Protect your Healthcare Business from Bookkeeping Blind Spots
Our experts help you get your books in order, safeguard your business and give you the financial clarity you deserve.
Get in touch with us
Address
San Diego, CA 92465
Office hours
9:00am – 6:00pm
Let’s get connected
Is this your dilemma?
As a business owner, you know how important it is to stay on top of your books.
But as a busy Healthcare Practitioner, the last thing you want to do is spend hours doing your bookkeeping.
So you hand it off to your bookkeeper and check it off your list. Bookkeeping DONE!
But do you really know what’s happening with your money after that?
Is your bookkeeper keeping you in the loop or do you feel like you’re completely in the dark?
Here’s the truth:
Your bookkeeping isn’t a “set it and forget it” type of thing.
Your business is constantly changing and regular assessments of your bookkeeping are essential to catch any money leaks and ensure you’re not missing valuable information.
When you have someone reviewing your books who knows exactly what to look for AND who understands your unique industry, you can easily identify gaps and make changes to avoid any financial headaches down the road.
That’s where we can help.
Introducing
The Bookkeeping Review
For Health and Wellness Practitioners
This is not your run-of-the-mill financial review.
It’s a personalized, deep dive into your bookkeeping systems, tailor-made for the health and wellness industry.
Our team will identify any gaps in your financial systems and provide recommendations to protect your business… and your bottom line.
If you are someone who:
Feels completely in the dark about your money after you hand things off to your bookkeeper
Is worried they might be paying extra fees or missing out on important financial information
Wants to finally get their books in order and be sure you’re on top of it all
Would like a second opinion on their books from someone who understands the Health and Wellness industry…
…then the Bookkeeping Review for Health and Wellness Practitioners is for you!
What’s Included
Comprehensive Bookkeeping Evaluation
We meticulously examine your QuickBooks or Xero file to pinpoint any financial gaps that may be affecting your business.
Detailed Report of Findings and Recommendations
You’ll receive a comprehensive report detailing our findings and recommended action items you can implement right away!
Full Evaluation of Bookkeeping Processes
We conduct a thorough assessment of your bookkeeping practices and processes to ensure they align with industry standards and best practices.
30-Minute Consultation Call
We’ll connect over a 30-minute call to review our report and recommendations and answer any questions that you may have.
Before we start diving into your books, we’ll meet up for a complimentary call to help us understand your business and your accounting system needs to determine if the Bookkeeping Review is a good fit for you.
With our help, you can feel confident that your bookkeeping is in order and focus
on growing your practice.
meet Your money coach
April Stroink
Hi, I’m April Stroink, Money Coach for Health and Wellness Practitioners
As a Money Coach with over 25 years of experience, I understand the unique challenges that come with running a healthcare business.
I’ve spent the last 5 years helping Health and Wellness Practitioners, increase their profit, calm their cash flow and feel more empowered around their finances.
But here’s the thing—you can’t do that without solid financial systems, and solid financial systems start with accurate data.
I’ve seen it time and again—inaccurate books and missing financial data turning into major roadblocks for our Health and Wellness practitioners. It’s like trying to navigate a maze blindfolded.
The Bookkeeping Audit for Health & Wellness Practitioners was created to help you gain clarity around your finances and help you build a strong financial foundation. When you have all of that in place, you can truly build the business and life of your dreams.
Do you know if
You’re profitable?
Your labs are being reconciled?
You’re making money at your dispensary?
You are behind in your CE?
You are paying enough for advertising?
You are getting an ROI on your personal development products and services?
You are putting enough aside for taxes?
