Jean Rose Bookkeeping
Done-For-You bookkeeping for your wellness practice
Monthly bookkeeping for chiropractors, med spas, and wellness practices throughout Washington. I offer clear and current financials so you can focus on what you do best...
01 Let's Talk
A short call to discuss your practice, review your accounts, and determine what it will take to get started. No cost and no commitment.
02 Onboarding
I connect your accounts, setup your bookkeeping software, and coordinate any necessary data transfer. If your books need catching up or cleanup, we'll address that separately before monthly services begin.
03 Monthly Bookkeeping
Each month, I'll categorize transactions, reconcile your accounts, and keep applicable payroll and quarterly filings on schedule.
04 Monthly Reports
You will receive a profit and loss statement, balance sheet, and a brief financial summary highlighting wins, changes, and numbers worth paying attention to.
What’s included every month
Every practice is different. Your monthly services are tailored to what your business needs.
Bank and credit card reconciliation
Transaction categorization in Xero or QuickBooks Online
Monthly profit and loss and balance sheet
Monthly financial highlights and insights
Applicable Washington State excise tax filings
Email support when questions come up
Additional services available:
Payroll processing and quarterly payroll tax filings
Bookkeeping clean up and catch-up
Accounting software migration
Hi, I'm Trisha!
A bookkeeper who keeps her client list small
I started Jean Rose Bookkeeping to offer dependable bookkeeping and a personal relationship with the people I work with. You will always work directly with me, I'll know your books, and I'm happy to collaborate with your CPA when needed.
Thank you
Thank you for reaching out! Your message has been received, and I will be in touch within two business days.