Health & Wellness Bookkeeping and Accounting
Why did you start a business in health and wellness?
Maybe…
To create a supportive community of people who share the same passion
To help people heal their mind, body, and soul
To use your knowledge to educate and coach people, help them change their lives for the better
To provide a safe space for people that are struggling
To make money doing something that you love and are passionate about
To create more joy and freedom in your life
I know some reasons NOT on that list…
To spend late nights and weekends catching up on your bookkeeping
To stress about your finances and wonder if you are leaving money on the table
To worry if you get audited because you aren’t sure if your numbers are right
To stress every year at tax time because you are behind on your books or haven’t started them at all (gasp)
To lose sleep at night because you don’t understand the financial position of your business
To feel anxious when making financial decisions in your business
And that’s where I come in…
I take care of your numbers, while you take care of your community.
Hi, I’m SueEllen!
I am a CPA, Fractional CFO and strategic bookkeeper that has a dream of making our world a happier and healthier place.
After 15 years of experience in the accounting field, I was called to combine my passions, health & wellness and numbers - and Healthy Balance was born.
When it comes to our health - personal and in business, to me it’s all about balance. I believe that as a small business owner you must have balance in your life and in your books in order to be successful.
I’m here to help with that!
I ease your stress as a business owner by providing confidence and clarity around the numbers in your business. This empowers you and provides you with data to make more informed, better decisions in your business. And better decisions lead to GROWTH, and growth means expanding your IMPACT, and that leads to more WELLNESS within our communities.
And that lights me UP.
I give you back time so you can create the balance in your life you are looking for. No more late nights and weekends spent keeping up with your numbers. Use that extra time to do the things YOU love. Taking care of ourselves is so important as a business owner. Now get out there and do it!
I’m here to break the stigma of a “typical accountant” (you know what I mean), and love to connect and build long-lasting, meaningful relationships with my clients. When you’re my client, you’re my friend.
I share in many of the same passions that you do and incorporate all types of health & wellness in my own life. Whether that be exercise, acupuncture, therapy, massages, working with a functional medicine practitioner… investing in all aspects of my wellness has truly changed how I feel and my overall life for the better, which is why I’m so passionate about the businesses that I support.
In my spare time you will find me exercising at the gym, at a yoga/pilates class, catching a live music event, somewhere out in nature, traveling the world, diving into self development, exploring a local coffee shop or spending time with my family and friends.
Services
Monthly Bookkeeping
Bookkeeping, financial reporting, sales tax filing
One Time Bookkeeping
Cleanup, Catchup, Initial system setup
Fractional Controller/CFO
Strategic planning, budgeting, cash flow management