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Support That Takes
Bookkeeping Off Your Plate

Not Just Bookkeeping. Financial Structure.

Bookkeeping services that are built around financial structure.


That means your books are organized to support clear reporting, margin visibility, tax reserve tracking, and stable owner pay.

 

But this is not just transactional bookkeeping. It is ongoing financial support designed for growing health and wellness businesses.

 

For businesses that need a deeper review of profitability, expense alignment, or cash flow risk, we recommend starting with a Financial Health Assessment.

 

For those ready to actively improve margins and build stronger income stability, the Healthy Income Strategy provides a focused, structured plan beyond monthly bookkeeping.

Monthly Bookkeeping Support

Starting at $297/month

Application required.

I provide done-for-you bookkeeping for nutrition and health professionals who are already earning and want clear, reliable financials without complicated systems.​

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This service is designed to grow with your business while keeping your books accurate and tax-ready.

Monthly bookkeeping typically includes:

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  • Accurate tracking of income and expenses

  • Bank and payment processor reconciliation

  • Clear income and expense categorization

  • Monthly Profit & Loss report

  • Secure document sharing

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*Final pricing is based on transaction volume, number of accounts, and overall complexity.

Woman uses laptop displaying Simply Healthy Bookkeeping enjoying coffee and orange juice.

This Is a Good Fit If:​

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  • You are a health or wellness professional who is already earning

  • You want bookkeeping done for you, not taught

  • You use Stripe or PayPal to collect payments

  • You want clean, tax-ready books without overcomplicating your business

  • You value accuracy and consistency over DIY solutions​​​

This Is Not a Fit If:​

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  • You are just starting out and not yet earning

  • You want to manage your bookkeeping yourself

  • You are looking for the lowest-cost option

  • You need payroll processing (I can handle the bookkeeping side of payroll, but the actual payroll processing will need a separate provider and I am happy to refer you to a trusted resource)

  • You are not ready to hand this off

Ready to Get Started?

If you’re looking for reliable, tax-ready bookkeeping and want this handled correctly, start with a short application.

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The application helps confirm fit and scope. If your business is a good match, you’ll receive next steps and the option to schedule a brief call to answer any remaining questions.

Setup, Catch-Up & Clean-Up Bookkeeping

Starting at $750

Application required.

This service is for health and wellness professionals whose books are behind, incomplete, or were never properly set up.

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Whether you’re starting fresh or need the current year cleaned up, this service brings your books up to date and tax-ready so you can move forward with confidence.

This may be a good fit if:​

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  • Your books are behind or inconsistent

  • You’re unsure whether your numbers are accurate

  • You want a clean starting point before ongoing monthly support

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*Scope and pricing depend on how far behind your books are, transaction volume, and overall complexity.

Scope & Limitations

To keep services focused and accurate, the following are not included:

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  • Tax preparation, tax filing, or professional tax advice

  • Payroll processing

  • Sales tax filing or compliance

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If your business requires support outside this scope, additional services may be recommended or referred out.

Why application-only?

Bookkeeping looks simple on the surface, but accuracy depends on transaction volume, number of accounts, and how money flows through your business.

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The application ensures your business is a good fit for my services and that I can deliver consistent, reliable bookkeeping without overcomplicating your setup.

Ready to Simplify Your Bookkeeping?

If you’re looking for reliable, tax-ready bookkeeping and want this handled correctly, start with a short application.

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The application helps confirm fit and next steps.

*Please note: services are limited to U.S.-based businesses.

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