Fractional CFO Service for Canadian Health Clinics & Professionals
Uniquely designed for health clinics, to streamline your financial processes, optimize your tax strategy, and elevate your clinic's financial health.
Financial Strategy
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Tax Optimization
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Bookkeeping Services
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Financial Strategy • Tax Optimization • Bookkeeping Services •
Your Clinic Deserves More Than Basic Bookkeeping
Most clinics don’t need a full-time CFO — but they do need expert guidance, clean books, and someone who understands the financial side of a healthcare practice.
That’s exactly why we built our Fractional CFO Services.
We support your clinic all year long with a combination of monthly bookkeeping, quarterly strategic consulting, and annual tax preparation so you always have clarity, direction, and confidence in your financial decisions.
The Core Services Included in Your Fractional CFO Partnership
Monthly: Corporate Bookkeeping
We include a 1-hour sign-off strategy call to gain a deep understanding of your business to get ahead of next year with both corporate and personal tax planning.
Quarterly: 60-Minute Consulting Calls
These strategy-focused sessions are tailored to your clinic’s goals. Together, we explore tax-saving opportunities, review operational efficiencies, and plan for sustainable growth.
Annual: Corporate Tax Preparation & Filing
As year-end approaches, we prepare and file your clinic’s corporate tax return — ensuring compliance, accuracy, and a fully optimized tax position.
Our Fractional CFO Tiers
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Perfect for new or small clinics wanting ongoing financial oversight and clean monthly bookkeeping.
Includes:
Corporate Tax Filing
Annual GST/HST Tax Filing
Quarterly Financial Strategy Calls
Annual Investment: $4,154
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Ideal for clinics ready to improve operations, tighten financial systems, and optimize tax strategy.
Includes:
Corporate Tax Filing
Annual GST/HST Tax Filing
Quarterly Financial Strategy Calls
Monthly Bookkeeping
Annual Investment: $9,542
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Built for clinics seeking full financial partnership and deeper strategic support.
Includes:Corporate Tax Filing
Annual GST/HST Tax Filing
Monthly Financial Strategy Calls
Monthly Bookkeeping
Annual Investment: $12,230
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Our highest-level partnership for clinic owners who want an active CFO in their corner.
Includes:Corporate Tax Filing
Annual GST/HST Tax Filing
Monthly Financial Strategy Calls
Monthly Bookkeeping
Budget Setup Call
Budget Setup Hours
Quarterly Budgeting Calls
Quarterly Budget Update Hours
Annual Investment: $18,353
Frequently Asked Questions
Do I need to know which package I want before booking a discovery call?
Yes — you should have a clear idea of which package best fits your clinic before booking. We recommend reviewing each package’s details and total investment first so you can confidently choose the tier that aligns with your clinic’s size, needs, and goals. In the discovery call, we’ll ensure your choice is aligned with your needs and work through next steps to getting your clinic set up with our Fractional CFO service.
What’s the difference between the four packages?
Each package provides a different level of financial support:
CFO Starter Pack — For clinics wanting annual tax filings + quarterly financial calls, with no monthly bookkeeping.
CFO Outsourcing Pack — Bookkeeping + year-end tax filings + quarterly review calls each year.
CFO Financial Review — Monthly bookkeeping + monthly financial wellness calls + annual filing.
CFO Growth Mindset — Everything in Financial Review plus budget setup, quarterly budgeting calls, and ongoing financial planning support.
Each tier increases in both frequency and depth of CFO involvement. If you’re unsure, consider how often you want guidance and whether you need budgeting support.
Is there a minimum commitment for each package?
Yes. CFO-level support requires consistent, long-term strategy — which is why each package is built as a full-year engagement.
Does the full payment need to be made upfront?
We offer a convenient monthly payment plan, so clinics don’t have to pay the full amount upfront. Each package is structured as a 12-month contract aligned with your fiscal year, billed in equal monthly installments.
When you sign on for a full-year engagement, you’ll also receive a complimentary QuickBooks setup if you’re not already using QuickBooks.
What should i have prepared before the DISCOVERY call?
To make the call productive, you should come prepared with:
The package you believe fits your clinic
An understanding of the total annual investment
Your clinic’s biggest financial challenges or goals
Any final questions that will help you confirm fit
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"What both Cas and Bhisham deliver is clarity, efficiency, and most importantly…peace of mind."
“I have been clients of Tyagi Group since last year when I found myself on a fast track to burnout, as a new clinic owner. I was looking for an accountant that was comfortable working with me exclusively (or nearly), remotely and fairly intimately understood clinics like mine.
What Tyagi offers is so much more than accounting and bookkeeping services. They are in your corner, as a business owner and as a human being with a life beyond your clinic doors.
What both Cas and Bhisham deliver is clarity, efficiency, and most importantly…peace of mind.”
Lindsay R. | Clinic Owner
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"I hired Tyagi Group this year because I was opening my private Naturopathic Medical practice and that has been the best choice I have made so far!"
“I hired Tyagi Group this year because I was opening my private Naturopathic Medical practice and that has been the best choice I have made so far! Not only are they tailored to my profession, they are extremely accessible if you are an accounting and finance newbie like myself. They offer you tons of educational resources and take the time to explain things to you that you don't understand. Cas has been an invaluable resource to me as I get my business up and running and I can't thank them enough!”
Kristen J. | Naturopathic Doctor
The Client Support Portal
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