Accounting For Wellness

You have questions about your business finances, so let’s actually answer them. 💬

I hear the same ones all the time.
❓ Can I write off my home office?
❓ Should I be a PLLC or a sole proprietor?
❓ What expenses can I actually deduct?
❓ Am I paying too much in taxes?
❓ Do I need a bookkeeper?

Drop your biggest question in the comments and I will answer every single one.

No question is too basic. This is not something most people are ever taught.

Your summer trip might actually qualify as a business expense. 👀✈️

The key is that business has to be the primary purpose of the trip.

If you are attending a conference, meeting a client, or participating in a professional event, parts of your trip may be deductible.

Here’s what to track.
📍 Where your business activities took place.
📅 Your travel dates and itinerary.
📄 Who you met with and why.
🧾 All receipts for travel, lodging, meals, and other expenses.

Here’s what may be deductible.
✈️ Transportation.
🏨 Lodging.
🍽️ Meals.
🎟️ Event or conference fees.
Dry cleaning

Here’s what isn’t deductible.
❌ Personal side trips.
❌ Expenses for non-business companions.
❌ Anything purely personal.

The key is documentation and separation, keep everything organized and clear. If something is both ordinary and necessary, you can probably deduct it.

Keeping good records before you ever need them.

Three signs you have outgrown DIY bookkeeping.

1️⃣ You are consistently behind on categorizing transactions.
2️⃣ Tax season sends you into panic mode.
3️⃣ You aren’t sure what you can actually write off.
🎁 Bonus. Just thinking about your books stresses you out.

DIY bookkeeping works until it does not. As your business grows, it becomes harder to keep up and easier to fall behind.

That doesn’t mean you are doing anything wrong. It just means you’ve reached a new level.

Your time is valuable. Let me take this off your plate so you can focus on your business.

Send me a DM to learn what working together looks like.

When your accountant asks how much you are contributing to retirement... and you have no idea. 😅

You are not alone. But it is something worth figuring out sooner rather than later.

Here are a few options to consider.

💼 SEP IRA. Simple and great for solo business owners.
💼 Solo 401k. Ideal if you don’t have employees other than yourself and you want to maximize retirement contributions.
💼 SIMPLE IRA. Good for small teams.
💼 Safe Harbor 401k. More complex but flexible.

Each option has different rules and benefits, so it’s worth having a conversation before choosing.

The most important thing is starting. Even small contributions can make a big difference over time and reduce your taxable income.

Retirement planning doesn’t have to be overwhelming. I’m here if you need support!

The IRS just made some changes that directly affect your practice, and if you’re not paying attention, it could cost you. 💸

Here is a quick rundown of what is new for 2026 and what it means for wellness business owners like you.

🧾 The standard mileage rate has been updated.
📈 Retirement contribution limits have increased.
🏢 Bonus depreciation rules have shifted.
💳 1099-K thresholds are now more strictly enforced.
📣 1099-NEC and 1099-MISC thresholds have been revised

None of this has to be overwhelming; this is literally what I’m here for. Staying informed is half the battle, and now you know. 🙌
Which update impacts your business the most? Let me know in the comments.

I talk a lot about your business finances, but today I want to talk about something that affects your business just as much. You.

Running a wellness practice takes everything out of you. The client sessions, the notetaking and admin work, the marketing, the bookkeeping, the scheduling. It’s a lot.

If you are pouring everything into your business without refilling your own cup, eventually something is going to give.

So this summer, I want to encourage you to actually take time away. Not a “check your email from the beach” kind of break. A real one. 🏖️

Your business will still be there, and it will run better because you gave yourself space to reset.

How are you planning to recharge this summer? Drop it in the comments.