Frequently asked questions

Yes, healthcare clinics are my specialty. I work with therapy, physiotherapy, chiropractic, naturopathic and other healthcare clinics. I understand the specific challenges of clinic bookkeeping, including third-party payments, potential HST-exempt services, and working with subcontractors.

I work with financial reports from Jane, Noterro, Momence and other clinic software to record your sales in QuickBooks Online and reconcile your payments. I'll need access to the financial reporting section of your clinic software, but no direct integration with QuickBooks is needed.

I take the confidentiality of your clinic's information, including patient information, seriously. I only need access to the financial information required for your bookkeeping. Where possible, I use financial-only access permissions. If your clinic software requires broader access, I still limit my work to the information I need. 

I've also invested in cybersecurity tools to help keep your information secure while I'm working on your bookkeeping, including protecting my computer and internet connection.

Clinics often receive payments from several different sources, including patients, insurance companies and other third parties. I make sure those payments are properly recorded and reconciled, so we can identify anything that might be missing.

Healthcare bookkeeping comes with its own GST/HST challenges. Some services are exempt, while others are taxable. I make sure your bookkeeping reflects the tax treatment confirmed for your clinic and take care of your GST/HST filings where required. For more complex tax questions, I work alongside your accountant.

Certainly. A busy clinic isn't necessarily a profitable one. By structuring your bookkeeping in the right way, we can get a clearer picture of where your money goes, what drives your profit and which areas might need attention.

If you're spending too much time on bookkeeping, struggling to keep up, or aren't sure whether your numbers are accurate, it might be time to get some help. And if your clinic is growing, having someone keep an eye on your finances can make a real difference.

• MANAGE takes care of your bookkeeping where I keep your numbers accurate and up to date.

• WATCH goes a step further. I regularly review your numbers, explain your financial reports and let you know when something needs attention.

• IMPROVE adds a monthly meeting where we look at your clinic's finances, explore opportunities and agree on practical next steps.

I work with both solo practitioners and established or growing clinics with associates or subcontractors. What matters most is finding a good fit and making sure I can provide the support your business needs.

I work exclusively with QuickBooks Online (QBO). If you're currently using something else, we can discuss switching as part of getting started.

My monthly packages start at $475 for MANAGE, $675 for WATCH and $1,250 for IMPROVE, plus HST. The final price depends on the size and complexity of your clinic and the support you need. We'll discuss your situation before I provide a quote, so you know what to expect.

Yes, and we each have a different role. I take care of your ongoing bookkeeping and prepare your books for year-end. Your accountant handles your annual income tax returns and other tax matters. I believe a good relationship between you, your bookkeeper and your accountant makes a real difference.

I'm based near Perth in the Ottawa Valley, Ontario. I work with local businesses in Perth, Smiths Falls, Carleton Place, Almonte, Kanata and Ottawa, and provide online services to healthcare clinics across Eastern Ontario.

Being someone's "second banana" means supporting them so they can shine in their leading role. And that's exactly what I love doing! I take care of the financial side of your business so you can focus on what you do best: looking after your patients and running your clinic.