Wellness Fi

Accounting for Legal Practices · Texas, United States · 1-10 Employees

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Overview

Headquarters

2028 E Ben White Blvd #240-8889, Austin,...

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services Project Management
ZI Rank: 1
Signal Type
Dec
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Feb
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ZI Rank
1
1
1
1
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1

About Wellness Fi

Wellness Fi specializes in providing bookkeeping, tax preparation, and business advisory services tailored specifically for therapists, psychologists, counselors, and other wellness professionals. Their unique approach emphasizes one-on-one relationships with dedicated tax advisors, ensuring personalized support and guidance for each client's financial needs. The company aims to help clients optimize their financial health, save on taxes, and manage their business finances effectively, allowing them to focus more on their practice. With a commitment to understanding the specific challenges faced by wellness practitioners, Wellness Fi offers intentional practice solutions designed to enhance both financial and operational success.Explore more
Wellness Fi's Social MediaPopular SearchesWellness FiSIC Code 87,872NAICS Code 54,541Show more

Wellness Fi Org Chart

PhoneEmail
NB
United States flag for contact location.

IRS Enrolled Agent, Senior Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wellness Fi

<$5M
1-10
Private
-
2018
NB
Nicole BrameIRS Enrolled Agent, Senior Advisor
<$5M
1-10
Private
-
-
AS
Abi SchmeltzerManager, Operations
<$5M
1-10
Private
-
2014
NL
Noel LorenzanaCertified Public Accountant, Tax Resolution Specialist
<$5M
1-10
Private
-
1998
VM
Varish ModiCertified Public Accountant, Certified Tax Coach, Enrolled Agent, NTPI Fellow, Certified Acceptance Agent, Chartered Accountant
<$5M
1-10
Private
-
2020
NG
Natisha GatlinBookkeeper Tax Preparer & Financial Consultant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Wellness Fi is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Wellness Fi is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Wellness Fi.

Wellness Fi Tech Stack

A closer look at the technologies used by Wellness Fi

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Wellness Fi

What is Wellness Fi's official website?
Wellness Fi's official website is www.wellnessfi.com
What is Wellness Fi's Revenue?
Wellness Fi's revenue is <$5 Million
What is Wellness Fi's SIC code?
Wellness Fi's SIC: 87,872
What is Wellness Fi's NAICS code?
Wellness Fi's NAICS: 54,541
How many employees does Wellness Fi have?
Wellness Fi has 1-10 employees
What industry does Wellness Fi belong to?
Wellness Fi is in the industry of: Accounting for Legal Practices, Business Services, Project Management
What is Wellness Fi competition?
Wellness Fi top competitors include: Orange County Accounting Services, Lorenzana Tax & Accounting Services, Vp Accounts & Taxes, Miami Beach Bookkeeper
What technology does Wellness Fi use?
Some of the popular technologies that Wellness Fi uses are: WooCommerce, WordPress.org, Cloudflare CDN, YouTube
What does Wellness Fi do?

Wellness Fi specializes in providing bookkeeping, tax preparation, and business advisory services tailored specifically for therapists, psychologists, counselors, and other wellness professionals. Their unique approach emphasizes one-on-one relationships with dedicated tax advisors, ensuring personalized support and guidance for each client's finan... cial needs. The company aims to help clients optimize their financial health, save on taxes, and manage their business finances effectively, allowing them to focus more on their practice. With a commitment to understanding the specific challenges faced by wellness practitioners, Wellness Fi offers intentional practice solutions designed to enhance both financial and operational success.Read More

What are Wellness Fi social media links?
Wellness Fi Linkedin page
Is Wellness Fi a public company?
Wellness Fi is private company therefore does not currently have an official ticker symbol
See more information about Wellness Fi

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