Financial clarity for studios that move.

Concierge bookkeeping and tax for wellness studio owners. Flat Pricing, No Surprises, Personal Attention

Willow & Pine Pilates
Concierge membership
Active
April, handled.
This month
$11,330
Net income
Books reconciled
/
Financials sent
/
Q2 taxes filed
Your tax return arrives
Documents were due Mar 18. Nothing left on you.
Our Date
Talk to your CPA
Direct line, a real person
Replies in 24h
Right fit

This is built for a specific kind of owner

Revenue mix · studio
Memberships
62%
Class packs
24%
Privates
14%

You run a wellness studio

Yoga, Pilates, or wellness, a service-based business with no inventory and no retail to track.

Tax planning · proactive
S-corp election
≈ $6,400 saved / year
Flagged and filed by your CPA

You want a real CPA

You want strategy and real tax planning from a CPA, not merely a passive bookkeeper.

Direct line
Can I expense the new reformers?
Yes — Section 179. I'll log it.

You value clarity over price

You value direct access and straight answers, with clarity mattering more than the lowest price.

The process

Three steps

No long onboarding, no sales pressure. We figure out if it's a fit before anyone talks pricing.

Book your discovery call

01

A relaxed thirty-minute conversation to see if your studio and this practice are the right fit.

01 — 30 MIN
Ned
Eduardo

Get your custom quote

02

A flat monthly membership rate built around your studio, with no hourly billing and no surprises.

FLAT RATE
Studio
Studio
Solo owner, one location, a simple setup.
Response
Within 48 hours
Planning
Annual tax session
Built for
Single-owner studios
Growth
Growth
Payroll, a few instructors, growing volume.
Response
Within 24 hours
Planning
Quarterly calls
Built for
Studios with staff
Growth Plus
Growth Plus
Payroll, a few instructors, growing volume.
Response
Same day, priority
Planning
On-demand strategy
Built for
Multi-location

Onboard and pick your date

03

To “Provide the requested information, then choose your tax return delivery date…

YOU CHOOSE
First Name
Last Name
Email
Telephone
Company Name
Send
The part nobody else offers

Pick the day your tax return is delivered.

Not "sometime in April." An actual date you choose, that we work backwards from — and stay on top of for you.

Every month

Your books done, financials delivered to your inbox

Every quarter

Estimated taxes filed for you

Once a year

Tax return delivered on the date you picked

Anytime

Secure portal messages with guaranteed response time

The honest comparison

Against the two options you're probably weighing.

This is some text inside of a div block.
Cheap generalist CPA
Big accounting firm
This practice
Who does the work
Often a junior or outsourced
A team you barely meet
The CPA you hired
Response time
"When I get to it"
Days, sometimes weeks
Guaranteed, by tier
Pricing
Hourly, unpredictable
Hourly, high
Flat monthly membership
Specialization
Generic
Generic
Wellness studios
Capacity
Overbooked
Massive
Max 25 clients, ever
Who does the work
Cheap generalist CPA
Often a junior or outsourced
Big accounting firm
A team you barely meet
This practice
The CPA you hired
Response time
Cheap generalist CPA
"When I get to it"
Big accounting firm
Days, sometimes weeks
This practice
Guaranteed, by tier
Pricing
Cheap generalist CPA
Hourly, unpredictable
Big accounting firm
Hourly, high
This practice
Flat monthly membership
Specialization
Cheap generalist CPA
Generic
Big accounting firm
Generic
This practice
Wellness studios
Capacity
Cheap generalist CPA
Overbooked
Big accounting firm
Massive
This practice
Max 25 clients, ever
About the practice

Built by a licensed CPA with 20 years across wellness, service-based, and small-business accounting.

Licensed CPA
AICPA member
Accepting members during enrollment windows

Straight answers.

The questions people actually ask before switching.

I already have a bookkeeper – why switch? 

How much does it cost?

What if my business is too small or too big?

What software do you use?

Are you accepting new clients right now?

Do you work with clients outside Indiana?

What happens if I want to leave?