Your Finance Upgrade Starts Here

Connect your bookkeeping, document management, payments, receivables, payroll and financial reporting in one streamlined finance system, backed by a team that supports your business through the transition and beyond.

Sign up for an eligible 12 month bookkeeping, controllership or CFO services package, and we’ll include your finance system conversion at no additional charge, with the scope tailored to your business and confirmed in your proposal.

Estimated conversion value: $1,500 to $5,000, depending on scope.

Book a Finance Discovery Call

We are Health Crunch CPA

READY FOR BETTER SUPPORT, BUT PUTTING OFF THE SWITCH?

Changing accounting systems can feel like another project you don’t have time for. Moving records, connecting tools and introducing new processes can keep you working around a setup that no longer meets your needs.

Health Crunch CPA will review your current systems, define the conversion scope and coordinate the transition as part of your onboarding.

A connected system, built around your business

Your agreed setup may include:

Xero
Cloud accounting and financial reporting.

Hubdoc
Go paperless with a new cloud organization system

Plooto
Supplier payments and payment approvals.

Wagepoint or Humi
Payroll and related workflows, where appropriate.

Reach Reporting (Add on)
Connect your entire accounting workflow with streamlined and automated financial reporting.

Your proposal will confirm the systems, accounting data, training and implementation work included. We recommend the tools that suit your operations.

Choose the Ongoing Support You Need

Bookkeeping From $1,000 per month: Keep your records organized and current, with reconciliations and regular financial reporting.

Controllership From $1,500 per month: Strengthen your month end process, financial oversight and reporting.

Fractional CFO From $2,000 per month: Get strategic support with budgets, forecasts, cash flow and financial decisions.

Final pricing depends on your organization’s size, transaction volume and scope of support. An eligible 12 month recurring service agreement is required for the complimentary conversion.

Your finance team, built around your goals

Health Crunch CPA combines practical accounting support with financial oversight and strategic advice.

We work with healthcare and wellness businesses, dental practices, multidisciplinary clinics, nonprofit organizations and other businesses seeking a more connected finance function.

Whether you need dependable monthly books or support with bigger financial decisions, we’ll explore the right fit for your organization.

How it Works

1

Let’s talk

Tell us about your current setup, challenges and goals.

2

Review your proposal

We’ll confirm your service package, conversion scope, fees and timeline.

3

Begin your transition

Once your agreement is in place, we’ll coordinate onboarding and your conversion plan.

A few questions you may have

Is the ongoing accounting service free?

No. The offer covers the agreed conversion work at no additional charge when you begin an eligible 12 month recurring service agreement.

Are software subscriptions included?
Software subscriptions and ongoing service fees will be outlined separately in your proposal.

Will all my historical records and cleanup be included?
Your proposal will specify the data and work included. Historical cleanup, additional migration and other work may require a separate quote.

Does booking a call commit me to anything?
No. The call helps us understand your needs and explore whether we’re a good fit.

Testimonials

John Doe

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