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Health and wellness

Bookkeeping for massage therapists, therapists and clinics.

You got into this work to help people, not to chase paperwork. Whether you practise solo or run a clinic, we keep your books and taxes handled, so you can focus on your clients.

Book a free 30-minute call
  • Certified Professional Bookkeeper
  • QuickBooks Online and Hubdoc
  • Solo practices and clinics

What we do for health and wellness

Focus on clients, not paperwork.

Income from every source

Client payments, direct billing and insurance deposits matched and recorded.

Expenses tracked properly

Rent, supplies, continuing education and equipment recorded, so you claim what you should.

Year-end and tax

Personal or corporate returns prepared from clean books, or books handed to your accountant.

Works with your tools

Your clinic software and your books, in sync

Jane or your practice software handles bookings and billing. We reconcile its payouts and insurance payments in QuickBooks Online every month.

  • QuickBooks Online
  • Hubdoc
  • Jane App
  • Your clinic software

Using something else? We'll learn it.

Practitioner needs we plan for

  • Jane and insurer payoutsCard payments, direct billing and insurer payments matched to your deposits, with fees recorded.
  • HST: taxable or exempt?Some health services are HST-exempt and some aren't. We help you get it right, including the $30,000 small-supplier threshold.
  • Associates and room rentalsAssociate splits, room rent and contractor payments tracked cleanly.
  • Licensing, CE and equipmentCollege fees, continuing education, insurance and equipment tracked for your deductions.

What else you get

The Lakeside difference, in every file.

Health and wellness questions

Good questions we hear a lot.

Should I incorporate my practice?

It depends on your income and plans, and some regulated professions have their own rules for incorporating. We'll talk it through with you in plain language.

I'm a solo practitioner. Do I need a bookkeeper?

Many start out doing it themselves. If tax time is stressful or you're unsure what you can claim, we can help, even with a one-time review.

Can you help a clinic with staff or contractors?

Yes. We can run payroll for employees and track payments to contractor practitioners properly.

I'm behind on my books. Where do I start?

With a free call. Our catch-up service gets you current, with a clear quote before any work starts.

Let's talk

Book your free 30-minute discovery call.

Pick a time that works for you and tell us a little about where things stand. It's free, and there's no obligation.

Choose a day and time, then fill in a few quick details. Calls are on Google Meet. Prefer a phone call? Just say so in the booking form and we'll call you at the number you provide.

Thanks! Your request is in. We'll reply within one business day (Monday to Friday, 9 am to 4 pm) to set up your free call. Need us sooner? Call 519-900-0378.

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