.png)
Quarterly Books Checkup
for Health and Wellness Businesses
A Professional Review of Your Books
Without the Cost of a Full-Time Bookkeeper​
You are managing your own books. You have some type of system... maybe you have a spreadsheet, maybe you set up QuickBooks or a different accounting software and are doing your best to keep up with it.
But somewhere in the back of your mind is a question you cannot quite shake: am I actually doing this right?
​
You are not sure if your categories are correct. You do not know if you are missing anything. Tax season makes you nervous because you have no idea if your books are in good shape or not. And hiring a full-time bookkeeper feels like more than you need or can afford right now.
​
The Quarterly Books Checkup was built for exactly where you are.
A Second Set of Eyes on
Your Actual Numbers
Most wellness practitioners managing their own books are not doing it completely wrong. But there is almost always something being miscategorized, something missing, or something that looks fine on the surface but will cause a headache later. The problem is you cannot see what you do not know to look for.
​
I go into your actual books for the three months you submitted. I look at your real transactions, your real categories, and what your numbers actually reflect about what your business earned and spent. If something is off I will tell you directly. If your books are in better shape than you thought, I will tell you that too.
​
There is a difference between thinking your books are probably fine and actually knowing they are. This review gives you the second option.​
What Is Included
-
A review of your income and expenses for the last 3 months to make sure everything is being tracked and nothing is falling through the cracks
-
A categorization accuracy check to identify inconsistencies, errors, or missing categories that could cause problems at tax time
-
A Profit and Loss summary so you can see exactly what came in, what went out, and what you kept
-
Written answers to your 3 submitted questions, addressed directly in your review
-
One clear action item you can implement right away
-
A personalized video walkthrough of everything I found, plus a short written summary delivered to your inbox
Who This Is For
The Quarterly Books Checkup is designed for registered dietitians, health coaches, fitness professionals, diabetes educators, functional medicine practitioners, and other wellness professionals who are managing their own books and want a professional set of eyes to make sure they are on track.
​
This is a good fit for you if:
​
-
You are tracking your own finances in QuickBooks, another accounting software, or a spreadsheet
-
You want honest feedback on whether your books are accurate and complete
-
You have specific questions about your finances that you cannot find clear answers to on your own
-
You are not ready to hire a full-time bookkeeper but you want the confidence of knowing someone qualified has reviewed your work
Investment
One-Time Investment: $127
​​
This is not a subscription. There are no hidden fees. You submit your books once, I review them, and you receive your findings within 10 business days. You have the option come use this service just once, or whenever you need.
What Happens Next
After you purchase you will complete a short intake form and submit your 3 questions. You will then grant read-only access to your accounting software or upload a spreadsheet export of your last 3 months. Once I have both your form and your books, your 10 business day delivery window begins.
​
That is it. No live calls required. No back and forth scheduling. Just a clear, honest review of your books delivered directly to you.
Stop wondering if your books are right. One review gives you the clarity to move forward with confidence.
Please note: The Quarterly Books Checkup is a one-time async financial review service designed to help wellness practitioners who manage their own books understand where they stand. It does not include tax filing, tax advice, bookkeeping cleanup, or ongoing bookkeeping services. For tax filing and compliance, please work with a qualified tax professional. Services are limited to U.S.-based businesses.