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Bookkeeping Packages for Clinics and Service-Based Businesses Across BC
Bookkeeping You Can Trust,
So You Can Focus on Your Business
Running a business is demanding enough without worrying whether your books are accurate, your taxes are tracked correctly, or your reports make sense.
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At Well Balanced Books, we provide personalized bookkeeping support for clinics, retail, and service-based businesses across British Columbia. From reconciliations and GST/PST tracking to payroll and month-end reporting, your finances stay organized and clear so you can focus on running your business with confidence.
This page outlines clear package starting points. Every business is unique, so services can be adjusted to match your workload, systems, and goals.
Flexible Bookkeeping Packages for
Clinics and Service-Based Businesses
Whether you need simple monthly bookkeeping or full financial oversight, these packages provide reliable support that grows with your business.
Essentials Bookkeeping Package
Ideal for businesses with straightforward monthly activity that want reliable, professionally managed bookkeeping and peace of mind.
Includes:
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Monthly bookkeeping
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Bank and credit card reconciliation (1–2 accounts)
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GST/PST tracking
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Month-end review and adjustments
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Year-end package for your accountant
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Email and phone support
Starting at $300/month
Enhanced Bookkeeping Package (Most Popular)
For growing businesses that want deeper financial insight and consistent support for confident decision-making. Well suited for multi-practitioner teams and expanding service businesses.
Includes everything in Essentials, plus:
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Bank and credit card reconciliation (3–4 accounts)
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GST tracking and quarterly remittance preparation
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Review of accounts receivable and accounts payable balances
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Payroll support (up to 3 employees)
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Monthly review call with financial insights
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Cash-flow snapshot
Starting at $600/month
Ultimate Financial Care Package
For established or higher-volume businesses that want comprehensive financial oversight and proactive financial support.
Includes everything in Enhanced, plus:
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Bank & credit card reconciliation (5+ accounts)
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GST & PST tracking, preparation, and filing
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Payroll processing and remittance submissions (up to 10 employees)
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​Practitioner split tracking and Jane App payout reconciliation
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Insurance payment and deposit reconciliation
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Inventory tracking (if applicable)
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Job or project profitability tracking
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Monthly financial reports and financial review
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Coordination with your accountant and year-end preparation support
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Accounts payable management (bill scheduling & vendor payments)
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Accounts receivable management (customer invoicing and payment recording)
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Payroll year-end support (T4/T4A preparation and ROEs as required)
Starting at $1,200/month
Optional Add-Ons
Your bookkeeping should reflect how your business actually operates. These add-ons allow you to adjust your services without paying for support you don’t need, or to expand services beyond what is included in your bookkeeping package.
Bookkeeping & Accounting Support
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Posting Supplier Bills, Receipts & Customer Invoices​
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Catch-up or historical bookkeeping cleanup
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Bookkeeping system organization and refinement
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Jane App deposits and direct billing payout reconciliation
Payroll & Tax Services
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Payroll processing beyond included employees
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Payroll remittance filing
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T4 and T4A preparation and filing
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GST/PST preparation and filing
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New employee payroll setup
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​ROE preparation and submission
Software & Integrations
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QuickBooks Online subscription at preferred partner pricing
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POS, e-commerce, and third-party software integrations
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Migration and historical data transfer to QuickBooks
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System setup and chart of accounts optimization
Training & Year-End Support
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QuickBooks training and system walkthroughs
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Financial report review and explanation
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Year-end preparation and coordination with your accountant
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Ongoing support for bookkeeping-related questions
How Working Together Looks
Organized & Accurate Books
Your transactions are recorded properly, accounts reconciled, and reports prepared on schedule.
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Proactive Monitoring
We review your numbers regularly to catch issues early and keep everything on track.
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Clear Financial Insight
You receive straightforward reports that help you understand performance and make confident decisions.
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Responsive Support
When questions come up, you have reliable, professional support without chasing answers.
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Why Work With Well Balanced Books
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Based in Nanaimo, serving businesses across British Columbia
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Specialized support for clinics and service-based businesses
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QuickBooks Online Certified expertise
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Structured, accurate, and detail-focused monthly bookkeeping
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Clear financial reporting designed for confident decision-making
Bookkeeping should bring clarity, not stress. With organized systems and consistent support, your numbers become a reliable tool for growing your business.