New
Not ready for accounting software yet?
A spreadsheet might be exactly where you need to start.
This free guide walks health and wellness professionals through how to set up and use a spreadsheet to track their business finances, what to record, how to review your numbers, and when a spreadsheet is enough and when it is not.
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 is just getting started, wants to understand your finances before investing in software, or simply wants a simple, low-cost way to keep track of what is coming in and going out of your business.
What is inside?
How to structure your spreadsheet from scratch so your income, expenses, and profit are organized and easy to review every month.
Which categories to track and why getting this right from the beginning saves significant headaches at tax time.
How to read your own numbers and the questions to ask every month so your spreadsheet actually helps you make better decisions.
An honest look at what a spreadsheet can and cannot do, so you know exactly when it makes sense to stay with it and when to consider making the move to accounting software