Tailored Finance Packages for Mission-Driven Organizations

Every health and wellness organization operates differently—its funding, programs, and community impact all shape what financial support it needs. At Health Crunch, we don’t believe in pre-set bundles. We begin with a discovery process to understand your mission, your operations, and the financial realities you face.

Only after gaining a deep understanding of where your organization stands do we collaborate on a scope of work that ensures success. Whether that’s clean bookkeeping, stronger financial controls, or strategic CFO guidance.

Below are examples of the types of work we do with our current clients, from day-to-day accounting to full financial leadership. These examples illustrate how our packages scale to your needs and budget.

Your first in-person strategy session is complimentary. We start mapping out what partnership looks like for your organization’s next phase.

Our services

  • Mission Bookkeeping

    Ideal for: Community health centres, small charities, wellness clinics and nonprofits needing clean, compliant bookkeeping so they can focus on their programs.

    What’s included:

    - Cloud-based bookkeeping setup (e.g., Xero/QuickBooks Online with fund-tracking for restricted/unrestricted funds)

    - Monthly transaction recording: bank, credit cards, petty cash, grants received, donor receipts

    - Monthly bank & credit card reconciliation + fund/sub-fund tracking (e.g., “program A – grant X”, “unrestricted operations”)

    - Monthly fund-based income statement and balance sheet (showing each program/fund separately)

    - Accounts Payable and vendor/contractor payments using cloudbased tools to streamline approvals, store and manage documentation, and process payments

    - Quarterly fund-usage summary (for funders/donors)

    - On-boarding with a checklist tailored to nonprofits: chart of accounts aligned with funder requirements, cost-allocation methodology, training for internal staff

    Why this matters for nonprofits/health orgs:
    Many small health centres or nonprofits struggle with messy bookkeeping, late month-ends, unclear fund usage. This package ensures you’re audit-ready, funder-compliant and have the clarity you need to focus on delivering services—not wrestling with spreadsheets.

  • Impact Controller

    Ideal for: Mid-sized health or wellness organizations and nonprofits with multiple funding streams (government grants, donors, fee-for-service), multiple sites or programs.

    What’s included (everything in Mission Bookkeeping, plus):

    - Monthly cash flow monitoring + variance to budget and variane to forecast (so leadership sees early warning signs)

    - Full monthly financial close: journal entries, accruals/prepaids, fund/program allocations

    - Management dashboard: key metrics (e.g., cost per client visit, revenue by funding source, admin cost ratio)

    - Program-level profitability/cost tracking (e.g., for each clinic site or separate program or service line)

    - Grant/funder compliance support: schedules of restricted-fund usage + audit‐prep liaison. Monthly, quarterly, or annual funder reporting

    - Bi-annual review of internal controls & processes (essential in healthcare/wellness operations)

    - Enhanced payroll/vendor support (higher volume, multiple locations)

    - Quarterly strategy session with leadership or board of directors: review results, refine next quarter plan

    - Secure live dashboard access for board/leadership (cloud-based)

    Why this matters:
    In healthcare, wellness, and nonprofits, when you have multiple programs and funders, you need more than bookkeeping—you need oversight, timely metrics, funder compliance support, and meaningful financial insight. This package offers the controller-level service to keep you ahead of issues and aligned with mission.

  • CFO & Strategy Partner

    Ideal for: Larger health centres, wellness organizations, charities seeking growth, or entities looking to integrate strategic finance with mission delivery.

    What’s included (everything in Impact Controller, plus):

    - Dedicated fractional CFO support (once/month meeting + ad-hoc as needed)

    - Long-range financial modelling (3-5 years) and scenario/what-if planning (e.g., new clinic site, program efficiency, sustainability, service expansion)

    - Board-ready reporting: presentation-grade board dekcs, presentations, dashboards + KPIs customised for your mission (e.g., cost per client served, donor impact ratio, revenue mix, cashflow analysis, sustainability review)

    - Strategic tax & fundraising consultation: charitable registration strategy, gift-in-kind treatment, related-party transactions, impact measurement, funder negotiations

    - Operations integration: advise how financial data ties to operations (e.g., patient/participant metrics, service cost per visit, program ROI)

    - Financial control review and backend technology systems review and recommendation. Ensure your organizaiton is utilizing the latest in financial technology to update, automate, and systemize processes.

    - Ownership of the budgeting and forecasting process — providing both master and program-level analysis to align with strategic goals and ensure every dollar delivers maximum impact.

    - On-call financial leadership support: help interpret signals, prepare for funder or board meetings, assist with investment decisions or major program launches

    Why this matters:
    At this scale, finance becomes a strategic driver—not just back-office. For community health centres, wellness centres, and nonprofits expanding services, facing increased scrutiny, or planning growth, this package offers the strategic partner to turn finance into mission-acceleration.

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