Warm home office desk with a laptop, notebook, and a steaming mug of coffee in soft afternoon light

Your Financial Wellness Partner

The quiet relief of having your financials in order

A dedicated financial partner who gets the solo practitioner journey. Simple, flat-rate bookkeeping and CRA tax prep + light advising that gives you complete peace of mind.

Book a 15-minute coffee chat See what's included

MY APPROACH

Replacing financial stress with a clear plan and complete confidence.

I provide a personal, 1-on-1 financial partnership designed specifically for your solo practice (small group practices welcome). From monthly bookkeeping and CRA tax prep to ongoing light advising, you’ll always have an experienced guide in your corner.

YOUR PRACTICE

The flat-rate bookkeeping plan

Every feature is designed around how solo practices actually run. No jargon, no complexity, just clarity.

Book a coffee chat

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Jane App and Owl Practice sync

Your payouts flow directly into your books. I reconcile them so you never have to.

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Monthly profit-and-loss statements

Plain-English reports that show exactly where your practice stands. No accounting degree required.

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Quarterly CRA tax estimates

I calculate what you owe every quarter so you never get blindsided by a year-end bill.

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T2125 expense categorization

Every business expense tagged correctly for tax time. Home office, mileage, CEUs — all of it.

tax forms and calculator on clean desk with natural light

GST/HST exemption filing

If you qualify for the post-2024 exemption, I handle the paperwork. Simple as that.

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T1 personal tax add-on

Add your personal return for just $33/month. One less thing to stress about each April.

FROM OUR CLIENTS

Built on 7+ years of serving health & wellness practitioners.

I used to dread tax season. Now I just forward my Jane App reports and let them handle the rest. My first actually calm March as a therapist.

Lauren M.

Registered Psychotherapist

Female therapist in her late 30s with warm professional smile

They explain my P&L like I'm a human being, not an accountant. Knowing exactly where my money goes each month changed how I run my practice.

David K.

Clinic Owner, Solo Practitioner

Male clinic owner in his early 40s with friendly professional expression

The quarterly tax estimate emails arrived before I even thought about them. No surprise bills from CRA, just quiet confidence in my numbers.

Aisha R.

Counselor, RCC

Female counselor in her mid 30s with calm professional demeanor

Flat-rate pricing means I know my bookkeeping cost before I sign up. No surprise invoices, no complicated tiers. Just straightforward support for my small practice.

Sofia T.

Nutritionist, Solo Practitioner