Wellness clinic provider meeting with a patient
For wellness clinics

Bookkeeping for wellness clinics with a lot going on.

Multiple providers, multiple services, memberships, and a retail shelf. Maple Tree provides bookkeeping for wellness clinics that need one clear picture of how the whole practice is performing.

Certified QuickBooks ProAdvisorMBA-backed strategyVirtual, nationwide
Sound familiar?

More services, more moving parts

Growth is a good problem. But every new provider, service, and payment option adds complexity to your books.

You can't see which services earn the most

Everything lands in one income bucket, so it's hard to know where to invest.

Providers are paid in different ways

W-2 staff, 1099 contractors, and commission or revenue splits all need to be handled correctly.

Memberships and packages

Recurring and prepaid revenue makes month-to-month results hard to read.

Retail and supplement inventory

Products on the shelf tie up cash, and it's unclear whether they're profitable.

Several payment systems

Card processors, practice software, and HSA/FSA payments all report differently.

Reports nobody reads

You get a report each month, but it doesn't answer the questions you actually have.

What we handle

One clear view of your whole clinic

We set up your books so every service line, provider, and payment source is easy to understand.

Practitioner talking with a patient at a wellness clinic
  • Monthly bookkeeping and reconciliationEvery account reconciled and every processor payout matched to your bank deposits.
  • Revenue by service and providerSee what each service line and provider brings in, so you can make confident decisions.
  • Memberships and prepaid packagesRecurring and prepaid revenue tracked so your results reflect reality.
  • Payroll for W-2 and 1099 team membersAccurate, on-time pay and the filings that come with it.
  • Retail and supply costsProducts and supplies tracked so you know your true margins.
  • Plain-language monthly reportsClear reports, with notes on what changed and what to watch.
How it works

Getting started is simple

  1. Book a free call

    Tell us about your clinic, your providers, and how patients pay.

  2. Get a clear plan

    We map your service lines and payment sources and show you exactly where we'd start.

  3. Get your time back

    We handle the books every month so you can focus on patients and your team.

Real example

From tangled books to a clear plan

A chiropractor came to Maple Tree wanting a clearer picture of his practice's finances. A close look at his books turned up a few things that needed attention. Wellness clinics often run into the same issues, especially as they add providers and services.

What we found

  • Asset balances sitting negative when they should have been positive
  • Liabilities that weren't recorded at all
  • A vendor list so tangled it was hard to tell who he actually owed
  • A chart of accounts that didn't match how his practice actually ran

What we fixed

  • Cleaned up and organized his vendor list
  • Customized his chart of accounts to fit his practice
  • Tracked each income stream on its own
  • Brought every liability back onto the books

Now he opens a clean report every month and sits down with his CPA to plan, not react.

That's what clear, organized books make possible.
Get a second look
FAQ

Questions about bookkeeping for wellness clinics

Do you work with clinics outside Missouri?

Yes. Maple Tree is based in Missouri and provides virtual bookkeeping for practices nationwide.

Can you track revenue by provider?

Yes. We can set up your books so you can see revenue by service line and by provider.

We use contractors and employees. Can you help?

Yes. Our payroll service covers W-2 employees and 1099 contractors. We'll also flag classification questions so you can confirm them with your CPA.

Do you prepare taxes?

No. We keep your books clean and organized so your CPA can file accurately and plan ahead with you.

Is the discovery call really free?

Yes. There's no cost and no obligation.

Kara, founder of Maple Tree BookkeepingTalk with our teamLed by Kara, Founder and Certified QuickBooks ProAdvisor

See your whole clinic clearly

Book a free discovery call and get a clear plan for books that show what's really driving your clinic's growth.