FAQs
Q: Do you work with solo, group, or large mental health practices?
We work with mental health professionals operating a solo, group or large practices in Canada. Our accounting services are specially tailored to meet the needs of mental health practices.
Q: Will you work with me if I’m not a mental health practitioner?
We believe in offering the most value and meeting our clients’ specific needs. We’re happy to discuss your requirements and refer you to a better-suited firm if necessary.
Q: Do I need to change our current accounting tools to work with you?
We work exclusively with a best-in-class tech stack that’s designed to save practitioners time and eliminate inefficiencies. As long as you’re using Xero for your accounting, there’s no need to change anything. Everything is built to work seamlessly together. This ensures smooth integrations, fewer manual processes, and a more streamlined experience overall.
Q: Can you tailor your accounting solutions to my specific needs and budget?
Absolutely! We will have a two-hour onboarding session to understand your needs and plan a custom solution for you. We’ll also provide a clear document outlining the process, strategies, and resources needed to carry out the plan successfully.
Q: Can I expect ongoing support when working with your firm?
Certainly! In addition to regular email updates and scheduled virtual meetings, we guarantee responses to your email inquiries within 3 business days.
Q: Can you just show me how to handle my accounting myself?
Our belief at Envision Accounting is that mental health practitioners should prioritize client care. Our job is to free you from the burdens of accounting complexities and optimize your practice’s efficiency so you can focus on your core mission of providing exceptional mental health services.
Q: Why don’t you do billing or invoicing?
We don’t do billing or invoicing as that requires handling sensitive patient data and introduces complexity that impacts your ROI. Instead, we help you build a billing system you can run in under 30 minutes/week.
Q: Do you have pricing packages?
Q: Can I cancel my subscription with you anytime?
Yes, you can cancel your subscription at any time. We understand that needs change. We will ensure a smooth transition by handing over all ongoing deliverables to you during the cancellation process.
Book a free, 15-minute Tax Therapy session if you want to discuss a question or topic, whether it’s deductions, taxes, incorporation, or bookkeeping. You’ll get clear, straightforward answers; however, it will not be a full financial plan.
Whether you’re working with an accountant or not, you can stay updated on the latest CRA news and learn helpful tips for running your practice’s finances. These curated, bi-weekly newsletters will be sent directly to your inbox.
Book a CPA consultation after using our Pricing Calculator so you can give us enough information to create a formal proposal that is tailored to your needs and budget.
Take the 5-minute assessment to receive your free Financial Wellness Blueprint, which contains actionable insights that you can immediately apply to your practice.
Start your solo mental health practice with these expert tips and insights that will set you up for success.
Use these KPIs to assess the financial health and operational efficiency of your solo mental health practice.
Use these KPIs to assess the financial health and operational efficiency of your group mental health practice.
Use this FREE Chart of Accounts template specifically designed for group mental health practitioners.
Use this FREE Chart of Accounts template specifically designed for solo mental health practitioners.
Explore 5 ways to streamline your mental health practice with best-in-class technology
Explore how outsourcing can improve the efficiency of your mental health practice.
