@Jessica Day Hi Jessica, if you are not operating your business under On Demand Wellness, we can still give you full access to our Skool Coaching Platform at a monthly fee! If you're interested let me know.

Hey @Jessica Day , yes definitely managing finances is one of the most overwhelming parts of running a wellness clinic, especially in the beginning. Honestly it almost always feels harder than it needs to be - you just need to put a simple system in place, a structure that makes the day-to-day feel manageable instead of chaotic. A few tips: 1️⃣ Simplify your money with the “3-Account System” Instead of keeping all your business money in one account, separate it into three labeled accounts within the same bank: - Operations Account – for all business expenses (supplies, rent, marketing, payroll, software). - Taxes Account – every time you get paid, move a set percentage here so tax money is always ready. - Owner Pay Account – the money you pay yourself comes from here, not from operations. You don’t need three different banks — just three accounts or sub-accounts under your main business banking. This simple structure eliminates guesswork and reduces financial stress dramatically because you always know exactly what each dollar is for. 2️⃣ Allocate percentages — not guesses Most small wellness businesses work well with something like: - 30–45% Operations / supplies / marketing - 20–30% Taxes - 30–40% Owner pay / profit These aren’t rules — just starting points until you find your rhythm. 3️⃣ Use QuickBooks for what it does best Let QB automate: - Expense tracking - Categorizing transactions - Monthly profit/loss - Mileage - Receipts Then you only need to check in weekly, not daily. 4️⃣ Work with a bookkeeper who understands medspa/wellness A good bookkeeper is a lifesaver — not the expensive kind you hire once a year, but someone who: - Reconciles your accounts weekly or monthly - Sets up your categories correctly - Helps you forecast expenses - Keeps you out of tax trouble 5️⃣ You’re not doing anything wrong — this is the messy middle Finances always feel overwhelming during the first 3–6 months of business because you’re still figuring out your baseline revenue, supply costs, and marketing rhythm. It gets MUCH easier once you have predictable patterns.

@Jessica Day my pleasure !