Financial Peace of Mind: Practical Bookkeeping for End-of-Life Doulas

Practical bookkeeping for end-of-life doulas: choose the right tools, understand your numbers, track expenses, and prepare for taxes.

As an end-of-life doula, your energy belongs with your clients and their families, not lost in a tangle of receipts, mismatched Venmo transactions, and tax anxiety. Yet for many practitioners, finances feel like something done “by the seat of your pants,” leaving you wondering whether your records would hold up to scrutiny or if you’re leaving money on the table.

Designed specifically for the Virginia End of Life Doula Collective, this 90-minute practical workshop with bookkeeper and fractional CFO Casey Royer of Creative Rhythm Solutions strips away generic corporate jargon to give you a clear, doula-centered approach to business finances. Whether you’re just launching your practice or looking to graduate from messy spreadsheets to streamlined software, you’ll leave with actionable tools to manage your money confidently and legally in the Commonwealth of Virginia.

What You’ll Walk Away With:

• The Right Software Fit: A direct comparison of popular bookkeeping tools (and which ones to avoid so you don’t pay for features you’ll never use).
• Service vs. Product Accounting: How to track your advance care planning and bedside services alongside physical items like workbooks, printed binders, or vigil kits without overcomplicating inventory.
• Financial Literacy Demystified: How to easily read a Profit & Loss (P&L) and Cash Flow statement so you actually understand your business’s health.
• Virginia Tax & Compliance Essentials: Clear guidance on expense tracking, separating business from personal spending, and why tax time doesn’t have to be terrifying.
• The DIY vs. Outsourcing Threshold: A self-assessment checklist to know whether to keep handling your books yourself or hire an expert—plus the exact questions to ask when vetting a bookkeeper who understands solo care practices.