From Intake to Invoice: Systemizing Your Client’s Journey
Why Therapy Practice Systems Are Essential Running a therapy practice requires more than clinical skills. Solo mental health professionals in Canada face stringent privacy requirements (PIPEDA and PHIPA) and meticulous bookkeeping requirements mandated by the Canada Revenue Agency (CRA). Choosing the right systems isn’t just convenient. It’s critical for protecting your practice and streamlining operations. […]
Accounting Tools to Support Your Mental Health Practice
Financial Tools for Canadian Mental Health Practitioners As a mental health practitioner, your primary focus is your clients — not paperwork. With the right tools, you can simplify routine tasks, manage clinic finances more effectively, and stay compliant with Canadian regulations. Let’s look at how optimizing your systems can reduce your workload and explore the […]
Online Resources to Bookmark for Therapists Starting a Private Practice
Our Curated List of Resources for Mental Health Professionals In our work with mental health professionals across Canada, we’ve identified a variety of free or low-cost financial management tools offered by reputable organizations. We’ve compiled a list of the most underrated, yet highly practical and informative tools. If you know of other exceptional tools or […]
Guide To Organizing Expenses for Therapists
Organizing Expenses for Therapists in Canada Why Expense Tracking Matters for Therapists Expense tracking is not just about saving receipts. It is a system that helps you know where your money goes. Good record-keeping helps reduce stress during tax season and gives you a clearer picture of your business finances. When you understand where your […]
