Wellness Full Practice Set
Juniper Room Massage: Establish the owner's contribution and the practice's opening position. Clearwater Occupational Therapy: Trace health-plan, employer and private-client invoices to the supplied receipts. Westbridge Rehabilitation Partners: Investigate the opening balances and prior-year loan.
Build a massage practice's first quarter, untangle a therapy clinic's unapplied receipts, and investigate a rehabilitation business's loan and opening balances. Three separate clients, from new books to inherited cleanup. Each client has separate records and its own Practice Review, so you can complete and check each engagement independently.
This set contains three separate clients:
- White BeltJuniper Room Massage
- Orange BeltClearwater Occupational Therapy
- Black BeltWestbridge Rehabilitation Partners
White Belt + Orange Belt + Black Belt for this industry: three distinct simulated clients, no duplicated files.
The work you'll take on
- Juniper Room Massage: Establish the owner's contribution and the practice's opening position.
- Clearwater Occupational Therapy: Trace health-plan, employer and private-client invoices to the supplied receipts.
- Westbridge Rehabilitation Partners: Investigate the opening balances and prior-year loan.
- Complete each client separately and compare its books with its own Practice Review.
$247 purchased separately. $197 as a set. Save $50.
Each monthly release features a different simulated business. Check the client name and release month before purchasing.
The Materials You’ll Receive.
Every Practice Client includes these core materials. Specific contents reflect the client, industry, and practice level.
Client Brief
Business context, engagement facts, and starting information
Import-Ready Materials
Bookkeeping materials for bringing the client into QBO
Supporting Records
Bank and credit-card statements and source documents
Practice Review
A reference outcome to compare with your completed books
From Purchase to Practice.
Download your files
After purchase you receive your Practice Client files as a download. Files must be downloaded within 30 days of purchase. Keep your own copies and work them at your own pace.
Follow the package setup guidance
Open your QuickBooks practice company and follow the setup and import guidance included with your package to bring the books in and begin working.