🧘‍♀️ 5 Biggest Bookkeeping Mistakes Health & Wellness Pros Make in Year One

Feb 11

Whether you’re a fitness coach, massage therapist, or studio owner, you didn’t get into this to become a bookkeeper—but strong finances are essential to a thriving practice.

Here are the top 5 mistakes to avoid in your first year:

1. Mixing Personal and Business Money

Swiping your personal card for business expenses?
✅ Open a business account to keep things clean and stress-free at tax time.

2. Not Tracking Client Payments

Missed payments = missed income.
✅ Use software like QuickBooks to track sessions, memberships, and packages.

3. Skipping Expense Logging

Yoga props, continuing ed, supplements, software—they’re all deductible.
✅ Save those receipts and record everything consistently.

4. Forgetting to Set Aside Taxes

With 1099 income, taxes aren’t withheld.
✅ Set aside a percentage of each payment, or you’ll feel the hit come April.

5. Doing It All Yourself

Trying to manage everything solo leads to burnout and mistakes.
✅ Let a bookkeeper help you build a sustainable system.

🌱 The DBR Bookkeeping Skool Community is built for health & wellness entrepreneurs

Inside you’ll find:

QuickBooks cleanups, training, and automation
Mentorship on pricing, packages, and money flow
A supportive community that understands your type of business
Peace of mind that your books are in order

📞 Need help cleaning up your books or building smarter systems?
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.

#HealthAndWellnessBusiness #BookkeepingTips #QuickBooksHelp #SmallBusinessFinance #WellnessEntrepreneur #DBRBookkeeping #DoingBusinessRight

Bryan Raya