Financial Wellness

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    • Wellness Financial
    • SOLUTIONS
      • REAL ESTATE SOLUTIONS
      • MORTGAGE SOLUTIONS
      • INSURANCE SOLUTIONS
      • INCOME TAX SOLUTIONS
      • BOOKKEEPING SOLUTIONS
      • MOBILE NOTARY SOLUTIONS
      • FINANCIAL COACHING
    • Client Portal
    • PODCAST
    • CONTACT

855-455-1040

Financial Wellness

Signed in as:

filler@godaddy.com

  • Wellness Financial
  • SOLUTIONS
    • REAL ESTATE SOLUTIONS
    • MORTGAGE SOLUTIONS
    • INSURANCE SOLUTIONS
    • INCOME TAX SOLUTIONS
    • BOOKKEEPING SOLUTIONS
    • MOBILE NOTARY SOLUTIONS
    • FINANCIAL COACHING
  • Client Portal
  • PODCAST
  • CONTACT

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Bookkeeping solutions

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Collaborative Accounting Framework™

The Framework comprises two halves—Pre-Accounting Tasks and Accounting Tasks.


  • You (the client) are responsible for completing the Pre-Accounting Tasks—and the smaller microtasks that sit within each task.
  • We (Wellness Financial) take care of the Accounting Tasks and microtasks.

Payroll, 401k & HR Tips

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  • FINANCIAL COACHING

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