I Fired My Bookkeeper 🧮

Hey there Healers!

Let me tell you something that might surprise you.
Over my 15 years of business I've almost always had a bookkeeper/accounting service.

I was paying anywhere from $250–$600 a month for bookkeeping and at one point,  nearly $1,200 a month. (spoiler alert- the numbers don't do anything different the more you pay 😬)

And for years, I thought:
“This is responsible. This is for a finance professional to deal with... The accountant will figure it out.”

But here’s the truth.
I didn’t trust what I was seeing.

1. Reports came late.
2. Expenses were poorly categorized.
3. Numbers didn’t quite make sense.
4. Duplicates. Missing entries. Fog.

And every time year-end rolled around, I’d sit in front of my accountant while they showed me numbers and I’d say:

“Sure.”

As if I understood them. 
As if I could verify them.
As if I had any idea whether they were accurate.
I didn’t.

And that lack of clarity kept me operating from financial guesswork.

Last year, I joined a finance program that pushed entrepreneurs to understand their own numbers.

At first I resisted

“That’s what I pay accountants for.”

But something in my gut was already screaming.
And I’ve learned this the hard way:
If you don’t trust what’s happening with your money, your body knows.

That tension when you need to take a day off?
That hesitation when someone asks if you can fit them in?
That anxiety when you see "invoice" in your inbox?
That’s data.

Within two weeks of joining the program, I fired my bookkeeper.
And I started SUPER simple.
Spreadsheets.

After I saw what spreadsheets were doing for me I decided it was time to fully learn QuickBooks, the system my accountants had supposedly been managing for years.

And that’s when I saw it.

❌ Massive errors.
❌ Poor categorization.
❌ Missing entries.
❌ Numbers that didn’t reconcile.
❌ Not because anyone was malicious.
❌ Because no one cares about your money as much as you do.
And even someone excellent at their job cannot help you make strategic decisions if you don’t understand your own numbers.

Now?

Every Friday morning, I sit down and review my week.

I know exactly:

• How much profit I made
• What my operating costs are
• What subscriptions I’m paying for
• What’s worth it
• What isn’t

❌ I don’t “round in my head” anymore.
❌ I don’t say “I think I can make that work.”
✅ I know.

Recently, I hired someone for a project.
Within a week, I realized the ROI wasn’t there and my direction wasn’t clear.
It was an expensive lesson.
But because I knew my numbers, I stopped it immediately.
In the past?
I would’ve let it run for months.

That’s the difference clarity makes.

Here’s the part most practitioners don’t want to hear:

• Outsourcing your bookkeeping does not outsource your responsibility.
• Giving away your numbers is giving away your power. (like a patient expecting you to be fully responsible for their health outcomes)
• Even if you have support (and support is great), you need to understand the foundation.

Because profitability isn’t accidental.
It’s intentional.
And it requires clarity.

This is one of the core conversations we’re having at  The Wellthy Practice: a two-day online retreat happening April 25–26.

❌ Not “become your own CPA.”

But:
 👉Understand your numbers.
 👉Improve profitability.
 👉Make decisions from data instead of stress.
 👉Use systems and technology to simplify everything.

We’ll also have a session on practical ways to increase profitability in a modern practice ➡️ without overworking or overbooking yourself.

Because wealth isn’t about working more.
It’s about knowing more.
And using that knowledge wisely.

If you’re on this list, you get $50 off the retreat when you use the code WELLTHYOSTEO.
Because financial clarity shouldn’t be gatekept.

RESERVE MY SPOT NOW! 

Next week, we’re talking about time wealth — and why your schedule is a financial decision.

Until then, ask yourself:

1. Do you actually know your numbers?
2. Or are you trusting that someone else does?

And if you want to talk numbers or bookkeepers - my inbox is always open!

Now lets get Well-thy!

Geneviève