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This free guide walks you through everything you need to know about QuickBooks Online, written specifically for health and wellness professionals who want to get their finances in order without becoming an accountant.
Kati Sarbu is a Registered Dietitian Nutritionist and Certified Diabetes Care and Education Specialist who spent years helping people change their relationship with food, their health, and their bodies. Now, as the owner of Simply Healthy Bookkeeping LLC, she brings that same clinical depth and behavior-change expertise to helping health and wellness professionals get financially healthy. She understands this industry from the inside, and that changes everything about how she works.
this is for you if:
This guide is for you if you are a dietitian, health coach, fitness professional, or any other wellness professional who knows you need to get your finances organized but are not sure where to start.
What is inside?
How to choose the right QBO plan for your type of practice without overpaying for features you do not need.
A plain-language walkthrough of the setup steps most wellness professionals get wrong or skip entirely.
How to read your Profit and Loss report and the two questions to ask every single month.
A clear picture of what QBO can and cannot do, so you go in with the right expectations.