Services
At Health Crunch, we start with a deep discovery to understand your mission, vision, and current reality. We don’t offer one-size-fits-all packages; we map your control environment, document your financial strategy, and get to know the people behind the work. Accumulate. Control. Compound.
Not For Profit
Financial Management for CHC’s and NFP
Advance your mission with CFO-level clarity. Health Crunch builds the financial backbone—board-ready reporting, grant compliance, rolling forecasts, and funding strategies—so numbers drive confident decisions and lasting impact. We don’t report actuals against a six-month-old budget and call it done; we update forecasts monthly to reflect changing realities, giving you clear line-of-sight to year-end and the ability to adjust proactively. Our team brings current, hands-on experience launching and leading community health centres and nonprofits delivering sustainable services today.
Health & Wellness
Financial Management for Health and Wellness
Health Crunch supports physician groups, multidisciplinary clinics, physiotherapy, chiropractic, massage and other health and wellness businesses with financial reporting, cash flow, profitability analysis, forecasting and CFO-level strategy. We help owners understand performance by practitioner and service, improve operations and make better growth decisions. We can also support tax planning, corporate structure and long-term wealth strategy as the business grows.
Finance, Tax & Wealth Strategy for Business Owners
Finance, Tax & Wealth Strategy for Business Owners
Health Crunch connects accounting, CFO advisory, tax planning and wealth strategy to help business owners improve profitability, reduce tax and build long-term wealth.
From financial reporting and cash flow to corporate structuring, succession and estate planning, we help you make better decisions for both your business and your future.
not for Profit
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We don’t just look back—we look forward. Our CPA-led rolling forecasts are updated monthly across programs, giving leadership and boards real-time visibility into where you stand today and where you’re heading by year-end. With proactive insights and scenario planning, you can pivot early and make informed decisions before issues arise.
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Our bookkeeping approach is fully cloud-based, automated, and built for accuracy. Using tools like Xero, Plooto, Dext, and Hubdoc, we streamline payables, receivables, and reconciliations while maintaining clean audit trails. You’ll get reliable data, real-time dashboards, and more time to focus on impact—not spreadsheets.
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We ensure your reporting is always audit- and funder-ready. From tracking restricted funds to reconciling grant expenditures and preparing quarterly financial summaries, our team helps you stay fully compliant while clearly demonstrating stewardship and impact to funders.
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Your board deserves clarity and confidence in every meeting. We prepare concise, CPA-reviewed financial packages with key metrics, variance analysis, and program-level insights—so leadership can make data-driven decisions that align with your mission and strategic goals.
Health & Wellness
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From day-to-day bookkeeping to senior financial oversight, we can support part or all of your finance function. Get clean books, stronger controls, better cash-flow management and CFO-level guidance as your business grows.
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We build practical budgets, rolling forecasts and cash-flow projections so you can understand where your business is heading, plan for growth and make better decisions with confidence.
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We connect your business and personal financial strategy through tax planning and filings, corporate structuring, trusts, estate planning and wealth strategies designed to help you accumulate, control and compound wealth over time.
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Keep payroll, payments and day-to-day financial administration running smoothly. We help streamline payroll, vendor payments, receivables and financial workflows so you can spend more time running your business.
Finance, Tax & Wealth Strategy
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Know your numbers. Make better decisions.
Financial reporting, budgeting, forecasting, cash flow and profitability analysis that give you clarity on where your business is today and where it is going.
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Proactive corporate and personal tax planning, compensation strategies, Holdco and ownership structures designed around your business and long-term goals.
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Turn business success into personal wealth.
We help you plan how profits move beyond the operating company to build, protect and grow long-term personal and family wealth.
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Build value today. Protect it for tomorrow.
Plan ahead for business succession, ownership transitions, estate taxes and the eventual transfer or sale of your business and wealth.
APPROACH
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Interested in working together? Book a FREE Consultation.