\"256\" height=\"300\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/08\/Untitled-design-7.png\" alt=\"Sarah Al Haffar, CPA\" class=\"wp-image-8230 lazyload\" style=\"--smush-placeholder-width: 256px; --smush-placeholder-aspect-ratio: 256\/300;border-radius:50%;object-fit:cover;width:368px;height:368px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n<\/div>\n\n\n\t<h5 data-spectra-id=\"spectra-mf6rupq8-20il2y\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tSarah Al Haffar, CPA\t<\/h5>\n\n\n\t<p data-spectra-id=\"spectra-661e8c23-bc02-4981-8dec-0956f91942a9\" class=\"has-text-color spectra-text-color wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\t15+ years in accounting, tax preparation, and tax advisory.\t<\/p>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mf6rupqf-41mpxc\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-layout-flex wp-container-spectra-container-is-layout-b0753d76 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-mf6rupqb-2guawl\" class=\"spectra-overlay-color wp-block-spectra-container is-layout-flex wp-container-spectra-container-is-layout-002ac487 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\n<figure data-spectra-id=\"spectra-mgj8r9h2-t84hzv\" class=\"wp-block-image size-full is-resized has-custom-border\"><img decoding=\"async\" width=\"257\" height=\"300\" data-src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2026\/09\/kathypresto.jpeg\" alt=\"kathy presto, enrolled agent\" class=\"wp-image-8291 lazyload\" style=\"--smush-placeholder-width: 257px; --smush-placeholder-aspect-ratio: 257\/300;border-radius:50%;object-fit:cover;width:368px;height:368px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n<\/div>\n\n\n\t<h5 data-spectra-id=\"spectra-mf6rupqc-apz26e\" class=\"has-text-color has-link-color spectra-text-color wp-elements-63 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tKathy Presto, EA\t<\/h5>\n\n\n\t<p data-spectra-id=\"spectra-1d2e5e6c-bba2-417a-ab43-7e62d33e5c66\" class=\"has-text-color has-link-color spectra-text-color wp-elements-64 wp-block-spectra-content has-ast-global-color-2-color\" style=\"--spectra-text-color: var(--wp--preset--color--ast-global-color-2)\">\n\t\tIRS Enrolled Agent. 9+ years in tax. Our California tax specialist.\t<\/p>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mu7hik0t-zhno5l\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-769280d4 wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n<div data-spectra-id=\"spectra-mu7hipjm-p5usle\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-mu7hipnr-t3qi04\" href=\"\/about-us\/\" target=\"_self\" aria-label=\"More About Us\" class=\"wp-block-button__link wp-element-button wp-block-spectra-button\">\n<span class=\"spectra-button__link\">More About Us<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-69c5a08e-0a3d-4dca-b1ea-05d19acb376d\"\tclass=\"has-image-background spectra-background-image spectra-is-root-container alignfull spectra-overlay-color spectra-background-gradient spectra-dim-ratio wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-responsive-videos=\"{&quot;base&quot;:&quot;&quot;}\" data-orientation=\"vertical\" style=\"--spectra-background-gradient: linear-gradient(120deg, var(--ast-global-color-0) 0%, var(--ast-global-color-2) 100%); --spectra-overlay-opacity: 0.8;\"\t>\n\t\n<div data-spectra-id=\"spectra-1f8c8278-b322-45cf-9cb1-c11da547dd37\" class=\"spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\">\n\t\n\t<h2 data-spectra-id=\"spectra-dbdf874e-9c9e-494c-b0f9-f7b4837556cd\" class=\"has-text-color has-link-color spectra-text-color wp-elements-65 wp-block-spectra-content has-white-color\" style=\"--spectra-text-color: var(--wp--preset--color--white)\">\n\t\tSpend More Time Doing What You Love\t<\/h2>\n\n\n<div data-spectra-id=\"spectra-1bebee29-a015-4ec4-b018-2757e6d9c0e7\" class=\"wp-block-spectra-separator spectra-separator-color\" style=\"--spectra-separator-color: #ffffff\">\n\t<div class=\"spectra-separator-line\"><\/div>\n<\/div>\n\n\n<div data-spectra-id=\"spectra-8387834f-49ee-459b-aaef-796f0965cf87\" class=\"wp-block-button spectra-buttons wp-block-spectra-buttons\">\n\t\n<a data-spectra-id=\"spectra-40ccda97-0a11-42c4-ac27-3ab1cfec578f\" href=\"\/contact-us\/\" target=\"_self\" aria-label=\"Contact Us\" class=\"wp-block-button__link wp-element-button wp-block-spectra-button\">\n<span class=\"spectra-button__link\">Contact Us<\/span><\/a>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n<div data-spectra-id=\"spectra-mu7hu0cd-gcqxyx\"\tclass=\"spectra-is-root-container alignfull spectra-overlay-color wp-block-spectra-container is-vertical is-content-justification-center is-nowrap is-layout-flex wp-container-spectra-container-is-layout-47a04abb wp-block-spectra-container-is-layout-flex\" data-orientation=\"vertical\"\t>\n\t\n<div id=\"rank-math-faq\" class=\"rank-math-block\">\n<div class=\"rank-math-list \">\n<div id=\"faq-question-1789768854335\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \">Who does Wellness Fi work with?