How a Wellness Coach Saved $3,200 Just by Cleaning Up Her Books
(A Fictional—but Very Realistic—Story)
Meet Rachel, a certified health coach in Fayetteville.
Rachel isn’t a real client, but her story is based on real struggles I see from wellness professionals all the time.
She had a thriving practice, a packed client schedule, and multiple revenue streams—1:1 coaching, online programs, and a growing YouTube channel. On the outside, it looked like her business was booming.
But inside?
“I feel like I’m working nonstop and still have no idea what I actually make.”
Rachel, like many wellness entrepreneurs, was so focused on serving clients and building her brand that she didn’t have time (or energy) to manage her finances properly. She tracked her numbers with a spreadsheet she hadn’t updated in months. Receipts were stuffed in a drawer. Stripe and PayPal payments were coming in—but where the money was going? That was a mystery.
Then she hired a bookkeeper.
Her books got cleaned up, expenses categorized, and revenue sorted by service type. Turns out Rachel had:
Missed deductions for business-related travel, software, and continuing education
Overpaid on taxes due to unorganized records
No clear financial picture to help her scale
The result? She saved $3,200 in taxes that year—and gained the clarity to finally raise her prices and invest in a part-time assistant.
Rachel’s story may be fictional—but her results are not unusual.
At DBR Bookkeeping, we help health and wellness professionals organize their books, maximize tax savings, and build financially sustainable practices—without the stress.
👉 Want to take control of your numbers?
Join the DBR Bookkeeping Online Community:
https://www.skool.com/dbr-bookkeeping-8561/about
📅 Or book a free 30-minute call with Dr. Bryan Raya:
https://calendly.com/dbr_bookkeeping/30-minute-zoom-consultation-call
Let’s stop stressing—and start Doing Business Right!
💬 FAQ for Health & Wellness Professionals
What can wellness professionals write off for taxes?
You can usually deduct continuing education, certifications, business-related travel, office space, software, and health-related tools or subscriptions.
Do I need bookkeeping if I’m just starting out?
Yes. Starting early helps you stay organized and ensures you don’t miss valuable deductions.
How can bookkeeping help me grow my wellness business?
Clear financials help you price services confidently, track trends, and invest wisely in marketing, tools, or support staff.
Is QuickBooks good for wellness coaches and trainers?
Yes. QuickBooks Online allows easy tracking of income streams, client payments, and recurring expenses—ideal for busy service providers.