Elmwood Bookkeepers

Elmwood’s mission is to support wellness providers in becoming confident stewards of their finances. Our services are best suited for established, service-based businesses seeking consistent financial visibility and ongoing support. We primarily work with acupuncture clinics, mental health practices, boutique fitness studios, Montessori schools, child care centers, physical therapy practices, and other professional service providers.

To stay focused on serving our niche, we’re not the right fit for non-profits, churches, real estate investors, attorneys, product-based businesses, restaurants & juice bars, and other non-wellness service providers.

Our philosophy is simple: if you’re serious about your business, you should be serious about your bookkeeping—because you can’t manage what you don’t measure. Most of our best-fit clients earn between $150k and $900k annually, but we also work with businesses under $100k who are committed to growth. If your budget is tight, you can start with our bookkeeping spreadsheet (available in our Shop) to stay organized until you’re ready for ongoing support.

We’ll need access to your business checking, savings, and credit card accounts—essentially any platform where money flows through. Most banks and platforms allow you to set up a “view-only” user account, which keeps your data secure while giving us the access we need. If you’re not sure how to set that up, we’ll guide you through the process. With view-only access, we can manage your bookkeeping independently—so you don’t have to upload monthly statements, deposit images, or reports. From time to time, depending on your bank, we may need a quick security code via text to reconfirm access.

Catch-up and set-up projects require a meaningful investment of time and expertise, which is reflected in their pricing. To make this work more accessible, we offer flexible payment options through Klarna and Afterpay. These options allow you to move forward now and restore clarity to your books, while spreading the cost in a way that feels manageable. Your financial clarity shouldn’t have to wait.

Your monthly fee is based on the complexity of your bookkeeping. Factors that may increase the base price include high transaction volume (more than 200 transactions per month, per account), commingling funds (mixing personal and business expenses), extra accounts (exceeding the number of accounts included in your service package), point of sale (POS) systems (additional reconciliation requirements), payroll systems without integration (manual entry and adjustments required), business loans (additional tracking and reconciliations), and heavy use of paper checks (more time-intensive to record and reconcile). We’ll always be transparent about pricing so there are no surprises.