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Free Download: The Wellness Coach Financial Tracker

Stop guessing where your money goes. This free spreadsheet was built specifically for health and wellness coaches — so you can see your numbers clearly and grow with confidence.

✅ Track income by revenue stream — 1-on-1, group, courses, memberships

✅ Log every deductible expense throughout the year

✅ See your profit margin every single month

✅ Know exactly how much to set aside for taxes

✅ A tax deduction cheat sheet built for wellness coaches

Where should I send the free Tracker?

By signing up for this you'll become a subscriber, which means we'll email you with things we think you'll find valuable - our free videos, workbooks and special offers. We'll never share or sell your personal information. You can unsubscribe at any time

I understand my information will be saved under the GDPR Compliance.

Created by Laura Davis of Davis Bookkeeping — a bookkeeper specializing in health and wellness coaches with a healthcare industry background. This tracker is the same framework I use with my own clients, simplified into one free resource for coaches who are ready to get their finances organized.