<\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Therapists, psychologists, counselors, and other wellness practice owners. We work with solo practices and group practices.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1789768901909\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \">How much does Wellness Fi cost?<\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Quarterly bookkeeping starts at $218 a month. Full-service plans with monthly books and a dedicated tax advisor start at $295 a month. Tax filing is an add-on to any plan.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1789768923434\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \">Do you work with practices outside Texas?<\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Yes. We are based in Austin and serve practices across the United States, including multi-state and telehealth practices.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1789768941152\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \">Do you handle both bookkeeping and taxes?<\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Yes. The same team keeps your books and files your returns, so your books are ready when tax season starts.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1789768954049\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \">Who will I work with?<\/h3>\n<div class=\"rank-math-answer \">\n\n<p>A dedicated bookkeeper, and on full-service plans, you&#8217;ll have contact with all of our senior tax advisors. Our advisors are CPAs and IRS Enrolled Agents.<\/p>\n\n<\/div>\n<\/div>\n<div id=\"faq-question-1789768994202\" class=\"rank-math-list-item\">\n<h3 class=\"rank-math-question \">How do I switch from my current accountant or software?<\/h3>\n<div class=\"rank-math-answer \">\n\n<p>Book a consult. We collect your prior records, set up your books, and catch up any months that are behind.<\/p>\n\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_import_markdown_pro_load_document_selector":0,"_import_markdown_pro_submit_text_textarea":"","site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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Our goal with every client is to save you twice as much per year than our service costs!<\\\/p>\",\"align\":\"right\",\"text_color\":\"#5A5E60\",\"typography_typography\":\"custom\",\"typography_font_family\":\"Lato\",\"typography_font_size\":{\"unit\":\"px\",\"size\":15,\"sizes\":[]},\"typography_font_weight\":\"400\",\"align_mobile\":\"center\",\"typography_font_size_mobile\":{\"unit\":\"px\",\"size\":18,\"sizes\":[]}},\"elements\":[],\"widgetType\":\"text-editor\"},{\"id\":\"6a0bcd1\",\"elType\":\"widget\",\"settings\":{\"title\":\"\",\"align\":\"right\",\"title_color\":\"#5A5E60\",\"typography_typography\":\"custom\",\"typography_font_family\":\"Montserrat\",\"typography_font_size\":{\"unit\":\"px\",\"size\":24,\"sizes\":[]},\"typography_font_weight\":\"700\",\"align_mobile\":\"center\",\"typography_font_size_mobile\":{\"unit\":\"px\",\"size\":25,\"sizes\":[]}},\"elements\":[],\"widgetType\":\"heading\"},{\"id\":\"24ccc40\",\"elType\":\"widget\",\"settings\":{\"editor\":\"<h2 style=\\\"font-size: 24px; font-style: normal; color: #5a5e60;\\\" data-elementor-setting-key=\\\"title\\\" data-pen-placeholder=\\\"Type Here...\\\">Bookkeeping<\\\/h2><p><span style=\\\"font-size: 15px;\\\">We let you know how the numbers look, how much to set aside for taxes, and reminders about when upcoming taxes are due.\\u00a0 No need to do bank reconciliation after a day of client sessions.<br \\\/><\\\/span><\\\/p>\",\"align\":\"right\",\"text_color\":\"#5A5E60\",\"typography_typography\":\"custom\",\"typography_font_family\":\"Lato\",\"typography_font_size\":{\"unit\":\"px\",\"size\":15,\"sizes\":[]},\"typography_font_weight\":\"400\",\"align_mobile\":\"center\",\"typography_font_size_mobile\":{\"unit\":\"px\",\"size\":18,\"sizes\":[]}},\"elements\":[],\"widgetType\":\"text-editor\"}],\"isInner\":true},{\"id\":\"7f2702e\",\"elType\":\"column\",\"settings\":{\"_column_size\":33,\"_inline_size\":null},\"elements\":[{\"id\":\"bdddd04\",\"elType\":\"widget\",\"settings\":{\"image\":{\"url\":\"https:\\\/\\\/wellnessfi.com\\\/staging3\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/we-handle-the-rest-middle-col-img-new.webp\",\"id\":7317,\"size\":\"\",\"alt\":\"\",\"source\":\"library\"},\"align\":\"center\",\"width\":{\"unit\":\"%\",\"size\":95,\"sizes\":[]},\"width_mobile\":{\"unit\":\"%\",\"size\":68,\"sizes\":[]}},\"elements\":[],\"widgetType\":\"image\"}],\"isInner\":true},{\"id\":\"06aeeb2\",\"elType\":\"column\",\"settings\":{\"_column_size\":33,\"_inline_size\":null},\"elements\":[{\"id\":\"8516a58\",\"elType\":\"widget\",\"settings\":{\"editor\":\"<h2 class=\\\"elementor-heading-title elementor-size-default elementor-inline-editing pen\\\" style=\\\"font-size: 24px; font-style: normal; color: #5a5e60;\\\" data-elementor-setting-key=\\\"title\\\" data-pen-placeholder=\\\"Type Here...