Accounting For Wellness

Accounting For Wellness Bookkeeping and tax services for the modern wellness entrepreneur

Heads up. Q2 tax estimates for businesses and individuals are due June 15th. ⏰If you have been putting this off, now is ...
06/08/2026

Heads up. Q2 tax estimates for businesses and individuals are due June 15th. ⏰
If you have been putting this off, now is the time to get everything together.

Not sure what you owe? That is exactly why working with a CPA year-round makes such a difference. When your books are in order, deadlines like this are simple instead of stressful.

Don’t wait until the last minute this quarter.

06/04/2026

Halfway through 2026, let’s check in. 🌿

Not the polished version. The real one.

How is your business actually going? Are you hitting your goals? Are your finances where you expected them to be? Or is bookkeeping starting to pile up?

Answer honestly in the comments.
📊 Are you on track financially?
📈 Do you have a clear picture of your profit and loss?
😅 Does bookkeeping stress you out?

No shame either way. This is just your moment to pause and reset before the second half of the year picks up.

You don’t have to keep managing it all on your own. Shoot me a DM to see how I can help make your life easier.

It’s Tax Day 🌿 April 15 is here.Whether you filed, extended, or are submitting your return today, you made it. Take a br...
04/15/2026

It’s Tax Day 🌿 April 15 is here.

Whether you filed, extended, or are submitting your return today, you made it. Take a breath.

The hardest part of tax season is behind you.

If you’re still figuring out next steps or want to get ahead for next year, I’m here.

Financial wellness doesn’t stop after Tax Day.

Let’s connect at the link in bio.

Tax Day is one week away! April 15th is coming whether we’re ready or not 📅If you haven’t filed your returns yet, now is...
04/08/2026

Tax Day is one week away! April 15th is coming whether we’re ready or not 📅

If you haven’t filed your returns yet, now is the time to get moving! And if filing by the deadline isn’t going to happen, don't forget to request an extension and pay any taxes due by April 15th. Filing an extension just provides you with more time to get your returns filed and does not provide you with more time to pay what you owe, so don’t skip that step!

Either way, today is the day so don’t wait!

Book your tax appointment at the link in bio.

I’m a CPA and bookkeeper for therapists, and these questions come up constantly.Save this for later and stay tuned for P...
03/31/2026

I’m a CPA and bookkeeper for therapists, and these questions come up constantly.

Save this for later and stay tuned for Part II ✨

Still playing the guessing game when it comes to accounting and finances? 😵‍💫This video workshop gives you the clarity m...
03/26/2026

Still playing the guessing game when it comes to accounting and finances? 😵‍💫

This video workshop gives you the clarity most business owners never get when it comes to the fundamentals of running a practice. In just one hour, you’ll learn how your finances actually work ✨together✨, so you can plan ahead, avoid costly mistakes, and make confident financial decisions. All for a $97 investment.

✅Simplified tax information
✅Real-world financial guidance
🚫No accounting background required

DM me now — I’m ready when you are!

Tax season feels easier when you’re not guessing 😌Use this checklist to:📂 gather documents before deadlines🧾 spot missin...
03/24/2026

Tax season feels easier when you’re not guessing 😌

Use this checklist to:
📂 gather documents before deadlines
🧾 spot missing income or expenses
⏰ avoid last-minute stress

If something on this list feels confusing, that’s usually a sign your books need attention — not that you’re doing something wrong.

DM me if you want help reviewing ✨

Rushed tax prep feels stressful 😮‍💨 Proactive tax prep feels calm 😌The difference?✨ Current bookkeeping✨ Time to review✨...
03/17/2026

Rushed tax prep feels stressful 😮‍💨 Proactive tax prep feels calm 😌

The difference?
✨ Current bookkeeping
✨ Time to review
✨ Room to plan

Early prep isn’t about doing more — it’s about doing it once, correctly!

⏰ Business Tax Deadline Approaching📅 March 16, 2026All Partnership and S-Corporation tax returns are due March 16, 2026 ...
03/10/2026

⏰ Business Tax Deadline Approaching

📅 March 16, 2026

All Partnership and S-Corporation tax returns are due March 16, 2026 ❗If your books still need reviewing or your return isn’t finalized, now is the time to take action.

03/03/2026

Quick reminder! 📲

You don’t have to do tax season alone.

Support counts as financial self-care.

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New York, NY

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