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Meet Susan, Bookkeeper for Counselling and Multidisciplinary Clinics
Susan is the founder of Well Balanced Books, providing bookkeeping support for counselling and multidisciplinary clinics across British Columbia. She specializes in helping clinic owners manage Jane App activity, practitioner payouts, direct billing reconciliation, and financial reporting through QuickBooks Online.
Based in Nanaimo, I work with counselling and multidisciplinary clinics across British Columbia. My focus is helping clinic owners keep their financial records organized, accurate, and up to date through reliable monthly bookkeeping and clinic-specific expertise.
My background combines formal education with
hands-on business experience, including:
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A Bachelor's Degree in Business Administration, specializing in Management
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A Bachelor's Degree in Human Resources Management
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A Bookkeeping Certificate
My background includes experience across a range of industries, including construction, healthcare, sales, and service-based businesses. I also spent several years working as a Clinic Manager in a busy multidisciplinary clinic, where I supported practitioner scheduling, clinic operations, direct billing, and financial administration.
Combined with my education and hands-on experience, I bring both practical clinic knowledge and bookkeeping expertise to my work. My focus is on keeping financial records organized, accurate, and easy to understand so clinic owners can make informed decisions with confidence.
When you work with me, you can feel confident that your bookkeeping is handled carefully and professionally, allowing you to spend more time focusing on your clients and your practice.
I look forward to meeting with you to discuss your clinic's needs and how I can help keep your financial records organized, accurate, and up to date.
Bookkeeping support designed for counselling and multidisciplinary clinics.