Focus On Growing Your Business

Trust The Accounting To Us

Your clients need your full focus and excellence. Leave the things you don't love to us!

Welcome To Financial Clarity

We Are Calculating The Best Opportunities For You

We love to serve you guys, because you provide such a valuable service in the community. Know what you can take home, and know that you're deducting the right things on your taxes. We're hfor your journey from start to group practice.

About half of our owners own group practices

Our owners grow above the industry average

Video calls, not chat support

Not sure if you're doing it right? We can help.

M Schwarz

- Wellness Fi

1,200 +

Happy Clients

3,452+

Projects Completed

15 +

Years Of Experience

20+

Team Members

Our Services

What Service We Offer

We offer personal service at a fair price.

Full Service

Tax advising and accounting, done for your monthly.

Business Taxes

S-corp, sole-proprietor, or not sure? We can help. We file taxes for most of our owners.

Personal Taxes

Tax filings done annually at federal and state levels. Avoid Googl

Payroll & Salary

We get your payroll and running on rails.

S-corp elections

Tax savings of up to 6%. Help the IRS recognize your roles as owner and technical expert.

CFO services

Growing a group practice? Growth can be expensive. We can be that second set of eyes to help make decisions and pursue sustainable growth.

Case Studies

Let’s See Our Latest Project

S-corp election

Jolie had heard she could save on her taxes by becoming an S-corp. Hear her journey.

Healthy delegation

June knew that she was wearing too many hats. We got business finances in order.

CFO services for growth

John was growing a strong team, quickly. He hadn't done this before. We helped.

Clients Feedback

Our Clients Reviews

We are proud to simplify the work life of business owners.

Lindsay Stenovec

Owner, Nutrition Instincts
MS, RDN, CEDRD

I've been working with Wellness Fi for almost a year now and I'm so glad to have their support. They're thorough, responsive and are always available to answer my questions. I'm so thankful to have finally found an accountant team that takes me and my business seriously and gives me clear, accurate advice!

Ivy Griffin

Owner, Thrive Therapy

Wellness Fi has helped simplify my bookkeeping and taxes tremendously! I love getting their monthly breakdowns of my income and expenses, net income, and what to save for taxes. I maintain a clear picture of my business' health, and I'm so much less stressed at tax time. Working with them has made my life 100% easier!

Jessica Harvey

Owner, Jessica Harvey Therapy

I am SO happy I started working with WellnessFi. I thought it might be a little pricey for my small business when I had my first consult, but Nicole and the team have saved me way more money than I have spent. I feel like my last accountants had no idea what is going on. I highly recommend Wellness Fi!