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

Financial Wellness Partner for Canadian Solo Therapists

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.

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.

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Jane App and Owl Practice sync

I reconcile your payouts of these platforms to ensure you are receiving all your earned money.

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Light Advising

As your Financial Wellness Partner I offer my clients as needed, complimentary, advising on topics of tax, entrepreneurship, and whatever technical stuff comes up.

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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.

Monthly profit-and-loss statements

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

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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.

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T2125 expense categorization

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

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GST/HST exemption filing

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

FROM OUR CLIENTS

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

I used to never feel calm when it came to dealing with tax. Then my Financial Wellness Partner, Eddie, answered my panicked Friday email in fifteen minutes, talked me off the ledge, and turned a CRA letter into a five-minute fix. Turns out having someone in your corner who actually gets therapy practices makes all the difference.

Lauren M.

Registered Psychotherapist, Toronto, On

Female therapist in her late 30s with warm professional smile

Eddie and his associate Denise make me feel welcome to ask whatever concern or curiosity is on my mind. They've been excellent teachers and a great resource for me and my practice.

David K.

Therapist, Calgary, AB

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

The quarterly tax estimate emails arrived before I even thought about them. They walked me through how to pay what was owed, and it has been smooth sailing since.

Aisha R.

Counselor, Vancouver, B.C.