Who we are
WellKept Financials LLC is a boutique bookkeeping firm dedicated to healthcare professionals. We understand that managing the financial side of your practice is complex, time-consuming, and often overwhelming — and that’s where we step in.
Founded by Tonya Wilson, MBA, a seasoned financial professional with more than 30 years of experience in accounting, medical billing, and program management, WellKept Financials combines deep industry knowledge with modern tools and personalized service. Tonya’s background includes supporting both small medical practices and large-scale financial systems for federal agencies, bringing a unique balance of precision and strategy to every client engagement.
Our services go beyond standard bookkeeping. We provide:
Transaction categorization & reconciliations for clear, accurate books
Accounts Receivable & Accounts Payable management to improve cash flow
Payroll and compliance support tailored to healthcare regulations
Advanced financial reporting to guide smart decision-making
At WellKept, we value trust, transparency, and partnership. We pride ourselves on offering predictable flat-rate pricing, HIPAA-compliant processes, and solutions that scale as your practice grows.
While our foundation is built on serving the medical community, our commitment to accuracy, organization, and proactive financial insight extends to any small business seeking dependable bookkeeping support. From independent consultants to growing service-based companies, we provide the same level of detail and personalized care that defines our work with medical professionals.
WellKept operates under the highest standards of professional ethics and confidentiality. Every client relationship is built on trust, transparency, and discretion. Financial data and practice/small business information are handled with strict adherence to professional accounting standards and HIPAA compliance, ensuring that all records remain secure, private, and protected.
Whether you’re managing a private practice, a wellness clinic, or a small business ready to grow, WellKept Financials LLC brings professionalism, structure, and peace of mind to your books.
Contact us
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