Growing your business can be a struggle. You already have so many different aspects of your business to focus on and it can be a challenge to make sure you are doing everything correctly on the financial side of your business. That is why we decided to specialize in helping Wellness Practitioners take their business to the next level. Our mission is to help you focus on running your business with the peace of mind that your bookkeeping and advisory services are being handled by a company that understands your needs.

Hey, there!

I’m Tereasa Carter - Founder & CEO

I have always been a “super organizer.”  As a small child, you could find me storing my Legos by color or arranging my Beanie Baby collection in alphabetical order by name.  My love for organization carries over into my bookkeeping.

With over 15 years of office administration work, I am no stranger to the inner workings of a busy office and business.  Having 6 years as a paralegal, I am proficient in administrative support, and business organization, including payroll, and tax reporting.  I love to problem solve and am always up for a challenge.

I like to take a personal holistic approach to bookkeeping, because business isn’t always about the numbers; I care about the people behind the business and recognize the importance of good client relationships.  My mission is to help you take your business to the next level. Optimizing the financial side of your business will put time back into your hands to focus on everything else.

In my spare time, I enjoy spending time with my family, sewing, camping, and travelling.