Virtual Bookkeeping for Health
& Wellness Professionals
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Quarterly Bookkeeping
Quarterly services will be a good fit for small businesses with minimal transactions per month. This service is perfect for entrepreneurs, coaches and service based businesses who are ready to outsource their bookkeeping.
This will be a good fit if you have:
Minimal transactions per month
No Inventory
No Employees
Up to three bank/savings/credit card account's
Basic packages include:
Categorizing Bank Transactions
Reconciling Bank Accounts, loans, & Credit Cards
Quarterly Financial Reports
Additional services can include:
Receipt Management
Tracking & filing 1099's
Quarterly video meetingAll Bookkeeping packages are completely tailored to your needs and business goals. Our clients also receive unlimited email & text support, as well as access to our secure Client Portal to ensure your information is safe. Let’s chat about your needs and where you’re at.
Bookkeeping packages are a flat monthly fee based on transaction volume and the complexity of your business.
Schedule your discovery call now.
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Monthly Bookkeeping
Monthly Bookkeeping is a great option for most businesses that are ready to outsource. I offer a variety of services, and tailor each package for your specific needs.
Basic packages include:
Categorizing Bank Transactions
Reconciling Bank Accounts, loans, & Credit Cards
Monthly Financial Reports
Additional services can include:
Receipt Management
Accounts Payable
Accounts Receivable
Sub-contractors and 1099's
Inputting Payroll and Tax withholdings
Monthly or Quarterly video meetingsAll Bookkeeping packages are completely tailored to your needs and business goals. Our clients also receive unlimited email & text support, as well as access to our secure Client Portal to ensure your information is safe. Let’s chat about your needs and where you’re at.
Bookkeeping packages are a flat monthly fee based on transaction volume and the complexity of your business.
Schedule your discovery call now.
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QBO Diagnostic Review & Clean-up
Is your QuickBooks Online data cluttered, disorganized, or just not adding up? We specialize in Quickbooks Online, offering Diagnostic review and Clean-up services.
With our QBO Diagnostic's Review process we conduct a thorough review of your QuickBooks Online account, identifying errors, duplications, and inconsistencies. We provide a detailed report with the findings, what needs to be done to correct it, and a quote for Clean-up
Our Bookkeeping Clean-up services will restore order to your financial records and give you the clarity you need to make informed decisions, and file taxes if you are behind. When preforming a Clean-up we ensure all your transactions are accurately categorized and all accounts are reconciled.
Once everything is in order we prepare your financial reports so you can see the true picture of your business’s financial health. With clean and precise records, you’ll have reliable data for budgeting, forecasting, strategic planning, or filing taxes.Don’t let messy bookkeeping hold you back or weigh down your mind any longer. A clean set of books will bring clarity and confidence to your financial management.
Diagnostic review fee is $300.
Bookkeeping Clean-up services are quoted on a case by case basis. Please schedule a Diagnostic Review or a Discovery call for a quote.
At Empowered Bookkeeping pdx, we understand the unique financial needs of health and wellness professionals. With over 10 years of experience bookkeeping in the health & wellness field and a passion for supporting wellness practitioners, we are dedicated to helping you manage your finances with ease and efficiency.
Our Mission:
To provide reliable, accurate, and stress-free bookkeeping services so that you can focus on delivering exceptional care to your clients.
Why Choose Empowered Bookkeeping pdx?
Specialized Knowledge:
Certified Quickbooks Online ProAdvisor - We specialize in the financial nuances of the health and wellness industry.
Personalized Service:
Every client is unique, and we tailor our services to meet your specific needs. Don’t see what you need? Just ask.
Proven Expertise:
Our team is certified, skilled, experienced, and committed to your success.
Our comprehensive virtual bookkeeping services are designed to cover all your financial needs, providing you with peace of mind and more time to focus on your clients.
What we offer:
Expense Tracking:
Keep a detailed record of all your expenses to maximize deductions and ensure accurate financial statements.
Revenue Management:
Track and categorize your income to maintain a clear overview of your cash flow.
Financial Reporting:
Receive regular reports that help you understand your financial health and make informed business decisions.
Tax Ready:
Prepare for tax season with confidence knowing you have organized records to ensure compliance and optimize your returns.
Do you understand the health of your business?
Are you ready to take control of you business finances?
A/P & A/R Management:
We efficiently manage your Accounts Payable &/or Accounts Receivable, helping you maintain a healthy cash flow and good vendor relationships.