Health and Wellness Bookkeeping Specialist ◙ HR and Employee Training Partner ◙ HIPAA Compliant ◙ QuickBooks ProAdvisor
Your Industry. Your Goals. Our Expertise.
✦ Medical Spas
✦ Gyms & Personal Trainers
✦ Massage Therapists
✦ Nutritionists
✦ Weight Loss Clinics
✦ Health Coaches
✦ Estheticians
✦ IV Therapy Clinics
Services
Catch Up Bookkeeping
When you need a year's worth of bookkeeping done in 4 weeks or less
Monthly Bookkeeping
Categorizations, reconciliations, and reports for better growth strategies
AR/AP Accounts
Faster collection of invoices and payment of bills for a steady cash flow
Tax Ready Financials
Organized and maintained financial records for a CPA or Tax Professional
Human Resource Partner
Your trusted HR partner for policies, onboarding, compliance, and support
Employee Training & Development
Employee training focused on customer service, retention, and lower stress
Solution Based Approach
Need to apply for financing, but the books are incomplete or have not been started. Let's get started.
Different cash flow reports across your apps? Let’s find the discrepancies
Having issues with tracking documentation on expenses for tax deductions? Not sure what to track? Let's fix it.
Not sure how to train staff to ensure profitable customer service experiences? I can help.
About Us
We provide oversight and protection for every dollar that moves through your business.
Client-centric
We take the time to understand what matters to you truly, then work hand-in-hand with your CPAs, EAs, and/or financial advisors to turn your goals into real, lasting growth and compliance every step of the way.
Detail-oriented
We're diligent & careful with all numbers and reports you'll utilize to make informed financial decisions.
Integrity
If vendor or internal fraud is identified, we will promptly bring it to your attention so you can take appropriate action.
Quick Communication
You receive timely responses and clear updates so you are never left waiting for answers about your financials or operations.
Transparent Pricing
Straightforward pricing with no hidden fees, no surprise charges, and no unnecessary add-ons or long-term contracts.
Consistency
Reliable processes and steady support you can count on each month, ensuring accuracy, stability, and peace of mind in your business operations.
Testimonials
I had the pleasure of meeting Meredith Skipper recently, and I was immediately impressed by her professionalism, kindness, and expertise. She truly embodies what it means to provide exceptional notary and bookkeeping services. Meredith’s warm and welcoming nature makes working with her an absolute joy. I would highly recommend her to anyone seeking reliable and top-notch service!
Fast and convenient customer service! Highly recommend! Her services were extremely helpful, and she was very professional.
Meredith,
You are truly an asset to the company. Not only do you get the work done promptly, you also understand and interpret what needs to be done. Thank you. It has been a pleasure to be part of the team with you in it.
Francis
Let's Get Started
Have questions or ready to get started?
We’re here to support you