Wellness Fi

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Gusto Gold Partner

Serves 208 Gusto clients | Partner since 2019

We are virtual tax and bookkeeping firm that caters to Wellness & Health Professionals (Therapists, Counselors, Coaches, Psychologists, etc.). We offer custom, monthly packages that are geared towards back-office automation and tax minimization.

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Wellness Fi

Serves 208 Gusto clients | Partner since 2019

We are virtual tax and bookkeeping firm that caters to Wellness & Health Professionals (Therapists, Counselors, Coaches, Psychologists, etc.). We offer custom, monthly packages that are geared towards back-office automation and tax minimization.

Firm at-a-glance

  • Accepting new clients
  • Offers remote services
  • 10-49 accountants on staff

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online

Services offered

  • Bookkeeping
  • Outsourced CFO
  • Tax preparation

Industries served

  • Healthcare & social services

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
Team photos

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online

Services offered

  • Bookkeeping
  • Outsourced CFO
  • Tax preparation

Industries served

  • Healthcare & social services

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.