\\\">1-1 \\u00a0Relationships<\\\/h2><p><span style=\\\"font-size: 15px; font-style: normal; font-weight: 400;\\\">Work with a dedicated tax advisor who will be there to answer questions, provide guidance, and help you reach the unique goals of your group or private practice. 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Jo Eckler\\n\",\"align\":\"center\",\"title_color\":\"#000000\",\"typography_typography\":\"custom\",\"typography_font_family\":\"Montserrat\",\"typography_font_size\":{\"unit\":\"px\",\"size\":18,\"sizes\":[]},\"typography_font_weight\":\"600\"},\"elements\":[],\"widgetType\":\"heading\"},{\"id\":\"8548611\",\"elType\":\"widget\",\"settings\":{\"editor\":\"Austin, TX\\n\",\"align\":\"center\",\"text_color\":\"#666666\",\"typography_typography\":\"custom\",\"typography_font_family\":\"Lato\",\"typography_font_size\":{\"unit\":\"px\",\"size\":15,\"sizes\":[]},\"typography_font_weight\":\"400\"},\"elements\":[],\"widgetType\":\"text-editor\"},{\"id\":\"939b8cd\",\"elType\":\"widget\",\"settings\":{\"editor\":\"\\\"The Wellness Fi team have been encouraging, patient, and generous with their time and knowledge. 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They significantly lowered my taxes!\\\"\\n\\n\",\"align\":\"center\",\"text_color\":\"#444444\",\"typography_typography\":\"custom\",\"typography_font_family\":\"Lato\",\"typography_font_size\":{\"unit\":\"px\",\"size\":18,\"sizes\":[]},\"typography_font_weight\":\"400\"},\"elements\":[],\"widgetType\":\"text-editor\"}],\"isInner\":false}],\"isInner\":false},{\"id\":\"364b054\",\"elType\":\"section\",\"settings\":{\"content_width\":{\"unit\":\"px\",\"size\":1080,\"sizes\":[]},\"stretch_section\":\"section-stretched\",\"background_background\":\"classic\",\"background_image\":{\"url\":\"\",\"id\":\"\"},\"background_position\":\"top center\",\"background_repeat\":\"no-repeat\",\"background_size\":\"initial\",\"background_bg_width\":{\"unit\":\"%\",\"size\":150,\"sizes\":[]},\"margin\":{\"unit\":\"px\",\"top\":\"80\",\"right\":0,\"bottom\":\"0\",\"left\":0,\"isLinked\":false},\"padding\":{\"unit\":\"px\",\"top\":\"150\",\"right\":\"0\",\"bottom\":\"100\",\"left\":\"0\",\"isLinked\":false},\"margin_tablet\":{\"unit\":\"px\",\"top\":\"50\",\"right\":0,\"bottom\":\"0\",\"left\":0,\"isLinked\":false},\"padding_tablet\":{\"unit\":\"px\",\"top\":\"80\",\"right\":\"0\",\"bottom\":\"80\",\"left\":\"0\",\"isLinked\":false},\"margin_mobile\":{\"unit\":\"px\",\"top\":\"0\",\"right\":0,\"bottom\":\"0\",\"left\":0,\"isLinked\":false},\"padding_mobile\":{\"unit\":\"px\",\"top\":\"40\",\"right\":\"0\",\"bottom\":\"40\",\"left\":\"0\",\"isLinked\":false},\"_element_id\":\"faqss-sections\"},\"elements\":[{\"id\":\"c51b57d\",\"elType\":\"column\",\"settings\":{\"_column_size\":100,\"_inline_size\":null},\"elements\":[{\"id\":\"fdcac7e\",\"elType\":\"widget\",\"settings\":{\"title\":\"Frequently Asked Questions\\n\",\"align\":\"center\",\"title_color\":\"#264353\",\"typography_typography\":\"custom\",\"typography_font_family\":\"Montserrat\",\"typography_font_size\":{\"unit\":\"px\",\"size\":36,\"sizes\":[]},\"typography_font_weight\":\"700\",\"align_tablet\":\"center\",\"align_mobile\":\"center\",\"typography_font_size_mobile\":{\"unit\":\"px\",\"size\":25,\"sizes\":[]}},\"elements\":[],\"widgetType\":\"heading\"},{\"id\":\"ed14dfb\",\"elType\":\"widget\",\"settings\":{\"tabs\":[{\"tab_title\":\"WHAT DOES THE BOOKKEEPING PROCESS LOOK LIKE?\",\"tab_content\":\"<p>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 &amp; loss statement detailing your performance for the prior month.<\\\/p><p>After you are onboarded, we will setup your bookkeeping in our free software.<\\\/p>\",\"_id\":\"9f58cb6\"},{\"tab_title\":\"WHICH BOOKKEEPING SOFTWARE CAN HELP ME WITH PRIVATE PRACTICE ACCOUNTING?\",\"tab_content\":\"<p>Modern cloud-based software platforms are designed to help businesses file taxes, manage business expense accounts, and even provide assistance with various accounting services, from balancing the books to monitoring the incoming and outgoing money and allocating it accordingly.<\\\/p><p>There are many tools that can help you with private practice accounting. These streamline the entire accounting process, from bookkeeping and tracking expenses to billing and invoicing.