How Much Does It Cost to Clean Up Your Books (for Health & Wellness Pros)?
If you’re a personal trainer, massage therapist, yoga instructor, nutrition coach, or run a wellness practice, chances are you didn’t start your business to get lost in receipts and QuickBooks. But when your books fall behind, it becomes stressful—especially during tax time.
That’s where a professional bookkeeping cleanup comes in. It helps you get back on track, avoid costly mistakes, and reclaim your peace of mind.
💵 What Does a Bookkeeping Cleanup Cost?
At DBR Bookkeeping, we specialize in helping service-based businesses—including health and wellness professionals—clean up their QuickBooks and understand their financials.
🧾 Typical Cleanup Costs: $1,000–$8,000+
Costs vary based on:
How far behind your books are (months vs. years)
The number of accounts (bank, credit cards, POS like Square or Stripe)
Volume of client transactions
Unapplied income, old invoices, or duplicate expenses
Loans, grants, or payroll history to reconcile
Every project is scoped based on the specific needs of your wellness business.
🧘♀️ What’s Included in a Cleanup?
Categorizing all client payments, packages, or memberships
Organizing expenses (supplies, subscriptions, rent)
Reconciling accounts month by month
Identifying and correcting past errors
Preparing accurate financial reports for taxes and growth
💡 Why It’s Worth It
Saves you hours of time every month
Reduces stress during tax season
Helps you catch missing deductions (saving $$$)
Makes applying for grants or funding easier
Sets you up to scale or hire with confidence
Many wellness professionals who invest in a cleanup with DBR Bookkeeping end up saving thousands in taxes they would’ve overpaid otherwise.
✅ FAQ
Q: Why not just do it myself?
A: You could, but cleanup requires accuracy, experience, and time—especially if you’ve mixed business and personal expenses.
Q: Do I need QuickBooks?
A: Yes. We use QuickBooks Online and can help you set it up if you don’t already have it.
Q: What if I’m also behind on taxes?
A: A clean QuickBooks file is step one. We’ll help get your books ready for your tax professional.
Q: Can you help after cleanup too?
A: Yes! We offer monthly bookkeeping and 1:1 mentorship to help wellness pros stay organized year-round.
📅 Ready to bring clarity and calm to your finances?
Book a free call with Dr. Bryan Raya, QuickBooks ProAdvisor:
👉 https://calendly.com/dbr_bookkeeping/book-a-free-call-with-dbr
Let’s start Doing Business Right.
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