Frequently Asked Questions


Got questions? You’re not the only one.

Before you book a call, you might be wondering things like:


"How does this actually work?"

"Will it be worth the investment?"

"Can I really hand this off without it all falling apart?"


We get it. Hiring support, especially for the back end of your business, can feel like a big leap. This page covers the most common questions we hear from wellness professionals like you, so you can feel informed, confident, and ready to move forward.

Bookkeeping & Billing

  • We use QuickBooks Online (QBO) for seamless financial management and Wagepoint for accurate, compliant payroll.

  • We know the struggle! Receipts pile up fast, and the important ones always seem to disappear. That’s why we use Dext for easy, digital receipt management. You can upload receipts from your desktop or phone, and we’ll organize and attach them to your QuickBooks transactions so your records are always audit-ready.

  • Not directly. We focus on your ongoing bookkeeping needs, but we’re happy to refer you to trusted tax professionals who can handle your year-end filing.

  • We’ll send you a short Loom video to walk you through each report, and you’re always welcome to book a call if you want to dig into the details.

  • Absolutely. We’ll provide a custom quote to clean up and catch up your books, and then transition you into a monthly plan to keep everything on track moving forward.

Operations & Administration

  • Before our connection call, jot down the tasks you love doing, the ones you don’t, and anything you never seem to have time for. We’ll use that as a starting point to identify the exact kind of support you need.

  • You’ll still be covered. One of the benefits of our team approach is built-in continuity; someone else on our team can step in when needed, so you’re never left without support.

  • We’re experienced with Jane, Simple Practice, Owl, QuickBooks, Dext, ClickUp, Asana, and more. We also offer setup, optimization, and support for the tools you already use.

  • It depends on the service, but we always aim to get you up and running efficiently. We’ll map out the process together during your proposal review so you know exactly what to expect.

General Questions

  • While our expertise is rooted in supporting health-focused businesses, we’re always happy to chat. If we’re not the right fit, we may be able to refer you to someone who is.

  • Yes, our entire team works virtually and serves clients across Canada. That said, we’re real humans who love building real relationships with the people we support.

Still have questions?

We’d love to connect.

Whether you're ready to hand off your books, streamline your systems, or just explore what support could look like, we’re here to help you figure it out.

Get In Touch