Wellness Focused Bookkeeping

Experienced tailored bookkeeping services for healthcare and wellness professionals. Simplify your finances, amplify your focus.

Managing your financial records shouldn't take time away from your clients or patients. At Lotus CFO, we specialize in bookkeeping for the healthcare and wellness sectors, ensuring you get not just any service, but the RIGHT service. Dive in to see how we can simplify your financial world.

Our Bookkeeping Services

Your finances are dynamic, and our monthly bookkeeping ensures you're always in sync with the ever-evolving nature of your business. We'll keep your records up-to-date to give you peace of mind and prepare you for a smoother tax season.

Record Cleanup

Just starting out? Behind in recordkeeping? No problem. There are many reasons you need a record cleanup. Leave the shame behind and start now.

We'll help you get things in order with a fresh start. We will meticulously review and clean up your existing financial records or record transactions from prior years.

Monthly Bookkeeping

Consistency is the cornerstone of effective financial management. You're not just getting a periodic check-in, but a comprehensive suite of services designed to keep your financial health in optimal condition.

Our services include expense classification, transaction recording, reconciliation, and financial statement preparation.

Tailored Support

If you need more than the basic monthly bookkeeping package (expense management and financial statements), we are here for you. We can also handle payroll, billing and invoicing, bill payment and check cutting, cash management reporting, and 1099 tracking and reporting.

We also offer forecasting and KPI analysis.

What working together looks like:

Book a Call

In our initial consultation, we will get to know your business and how we can help. We can also answer any pressing questions you may have. We offer consultation for free because we care.

Get Started

We discuss your business in more detail and gain access to your Quickbooks account (or setup a new account, if necessary). We also provide access to our Client Portal so we have a secure method for sharing documents and status. If cleanup is required, we take care of that first.

Ongoing Support

Each month, we will keep your records up-to-date. We will share an Open Items List, if we have any questions or need additional information from you. By the 10th day of the following month, we will close your books for the month and share your reviewed financial statements.

What our clients are saying...

“Kiana, this is so amazing, I'm so excited to have these tools! I am even more excited than I thought I'd be to be getting my head around these numbers.”

— Naomi