FAQ

At Aligned Path Bookkeeping, I specialize in serving wellness-focused businesses, including yoga studios, massage therapists, life coaches, holistic health practitioners, personal trainers, and more. My services are tailored to meet the unique financial needs of these types of businesses, from managing seasonal income fluctuations to tracking profitability by service type.d to have your financial documents organized and ready to discuss. This includes bank statements, invoices, receipts, and any tax-related paperwork. It’s also helpful to have a clear understanding of your business goals and any specific questions or concerns you would like to address during the meeting.

My services are designed specifically for wellness practitioners. I focus on areas like cash flow management, profitability insights, and customized financial tracking that aligns with the unique needs of wellness businesses. I understand the challenges wellness businesses face, such as managing multiple income streams and seasonal variations, and I provide tailored strategies to help you achieve financial clarity and stability.nd up-to-date, and to help them make informed decisions about their financial future.

No, I don’t offer tax preparation services. My focus is exclusively on bookkeeping and financial clarity for wellness businesses. However, I provide year-end financial statements that make tax filing much easier and can work with your tax preparer to ensure they have the information they need.

While my primary services are ongoing monthly packages, I do offer a one-time “Financial Health Assessment” for wellness practitioners who want an initial review of their finances. This assessment provides a snapshot of your current financial state and includes recommendations for areas to improve cash flow, profitability, and organization.

My monthly package includes transaction recording and categorization, bank and credit card reconciliations, a customized financial health dashboard, monthly financial reports, and quarterly financial reviews. I also offer cash flow management and profitability analysis to help you make informed decisions and focus on growth.

Getting started is simple! You can book a free consultation to discuss your specific needs and learn how Aligned Path Bookkeeping can support your wellness business. During this call, we’ll review your goals and determine which services are the best fit for you.

Absolutely! I’m here to support you every step of the way. You’ll have priority email and phone support to ask questions or discuss any financial concerns that come up between our regular reviews.