<\\\/p><p>Our team of advisors at Wellness Fi have specialized experience with many of the <a href=\\\"https:\\\/\\\/wellnessfi.com\\\/staging3\\\/bookkeeping-software-for-therapists\\\/\\\">common bookkeeping software that therapists use<\\\/a>, including:<\\\/p><ul><li><a href=\\\"https:\\\/\\\/wellnessfi.com\\\/staging3\\\/bookkeeping-software-for-therapists\\\/#wave-bookkeeping\\\">Wave<\\\/a><\\\/li><li><a href=\\\"https:\\\/\\\/wellnessfi.com\\\/staging3\\\/bookkeeping-software-for-therapists\\\/#quickbooks-online\\\">Intuit Quickbooks<\\\/a><\\\/li><li>Square<\\\/li><li>TherapyNotes<\\\/li><li>Profit First<\\\/li><li>Simple Practice<\\\/li><li>Ivy<\\\/li><li>Gusto<\\\/li><\\\/ul>\",\"_id\":\"f8a89e1\"},{\"tab_title\":\"WHAT SHOULD I LOOK FOR WHEN CHOOSING A BOOKKEEPING SOFTWARE FOR MY PRIVATE PRACTICE?\",\"tab_content\":\"<p>Ideally, you\\u2019ll want to choose a solution that can handle <a href=\\\"https:\\\/\\\/wellnessfi.com\\\/staging3\\\/bookkeeping-software-for-therapists\\\/#choosing-bookkeeping-software-private-practice\\\">record-keeping automation, tax optimization, financial tracking<\\\/a>, and even advisory support so that you can get your questions answered and get the best outcomes with your finances. Custom solutions can be created for each therapist or practice with a focus on what matters most to them.<\\\/p><p>Of course, you\\u2019ll want to be sure to find the balance between <a href=\\\"https:\\\/\\\/wellnessfi.com\\\/staging3\\\/bookkeeping-software-for-therapists\\\/#bookkeeping-software-human-support\\\">software and using real humans<\\\/a> to help with the finances\\u2013there are some things computers just can\\u2019t do. And often the DIY path can often create more problems than problems solved.<\\\/p><p>Many therapists and coaches get overwhelmed by the money matters that small businesses have to deal with, so they prefer to rely on an accountant or another financial professional to help with their bookkeeping.<\\\/p><p>When you let someone else handle the finances, you can dedicate more time to your client base and ensure that your bills and taxes aren\\u2019t getting neglected. At WellnessFi, our services are designed with therapists and wellness professionals like you in mind. Our advisors are experts in your industry, and we're passionate about helping you prioritize your financial health.<\\\/p>\",\"_id\":\"9bd9361\"},{\"tab_title\":\"WHY SHOULD I WORK WITH AN ACCOUNTANT IN PRIVATE PRACTICE?\",\"tab_content\":\"<p>These automated bookkeeping and tax services can be helpful, but they're not a replacement for working with a real person. Our advisors at Wellness Fi are experts in the health and wellness industry, so we know the ins and outs of helping professionals like you with the financial side of your business.<\\\/p><p>As financial experts in private practice accounting, we can act as your tax advisor, helping you identify which transactions count as a tax deduction and supporting you with tax preparation, including quarterly taxes.<\\\/p><p>We can also help you better understand laws in your state and clarify what is expected of you as a small business owner. State laws and guidelines vary and change regularly, so it\\u2019s helpful to know what the current rules are.<\\\/p><p>Finally, our financial professionals offer specialized knowledge, experience, and business resources. We can help protect your financial interests by recommending strategies to increase your gross profit while still meeting the needs of your ideal client.<\\\/p>\",\"_id\":\"ffa89e7\"},{\"tab_title\":\"WHAT ARE SOME BASIC BOOKKEEPING TERMS I SHOULD KNOW AS A THERAPIST?\",\"tab_content\":\"<p>Even if you hire someone, it\\u2019s still a good idea to understand the tax implications and best practices for bookkeeping and accounting in your private practice.<\\\/p><p>Mental health professionals aren\\u2019t typically required to take any type of accounting education, so this may become a \\u201clater problem\\u201d that doesn\\u2019t catch your attention until tax season, or until you realize that you\\u2019ve dropped the ball and need to pay taxes, file amended tax returns, or even prepare for an audit.<\\\/p><p>Let\\u2019s start with a look at some common terms you\\u2019ll need to be familiar with.<\\\/p><ul><li><strong>Income\\\/Revenue:<\\\/strong> This refers to any money that comes into your business, usually in the form of clients paying for your therapy\\\/coaching services. If you sell books or other items, those sales will be included here, as well.<\\\/li><li><strong>Expenses\\\/Deductions:<\\\/strong> These are costs involved in running your business. The list could include rent, supplies, office equipment, utility bills, phone bills, etc. Some people also call this \\u201coverhead\\u201d and it refers to any money spent on the business itself.