Wellness & recovery services
Books and taxes for private practice dietitians and nutritionists.
Insurance-billed medical nutrition therapy alongside cash-pay coaching packages, small commissions from supplement recommendations, and a digital meal plan sold on repeat. Gus sorts all of it, an accountant checks every transaction, and you get one number a month.
- From $197 a month
- An accountant on every transaction
- Cancel whenever
February came in at $6,100. Two clients bought your three-month coaching package, so I kept that as owed sessions rather than counting it all as this month's income.
- Insurance reimbursement, MNT visitsInsurance-billed visits
- Coaching package, 3-month planCoaching packages
- Affiliate commission, supplement brandAffiliate income
- Practice management softwareSoftware
- Continuing education courseContinuing education
Why your books are different
A dietitian's income comes from three places that all behave differently.
Insurance-billed visits pay on their own delayed schedule, a coaching package sold today is owed for months, and a supplement affiliate link pays a small commission with none of the visit-based logic of the rest of the practice. Treated the same, all three get lost.
-
1
Insurance-billed visits pay on a schedule the client never sees
A medical nutrition therapy visit gets billed to insurance, and the reimbursement can take weeks to arrive, so income for a busy visit week can look thin until the payments finally catch up.
What we doTracks insurance reimbursements against the visits they belong to, so a delayed payment reads as timing, not a slow month. -
2
A coaching package sold today is owed for months
A client pays for a three-month coaching package up front, and if the full fee is booked as income the day it is paid, that month looks strong while the months of actual coaching sessions go untracked.
What we doTracks how many sessions are still owed on open coaching packages and counts each one as income as it is delivered. -
3
Affiliate and referral income is a different kind of money entirely
A commission earned when a client buys a recommended supplement through an affiliate link has nothing to do with visits or coaching hours, and mixed into client income, it hides how much of the practice's revenue is not tied to your time at all.
What we doKeeps affiliate and referral commissions in their own line, separate from visit and coaching income. -
4
A digital meal plan sold online sells itself after it is built
A downloadable meal plan or program sold through a website keeps earning without another session, and folded into coaching revenue, it hides how much of the business runs without ongoing client work.
What we doKeeps digital product sales in their own line, apart from live visits and coaching.
Your categories
The categories Gus keeps for a dietitian's practice.
Set up once for how you get paid and what you spend. You never pick a category. He does, and an accountant checks it.
Money in
- Insurance-billed visitsMedical nutrition therapy reimbursed by insurance.
- Coaching packagesCash-pay multi-session packages, tracked as owed sessions until used.
- Digital productsMeal plans and programs sold online.
- Affiliate incomeCommissions from supplement or product recommendations.
Money out
- Practice management softwareScheduling, billing, and telehealth tools.
- Continuing educationRequired hours and specialty certifications.
- Liability insuranceCoverage for the clients you see.
- License renewal feesState licensing, including any multi-state telehealth requirements.
- Marketing and website costsContent, ads, and digital product hosting.
What we watch for you
- Insurance versus cash-pay mix
How much revenue comes from each, so scheduling and pricing reflect what actually pays.
- Owed coaching sessions
How many sessions are still unused on open packages, so a quiet week makes sense.
- Affiliate and digital income
What comes in without live work, tracked apart from visits, so passive income is visible.
- The set-aside
What you will owe, tracked every month, so April is a number you already knew.
Ask Gus
Things dietitians ask Gus.
Text him like you would text anybody. He answers in plain English, and when a question is above his pay grade, an accountant looks and gets back to you.
No. I track them against the visits they belong to, so a delayed payment reads as timing, not a sign that a month was slow.
Only as each session happens. I am tracking the sessions still owed, so income lands as the coaching is actually delivered.
Keep it apart from visit income, which I already do, so you can see how much of your revenue is coming from recommendations rather than your time.
The tax side
The tax side of a dietitian's practice.
Most of what trips up a dietitian is timing income across three different revenue streams that all pay on their own schedule.
What your return has to get right
Your accountant signs it, so it gets done right the first time.
- Self-employment taxWorking for yourself means paying both halves of Social Security and Medicare, 15.3 percent total, on top of income tax. The set-aside is built to cover it.
- All income counts, insurance or notAffiliate commissions and digital product sales are taxable income just like visit fees, even without a 1099-K or insurance statement showing up.
- The pass-through deductionMost solo practitioners can take up to 20 percent of business profit off their taxable income. It comes out right when the books are right all year.
- Quarterly estimated paymentsWith no employer withholding anything, most independent practitioners pay estimated tax four times a year, on April 15, June 15, September 15, and January 15.
