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Helping wellness business owners reduce financial chaos & better understand their numbers.
From bookkeeping and expense visibility to financial reporting and operational support, Simply Healthy Bookkeeping helps health, wellness, & service-based businesses create healthier financial systems with greater clarity and confidence.
Why Financial Visibility Matters
Many business owners are working hard, generating revenue, and serving clients well, yet still feel financially unclear behind the scenes.
Without clear visibility into expenses, reporting, operational costs, and financial systems, it becomes difficult to confidently understand:
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where money is going
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what is actually profitable
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what may be creating financial stress
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which systems are helping or creating more complexity
Financial visibility is not just about organized books. It is about creating healthier financial systems that support better understanding, stronger decision-making, and more sustainable business operations.
Understand Where Money Is Going
Gain visibility into spending patterns, operational costs, and recurring expenses.
Reduce Financial Chaos
Create simpler workflows, reporting systems, and healthier financial routines.
Make Better Business Decisions
Use clearer financial information to support more confident operational decisions.
Financial Support Designed For Health, Wellness, &
Service-Based Businesses
Simply Healthy Bookkeeping specializes in supporting health, wellness, and service-based businesses that want clearer financial visibility and healthier operational systems.
From dietitians and therapists to fitness professionals, wellness clinics, and other service-based businesses, support is designed around the unique challenges many wellness business owners face:
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financial overwhelm
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unclear spending
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inconsistent systems
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operational disorganization
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difficulty understanding reports
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balancing client care with business operations
The goal is not just organized books, but healthier financial systems that support more sustainable business growth.
Ways I can help
Structured financial support for growing health and wellness businesses.
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Improve Financial Visibility
For business owners who feel financially unclear, overwhelmed by expenses, or unsure where money is going inside the business.
Financial visibility services are designed to help you better understand spending patterns, operational costs, recurring expenses, and the financial habits shaping your business. The goal is not just cleaner reports, but clearer understanding and healthier financial decision-making.
Examples:
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Healthy Expense Review
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dashboards
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visibility reporting
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workflow cleanup
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money clarity sessions
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Ongoing Bookkeeping Support
For businesses ready for monthly bookkeeping support, setup, catch-up, cleanup services, and consistent financial reporting.
Examples:
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monthly bookkeeping
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cleanup/catch-up
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reconciliations
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reporting support
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quarterly bookkeeping available for those wanting lighter support
Start With Visibility.
Build Healthier Financial Systems.
Many business owners initially seek support because they feel financially unclear, overwhelmed by expenses, or unsure where money is going inside the business.
Over time, clearer financial visibility can lead to healthier operational systems, more organized reporting, stronger financial routines, and better business decision-making.
Whether support begins with bookkeeping, an expense review, or financial visibility reporting, the goal is to create practical financial systems that are easier to understand and maintain long term.
meet the creator
Hi, I’m Kati Sarbu
As a Registered Dietitian Nutritionist and Certified Diabetes Care and Education Specialist, my passion has always been helping others thrive. Over the years, I explored several of my own business ventures and quickly discovered what many solopreneurs know all too well: running a business means wearing every hat. With so many tasks pulling you in different directions, it's easy to feel stretched thin, especially when the administrative side starts taking over the creative or client-focused work you love.
Along the way, I realized something important about myself: my true strengths are in organization, structure, and getting the details right. I'm drawn to systems, processes, and making sense of numbers, skills that often get overlooked but are essential for building a sustainable business. And because I've worked in health and wellness myself, I understand the unique financial patterns of practice-based and coaching businesses, and exactly where profit tends to leak.
That insight led me to combine my background in health with my love of structure to create Simply Healthy Bookkeeping, LLC.
But here is the part that does not usually make it into a professional bio.
I have run my own businesses before, including healthy cooking classes for kids and health coaching, and at those times, I was completely winging the financial side. I was bringing in revenue and had no real system for any of it. I know exactly what it feels like to be so focused on the work you love that the numbers just... pile up.
So I did what any good dietitian does when they do not know something. I researched. I dug into the financial side of running a small business, earned my QuickBooks Online certifications and Intuit Bookkeeping certification, learned the systems, and somewhere along the way realized that this was not just something I needed for myself. It was something every wellness professional I knew needed too, and almost none of them had it. That is what led me here.
Today, my work focuses not just on bookkeeping, but on helping business owners create healthier financial systems, improve operational visibility, and better understand where money is going inside their business.
I work from home, which means there is usually a cold cup of coffee nearby and a running list of ideas and systems I am actively trying to improve. I genuinely enjoy creating organization out of financial chaos and helping business owners feel more confident and supported behind the scenes.
If you are great at serving your clients but quietly unsure whether your business finances are actually supporting the life and business you are trying to build, you are not alone. And you do not have to figure it all out by yourself.
Who This Support Is Best Suited For
This is for you if:
✔ You are a health, wellness, or service-based business owner
✔ You want clearer visibility into finances and expenses
✔ You feel financially disorganized or overwhelmed
✔ You want healthier financial systems and routines
✔ You value organization and operational clarity
✔ You want support understanding financial reports and spending patterns
✔ You prefer practical, approachable communication
✔ You are looking for long-term financial support, not just quick fixes
✔ You want bookkeeping and financial visibility support tailored to small service businesses
This may not be for you if:
✘ You are looking for aggressive tax strategy or investment advice
✘ You need payroll, CPA, or legal services
✘ Your business involves heavy inventory or highly complex operations
✘ You are unwilling to consistently participate in financial organization and communication
✘ You are looking for one-size-fits-all financial support
You don’t need to be an accountant to understand your finances.
You just need a system and support that works for you.