<\\\/li><li><strong>Draw\\\/Distribution:<\\\/strong> This is what you get paid from the business. Typically, this pay will come out of the business income. The amount will vary based on what you can afford or what kind of profits you have.<\\\/li><li><strong>Equity\\\/Contribution:<\\\/strong> This refers to money of your own that you invested in your business.<\\\/li><li><strong>Profit\\\/Net Income\\\/Taxable Income:<\\\/strong> When you subtract your expenses from your income, the amount remaining is your profit, also sometimes called net income. It\\u2019s what the IRS and states use to calculate taxes owed.<\\\/li><li><strong>Profit &amp; Loss Statement\\\/Income Statement:<\\\/strong> This is an essential business document that outlines your income and expenses, including all the calculations, to determine whether your business is operating at a profit or a loss.<\\\/li><li><strong>Balance Sheet:<\\\/strong> This statement is used to report all of the business assets, equity, and liabilities.<\\\/li><\\\/ul><p>These terms will help you better understand all aspects of your accounting and bookkeeping, no matter what type of private practice therapy business you have.<\\\/p><p>Still feeling foggy about what all these financial terms mean? Don't worry-our advisors are committed to guiding you through everything you need to know about bookkeeping for therapists. Unlike other firms, we prioritize building personalized relationships with each of our clients so you can get the attention and support you need.<\\\/p>\",\"_id\":\"6675dbd\"},{\"tab_title\":\"WHAT OTHER FINANCIAL TIPS DO YOU HAVE FOR PRIVATE PRACTICE OWNERS?\",\"tab_content\":\"<p>Private practice therapists\\\/owners are in a unique position. In addition to expenses and operating costs, you also have to consider taxes and other financial matters. 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Bookkeeping + Tax Advisory     Built for the Wellness Community\r\n<\/h2>\t\t<p>Put the financial side of your Group or Private Practice on autopilot<\/p>\t\t\t\t\t\t\t\t<a href=\"https:\/\/wellnessfi.com\/staging3\/contact-us\">\r\n\t\t\t\t\t\t\t\t\tFREE 20 MIN CONSULT\r\n\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"1200\" height=\"895\" src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/hero-illustration-new.webp\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/hero-illustration-new.webp 1200w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/hero-illustration-new-300x224.webp 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/hero-illustration-new-1024x764.webp 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/hero-illustration-new-768x573.webp 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>With You Every Step of the Way\r\n<\/h2>\t\t\t\t\t<h2>A Holistic Approach to Financial Wellness\r\n<\/h2>\t\t\t\t\t<h2>One client session can cover the cost of all of your monthly tax + bookkeeping needs!\r\n<\/h2>\t\t\t\t\t<h2>Office Automation\r\n<\/h2>\t\tWith your unique practice in mind, we work with you to ensure your practice is structured optimally and your record-keeping function is streamlined and automated.\r\n\t\t\t<h2>Tax Optimization\r\n<\/h2>\t\tWe provide you with year-round tax advice and support, showing you ways to significantly improve your take-home earnings through tax savings. Our goal with every client is to save you twice as much per year than our service costs! \r\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"1000\" height=\"954\" src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/we-handle-the-rest-middle-col-img-new.webp\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/we-handle-the-rest-middle-col-img-new.webp 1000w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/we-handle-the-rest-middle-col-img-new-300x286.webp 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/we-handle-the-rest-middle-col-img-new-768x733.webp 768w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>Office Automation\r\n<\/h2>\t\tWith your unique practice in mind, we work with you to ensure your practice is structured optimally and your record-keeping function is streamlined and automated.\r\n\t\t\t<h2>Tax Optimization\r\n<\/h2>\t\tWe provide you with year-round tax advice and support, showing you ways to significantly improve your take-home earnings through tax savings. Our goal with every client is to save you twice as much per year than our service costs! \r\n\t\t\t<h2>An Intentional Practice Solution\r\n<\/h2>\t\t\t\t\t<h2>Personalized For You\r\n<\/h2>\t\tAs experts in the health & wellness field, we cater exclusively to group and private practices: from therapists, counselors, psychologists, to life coaches, massage therapists, & more. If you are a self-employed wellness professional, we can help!