Consider Your Books Handled
Clean books. Clear financial reports. A trusted partner who gets it.
So you can finally understand how your business is performing — and spend more time doing what matters most.
**Warning** Spontaneous Happy Dances may occur
Welcome!
You take care of your clients.
We'll take care of your books.
We're a trusted, full-service bookkeeping company ready to keep your finances in order so you can focus on sustainably growing your business.
We help you grow with intention, ease, and clarity
so success feels steady, not stressful. With our support, it's easy to know exactly how your business is performing, increase profitability, and feel empowered to make smart, profitable decisions without burning out.
It's ok to take a sigh of relief, relax your shoulders, and unclench your jaw.
We've got you!
Clarity in your books means freedom in your business.
We partner with wellness providers, coaches, and consultants who are busy growing impact-driven businesses and ready for real support behind the scenes.
You are ambitious, growing a purposeful, high-impact business that aligns with your values and supports your well-being.
You’re a high-achiever with a big heart — delivering real transformation for your clients, all while holding a vision for your own growth. You want success, but on your terms: sustainable, values-aligned, and not at the expense of your peace, energy, or life outside of work.
You didn’t become a business owner to spend your evenings battling spreadsheets or second-guessing your finances. You became one to create freedom — in your time, your income, and your impact.
We help make that possible. With steady support and clean, reliable books, we help you stay on track, increase profitability, and feel grounded in your success — without the burnout.
Let's clean up your books, build your confidence, and keep things simple.
Whether you are months behind, unsure what to track where, or just want to spend your time on more profitable (and enjoyable) activities — we’ve got you.
Services
Monthly Bookkeeping
Done for you.
We take the books off your plate so you can focus on your zone of genius.
Includes:
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Categorizing and reconciling transactions
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Monthly profit & loss and cash flow financial reporting
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Monthly 1:1 financial review of your business performance and goals
Launch Your Books
For DIYers who want to start off strong
Set up and customize your books
to your business needs, so you can
confidently manage your own books
without feeling overwhelmed.
Includes:
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Implementing Customized Chart of Accounts
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1 hour of training on Monthly bookkeeping activities
Diagnostic Review
Know your books are out of whack,
but don't know how bad it is?
Think of it as a wellness exam for your
business — especially if your books have
been through some stress.
We take a detailed look at your chart of accounts, reconciliations, income and expense categorization, open invoices, compliance items, and financial reports.
You’ll walk away with a clear picture of what is needed to get your books cleaned up,
red flags that need attention,
and opportunities to create more
ease and confidence moving forward.
Cleanup & Catchup
Behind on your books? We’ve got you.
Whether you’re a few months behind or haven’t touched your books in *cough* awhile, we specialize in gently untangling financial messes — without shame, stress, or judgment.
We'll clean up your records, reconcile your accounts, and get everything back on track so you can move forward with clarity and confidence. You'll feel the relief of knowing exactly how your business is performing.
Happy dances optional, but strongly encouraged.
A La Carte
Extra Support, exactly where you need it most.
Bill Pay (Accounts Payable)
We manage your vendor invoices, schedule payments, and ensure everything is accurate and on time.
Client Invoicing & Collections
(Accounts Receivable)
No more awkward money conversations. We create and send your invoices, track payments, and provide friendly follow-ups when clients fall behind.
Advanced Reporting
Move beyond the basics with deeper insights. We create tailored reports such as Budget vs. Actual Income & Expenses, Revenue Trends, Accounts Receivable Aging, and Income by Client/Service — giving you a clear window into how your business is truly performing.
1099 Preparation & Filing Each January, we prepare and file 1099s for your contractors so you stay compliant and your team feels valued.
Quarterly & Annual Strategic Business Planning Sessions
Numbers become meaningful when they guide your next steps. We’ll sit down together each quarter or year to translate your financial reports into strategy, align your goals, and map a plan forward. Think of it as a business retreat for your finances — calm, clarifying, and surprisingly inspiring.
Neurodivergent-Affirming Body-Doubling Sessions
Tackle your business financial to-dos in a supportive, nurturing space. Bring your bookkeeping tasks and we’ll provide the encouragement and gentle accountability you need — so you can focus, finish, and feel accomplished.
Ready to get started?
Curious about getting a quote?
Book your free, no-pressure Bookkeeping Consultation today to let go of financial strain and shame
so you can step into the version of your business that feels steady, supported, and sustainable.
Every client engagement is customized based on your unique needs.
A business that
sees you
& celebrates you
At Wellhouse Bookkeeping we proudly specialize in supporting Neurodivergent, LGBTQIA+, and BIPOC business owners
...especially those who’ve been made to feel like they’re
“too much” and/or “not enough”, or just not built for business.
Spoiler Alert: You absolutely are (Built for business, Worthy & Enough!)
You just need the proper support from people who understand.
We understand the unique challenges that can come with executive function struggles, late-in-life diagnosis, demand avoidance, procrastination, sensory overwhelm, or identity-based financial trauma.
We are here to make the numbers feel simpler, kinder, and more aligned with how you operate best.
With us, you’ll find:
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Gentle and generous education – without shame or jargon
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Flexible, judgment-free support
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A partner who sees you and respects your rhythm
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Creative, supportive ways to work together so we all get what we need
Ready to Get Started?
Book your free, no-pressure Bookkeeping Consultation today to let go of financial strain and shame
so you can step into the version of your business that feels steady, supported, and sustainable.
Every client engagement is customized based on your unique needs.
Get in Touch
You aren't meant to hustle harder — you're meant to thrive.
Thriving begins when you reclaim your power from money leaks and financial chaos.
Let's get started. 👉🏼
