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Free Resources for
Health & Wellness Business Owners

Everything here is free and built specifically for dietitians, health coaches, fitness professionals, and other wellness business owners who want to get financially organized without feeling overwhelmed. Choose what fits where you are right now.

Tools & Trackers

Software & Bookkeeping Guides

QuickBooks Online Guide

Not sure if QBO is right for your practice? This guide covers everything from choosing the right plan to running your first financial report.

Xero Guide

Curious about Xero but not sure where to start? This guide walks you through what makes it different and whether it fits your practice.

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Wave Accounting Guide

Wondering if free accounting software is enough for your practice? This guide breaks down exactly what Wave can and cannot do.

FreshBooks Guide

Built for service businesses. This guide covers what makes FreshBooks stand out for wellness practices and what to know before you commit.

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Spreadsheet Bookkeeping Guide

Already using a spreadsheet or just getting started? This guide walks you through how to set up and use a spreadsheet to track your business finances the right way.

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Free Profit Snapshot

Find out what your business actually keeps each month. This 5-minute Google Sheets tool calculates your net profit, tax reserve, take-home pay, and margin so you can see where you stand right now.

Simple Budget Tracker

Track your income, expenses, and owner allocations in one simple sheet. Compare your actual results to your budget each month and take control of your cash flow.

Healthy Money Habits

A wellness-inspired introduction to bookkeeping for wellness professionals who want a calm, clear starting point. No complex tools required.

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