\r\nOur monthly services are intentional practice solutions geared towards helping business owners get the most out of their practice, their money, and most importantly their time. \r\n\t\t\t\t\t\t\t\t<a href=\"https:\/\/wellnessfi.com\/staging3\/contact-us\">\r\n\t\t\t\t\t\t\t\t\tSERVICES & PRICING\r\n\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"1024\" height=\"660\" src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/savings-for-practice-v2-new-1024x660-1.webp\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/savings-for-practice-v2-new-1024x660-1.webp 1024w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/savings-for-practice-v2-new-1024x660-1-300x193.webp 300w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2025\/05\/savings-for-practice-v2-new-1024x660-1-768x495.webp 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>What Our Clients Are Saying<\/h2>\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"435\" height=\"435\" src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/Dr-Jo-Circle.png\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/Dr-Jo-Circle.png 435w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/Dr-Jo-Circle-150x150.png 150w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/Dr-Jo-Circle-300x300.png 300w\" sizes=\"auto, (max-width: 435px) 100vw, 435px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>Dr. Jo Eckler\r\n<\/h2>\t\tAustin, TX\r\n\"The Wellness Fi team have been encouraging, patient, and generous with their time and knowledge. They have saved me time and money, and the anxiety of wondering if I was doing the financials right is gone.\"\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"150\" height=\"150\" src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/Annie-Circle-150x150.png\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>Annie Wright\r\n<\/h2>\t\tPsychotherapy - Berkeley, CA\r\n\"They're a wonderful asset for the health practitioner community when it comes to helping us manage our finances.\"\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"274\" height=\"274\" src=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/meagan-read-circle-2.png\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/meagan-read-circle-2.png 274w, https:\/\/wellnessfi.com\/staging3\/wp-content\/uploads\/2019\/12\/meagan-read-circle-2-150x150.png 150w\" sizes=\"auto, (max-width: 274px) 100vw, 274px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>Meagan Read\r\n<\/h2>\t\tLCSW - Austin, TX\r\n\"It initially looked like I was going to owe a ton in taxes, but they took the time to ask a lot of questions to ensure all tax reduction opportunities were checked. They significantly lowered my taxes!\"\r\n\t\t\t<h2>Frequently Asked Questions\r\n<\/h2>\t\t\t\t\t\t\t\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">WHAT DOES THE BOOKKEEPING PROCESS LOOK LIKE?<\/a>\r\n\t\t\t\t\t<p>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 &#038; loss statement detailing your performance for the prior month. <\/p>\r\n<p>After you are onboarded, we will setup your bookkeeping in our free software.<\/p>\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">WHICH BOOKKEEPING SOFTWARE CAN HELP ME WITH PRIVATE PRACTICE ACCOUNTING?<\/a>\r\n\t\t\t\t\t<p>Modern cloud-based software platforms are designed to help businesses file taxes, manage business expense accounts, and even provide assistance with various accounting services, from balancing the books to monitoring the incoming and outgoing money and allocating it accordingly.<\/p><p>There are many tools that can help you with private practice accounting. These streamline the entire accounting process, from bookkeeping and tracking expenses to billing and invoicing.<\/p><p>Our team of advisors at Wellness Fi have specialized experience with many of the common bookkeeping softwares that therapists use, including:<\/p><ul><li>Square<\/li><li>Intuit Quickbooks<\/li><li>TherapyNotes<\/li><li>Profit First<\/li><li>Simple Practice<\/li><li>Ivy<\/li><li>Gusto<\/li><li>Wave<\/li><\/ul>\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">WHAT SHOULD I LOOK FOR WHEN CHOOSING A BOOKKEEPING SOFTWARE FOR MY PRIVATE PRACTICE?<\/a>\r\n\t\t\t\t\tIdeally, you\u2019ll want to choose a solution that can handle record-keeping automation, tax optimization, financial tracking, and even advisory support so that you can get your questions answered and get the best outcomes with your finances. Custom solutions can be created for each therapist or practice with a focus on what matters most to them.\r\nOf course, you\u2019ll want to be sure to find the balance between software and using real humans to help with the finances\u2013there are some things computers just can\u2019t do. And often the DIY path can often create more problems than problems solved.