Welcome To Health Crunch CPA
Clarity. Control. Growth.
Supporting growing organizations across healthcare, not-for-profit, professional services, technology & 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 tax can be brought together in one ongoing relationship or serviced separately. Businesses often 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 plans. We can 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 planning, depending on your individual needs.
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.
Four Areas Key To Long-Term Success
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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 partners when complexity increases in targeted areas.
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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.
We Align Technical Insight With Disciplined Execution.
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Discovery
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Analysis
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Strategy Design
Support that grows with you. From scaling businesses 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
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.
MODERN BY DESIGN
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
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.
PROACTIVE ADVICE
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 growing quickly, sales were up, and the business felt busier than ever, but cash was still tighter than expected. Health Crunch helped us understand what was actually driving profitability across products and sales channels, where margins were being lost through shipping, fulfillment, payment fees and inventory, and how much growth was really converting into cash. They’ve also helped us build better forecasting, working capital planning, and reporting so we can make stronger decisions as we scale and think more strategically about tax, ownership, and long term growth.”
~Growing Retail and E-Commerce Business | Victoria, 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.