The backbone of the accounting process for
your business.  We will handle all aspects of your bookkeeping to insure accuracy and timely reporting.  We will identify any unusual transactions and keep you in the loop – we have your back!

Quickbooks Online – Whether a first time set up or an existing user we will make the process quick and seamless.  Bank and credit cards are connected so
transactions will be updated from the bank on a daily basis.

Historical Bookkeeping – We will clean up your books no matter how far behind they are.

Custom Chart of Accounts – Capture all of your business tax write off’s with a custom tailored chart of accounts designed specifically for mental health professionals.

Categorize Transactions – All transactions are confirmed for accuracy on a real time basis.

Bank Reconciliations – Monthly balancing of your accounts so your reports and tax nformation are 100% accurate.

Month End Close – Books are closed within 5 days of the month’s end for timely financial reporting.

Financial Reports – Monthly, Quarterly & Yearly financial reports so you can keep up with the health of your practice and the books are ready for estimated tax payments and year-end tax returns.

Already using Paychex or ADP or other payroll service? No problem. We’ve got you covered.  We can work with any
payroll company and can take this responsibility off your hands, saving you time and money.

Gusto Partner – We are a Gusto payroll partner.  Need a payroll service?  We will do the onboarding for you.  Want to switch your payroll service to start saving money?  We will
handle the switch from start to finish.

401k – We can work with your existing 401k provider or assist you in adding one to your practice.

Employee Onboarding – Let us help.  We can take care of the onboarding process for you.  

Contractor Payments – We can take care of the entire process for you.  From collecting W9 forms to issuing year end 1099 forms.  Pay subcontractors with ease using ACH bank transfers.  We can do all of the calculations for you or even cross reference vendor invoices to revenue.

We realize each practice’s tax situation may vary. We also offer a full range of services from tax planning to tax return services.  We can work with your existing CPA or tax preparer.  

Estimated Tax Payments – Determination of frequency and payment amounts for your practice.  You can make the payments yourself or we can do it for you.

Tax Planning – Our team of tax experts can assess your situation and determine the best plan of action for you.  We can handle all of your corporate and personal tax planning needs.

Tax Returns – We offer corporate and personal tax return services at competitive rates for our mental health clientele.

CFO SERVICES

We offer a host of CFO services to help you manage
and grow your business.  Let us help you get a better understanding of
your business so you can get to the next level in your private practice.

⦁    Cash Flow Forecasting & Management
⦁    Profit Analysis
⦁    Labor Cost Management
⦁    Revenue Projections & Budgeting
⦁    KPI’s & Data Analysis
⦁    Personalized Reports
⦁    State Reporting & Business Occupational Licensing

PATIENT BILLING SERVICES

Are you using Simple Practice or
Theranest to manage your mental health practice?  We can process daily
insurance and cash paying clients for you on your mental health practice
software.  Save time and increase your cash flow by allowing us to
process transactions for you on a daily basis.

Launch Your Business with Confidence

• Entity Setup & Elections: 
• Expert guidance and filing for LLC, PLLC, PC, C-Corp, and S-Corp formations, including S-Corp elections.

When you work with Wholistic Accounting & Business Consulting you are getting a partner, not just someone sitting in a cubical somewhere who has not connection to your business. Adding Wholistic to your team means that you have access to a wide range of services which will allow your business to thrive and succeed. 

We genuinely care about our clients, and we want to see you grow and succeed. In order to provide you with the highest level of service, as well as accurate pricing for your specific needs, we want to get to know you better. This gives us a chance not only to understand the current needs of your business but your ongoing needs, and it allows us to help you plan for your future.