Accounting & Wealth Planning for Mental Health Professionals

Choose the service level that matches your practice goals. From basic compliance to comprehensive wealth building, we've designed packages specifically for Canadian mental health professionals.

Find Your Perfect Package

Three Levels of Success

Each package builds on the previous one. Start where you are, upgrade as you grow.

Solo Practice Package

$395/month

Perfect for therapists, psychologists, and counselors just starting out or running lean practices.

What's Included:

Monthly Bookkeeping: Up to 2 bank accounts and 2 credit cards
Professional Expense Optimization: Maximize deductions for licensing, training, office supplies
Quarterly Financial Reviews: 30-minute calls to review your numbers and answer questions
Annual Tax Preparation: Personal and business tax returns filed by a CPA
Email Support: Professional guidance within 48 hours
Financial Dashboard: Real-time access to your practice financials

Best For:

✓ Annual revenue under $100K
✓ Solo practitioners
✓ Simple business structure
✓ Want professional bookkeeping without breaking the bank

Choose Solo Practice

⭐ MOST POPULAR

Growth Practice Package

$650/month

For established professionals ready to scale their practice and optimize their financial strategy.

Everything in Solo Practice, PLUS:

Monthly Strategic Planning Calls: 45-minute sessions focused on business growth
Advanced Financial Analysis: KPIs, profit margins, and growth metrics
Quarterly Tax Optimization: Proactive tax strategies throughout the year
Business Growth Planning: Scaling strategies specific to mental health practices
Expanded Bookkeeping: Up to 4 accounts and unlimited transactions
Priority Support: Email and phone support within 24 hours
Annual Business Review: Comprehensive year-end analysis and planning

Best For:

✓ Annual revenue $100K - $300K
✓ Growing practices with employees or contractors
✓ Multiple revenue streams
✓ Want strategic financial guidance

Choose Growth Practice

Wealth-Building Package

$1,250/month

Comprehensive financial management for high-earning professionals focused on building generational wealth.

Everything in Growth Practice, PLUS:

Investment & Retirement Planning: CFP-level financial planning and portfolio management
Advanced Business Strategy: Business structure optimization, succession planning
Weekly Financial Insights: Regular market updates and financial recommendations
Tax Strategy Optimization: Advanced tax planning including incorporation strategies
Estate Planning Coordination: Work with your lawyer on wealth transfer strategies
Same-Day Response: Immediate support when you need it
Quarterly Wealth Reviews: Comprehensive analysis of all financial assets

Best For:

✓ Annual revenue $300K+
✓ Multiple practice locations or complex business structures
✓ Serious about building long-term wealth
✓ Want comprehensive financial management

Choose Wealth-Building

How We Work Together

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1. Free Assessment

We'll review your current financial situation and recommend the best package for your practice goals.

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2. Quick Onboarding

Connect your accounts securely, and we'll have your books caught up within 2 weeks.

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3. Ongoing Optimization

Regular reviews, proactive advice, and strategic guidance to grow your practice and wealth.

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4. Scale When Ready

Upgrade your service level as your practice grows. No long-term contracts or penalties.

Our Pricing Philosophy

Unlike other accounting firms that hide their fees and surprise you with bills, we believe in transparent, fixed monthly pricing. You know exactly what you're paying and what you're getting.

What's NOT Included (So You Know):

• Bookkeeping cleanup for previous years (quoted separately)
• Accounting software setup (if needed - quoted separately)
• Business registration or incorporation (legal fees)
• Investment management fees (separate from planning)

All prices are in Canadian dollars. HST applies where required.

Do You Qualify?

We only work with professionals who meet our criteria to ensure we can deliver exceptional results:

We Work With:

Licensed Professionals:

Registered Psychologists
Clinical Social Workers
Licensed Professional Counselors
Marriage & Family Therapists
Art/Music/Drama Therapists

Practice Requirements:

Licensed in Canada
Generating professional income
Committed to financial growth
Values professional expertise
Willing to invest in their success

Not sure if you qualify? Book a free consultation and we'll help you determine the best path forward.

Ready to Choose Your Success Level?

Join the mental health professionals who trust Verve to handle their finances while they focus on what they do best - helping clients heal and grow.

Book Your Free Assessment