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Bookkeeping Packages for Jane App Clinics Across BC
Bookkeeping You Can Trust,
So You Can Focus on Your Clinic
Running a clinic is demanding enough without worrying whether your books are accurate, your practitioner payouts are correct, or your reports reflect what is actually happening in your business.
Your bookkeeping should reflect how your clinic actually runs. Payouts don’t always match deposits cleanly, insurance payments and client payments need to be tracked properly, and practitioner splits need to be recorded accurately. I bring all of that together so everything is reconciled, organized, and clearly reflects what is happening in your clinic.
This page outlines clear package starting points. Every clinic is different, so services are tailored to your workflow, systems, and the level of support you need.
Core Bookkeeping Package
Ideal for independent practitioners or clinics with a small number of practitioners,
with straightforward monthly activity.
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Monthly bookkeeping
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Bank and credit card reconciliations (1–2 accounts)
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Tracking of clinic payments and deposits from Jane App
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GST and PST tracking
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Month-end review and adjustments
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Monthly financial reports (Profit and Loss, Balance Sheet)
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Year end financials prepared for your accountant
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Email communication
Starting at $300/month
Enhanced Bookkeeping Package (Most Popular)
Ideal for clinics with a moderate level of monthly activity, including those with multiple practitioners.
Includes everything in Core, plus:
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Bank and credit card reconciliations (3–4 accounts)
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GST and PST tracking and filing
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Practitioner payouts recorded and reconciled
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Payments from Jane App and insurance providers recorded and matched to deposits
Starting at $650/month
Advanced Bookkeeping Package
Ideal for clinics with multiple practitioners, higher transaction volume, and those operating across multiple locations.
Includes everything in Enhanced, plus:
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Bank and credit card reconciliations (5+ accounts)
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Payroll for up to 10 employees, including payroll tax remittances
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Direct billing reconciliation and tracking (up to 3 insurers)
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Accounts payable management (bill scheduling & vendor payments)
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Accounts receivable management (customer invoicing and payment recording)
Starting at $1,200/month
Optional Add-Ons
Your bookkeeping should reflect how your clinic actually operates. These add-ons allow you to expand your support beyond what’s included in your package, without moving into a larger package.
Cleanup & Setup
Bringing your books up to date and ready for monthly bookkeeping
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Catch-up bookkeeping for prior months or years
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QuickBooks account setup and organization
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Connecting payment systems to QuickBooks
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Direct billing setup and expansion, including insurer registrations and practitioner setup
Payroll & Year-End
Payroll and year-end work that falls outside your regular monthly bookkeeping
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Payroll processing beyond your package scope
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New employee payroll setup
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T4 and T4A preparation and filing
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ROE preparation and submission
Direct Billing Management
This service is typically provided for smaller clinics or during transition periods and is not included in monthly bookkeeping packages.
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Direct billing submission
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Detailed reconciliation and tracking of insurance payments beyond your package scope
One-Time Bookkeeping Review
This service is for businesses that don’t need ongoing monthly bookkeeping
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Review and finalize your books for year-end
What You Can Expect
Proper Handling of Complex Payment Flows
Insurance payments, Jane App activity, and bank deposits are recorded and reconciled correctly, so nothing is missed or misclassified.
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Books That Reflect How Your Clinic Actually Operates
Your financial records are aligned with how payments flow through Jane App and insurance providers, not just recorded at a high level.
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Clear Visibility Into Revenue
Your reporting reflects where your revenue is coming from, without needing to piece together information across different systems.
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A Structured and Consistent Process
Your books are maintained on a regular schedule, with a consistent approach that keeps everything organized and up to date.
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