As a health & wellness business owner - therapist, gym owner, online coach, personal trainer, esthetician, or massage therapist - you want to know where your finances actually stand without feeling judged for not having it all figured out. Answer the 13 quick statements and find out in about 3 minutes.
No shame, just clarity. Your results are scored instantly.
What You'll Discover
In about 3 minutes, you'll work through this interactive self-audit so you can quickly identify the gaps in your bookkeeping and know exactly what to fix first.
Jen Bailey
Founder, Ontra Accounting
About Me
I'm a seasoned accounting professional with over 21 years of hands-on experience supporting businesses at every stage of growth, from small startups to rapidly scaling companies. I hold a Bachelor's degree in Business Management with a minor in Accounting, and my background spans the full accounting cycle: accounts receivable, accounts payable, payroll, bank and balance sheet reconciliations, financial reviews, audits, and both cash- and accrual-based accounting. For the last three years I've served as a Controller, partnering closely with leadership to bring clarity, structure, and confidence to financial decision-making.
I'm a Certified QuickBooks ProAdvisor and I work primarily with small businesses, service-based companies, startups, and busy owners who hate bookkeeping or simply don't have the time to manage it properly. I believe bookkeeping should feel supportive, not intimidating, and that you should never be left guessing about your finances. My goal is to be more than just a bookkeeper: a trusted financial partner who brings clarity, consistency, and peace of mind.
With this free self-audit, you'll be able to identify the gaps in your bookkeeping so you know exactly what to fix first - with clarity, not shame.