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Bookkeeping Basics


The Best Bookkeeping Software for Your Health and Wellness Practice (Spoiler: It Depends)
Just like there is no perfect diet for every patient, there is no perfect bookkeeping software for every practice. The best one is the one you will actually use. This post breaks down QBO, Xero, FreshBooks, Wave, and spreadsheets honestly, including the downsides, so you can find the right fit. Free beginner guides available for all five options.

Kati Sarbu, MS, RDN, CDCES
Mar 253 min read


AI and Bookkeeping: What It Can Do, What It Can’t, and Why It Matters for Your Health Business
Can AI really replace your bookkeeper? Here's an honest look at what it can do, what it can't, and why it matters for your health business.

Kati Sarbu, MS, RDN, CDCES
Mar 185 min read


Stop Stressing at Tax Time: Make Sure Your Business Finances Have a Healthy Foundation
Tax season has a way of making everything feel urgent at once. Suddenly you are digging through months of transactions, trying to remember what that charge was for, wondering if you set enough aside, and hoping your numbers are somewhere close to accurate. If that sounds familiar, you are not alone. It is one of the most common patterns I see in health and wellness business owners who are already earning, already seeing clients, and still walking into April feeling completely

Kati Sarbu, MS, RDN, CDCES
Mar 35 min read


Common Bookkeeping Mistakes Online Nutrition and Wellness Solopreneurs Make (and How to Avoid Them)
Avoid bookkeeping mistakes that cost time and money! Tips for nutrition and health professionals to track income, expenses, and stay organized.

Kati Sarbu, MS, RDN, CDCES
Dec 27, 20253 min read


How to Stay Consistent With Bookkeeping When You’re Busy With Clients
Struggling to stay on top of bookkeeping while serving clients? Tips for nutrition and health professionals to stay consistent and organized.

Kati Sarbu, MS, RDN, CDCES
Dec 27, 20253 min read


Bookkeeping for Online Nutrition and Wellness Solopreneurs: Where to Start When You Want Clarity, Not Complexity
Bookkeeping for nutrition & health pros made simple: track income, expenses, and stay organized — no accounting software needed.

Kati Sarbu, MS, RDN, CDCES
Dec 27, 20253 min read
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