🧠QUIZ: Which Bookkeeping Package is Right for You?
Find your financial flow with a package that fits your wellness business stage.
1. How would you describe your business right now?
A. I’m just starting out or working part-time.
B. I’m steadily seeing clients or making sales each month.
C. My business is expanding with multiple offerings or team members.
2. On average, how many transactions flow through your business each month?
A. Less than 50
B. Between 50–150
C. Over 150
3. How many business bank and credit card accounts do you use?
A. 1 or 2
B. 3 to 4
C. More than 4
4. Do you need regular financial insights (P&L, Cash Flow, etc.) to make decisions?
A. Not yet — I just need the basics.
B. Yes, I like to check in quarterly.
C. Absolutely — I want monthly insights and strategic check-ins.
5. Do you sell products, host retreats/courses, or have team members or contractors?
A. No, it’s just me for now.
B. I have a few offerings and maybe a VA or two.
C. Yes — I manage multiple income streams or a growing team.
RESULTS:
🔹 Mostly A’s: You’re a 🌸 Nurture Package fit
You’re in the early stages or keeping things simple. This package offers core monthly bookkeeping so you can stay organized and prepare for growth.
🔹 Mostly B’s: You’re a 🌿 Balance Package fit
Your business is gaining momentum, and you’re ready for more structure, support, and insights. Balance includes quarterly strategy calls and reporting tailored to your needs.
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🔹 Mostly C’s: You’re a 🌺 Thrive Package fit
You’re expanding, hiring, or diversifying your offerings. Thrive gives you the robust support you need to confidently grow your wellness empire.
NOTE:
Every business is unique — and so is the support you deserve.
All packages are customizable based on your needs, and final pricing may vary depending on transaction volume, account complexity, and add-ons like sales tax tracking or payroll support.
👉 READY TO FEEL SUPPORTED?
Let’s talk about the right fit for you.