Health & Wellness Practices.
Practitioners & clinics
Wellness practices run on their own rhythm: insurance billing cycles, room shares and percentage splits, a mix of cash and card payments, continuing-education costs that vanish by year-end. Whether you run your own clinic or share space with other practitioners, the books should match how you actually work.
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, opening balances and app integrations set up around how money actually moves through your practice.
- Insurance billing, session tracking and revenue-split reporting structured cleanly from the start.
- Cost-sharing and associate arrangements tracked per agreement so every practitioner's numbers stay accurate and separate.
- Associate and contractor pay structures: split fees, room rentals, percentage models — set up correctly from day one.
- Client invoicing, vendor payments, AR/AP tracking and cash flow visibility managed as part of the monthly work.
- Continuing education, licensing and association dues tracked and categorized as deductible expenses.
- Payroll, T4s, T4As, GST/HST/PST, PD7A, WorkSafe/WCB, EHT and CRA remittances handled where applicable.
- Admin support for license renewals, subscriptions, document filing, shared records and routine back-office follow-up.
- Client data treated with the same confidentiality your profession 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 and accurately every month, the conversations about who owes what stop being awkward.
- Every deduction claimed.CE courses, licensing, association dues, and certifications you renewed all 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 revenue streams are pulling their weight.
- Year-end without the scramble.CRA remittances, T4As and contractor filings, kept current through the year. By the time tax season comes around, most of the work is already done.
- Confidentiality that meets your college's standard.Your clinical or client records stay with you; we only work with the financial information needed to support 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.