Free Guide for Ontario Wellness Practices
The Ontario Wellness Practice Money Quick Start
You built a practice to treat patients. Somewhere along the way you also became responsible for HST, payroll, and tax deadlines. This free guide makes that second job small.
Get the Free Guide ↓Instant download from Wellspring Accounting. The guide as a PDF, plus the Practice Money Tracker as an Excel workbook.
What's Inside
Short sections, one worksheet, and a tracker to keep
Written for chiropractors, physiotherapists, RMTs, acupuncturists, naturopaths, psychotherapists, social workers, psychologists, dietitians, and fitness or yoga studio owners. Zero accounting background needed.
Know What the Practice Can Actually Use
The five numbers that tell you if a month was healthy, and why your bank balance is not your available cash.
Know Where HST Can Appear
A profession-by-profession table of what is exempt, taxable, or zero-rated, plus the $30,000 small-supplier test.
Make the Money Flow Match the Relationship
Employee, associate, or room renter: get the paperwork and the bank flow to agree before the CRA asks.
Know What Is Due Next
The filing and payment deadlines that apply to your practice profile, and only those.
Practice Money Snapshot
A one-page, fill-in worksheet that turns the whole guide into your next concrete action.
The Practice Money Tracker Lite
A five-tab Excel workbook built for non-accountants. Log bank deposits and money out, see a simple dashboard and top expense categories, and calculate a 2026 Ontario tax set-aside.
Download the Guide
Send me the Quick Start
Know what your practice earned, what it owes, and what needs attention next. A plain-language guide, and a simple Excel workbook with a monthly dashboard.
- The 5 numbers that tell you if a month was actually healthy
- An Excel tracker that turns bank deposits and money out into a simple dashboard
- A 2026 Ontario tax set-aside estimate and top-five expense view
- Where HST hides in a wellness practice, by profession
- The tax deadlines that apply to you, and only those
This guide explains general rules and habits, not accounting, tax, or legal advice for your specific situation. Prefer to talk it through? Book a free discovery call.