.png)
Bookkeeping for Clinics Using Jane App and QuickBooks
Running a business means wearing a lot of hats. Bookkeeping shouldn’t be one of the things taking up your time or causing unnecessary stress.
​
Well Balanced Books specializes in bookkeeping for counselling and multidisciplinary clinics across British Columbia. Based in Nanaimo, I help clinic owners keep their books organized and up to date by reconciling Jane App activity, practitioner payouts, direct billing payments, and financial records in QuickBooks Online.
Who Our Bookkeeping Services Are For
Our bookkeeping services are ideal for:
-
Counselling clinics
-
Multidisciplinary clinics
-
Solo practitioners
-
Practitioners transitioning from solo practice to clinic ownership
-
Growing clinics that need accurate financial reporting and organized systems
-
Clinic owners ready to hand off their bookkeeping with confidence
​​
If this sounds like your clinic, Well Balanced Books provides bookkeeping support designed to keep your financial records organized, accurate, and up to date so you can focus on running your practice.
What’s Included in Our Bookkeeping Services
Because every clinic operates differently, bookkeeping support is tailored to your needs. Below is an overview of the core bookkeeping services provided to help keep your financial records organized, accurate, and up to date.
Transaction Recording
Accurate recording and categorization of all income and expenses to keep your financial records organized and up to date.
Account Reconciliation
Monthly reconciliation of bank accounts, credit cards, and other financial accounts to ensure records match and discrepancies are identified early.
Jane App Deposits & Practitioner Reconciliation
Reconciling Jane deposits, direct billing payments, and practitioner payouts so your clinic’s financial records remain accurate and organized.
Financial Reporting
Clear monthly, quarterly, or annual financial reports that give you visibility into how your business is performing.
Accounts Payable & Receivable Tracking
Monitoring outstanding invoices and payments to maintain healthy cash flow and reduce late or missed payments.
GST/PST Tracking and Filing
Ongoing tracking of applicable sales taxes and preparation of GST/PST filings to help meet CRA requirements accurately and on time.
Payroll Support
Assistance with payroll calculations, remittances, and record-keeping to ensure employees are paid accurately and on schedule.
Year-End Preparation for Your Accountant
Organizing and preparing your books for a smooth and efficient year-end handoff to your accountant or tax professional.
Bookkeeping Support Using QuickBooks Online
As a QuickBooks-certified bookkeeper, I provide secure, cloud-based bookkeeping support using QuickBooks Online. Whether you're already using QuickBooks or need help getting started, your financial records will be organized within a reliable, accessible system designed to support your practice as it grows.
​
With your bookkeeping managed in QuickBooks Online, you'll have clear visibility into your financial data at any time. During your consultation, I'll review your needs and recommend the level of bookkeeping support that best fits your practice.
What It’s Like to Work Together
When you work with Well Balanced Books, your bookkeeping is handled consistently and professionally each month. Transactions are recorded accurately, accounts are reconciled, and Jane App activity, practitioner payouts, and direct billing payments are reviewed to ensure your financial records remain organized and up to date.
​
You'll have clear visibility into your numbers, regular financial reporting, and responsive support when questions arise, without needing to manage the bookkeeping yourself.
Why Choose Well Balanced Books
-
Based in Nanaimo, supporting counselling and multidisciplinary clinics across British Columbia
-
Experience working with Jane App, practitioner payouts, and direct billing activity
-
Consistent, organized bookkeeping handled professionally each month
-
Clear financial reporting without unnecessary complexity
-
Personalized support tailored to your clinic
Bookkeeping does not need to feel overwhelming. With the right support, your financial records become a valuable tool for understanding your clinic's performance, making informed decisions, and supporting sustainable growth.
Book a Bookkeeping Consultation
If you're looking for bookkeeping support for your counselling or multidisciplinary clinic, book a consultation to talk through your needs and determine the level of support that's right for your clinic.