Bookkeeping for Health
& Wellness Businesses
Insurance reconciliation, split revenue streams, practitioner payroll, and the unique tax landscape of health and wellness businesses — managed by a Federally authorized Enrolled Agent who knows the numbers.
The Financial Challenges We Solve for Health & Wellness Businesses
Insurance Reimbursement Reconciliation
Billing insurance and getting paid are two different things. We track what was billed, what was paid, and what was adjusted or denied — so your books reflect what you actually collected, not what you invoiced.
Mixed Revenue Streams
Many health businesses have both clinical revenue and retail sales — products, supplements, packages. We track each stream separately so you know your true margin on each.
Practitioner Payroll & 1099s
Employee vs. contractor classification for practitioners is a common IRS audit trigger in health businesses. We make sure your staff are classified correctly and paid accordingly.
Sales Tax on Products & Services
In Florida, some health and wellness services are taxable and some aren't. Product sales are generally taxable. We sort out what applies to your specific business model so you're collecting and remitting correctly.
S-Corp Election Analysis
Many solo practitioners running as LLCs are overpaying self-employment tax. At a certain income level, an S-Corp election saves significant money. We run the numbers before making a recommendation.
Quarterly Tax Planning
Health and wellness business owners — especially solo practitioners — can have significant quarterly tax obligations. We calculate estimates based on real YTD numbers so there are no April surprises.
More Than a Bookkeeper — A Federally authorized Enrolled Agent
Most bookkeepers record transactions and hand you a report. Simple Books Now does that — and more. Our Licensed EA can represent you before the IRS, file your business and personal tax returns, and negotiate payment plans — with year-round tax strategy built in.
For a health & wellness businesses owner, that means one professional who knows your industry's numbers and handles your complete financial picture. No coordinating between vendors who barely talk to each other. No gaps.
- Licensed by the IRS — can represent you in audits, collections, and appeals
- Combines bookkeeping + tax strategy in one engagement
- Direct access to Luisa — no junior staff handling your account
- Flat monthly rate — no hourly billing or surprise invoices
- Works with clients in all 50 states
- Books delivered by the 15th of each month
- Year-round availability, not just at tax time
Everything We Handle for Your Business
Bookkeeping
Monthly reconciliation, clean financials, and reports delivered every month without you having to ask.
Learn more →Tax Consulting
Year-round tax strategy, quarterly planning, and return preparation — not just scrambling in April.
Learn more →Tax Resolution
IRS notices, back taxes, audits, and payment plans — handled directly by our Licensed EA — so you don't have to deal with the IRS.
Learn more →Payroll
Payroll processing, tax deposits, 941 filings, and W-2s — accurate and on time, every time.
Learn more →Sales Tax
Florida sales tax filing, multi-state compliance, and audit defense — managed so you never miss a deadline.
Learn more →Catch-Up Bookkeeping
Behind on your books? We'll clean it up fast, accurately, and at a fixed project price.
Learn more →Health & Wellness Businesses Bookkeeping FAQ
Yes. We work with chiropractors, physical therapists, mental health practices, med spas, and other clinical businesses. We understand insurance billing cycles, ERA/EOB reconciliation, and the specific deduction landscape for healthcare practitioners.
Booth renters are independent contractors — they pay you rent, you issue a 1099-MISC. Employees are on payroll with proper withholding. The IRS watches this classification closely in the salon and spa industry. We set it up correctly from the start and review any existing arrangements.
We set up separate revenue accounts for service income and product sales, track COGS on products, and ensure sales tax is collected on taxable product sales. This gives you a clean P&L that shows margin by business line — essential for pricing decisions.
Yes. Class packages, membership billing, drop-in revenue, and retail products all need to be tracked and recognized correctly. We also handle instructor payroll or 1099s and manage quarterly tax planning for owner-operators.
It depends on your revenue. Many practitioners start as sole props or single-member LLCs, which is fine early on. Once net profit consistently exceeds $50,000–$60,000, an S-Corp election often saves enough in self-employment tax to justify the added administrative cost. We'll run the comparison for your specific numbers.
Ready to Get Your Health & Wellness Businesses Books in Order?
Book a free 30-minute consultation. She knows your industry's numbers and will tell you exactly what your engagement would look like.
Book a Free ConsultationNo obligation · Flat monthly rate · Palm Coast, FL & Nationwide