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Based in Nanaimo, I work with clinics across British Columbia to keep everything organized and up
to date behind the scenes.
Balanced Books
Accurate, up to date bookkeeping you can rely on. From reconciliations and payment tracking to GST/PST, payroll, and reporting, your finances stay organized and maintained.
Clinic Bookkeeping
Bookkeeping that works with how clinics operate. From practitioner splits and insurance payments to keeping everything aligned in QuickBooks, everything stays accurate and properly tracked.
Supporting Clinics Across British Columbia
Working with clinics across a range of settings, from individual
practitioners to multi-practitioner clinics.
Businesses we commonly support:
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Counselling clinics
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Health and wellness clinics
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Multidisciplinary clinics
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Independent practitioners
A simple process with clear steps.
Step 1
Book a
Consultation
A free consultation by phone, online, or in person to understand your business.
Step 2
Receive a Customized Proposal
A clear outline of services and pricing, tailored to your business.
Step 3
Approve and
Get Started
Work begins based on the scope outlined in your proposal.
Tailored to Your Business
Support that keeps everything organized, aligned, and running properly behind the scenes.
Every business is different. Services are tailored to what your business actually needs, so you’re only paying for the services you use.
How It Works for Clinics
In clinics, working between Jane and QuickBooks takes more than just entering transactions.
Direct Billing
Setting up and maintaining direct billing so claims are submitted and tracked properly.
Practitioners in Jane
Adding and managing practitioners, services, and billing settings in Jane.
Payments and Deposits
Reviewing Jane activity and matching deposits to what’s recorded in your books.
Jane and QuickBooks
Making sure everything in Jane is accurately reflected in QuickBooks.
Ongoing Bookkeeping
Keeping your books organized, up to date, and ready when you need them.
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