Fractional CFO Service for Canadian Health Professionals & Clinics
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 health practice.
That’s exactly why we built our Fractional CFO Services.
We support your clinic all year long with a combination of bookkeeping, strategic consulting calls, and tax preparation so you always have clarity, direction, and confidence in your financial decisions.
The Core Services Included in Your Fractional CFO Partnership
Corporate Bookkeeping
We provide clear, up-to-date financial reports covering the last 3 months of your business, along with tax estimates so you can stay ahead of your obligations, and make informed decisions with confidence.
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.
Corporate Tax Prep & 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 small clinics wanting ongoing financial oversight while doing bookkeeping in-house.
Includes:
Corporate Tax Filing
GST/HST Tax Filing
Quarterly Financial Strategy Calls
Monthly Investment Starting At: $437.50 + GST/HST
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For clinics ready to tighten financial systems, and optimize tax strategy.
Includes:
Corporate Tax Filing
GST/HST Tax Filing
Quarterly Financial Strategy Calls
Quarterly Bookkeeping
Monthly Investment Starting At: $862.50 + GST/HST
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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
Monthly Investment Starting At: $962.50 + GST/HST
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Our highest tier for clinic owners who want an active CFO in their corner.
Includes:Corporate Tax Filing
GST/HST Tax Filing
Quarterly Financial Strategy Calls
Monthly Bookkeeping
Annual Budget Setup Call
Quarterly Budgeting Review Calls
Monthly Investment Starting At: $1,537.08
Frequently Asked Questions
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Yes, you should have a clear idea of which package best fits your clinic before booking.
We recommend reviewing each package’s details and estimated monthly investment first so you can confidently choose the tier that best 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.
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Each package provides a different level of financial support:
Tier 1 — Strategy + Tax Only (No Bookkeeping). Best for clinics handling their own books but needing oversight
Tier 2 — Quarterly Bookkeeping + Strategy. Best for clinics wanting support but at a lower cost / lower frequency
Tier 3 — Monthly Bookkeeping + Strategy. Best for growing clinics that want consistent, hands-on financial support
Tier 4 — Budgeting & Planning Add-On. Best for clinics wanting deeper planning + proactive financial control
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Yes. CFO-level support requires consistent, long-term strategy which is why each package is built as a full fiscal year engagement.
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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.
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To make the call productive, you should come prepared with:
The Tier you believe fits your clinic
An understanding of the total annual investment
Your clinic’s biggest financial challenges or goals
Any final questions to help you determine if we’re a good fit to work together
What Our Clients Are Saying…
“I’ve had the pleasure of working with Cassandra and their team now for just over a year, and let me tell you, groundbreaking. I have had such a wonderful experience working with their entire team. They have helped us clean up our financials for the past few years, especially since we’ve been in business for 10 years, but they’ve also put amazing systems in place for our overall fractional financial services, and they’ve been incredible at helping us to streamline so many of our processes.”
Dr. Sapna Sriram | CEO & Founder Integra Health