We understand that running a successful mental health practice requires not just clinical expertise but also a sound financial foundation
Here you’ll find a free Chart of Accounts template specifically designed for a range of practices, including Acupuncturists, Dieticians, Mental Health Practitioners, Naturopaths, Multi-disciplinary Clinics, Massage Therapists, and Chiropractors. You can customize this handy template to help you organize your income and expenses, making financial management a breeze.
Key Performance Indicators (KPIs) are essential tools for health and wellness practitioners looking to measure their practice’s success and drive growth. By tracking specific metrics tailored to your specialty, you can gain valuable insights into your financial health, client engagement, and overall operational efficiency.
Use our KPIs to help you identify strengths, pinpoint areas for improvement, and make informed decisions.
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Numbers in the News: CRA Modernizes Representative Authorization Process | Financial Wellness Rx: Fixing Your Personal Finances is the Key to Financial Freedom | Question of the Week: “Should a sole‑practitioner therapist pay themselves a salary or take dividends?”
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Numbers in the News: New CRA Late-Filing Penalties for GST/HST Returns | Financial Wellness Rx: Myth vs Fact: Paying Yourself from a Professional Corporation | Resource Roundup: 5 Tech-Driven Solutions Every Mental Health Practice Should Be Using
Numbers in the News: Digital Services Tax on track to be withdrawn | Financial Wellness Rx: Stop Losing Weekends to Receipts | Question of the Week: Do online therapy sessions billed to clients outside Alberta still need GST/HST?
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.
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.
We have a tech stack we work with that includes best in class tools. We integrate our tech stack with yours, so you don’t have to change your current accounting tools.
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.
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.
Explore how outsourcing can improve the efficiency of your mental health practice.
Explore 5 ways to streamline your mental health practice with best-in-class technology
Start your solo mental health practice with these expert tips and insights that will set you up for success.
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.
Use these KPIs to assess the financial health and operational efficiency of your group mental health practice.
Use these KPIs to assess the financial health and operational efficiency of your solo mental health practice.