Attention: Health & Wellness Professionals
Never Worry About Your Bookkeeping Again
21st-Century Bookkeeping for Health & Wellness Professionals Only
How It Works
So, HOW do we help you to never worry about bookkeeping again? It's done through our proprietary 3-step system:
Step 1:
ANALYZE
First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move onto...
Step 2:
CUSTOMIZE
Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) health & wellness practice specific, b) simple to understand and c) helps us all to see how we can...
Step 3:
OPTIMIZE
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.
Hear From Our Clients
Shannan is not just a bookkeeper, she is like having a CFO who sits on my board. She not only helped me know my financial numbers, but helped me analyze my business goals and advised me how to achieve them. It is hard for me to keep eye on the financial ball when I love to focus on other aspects of my business that I am good at. She helps keep me focused on what is important financially and provides financial data to help make the best business decisions for me and my company.
Liz B.
Owner/Director
I want to thank all of you for all of your help. We are really impressed with your dedication to us and the countless hours you spent having to figure out this unique situation of books. It was a long time coming for us to find a team that can "handle" our situation and I couldn't be happier that we found you. I'm really looking forward to our growth and partnership together. I'm sure this is a hectic time of year for you so we're extremely grateful that you've gone above and beyond to meet deadlines of ours.
Brad E.
President
Shannan and her team at Yellow Brick Financials has taken my business to the next level. They cleaned up my chart of accounts and made it possible for me to get monthly financials. This gave us the ability to now track monthly metrics and KPI's. They set me up on payroll so taxes are filed automatically. A huge time saver. I have hired them on a monthly basis to continually manage the finances of my business.
Brett P.
Owner
Yellow Brick Financial takes care of my financial and accounting tasks, so I can focus on gaining new clients. Shannan and her team are skilled, knowledgeable and I highly recommend Yellow Brick Financial.
Neil S.
Owner
Why Me?
My mission and passion is to help business owners win in business, be extremely profitable, and accumulate wealth.
Me personally, I am a serial entrepreneur, who has started and owned many businesses that I have been able to grow into sustainable and profitable companies. I have learned it is very difficult to own a business on your own. Business owners need a bookkeeper, who knows your business and can act as business advisor, making sure that decisions are fiscally sound and in-line with company goals.
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Turn your bookkeeping nightmare into a dream
Copyright @2022 847-275-9101 - Illinois