Accounting For Wellness

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Accounting For Wellness Bookkeeping and tax services for the modern wellness entrepreneur

The cost of poor bookkeeping isn't always just money. It's your time too. ⏳If something seems too good to be true, it pr...
10/22/2026

The cost of poor bookkeeping isn't always just money. It's your time too. ⏳

If something seems too good to be true, it probably is.

Find professionals you trust and rely on their expertise, just like your clients rely on you for yours. 🤝

Your financial reports aren't just something your accountant needs.They're telling you what's actually happening inside ...
10/20/2026

Your financial reports aren't just something your accountant needs.

They're telling you what's actually happening inside your business. 📊

Your profit and loss statement shows whether you're actually making money.

Your balance sheet gives you a snapshot of what your business owns and owes.

Your cash flow helps you understand why you can be profitable on paper and still feel like there's never enough money in the bank.

Good bookkeeping gives you information you can actually use to make decisions.

When was the last time you looked at your reports?

If you filed an extension for your individual tax return, today's your deadline. 📅This is the standard extended filing d...
10/15/2026

If you filed an extension for your individual tax return, today's your deadline. 📅

This is the standard extended filing deadline for your 2025 federal individual income tax return. An extension gives you more time to file, but it does not extend the time to pay.

If this applies to you, make sure your return is submitted by today's deadline.

And once that's checked off your list, it's a good time to make sure your bookkeeping is staying current so next year's process can be even smoother.

Autumn is here, so now's the perfect time to check in on your books before the busy season hits. 🍂A quick bookkeeping re...
10/13/2026

Autumn is here, so now's the perfect time to check in on your books before the busy season hits. 🍂

A quick bookkeeping reset now can save you from trying to untangle months of transactions at the end of the year.

You don't have to wait until year end to get your finances organized.

Save this checklist and give your books a quick fall reset.

One week left. 📅If you received an extension for your 2025 federal individual income tax return, the standard filing dea...
10/08/2026

One week left. 📅

If you received an extension for your 2025 federal individual income tax return, the standard filing deadline is Oct 15, 2026.

Use this week to send any missing information to your tax preparer and make sure your return is ready to file.

An extension gives you more time to file your return, but it does not extend the time to pay taxes owed.

Check this off your list so you can head into the rest of fall with one less thing hanging over you. ✅

Today's the deadline. 📣September 15th is an important date for business owners. Whether your business tax return is on e...
09/15/2026

Today's the deadline. 📣

September 15th is an important date for business owners. Whether your business tax return is on extension, your business owes quarterly estimates for business or PTE taxes, or you need to pay Q3 estimates for your individual taxes, today is the day to make the payment(s)!

If any of these apply to you, make sure everything is submitted and payments are made by the deadline.

Then you can get back to running your business. 🙌

Feeling stressed about the payment deadline?

Shoot me a DM and I’ll help get you sorted!

Friendly reminder that business tax returns on extension and Q3 estimated payments are due one week from today. 📅This ap...
09/08/2026

Friendly reminder that business tax returns on extension and Q3 estimated payments are due one week from today. 📅

This applies to individuals and businesses that are required to make estimated payments for income taxes and the PTE Tax.

Don't let this one sneak up on you. Take a few minutes this week to confirm what you owe and make sure your payment is ready to go.

Already handled it? That's one less thing on your September to do list.


Nobody teaches you how to run a private practice in grad school.Business Fundamentals for Wellness Professionals fills t...
08/25/2026

Nobody teaches you how to run a private practice in grad school.

Business Fundamentals for Wellness Professionals fills that gap. It is a plain-English, on-demand course built specifically for licensed clinicians and wellness professionals in New York covering business structuring, taxes, compliance, payroll, and more.

For a limited time, comment "LINK" on this post to receive 15% off!

$97. On your schedule. No jargon.

🎓 Link in bio.

Do you know the difference between a bookkeeper and an accountant? 🤔Most people don’t, and honestly, that is okay. But i...
08/17/2026

Do you know the difference between a bookkeeper and an accountant? 🤔

Most people don’t, and honestly, that is okay. But it is worth understanding because they serve very different roles in your business.

📚 A bookkeeper keeps your financial records organized day to day. This includes tracking income, categorizing expenses, and reconciling your bank and credit card accounts.

📊 An accountant uses that data to analyze your business, file your taxes, build a tax strategy, and help you make smarter financial decisions.

The truth is, you might need both. And if you are working with me, you get both.
Not sure what kind of support your business actually needs? Let’s talk through it.

Looking for help with your private practice bookkeeping? This package is designed for wellness entrepreneurs who want ha...
08/05/2026

Looking for help with your private practice bookkeeping? This package is designed for wellness entrepreneurs who want hands-on financial support and guidance but don’t want to do it themselves.

It’s the kind of financial support that lets you stop guessing and helps you to start growing. 📈

Ready to stop guessing with your finances? Link in bio to book a consult.

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New York, NY

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