Deductions private practice dietitians and nutritionists miss
Your bookkeeper knows what to look for in your statements. You never have to.
- Practice management software
- Continuing education courses
- Liability insurance
- Multi-state license renewals
- Telehealth video software
- Website and digital product hosting
- Professional association dues
- Marketing and content creation
- Home office costs
- Reference books and food databases
General information about 2026 federal rules, not advice for your business. Your accountant looks at your actual numbers before anything gets filed.
All year, not just April
A dietitian's year, kept every month.
New Year resolutions bring a rush of coaching sign-ups, and insurance visits run steadier through the rest of the year. Your team keeps you ahead of the tax calendar through both. Every month in between, your bookkeeper closes the books and speaks up the moment something looks off.
- January
Plan the year
New Year coaching sign-ups get counted right, last year's return gets started, and a monthly set-aside gets planned so April is already handled.
- April
Filed. Done.
Your return is filed and signed. No surprise bill, because the set-aside has been running since January.
- July
Halfway check
Where you stand, what you will owe, and whether affiliate or digital income has grown since January.
- October
Before the year closes
Gus looks at whether new continuing education or software is worth buying before December while there is still time to use it.
What you get
What you pay depends on what your business needs, and it does not move after that, busy season or slow. No hourly bills, no surprise invoices, no setup fee.
Book a call- Monthly bookkeeping
Every transaction sorted into categories set up for private practice dietitians and nutritionists. You never categorize a thing.
- An accountant checks every transaction
Real review, every month, before your books close. Not a spot check.
- Your business tax return, filed
Prepared, reviewed, and signed by that same accountant every year.
- The monthly number
What you made, what you spent, what to set aside for taxes.
- Your own bookkeeper
A real person assigned to your business, in the app whenever you need them. No hold music.
- On your books all year
Every month, not just in April. Your team speaks up whenever something is worth your attention.
- Cancel any time
No contract. No cancellation call. Your books are yours.
Straight answers
Questions dietitians ask first.
How does Gus handle insurance reimbursement delays?
He tracks payments against the visits they belong to, so a slow reimbursement week reads as timing, not a sign the practice slowed down.
Do I need to report affiliate commissions even though I never see a form for them?
Yes, all income is taxable whether or not a form arrives. Gus keeps affiliate income in its own line so it is counted correctly either way.
How does Gus handle a coaching package sold up front?
He tracks how many sessions are still owed and counts each one as income only as it is delivered, so a big package sale does not inflate one month.
I sell downloadable meal plans on my website. Is that treated differently?
It is kept in its own line, separate from visits and coaching, so you can see how much of your income comes from products that sell without ongoing work.
I'm licensed in multiple states for telehealth. Does that change my books?
Not the bookkeeping itself, though Gus keeps license renewal costs for each state in their own line so nothing gets missed at tax time.
Is a real accountant checking my books?
Yes. You get your own bookkeeper, Gus does the first pass on every transaction, and an accountant checks every one before your month closes. That same accountant prepares, signs, and files your business return. Goatkeeper is not a CPA firm, and we never pretend a person looked when they did not.
What does it cost, and can I cancel?
It starts at $197 a month, depending on what your business needs. No setup fee, no hourly bills, no contract. Cancel any time from the app, and your books go with you.
More in wellness & recovery services
We keep books for the business next door too.
- Birth doulas
- Breathwork facilitators
- Herbalists & apothecaries
- Hypnotherapists
- Lactation consultants
- Midwives & birth centers
- Postpartum doulas & night nurses
- Reiki & energy healers
- Salt caves & halotherapy
- Sound healing practitioners
- Yoga therapists
- Acupuncturists
- Biohacking & longevity centers
- Cold plunge & contrast therapy studios
- Cryotherapy studios
- Float spas
- Infrared sauna studios
- Lymphatic drainage specialists
- Recovery lounges
- Red light therapy studios
- Stretch studios
- Health coaches
- Independent massage therapists
- IV hydration & drip bars
- Compounding pharmacies
- Durable medical equipment (DME) suppliers
- Elective 3D/4D ultrasound studios
- Independent pharmacies
- Medical billing companies
- Mobile nursing & concierge nurse services
What makes a bookkeeper worth paying for Every business we keep books for
Book a call
Pick a time. That's the whole signup.
Fifteen minutes with a real person on our team. They look at where your books are, tell you straight what it takes to get caught up, and get you set up on the spot if it fits.
- $197 a month to start
- An accountant on every transaction
- Cancel whenever