Balanced Books, Thriving Practices

Expert Bookkeeping for Wellness Professionals
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We’re Not Your Average Bookkeepers

Elmwood was born in the cloud, leveraging modern tools to deliver quality work at an accessible price. We believe technology should save our most limited resource—time.

Protecting your time is likely one of the reasons you’re here, and it’s the core of how we work.

Our Time-Saving Approach

  • Video messages → watch and listen on your own time, get clearer context than text alone, and skip unnecessary Zoom calls

  • Secure portal → Your encrypted client portal — one organized, worry-free space for all your bookkeeping questions

  • Automated reminders → Timely email & text nudges — because peace of mind matters

Seamless Experience, Nationwide Reach

We’ve invested in tools that make working with us effortless, no matter where you are. Today, we proudly support clients across Georgia, Massachusetts, New Jersey, New York, Pennsylvania, Texas, and beyond.

Stop Leaving Money on the Table—Master Your Financial Story

Professional bookkeeping isn’t a luxury—it’s a competitive advantage.

With the right financial insights, your business can move beyond survival and step confidently into growth and profitability.

 

Ready to unlock your full potential?

Start Thriving Today
Meet Our Founder, Barb

 

After 10 years of working in accounting  for publicly traded ad agencies & global legal + financial services firms in NYC I was burnt out 😩and ready to take my love of business and strength for working with numbers to the next chapter of my career. 

What started as a passion project in 2021, has blossomed into a purpose driven business to support people looking for more agency over their lives.

With our help clients can finally get excited about "the numbers side" of their business because they have the right support, tech stack and mindset.

My passion for wellness businesses came from the support I received as I recovered from the burnout I experienced from my corporate days. Wellness providers are a critical part of our communities and I want to amplify their impact by making sure they stay in business so they can serve for years to come.❤️

My vision for Elmwood is to support businesses that bring wellness into their communities. Whether through nutrition, grooming, travel, yoga, or therapy; if you improve the quality of life of your clients, we want to help.

With our support, clients have been able to eliminate wasteful spending and prioritize their needs with the insights gained from clean books.

My team and I are here to bring order to your books and confidence to your business. 

how it works

 

See what makes us special below ⬇️

Platform Expertise You Can Trust

We have experience with the tools that power your financial tech stack—Square, Stripe, PayPal, HoneyBook, Simple Practice, Jobber, PtEverywhere, BrightWheel, Mariana Tek, Momence, and more. Because we believe in precision and consistency, we support our clients exclusively on Xero—the accounting platform we trust to deliver accurate, streamlined financials.  Here's why

CYBER SECURITY

We take every precaution to protect our clients’ data, investing in enterprise-grade tools to keep it secure.

  • Encrypted client access — All account access is encrypted, with passwords cloaked using zero-knowledge encryption.

  • Two-factor authentication (2FA) — Required across our entire tech stack.

  • SOC 2–compliant client portal — All shared data is encrypted both at rest and in transit.

Your sensitive information deserves nothing less than enterprise-level protection.

LIFELONG LEARNING

The landscape of accounting and tax is always evolving. That’s why we invest in continuing education, attending monthly workshops led by seasoned CPAs. This keeps our skills sharp and ensures we have trusted resources for the nuanced circumstances that inevitably arise.

Your benefit: By pooling knowledge with other experts, you gain access to decades of collective experience—at no additional cost.

 

Social Impact

We believe everyone has a responsibility to give back.

I feel incredibly privileged to build and run the business of my dreams, but I know not everyone has the same opportunities for growth. As the daughter of Haitian immigrants, I’m deeply aware of the privilege in my life—and I don’t take it for granted.

Here’s how we give back:

  • Every new monthly client automatically triggers a donation. 

  • We partner with Start Small Think Big a nonprofit that helps small businesses thrive.

  • We support causes close to our hearts—education, mental health advocacy, and human rights 🕊️.

      

Don't just take our word for it.

Hear from our clients below 👇
 
 
 
 
How it works

Hand over the books and get financial clarity

If we decide to work together during our Discovery Call, we move to onboarding.  During onboarding, we do a deep dive on the back end of your business, so we understand how money flows through your accounts and tech stack. We also set up access to your accounting file and business accounts so we can service your business with minimal input from you throughout the month.

Once your file is set up or cleaned up, we move to the maintenance phase of our services.

Here is what you can expect every month

  • All business transactions are recorded and categorized.
  • All business bank and credit accounts are reconciled.
  • Transaction questions that need client input are listed in the portal for easy response.
  • Books are revised with the feedback from the client.
  • Financial reports are created and published with a recap email of financial highlights.
  • Books are closed for the month to prevent incorrect entries.
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Testimonials

Client success stories that speak for themselves.

See what our clients have to say about working with Elmwood 👇

Read Reviews

 

      

Frequently Asked Qs

 

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