Accounting and Bookkeeping Services
We use cloud based accounting software and other accounting technology to create an effective accounting workflow for your health, wellness and alternative medicine practice/studio/spa.
Our clients love and appreciate our attention to detail, our ability to be transparent, funny, down to earth, and our deep appreciation of their craft within the health, wellness and alternative medicine industry.
Why cloud based accounting is important for your business?
Reduce clutter with a digital cloud based accounting system.
No more manual input of data or storing receipts in filing cabinets.
Cloud-based accounting allows access to financial data from anywhere
Cloud-based accounting software can easily integrate with other accounting technology tools.
Accounting and Bookkeeping packages tailored to your business needs:
Inspire Package
Building partnerships with our clients is based on trust and communication. We want to:
- Communicate any trends that we are seeing within the numbers – the numbers tell a story
- Help you see the big picture – are you still on track to reach your financial goals
- Provide clarity – No complex concepts and procedures. No accounting jargon. We speak in terms that are easy to understand
QuickBooks, Xero and Zoho – bank feed activities are reviewed, coded and processed. Reconciliation on bank, card card and balance sheet.
Accounts may include Stripe Bank, PayPal Bank, checking, savings, credit card, and loan
Monthly financial statements include:
- Profit & Loss
- Profit & Loss Detail
- Balance Sheet
One of the best parts of working with Body of Accounting is getting to know our customers.
Encourage Package
Building partnerships with our clients is based on trust and communication. We want to:
- Communicate any trends that we are seeing within the numbers – the numbers tell a story
- Help you see the big picture – are you still on track to reach your financial goals
- Provide clarity – No complex concepts and procedures. No accounting jargon. We speak in terms that are easy to understand
QuickBooks, Xero and Zoho – bank feed activities are reviewed, coded and processed. Reconciliation on bank, card card and balance sheet.
Accounts may include Stripe Bank, PayPal Bank, checking, savings, credit card, and loan
Monthly financial statements include:
- Profit & Loss
- Profit & Loss Detail
- Balance Sheet
- YTD Budget to Actual Analysis (year-to-date)
- Cash Flow Statement
We provide a deeper dive into your financial story – These reports include:
- Revenue Analysis Reports – provides a deeper dive into what income catorgy is supporting the business growth or not
- Spending Analysis – provides a deeper understanding of the cost centers of the business and magnifies areas for consistent monitoring
You run payroll, we’ll provide our expertise. We help you set up a sync with your payroll system and respond to any payroll notifications you receive, as well as onboard new workers and contractors. We help you figure out what you can afford to pay yourself, review what roles you can afford to fill next, talk about benefit options and costs, and more.
One of the best parts of working with Body of Accounting is getting to know our customers.
Preparation of annual budget
(One time service)
Growth Package
Building partnerships with our clients is based on trust and communication. We want to:
- Communicate any trends that we are seeing within the numbers – the numbers tell a story
- Help you see the big picture – are you still on track to reach your financial goals
- Provide clarity – No complex concepts and procedures. No accounting jargon. We speak in terms that are easy to understand
QuickBooks, Xero and Zoho – bank feed activities are reviewed, coded and processed. Reconciliation on bank, card card and balance sheet account.
Accounts may include Stripe Bank, PayPal Bank, checking, savings, credit card, and loan
We use cloud-based accounting to manage your accounts payable and accounts receivable. You are still able to manage control:
- over payment of invoices to vendors – as you review, approve and decide whos get paid
- over creation of invoices to customers – as we send out invoices (based on your approval), receive and process payment
Monthly financial statements include:
- Profit & Loss
- Profit & Loss Detail
- Balance Sheet
- YTD Budget to Actual Analysis (year-to-date)
- Accounts Payable Report
- Accounts Receivable Report
- Cash Flow Statement
We provide a deeper dive into your financial story – These reports include:
- Revenue Analysis Reports – provides a deeper dive into what income catorgy is supporting the business growth or not
- Spending Analysis – provides a deeper understanding of the cost centers of the business and magnifies areas for consistent monitoring
You run payroll, we’ll provide our expertise. We help you set up a sync with your payroll system and respond to any payroll notifications you receive, as well as onboard new workers and contractors. We help you figure out what you can afford to pay yourself, review what roles you can afford to fill next, talk about benefit options and costs, and more.
Preparation of annual budget
(One time service)
Assessment of your financial situation that will zero in on three important areas.
(One time service)
One of the best parts of working with Body of Accounting is getting to know our customers.
Additional Services
Set-up of chart of accounts and accounting software
Clean-up of backdated accounting and/or clean up of prior bookkeeper’s/accountant’s work
