5 Biggest Bookkeeping Mistakes in Year 4 of Your Health & Wellness Business

(And How to Clean Them Up for Good)

You’ve built a thriving wellness practice—but if your finances are messy, it can hold back your growth and peace of mind.

Here are the most common bookkeeping mistakes we see in year four—and how to fix them:

1. Still Mixing Personal and Business Finances

This makes taxes stressful and clarity impossible.
✅ Open a dedicated business account and keep all transactions separate.

2. Not Tracking Income by Service Type or Location

Whether you offer classes, sessions, or memberships—you need to know what’s working.
✅ Use QuickBooks to categorize income by offer or service for smarter decisions.

3. Falling Behind on Reconciliation

If your bank and books don’t match, you’re flying blind.
✅ Reconcile your accounts monthly to avoid costly errors and surprises.

4. Missing Deductions for Supplies, Training, or Travel

Supplements, certifications, tools—you likely have missed expenses.
✅ Track all business-related purchases and store receipts digitally.

5. Trying to Do It All Alone

Your focus should be on healing others—not fixing spreadsheets.
✅ Bring in a professional bookkeeper to support your growth.

🌿 Book a Free Call with Dr. Bryan Raya

QuickBooks ProAdvisor + bookkeeping mentor for health & wellness professionals.
Let’s clean up your books and give you the clarity you deserve.
👉 Book Here

Let’s start Doing Business Right.
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