WELCOME TO HEALTH CRUNCH CPA
Clarity. Control. Compound.
Supporting growing organizations across healthcare and wellness, not-for-profit, professional services, construction, and e-commerce that want more from finance and think beyond the status quo.
We build finance functions that do more than keep the books accurate. We review how your finance function operates, strengthen the systems and processes behind it, and turn reliable financial data into clearer reporting, better insight, and stronger decisions. From cash flow, controls, and risk to tax, corporate structure, growth, and long-term planning, we help leadership understand what matters and what comes next.
What sets Health Crunch apart is that strategic finance, governance, and strategic tax are brought together in one ongoing relationship. Too often, clients have separate teams focused on the day-to-day business, governance, and tax, each working from a different understanding of the numbers, priorities, and long-term plan. We bridge that gap by staying close to the organization day after day, then carrying that same context into year-end, board governance, ownership planning, succession, tax strategy, and long-term wealth decisions.
We apply that same strategic mindset to not-for-profits, helping leadership move beyond scarcity-based decision-making toward stronger financial capacity, greater sustainability, and a more modern enterprise approach to creating impact.
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Better decisions start with better financial information. We help owners, boards, and leadership teams understand what’s happening in their organization, strengthen their finance function, and gain greater clarity around cash flow, profitability, performance, risk, and the decisions ahead.
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Your financial strategy should support more than the year in front of you. We help clients think proactively about tax, structure, compensation, succession, funding, and long-term opportunities, while coordinating with a trusted network of tax, legal, banking, capital, grant, and other specialists when deeper expertise is needed.
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Know where you are, where you’re going, and what needs to happen next. We build practical budgets, forecasts, cash flow models, and reporting systems that give leadership greater visibility, improve accountability, and support better planning as organizations grow and evolve.
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Strong organizations need a strong financial foundation. We improve accounting systems, workflows, controls, technology, and automation to reduce administrative burden, improve visibility, manage risk, and create a finance function that can scale with you.
Four areas key to long-term success
We align technical insight with disciplined execution.
01
Discovery
02
Analysis
03
Strategy Design
Support that grows with you. From emerging businesses and clinics to established organizations and NFPs, we meet you where you are and strengthen the financial capacity you need for what comes next.
BUILT TO SCALE
MODERN BY DESIGN
We use cloud technology, automation and practical AI to reduce manual work, improve visibility and create cleaner, more efficient financial processes without sacrificing control or oversight.
Get the level of support you actually need, nothing else. Whether that means strengthening your existing team or adding bookkeeping, controllership, CFO or strategic tax planning.
FLEXIBLE SUPPORT
PROACTIVE ADVICE
We look beyond deadlines and historical reporting. Our role is to help you see issues earlier, identify opportunities, stay prepared and make better financial decisions throughout the year.
WHAT MAKES US DIFFERENT
Traditional CPA Model
Often built around year-end compliance, tax filings, and periodic advisory support.
Support may be more project-based, with additional work billed separately as needs arise.
Your internal team still owns much of the day-to-day financial management, planning, implementation, and follow-through.
A strong fit when your primary need is independent year-end, tax, compliance, or specialized professional advice.
Health Crunch CPA
A finance partner built around your organization, not just your year-end.
Add the financial capacity and expertise you need without having to build every role internally.
We work alongside owners, leadership teams and boards to bring context to the numbers, strengthen decision-making and help move priorities forward.
Our model is flexible by design, allowing support to evolve as your organization, team and complexity change.
One relationship. Broader perspective. More financial capacity.
In-House CPA
Provides dedicated internal knowledge, availability and direct integration with your team.
But building a complete finance function can require several skill sets across accounting, controllership, finance, systems and strategy.
That often means greater fixed costs, recruiting responsibility and reliance on individual employees.
For many growing organizations, the right answer is not fully outsourced or fully internal, but a combination of both.
CLIENT TESTIMONIALS
“We didn’t need another accountant handing us reports. We needed a team that could understand the organization and the addition of our new clinic, help solve problems, and actually work alongside leadership. Health Crunch did exactly that. The transition was smooth, we went paperless and were able to automat a lot. Overall the communication improved, and we finally had confidence in the information we were getting.”
Executive Director, Community Nonprofit | Campbell River, BC
"We were busier than ever, the team was working harder, and revenue was growing, but somehow it felt like there was less money left at the end of the month. Health Crunch helped us understand where the cash was actually going, which jobs and parts of the business were making money, and where margins were getting squeezed. With my son now working in the business, they’ve also helped us think beyond the next project and start planning for stronger controls, a future transition of the business, and a more efficient long-term tax and ownership structure.”
~ Owner, Family-Run Construction Business | Cowichan Valley, BC
“We had a full-time bookkeeper, but most of her time was spent processing payments, paying bills, and keeping the books current. Jason and Krista first helped automate and improve those basics, then showed us how to look beyond the bookkeeping. We started tracking practitioner and room utilization, revenue per clinical hour, staffing costs, service margins, and deferred revenue on prepaid treatments. For the first time, we could clearly see where capacity and margin were being lost, and somehow we paid less tax? lol”
~ Owner Operator, Multi-practitioner Health & Wellness Clinic | Vancouver, BC
We’re excited to understand your story.