\r\nMany therapists and coaches get overwhelmed by the money matters that small businesses have to deal with, so they prefer to rely on an accountant or another financial professional to help with their bookkeeping.\r\nWhen you let someone else handle the finances, you can dedicate more time to your client base and ensure that your bills and taxes aren\u2019t getting neglected. At WellnessFi, our services are designed with therapists and wellness professionals like you in mind. Our advisors are experts in your industry, and we&#8217;re passionate about helping you prioritize your financial health.\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">WHY SHOULD I WORK WITH AN ACCOUNTANT IN PRIVATE PRACTICE?<\/a>\r\n\t\t\t\t\tThese automated bookkeeping and tax services can be helpful, but they&#8217;re not a replacement for working with a real person. Our advisors at Wellness Fi are experts in the health and wellness industry, so we know the ins and outs of helping professionals like you with the financial side of your business.\r\nAs financial experts in private practice accounting, we can act as your tax advisor, helping you identify which transactions count as a tax deduction and supporting you with tax preparation, including quarterly taxes.\r\nWe can also help you better understand laws in your state and clarify what is expected of you as a small business owner. State laws and guidelines vary and change regularly, so it\u2019s helpful to know what the current rules are.\r\nFinally, our financial professionals offer specialized knowledge, experience, and business resources. We can help protect your financial interests by recommending strategies to increase your gross profit while still meeting the needs of your ideal client.\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">WHAT ARE SOME BASIC BOOKKEEPING TERMS I SHOULD KNOW AS A THERAPIST?<\/a>\r\n\t\t\t\t\tEven if you hire someone, it\u2019s still a good idea to understand the tax implications and best practices for bookkeeping and accounting in your private practice.\r\nMental health professionals aren\u2019t typically required to take any type of accounting education, so this may become a \u201clater problem\u201d that doesn\u2019t catch your attention until tax season, or until you realize that you\u2019ve dropped the ball and need to pay taxes, file amended tax returns, or even prepare for an audit.\r\nLet\u2019s start with a look at some common terms you\u2019ll need to be familiar with.\r\n<ul>\r\n<li><strong>Income\/Revenue:<\/strong> This refers to any money that comes into your business, usually in the form of clients paying for your therapy\/coaching services. If you sell books or other items, those sales will be included here, as well.<\/li>\r\n<li><strong>Expenses\/Deductions:<\/strong> These are costs involved in running your business. The list could include rent, supplies, office equipment, utility bills, phone bills, etc. Some people also call this \u201coverhead\u201d and it refers to any money spent on the business itself.<\/li>\r\n<li><strong>Draw\/Distribution:<\/strong> This is what you get paid from the business. Typically, this pay will come out of the business income. The amount will vary based on what you can afford or what kind of profits you have.<\/li>\r\n<li><strong>Equity\/Contribution:<\/strong> This refers to money of your own that you invested in your business.<\/li>\r\n<li><strong>Profit\/Net Income\/Taxable Income:<\/strong> When you subtract your expenses from your income, the amount remaining is your profit, also sometimes called net income. It\u2019s what the IRS and states use to calculate taxes owed.<\/li>\r\n<li><strong>Profit &#038; Loss Statement\/Income Statement:<\/strong> This is an essential business document that outlines your income and expenses, including all the calculations, to determine whether your business is operating at a profit or a loss.<\/li>\r\n<li><strong>Balance Sheet:<\/strong> This statement is used to report all of the business assets, equity, and liabilities.<\/li><\/ul>\r\nThese terms will help you better understand all aspects of your accounting and bookkeeping, no matter what type of private practice therapy business you have.\r\n<br>\r\nStill feeling foggy about what all these financial terms mean? Don&#8217;t worry-our advisors are committed to guiding you through everything you need to know about bookkeeping for therapists. Unlike other firms, we prioritize building personalized relationships with each of our clients so you can get the attention and support you need.\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">WHAT OTHER FINANCIAL TIPS DO YOU HAVE FOR PRIVATE PRACTICE OWNERS?