WHO WE SERVE
Clear books for health & wellness businesses.
Health coaches, therapists, and wellness practitioners run service-based businesses with real complexity — packages, memberships, multiple platforms, contractor payments. We handle the financial side so you can focus on your clients.
Sound Familiar?
The financial side of a wellness practice is messier than it looks.
Client payments, packages, and memberships are scattered across 3 apps
You're not sure what you can deduct as a health professional
Insurance reimbursements and out-of-pocket payments mix together messily
You have no idea how profitable each service or program actually is
Tax season means digging through a year of Venmo, Stripe, and Square
You're spending time on invoices instead of clients
What We Handle
Everything your wellness business needs.
Monthly Bookkeeping & Reconciliation
Every account reconciled to the penny, every month — no backlog, no guesswork.
Client Payment & Package Tracking
Stripe, Square, Jane App, Mindbody — we connect it all and track every payment, package, and session.
Membership & Subscription Revenue Management
Recurring revenue is tracked, recognized properly, and reported clearly every month.
Professional Expense Categorization
Every deductible expense — equipment, CE credits, professional memberships, home office — captured and categorized correctly.
1099 Contractor Tracking
Paying associates, referrers, or contractors? We track payments throughout the year so 1099s are painless.
Quarterly Tax Planning & Estimated Payments
No surprise tax bills. We calculate your estimated payments and keep you ahead of the IRS calendar.
Why SnapBooks
Built for how wellness businesses actually operate.
We understand service-based revenue
Packages, retainers, memberships, one-time sessions — every revenue model you use is tracked cleanly and reported in a way that actually reflects your business.
Every deduction captured
Home office, equipment, CE credits, professional memberships, liability insurance — we know the deductions health professionals qualify for and make sure nothing gets left on the table.
Focus on clients, not spreadsheets
We handle all the financial admin — reconciling, categorizing, reporting — so you can stay in your zone of genius and spend your energy where it belongs: your clients.
Transparent Pricing
Health & wellness bookkeeping from $399/mo
Flat-rate monthly plans based on your revenue — no hourly billing, no surprise invoices. Add fractional CFO advisory when you're ready to grow.
Common questions
Do you work with solo practitioners or larger wellness businesses?
Both. Whether you're a solo health coach managing your own books or a wellness studio with multiple practitioners and associate contracts, we have a plan that scales with you. Our pricing is based on revenue tier, so you only pay for what your business actually needs.
Can you track both in-person and online client revenue?
Yes — this is something we see often. Many wellness practitioners run hybrid practices with in-person sessions, online coaching, digital programs, and memberships all running in parallel. We reconcile all of those income streams and report them clearly so you can see performance by channel.
How do you handle health professional deductions?
We're familiar with the deductions available to health coaches, therapists, and wellness practitioners — professional liability insurance, continuing education, certification fees, home office, equipment, and more. Every expense is reviewed with deductibility in mind, and we flag anything that could be missed.
Do you work with wellness apps like Mindbody or Jane App?
Yes. We work with Mindbody, Jane App, Stripe, Square, PayPal, and other wellness-specific payment and scheduling platforms. We connect to these systems directly or via exports to make sure every payment — session, package, or membership — is accounted for.
Can you help me understand my profit margins by service?
Absolutely. Understanding which services, programs, or packages are actually profitable is one of the most valuable things clean books can give you. We can set up your chart of accounts and reporting to break down revenue and costs by offering — so you make pricing and business decisions with real data.
Stop losing sleep over your books.
You built something great. Let us handle the numbers — so you can stay focused on what actually moves the needle.
No contracts · No hidden fees · Cancel anytime