Health & Wellness Practices.
Bookkeeping and admin support for Canadian health & wellness practices.
Practitioners & clinics
Most clinics have a split problem. Money comes in, then has to be divided right: the practice's share, each practitioner's payout, room rent, and the GST/HST that may or may not apply to a given service. When that split isn't mapped correctly, nothing lines up — revenue looks wrong, payouts feel like guesses, and the year-end tax bill is a mystery.
The split, mapped properly.
Whether you're a solo RMT renting a room, a physio with three associates, or a multi-practitioner clinic with mixed contractors and employees, the structure underneath is the same: collections come in, money leaves in several directions, and GST/HST treatment depends on the service. We map that flow into your chart of accounts so your P&L shows real practice revenue, correct practitioner payouts, room rents in and out, and the sales tax liability separately. Reports go from being a reconciliation exercise to a proper management tool.
If you're sharing space with practitioners outside your business, splitting overhead, billing each other for chair time, then that gets tracked separately too, so the conversations about who owes what become very straightforward.
Specialized support.
Bookkeeping, admin, and the practice-side details, handled in one place.
- Monthly bookkeeping, bank and credit card reconciliation, adjusting entries, and management reports kept current.
- Chart of accounts and integrations set up around how your practice actually receives money like Jane App, Cliniko, ClinicSense, Square, POS, e-transfer, insurance direct billing or anything else you're using.
- Associate and contractor pay structures: split-fees, room rentals, percentage models.
- Cost-sharing arrangements between practitioners tracked per agreement so every practitioner's numbers stay accurate and separate.
- GST/HST treatment handled correctly for the services that qualify as zero-rated and the ones that don't.
- Continuing education, college dues, licensing fees, and association memberships categorized as deductible expenses.
- Payroll, T4s, T4As, PD7A, WorkSafeBC (WCB), EHT, and CRA remittances handled where applicable.
- Admin support for licence renewals with your regulatory college, insurance certifications, subscriptions, and routine back-office follow-up.
- Client data treated with the same confidentiality your college requires.
Practice control.
The day-to-day difference when the books match the way the practice runs.
- Your evenings back.No reconciling insurance payouts at 11pm. No chasing what an associate owes for room rent. No piecing together receipts the week before tax filing.
- Cleaner numbers between everyone sharing the space.When splits, room rents and shared costs are tracked the same way every month, the conversations about who owes what stop being awkward.
- Every deduction claimed.CE courses, licensing, association dues, certifications — they add up, and they get missed when the books aren't kept current.
- A clearer picture of what's working.You'll see which services, which hours and which practitioners are paying off.
- Year-end without the scramble.Remittances, T4As and contractor filings kept current through the year. By submission time, most of the work is already done.
- Confidentiality that meets your college's standard.Clinical and client records stay with you; we only work with the financial information needed to run the business.
Questions from practitioners.
The quick version. For the full list, including industry-specific questions, visit our dedicated FAQ page.
See all FAQ questions →Do you understand how wellness businesses bill and get paid?
Yes. Whether you're billing insurance directly, collecting through Jane App, running a spa with mixed service and retail revenue, or taking a combination of e-transfers and card payments, we handle the reconciliation and make sure everything is categorized correctly.
Can you handle associate or room rental arrangements?
Yes. Split-fee models, room rentals, associate pay structures and contractor arrangements are all something we set up and manage properly. These get messy fast without a clear system and we make sure the numbers reflect what was actually agreed.
We deal with sensitive client information in our practice. How do you handle that?
Your client records stay with you. We only ever see financial information relevant to running your business, nothing clinical or personal about the people you work with. We handle everything under BC privacy law and are comfortable signing confidentiality agreements if your regulatory body requires it.
Do you sign NDAs?
Yes. If your work involves sensitive client information or you operate in a regulated industry and need a formal confidentiality agreement in place before sharing financial records, we're comfortable with that.
Can you help me figure out what expenses are deductible?
We can help you identify and categorize business expenses correctly throughout the year. CE courses, equipment, software, home office, travel, association dues, subscriptions and other legitimate practice costs all need to be tracked properly. We don't file your taxes, but your accountant will have organized records to maximize what you can claim.