Monthly bookkeeping
Keep your finances organized and up to date, month after month.
Accounting for Clinics Using Jane
You care for your clients. We’ll care for your books.
Monthly bookkeeping, payroll, corporate year-end and your personal tax return. One team for incorporated clinics using Jane.
Chiropractors · Physiotherapists · RMTs · Counsellors · Occupational therapists
Bookkeeping for Jane usersPaperless & cloud-basedYour business & personal tax
Your Jane activity. Clear, reconciled books.
We enter your monthly Jane sales into QuickBooks and reconcile payments, deposits and fees, so your clinic’s books reflect what happened in Jane.
OUR SERVICES
Your bookkeeper and accountant. One team.
You shouldn’t have to pass information back and forth between your bookkeeper and year-end accountant. At Deximal, we work on the same team. We share records and resolve questions internally, so you spend less time relaying messages or answering the same questions twice.
Jane reconciliation
We reconcile your Jane sales with your financial records accurately and consistently.
Payroll, corporate & personal tax
Our Deximal team handles your payroll, remittances and year-end accounting, and prepares and files your corporate tax return and the owner’s personal tax return.
Advice as you grow
Practical guidance to help you make confident decisions and plan for what’s next.
PACKAGES
Choose your level of support
Three packages for incorporated clinics using Jane. Every package includes corporate year-end and the owner’s personal tax return within the agreed scope.
Lite $
Your everyday essentials
- Monthly bookkeeping & Jane reconciliation
- Payroll & remittances
- Annual year-end accounting & corporate tax return (T2)
- Owner’s personal tax return (T1, agreed scope)
- QuickBooks Online included
- Email support
View package details
Monthly bookkeeping and bank reconciliations, Jane sales reconciliation, payroll, annual year-end accounting and the corporate T2 return. The owner’s personal T1 return is included within the agreed scope. QuickBooks Online is included.
Standard $$
More oversight and guidance
Everything in Lite, plus:
- Bookkeeping manager review
- Snap and upload receipts with a simple app
- CRA-compliant electronic receipt storage
- Email & phone support
- Annual advisory meeting
View package details
Everything in Lite, with manager oversight, an app to photograph and upload receipts, CRA-compliant electronic receipt storage, email and phone support, and an annual advisory meeting.
Premium $$$
Proactive advice and priority care
Everything in Standard, plus:
- Priority email, phone & video support
- Quarterly advisory meetings
- Tax estimates & cash-flow planning
- CRA audit insurance & support*
View package details
Everything in Standard, with priority support and quarterly advisory meetings including tax estimates and cash-flow planning. CRA audit insurance and support are subject to policy terms.
Not incorporated? We also support sole proprietors. Your annual personal tax return, including your business income, is included within the agreed scope.
*Audit coverage is subject to policy terms. Onboarding and catch-up work are quoted separately. Jane subscription is paid by the clinic.
Dollar signs indicate relative package cost. Your quote reflects your practice and agreed scope.
HOW IT WORKS
Getting started is simple
1
Tell us about your practice
Meet with us for a free inquiry meeting to discuss your clinic, your goals and the support you need.
2
Receive your tailored proposal
Receive a custom quote with package options up front, before you commit.
3
Let us handle the details
Our team completes your bookkeeping, processes payroll and prepares and files your tax returns, so you can focus on your clients.
FAQS
Frequently asked questions
How much will my monthly package cost?
Transaction volume is the biggest factor in your quote. We also consider the number of practitioners in your clinic, the bank and credit card accounts we’ll reconcile, and whether you have payroll and how many employees it covers.
After a free inquiry meeting, you’ll receive a custom quote with package options up front, before you commit.
Are corporate year-end and my personal tax return included?
Yes. Every package includes annual year-end accounting and your corporate T2 tax return, plus the owner’s personal T1 tax return within the agreed scope. Our Deximal team completes your year-end accounting and prepares and files both returns.
What will you need from me each month?
With our own authorized login to your Jane account, we retrieve the sales reports ourselves and enter the monthly sales total into QuickBooks Online. We use view-only delegate access to download your bank and credit card statements. If your bank doesn’t offer that access, you simply provide PDF statements.
With Standard or Premium, you or your front desk administrator photograph receipts with a simple app, or scan expense receipts and supplier bills. Our CRA-compliant electronic receipt storage replaces paper expense filing and keeps your supporting documents organized and available if CRA requests them.
With Lite, you manage your own receipt storage. We’ll contact you when we need clarification about a transaction.
What if my bookkeeping is behind?
That’s not a problem. We’re happy to bring your bookkeeping up to date, with catch-up work quoted separately as a one-time fee. Once you’re caught up, we continue on a monthly basis and provide financial reports every month.
How do I switch from my current bookkeeper or accountant?
If you already use QuickBooks Online, we can take over the bookkeeping in your existing account, preserving your transaction history. For the tax handover, we need a copy of last year’s tax return so we can bring forward the relevant tax information.
We’ll confirm the access and records needed during onboarding. If you aren’t using QuickBooks Online yet, we’ll discuss the setup and any migration work in your proposal.
Can you support a clinic with employees and independent practitioners?
Yes. We work with clinics that have employees, independent practitioners, or a mix of both. We’ll discuss your clinic’s arrangements during the inquiry meeting and confirm the payroll and bookkeeping services in your custom proposal.
Let’s make room for what you do best.
Talk with us about your practice and the support you need.
