Your Wellness Mission, Our Financial Expertise.

Bookkeeping for Wellness Providers

We're Not Your Average Bookkeepers

Elmwood was born in the cloud and leverages the efficiencies of modern tools that help us deliver quality work at an accessible price. We believe in using technology to save our most limited resource... time.

Protecting your time is probably one of the reasons you're here.

Our Time-Saving Approach

Video messages instead of long emails — Watch at your leisure to avoid unnecessary meetings. When you are ready for some face time, our video calls are summarized and transcribed (as requested) so you can digest what we discussed on your own time.

Encrypted portal for all communications — Never dig through your emails again wondering where our conversation left off. We use a secure portal for all bookkeeping questions and requests.

Automated reminders — Weekly email and text reminders ensure you'll never fall behind.

Seamless Experience, Nationwide Reach

We've invested in tools to make working with our firm as seamless as possible. This has allowed us to support clients in Georgia, Massachusetts, New Jersey, New York, Pennsylvania, Texas, and beyond.

Stop Leaving Money on the Table—It's Time to Master Your Financial Story

Professional bookkeeping isn't a luxury—it's the competitive advantage that transforms businesses from surviving to thriving.

Ready to unlock your potential?

Let's Talk

Meet Our Founder, Barb

After 10 years of working in accounting for publicly traded ad agencies & global legal + financial services firms in NYC I was burnt out 😩and ready to take my love of business and strength for working with numbers to the next chapter of my career.

What started as a passion project in 2021, has blossomed into a purpose driven business to support people looking for more agency over their lives.

With our help clients can finally get excited about "the numbers side" of their business because they have the right support, tech stack and mindset.

My passion for wellness businesses came from the support I received as I recovered from the burnout I experienced from my corporate days. Wellness providers are a critical part of our communities and I want to amplify their impact by making sure they stay in business so they can serve for years to come.❤️

My vision for Elmwood is to support businesses that bring wellness into their communities. Whether through nutrition, grooming, travel, yoga, or therapy; if you improve the quality of life of your clients, we want to help.

With our support, clients have been able to eliminate wasteful spending and prioritize their needs with the insights gained from clean books.

My team and I are here to bring order to your books and confidence to your business.

how it works

See what makes us special below ⬇️

Social Impact

We believe everyone has a responsibility to give back.

I'm incredibly privileged to build and run the business of my dreams, but I know not everyone has the same opportunities for growth. As the daughter of Haitian immigrants, I'm acutely aware of the profound privilege in my life—and I don't take it for granted.

Here's how we give back:

Every new monthly client automatically triggers a donation
We partner with the nonprofit Start Small Think Big to amplify our impact
We focus on causes close to our hearts: education, mental health advocacy, and human rights 🕊️

Building wealth shouldn't happen in isolation. When you succeed, we all succeed—and together, we can lift up our communities.

CYBER SECURITY

We take the necessary precautions with our clients' data and invest in enterprise-grade tools to keep it safe.

Encrypted client access — Account access is encrypted and passwords are cloaked with zero-knowledge encryption.

Two-factor authentication (2FA) — Required throughout our entire tech stack.

SOC 2-compliant client portal — All shared data is fully encrypted at rest and in transit.

Your sensitive information deserves enterprise-level protection.

Platform Expertise You Can Trust

We specialize in untangling complex financial operations. We work with platforms like Square, Stripe, PayPal, HoneyBook, Toast, Simple Practice, Gusto, ADP, OnPay, Jobber, PtEverywhere, BrightWheel, all the time.

We also work with 2 accounting softwares Xero & QuickBooks Online.

We know how to navigate their back ends and connect the dots. We'll help you build the right financial tech stack so you can report accurate numbers to the IRS.

Complicated setup? We've probably seen it before—and we know how to fix it.

LIFELONG LEARNING

The landscape of accounting and tax is always evolving. That's why we prioritize investment in continuing education with monthly workshops hosted by seasoned CPAs to keep our skills sharp and maintain trusted resources for the nuanced circumstances that inevitably arise.

Your benefit: Pooling knowledge with other experts gives you access to decades of collective experience at no additional cost.

You get the expertise of an entire network, not just one bookkeeper.

Don't just take our word for it.

Hear from our clients below 👇

How it works

Hand over the books and get financial clarity

If we decide to work together during our Discovery Call, we move to onboarding. During onboarding, we do a deep dive on the back end of your business, so we understand how money flows through your accounts and tech stack. We also set up access to your accounting file and business accounts so we can service your business with minimal input from you throughout the month.

Once your file is set up or cleaned up, we move to the maintenance phase of our services.

Here is what you can expect every month

All business transactions are recorded and categorized.
All business bank and credit accounts are reconciled.
Transaction questions that need client input are listed in the portal for easy response.
Books are revised with the feedback from the client.
Financial reports are created and published with a recap email of financial highlights.
Books are closed for the month to prevent incorrect entries.

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