What Is Included in Bookkeeping Services for Health and Wellness Professionals?

And How DBR Supports Your Business Beyond the Numbers

As a health and wellness professional, your focus is on client care — but your business also needs financial clarity to thrive. Whether you’re running a fitness studio, offering therapy sessions, teaching yoga, or providing nutrition coaching, proper bookkeeping helps you reduce stress, stay compliant, and plan for growth.

At DBR Bookkeeping, we offer more than just bookkeeping. We provide QuickBooks support, cleanups, mentorship, and a thriving DBR Bookkeeping Skool community that’s built to support your success.

🧾 What’s Typically Included in Bookkeeping for Wellness Professionals?

• Income Tracking by Client or Class
  Track revenue from one-on-one sessions, group classes, memberships, and packages.

• Expense Categorization
  Accurately code expenses like wellness software, studio rent, equipment, and supplies.

• Automated Invoicing & Payment Tracking
  Easily set up and send invoices for memberships, recurring services, or sessions.

• Monthly Reports You Can Understand
  Profit & loss, balance sheet, and cash flow reports to help you make smart decisions.

• Tax-Ready Books
  Be prepared for tax season with clean, organized financials that reduce stress and maximize deductions.

🧹 QuickBooks Cleanup Services

If your QBO file feels like a mess (or you’ve never touched it), we can help. Our QuickBooks cleanup services include:

• Organizing uncategorized income and expenses

• Matching payments to clients or class packages

• Rebuilding charts of accounts to fit your wellness business

• Reconciling credit card and bank accounts

• Setting up client tags and classes for deeper insights

📚 QuickBooks Training for You or Your Office Assistant

Want to manage your books in-house or have your front desk team handle it? We provide:

• Tailored QuickBooks Online training for wellness professionals

• Simple workflows for class/session payments and expense tracking

• Ongoing Q&A and support inside the DBR Bookkeeping Skool community

💡 Beyond Bookkeeping: Mentorship & Coaching in the DBR Skool Community

Inside the DBR Bookkeeping Skool community, we go beyond monthly numbers to help you grow sustainably. You’ll get access to:

• Business coaching for your wellness practice

• Help developing profitable packages and pricing

• Support building your client onboarding process

• Group Q&A, financial clarity calls, and community support

• Resources for marketing, growth, and delegation

🔍 Free QuickBooks Diagnostic Review

Not sure what’s wrong with your books — or where to begin?
We offer a free diagnostic review to assess your current QuickBooks setup and show you the best next steps to clean it up and move forward.

FAQ for Health & Wellness Professionals

Can I track income by class or client?
Yes! We can help you set up tracking that aligns with your business model.

What expenses can I deduct in the wellness industry?
Common deductions include software, equipment, certifications, rent, marketing, and travel for continuing education.

Do I need to track memberships separately?
Yes. We can show you how to do this efficiently in QuickBooks Online.

What if I use Venmo, Square, or Mindbody?
No problem. We’ll help you sync and categorize those transactions accurately.

📅 Ready to clean up your books and take control of your finances?
Book a free call with Dr. Bryan Raya, QuickBooks ProAdvisor and small business coach:
👉 Schedule Here

Let’s start Doing Business Right.

#HealthAndWellnessBookkeeping #BookkeepingForTrainers #QuickBooksForTherapists #WellnessBusinessTips #SmallBusinessBookkeeping #QBOForWellnessPros #DBRBookkeeping #DoingBusinessRight #FitnessBookkeeping #YogaBusinessHelp #DBRBookkeepingSkool