Welcome to Accounting For Wellness

Hi, I’m Jesse.

I am a bookkeeper and licensed Certified Public Accountant (CPA) who works with burgeoning, modern wellness entrepreneurs and holistic healing professionals in the online space.

Let me guess, you are a therapist, coach, holistic healer, yoga instructor, massage or physical therapist, personal trainer, or other wellness professional who has just realized there is money to be made in the digital space. However, you don’t come from a family of entrepreneurs, and you have no real idea about what to do with your finances, even though you’re great at the work you do and with the clients you serve.

I’m here to bridge the gap between what you know and what you don’t know and support you in taking control of your finances. Together we can create a thriving and sustainable business! I’ll be your money guru, someone who can take the pressure off of what sometimes can feel like an overwhelming burden while running a business.

Keep your books healthy

My goal is to help you meet your current and future financial needs and assist you in cultivating long-term success. I want to take the financial burden off your plate so that you can focus on the reason you got into business — your clients! Outsource your bookkeeping needs to an experienced professional who is here to support you and your business. Allow me to be your go-to person for answering any financial questions and making the numbers relatable and easy to understand.

FREE Financial Self-Care Workbook

Discover the path towards financial wellness and unlock the secrets to achieving true peace of mind. Are you ready to take control of your financial future?

Take the first step towards financial empowerment and download The Financial Self-Care Workbook for FREE today! Don't miss out on this opportunity to cultivate healthy financial habits and build a solid foundation for a prosperous life.

Services I provide -

Services I provide -

Bookkeeping Essentials (minimum 3 month commitment)

Perfect for the beginning entrepreneur making up to $10k per month.

CFO Services (minimum 6 month commitment)

Perfect for the mid to high level entrepreneur who is ready to scale and grow with ease.

Tax Services

For businesses and individuals. All tax services are subject to a separate engagement letter. Fees will be determined based on the nature, complexity, and timing of services to be provided.

Working with The Wellness CPA is for you if…

  • You’ve started your business with a passion for holistic care and wellness, but you’re weighed down by the burden of your finances

  • You’re aware that bookkeeping is a vital part of a healthy business, but feel unsure on how to tackle this daunting task

  • You wish to devote your time to growing your business and servicing your clients, rather than learning best accounting practices and how to use online bookkeeping software

My services have been crafted for people just like you! Let me provide you with financial self-care.