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Curious about Xero but not sure if it fits your business? Start here.
This free guide walks health and wellness professionals through everything they need to know about Xero, from choosing the right plan to understanding what makes it different from other accounting platforms, in plain language with no accounting background required.
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 ready to invest in a real accounting system, wants a clean and intuitive platform, and plans to work with a bookkeeper or accountant as your practice grows.
What is inside?
How Xero's three plans compare and which one makes sense for your type of business without paying for features you are not ready for.
One standout advantage Xero has over every other platform in this guide that matters most if you plan to work with a bookkeeper.
A plain-language walkthrough of setup, bank connections, invoicing, and reconciliation built around how wellness businesses actually operate.
How Xero compares to Wave, QBO, and FreshBooks so you can choose the platform that fits not just where you are now but where you want to go.