<\/a>\r\n\t\t\t\t\tPrivate practice therapists\/owners are in a unique position. In addition to expenses and operating costs, you also have to consider taxes and other financial matters. Plus, many wellness professionals were never given the business education they need to feel confident handling their finances.\r\n<br>\r\nIn a nutshell, our top takeaways are:\r\n<br>\r\n<ul>\r\n<li>Tax preparation, bookkeeping, and all other financial matters in your private therapy practice require expert attention.\r\n<\/li>\r\n<li>Choose bookkeeping software and solutions that make sense for your needs.\r\n<\/li>\r\n<li>There are a lot of details to cover so it\u2019s always a good idea to get a second set of eyes.\r\n<\/li>\r\n<li>You probably can manage your own finances and business expenses, but private practice accounting experts are a much better choice.\r\n<\/li>\r\n<li>Give yourself access to a dedicated team of experts who can help with everything from billing to taxes and even weekly and monthly expense reporting, and more.\r\n<\/li>\r\n<\/ul>\r\nYou&#8217;ll get even more expert tips and personalized recommendations when you work with one of our advisors. We build relationships with each of our clients in order to provide the highest-quality bookkeeping and accounting for private practice therapists.\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">DO I NEED TO KEEP MY INCOME AND EXPENSES SEPARATE FROM MY PERSONAL FINANCES?<\/a>\r\n\t\t\t\t\tYes, you need to keep your finances separate. Your personal finances and business finances should never mix.\r\n<br>\r\nThat includes using your debit card for business purchases\u2013upgrade to a business card as soon as possible or at least open a separate business account with its own linked debit card.\r\n<br>\r\nYou also need to keep business expenses separate from personal expenses. Don\u2019t buy copy paper with your personal cash and don\u2019t expense that Starbucks latte\u2013it sounds like a pretty common sense concept, but many people overlook or aren\u2019t sure. These personal expenses do now qualify as tax deductions.\r\n<br>\r\nEspecially in small businesses, it\u2019s often easy to accidentally mingle personal and business money. Being a sole proprietor or having a small LLC means you have fewer options for business financing and spending, so you might feel stuck using your personal bank or credit cards.\r\n<br>\r\nIf you have to do this, create separate accounts for the business, at the very least. Even if they are standard accounts for now, or a personal credit card you earmark for your therapy business, at least you have the separation of the expenses and bills.\r\n<br>\r\nWe offer tax support as part of our full-service suite, as well as in our a la carte service options. From tax returns, estimates, optimization, and advisory, we&#8217;ve got you covered.\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">HOW DO I SIGN UP? NEXT STEPS?<\/a>\r\n\t\t\t\t\tIf you like what you\u2019ve 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.\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">ARE YOU FAMILIAR WITH PROFIT FIRST?<\/a>\r\n\t\t\t\t\tWe sure are! Similar to Dave Ramsey\u2019s \u201cPay yourself first\u201d for personal finances, Mike Michalowicz\u2019s \u201cProfit First\u201d 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\u2019t scare us, in fact we encourage it!\r\n<br>\r\nHowever, we do charge a little extra to accommodate for the additional work involved of having multiple bank accounts (see next question)\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">WHAT IF I'M NOT HAPPY\/HOW DO I CANCEL?<\/a>\r\n\t\t\t\t\tWe are all professionals, and won\u2019t 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.\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">HOW LONG OF A CONTRACT IS THE MONTHLY PRICING?<\/a>\r\n\t\t\t\t\tOur services are offered on a month to month basis. You may cancel anytime.\r\n\t\t\t\t\t\t\t\t\t\t\t\t<a tabindex=\"0\">WHAT IF I ALREADY HAVE AN ACCOUNTANT?<\/a>\r\n\t\t\t\t\tJust like wellness practitioners, us in the accounting industry are professionals with clients switching between us. 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Streamlined. Stress-Free.<\/h4>\t\t\t\t\t<h2>Your Private Practice Finances, Super-Charged<\/h2>\t\tSee how our unique financial services can\r\nput your wellness practice on the fast-track towards growth.\t\t\t\t\t\t\t\t<a href=\"https:\/\/wellnessfi.com\/staging3\/contact-us\/\">\r\n\t\t\t\t\t\t\t\t\tFREE 20 MIN CONSULT\r\n\t\t\t\t\t<\/a>\r\n\t\t\t\t\t\t<p>Our <a href=\"https:\/\/wellnessfi.com\/staging3\/privacy-policy\/\" target=\"_blank\" rel=\"noopener\">privacy policy<\/a> was updated Jan 2024.<\/p><!-- Created with Elementor 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