Healthcare Financial Operations
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Healthcare Financial Operations  ·  British Columbia

Finally, Financial Operations Built for Healthcare.

Running a healthcare practice means more than treating patients. You are managing payroll, supplier invoices, inventory purchases, multiple payment sources, administrative work, accountants, financial reporting, and endless paperwork. That is where Truebook comes in.

You focus on your patients. We take care of the business behind your business.

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Healthcare practice owner reviewing financial reports
Practice HealthPractice Hub
0
Accountant-ready
Updated monthly
Remote-firstBC-wideHealthcare onlySecure digital workflowNo office visit required

You focus on patients. We manage the financial back office.

Every Dollar. Accounted For.

What Truebook does

A complete financial operations department, without the extra hire.

More than bookkeeping. Truebook sits above the tools your practice already uses and keeps the whole financial back office organized, accurate, and accountant-ready.

01

Healthcare Bookkeeping

Monthly bookkeeping, bank and credit card reconciliation, accounts payable and receivable, payroll record support, GST/PST preparation, and year-end books.

02

Financial Operations

Workflow design, revenue tracking, expense management, monthly reports, cash-flow visibility, and organized records that give you a clear picture.

03

Revenue Visibility

Organize and reconcile private payments, insurers, government programs, corporate contracts, pharmacy revenue, and other channels, so you know where every dollar comes from.

04

Administrative Support

Invoice organization, vendor documentation, digital filing, and reporting packages that reduce back-office load without hiring another full-timer.

05

Inventory & Purchasing

Built for pharmacies and clinics: track dispensary and clinical supply purchases, reconcile supplier invoices, monitor cost of goods, and keep inventory-related spend organized and visible.

06

Accountant Coordination

Prepared records, reports, reconciliations, payroll summaries, and year-end documents. Your accountant can work directly with Truebook.

Catch-up bookkeeping

Behind on your books? We will get you current.

Falling months or even years behind is far more common than most owners realize, especially in a busy practice. Truebook clears the backlog. We reconstruct and reconcile past periods, recover missing paperwork, catch missed GST/PST and payroll records, and hand you clean, filing-ready books, then keep them current every month after.

  • ✓Reconstruct and reconcile past months or years
  • ✓Recover missing invoices, statements, and supplier records
  • ✓Get caught up for GST/PST, payroll, and year-end
Get a catch-up plan →
Past periods opened18 months
Transactions reconciled3,400+
Missing documents recovered96%
StatusCaught up & current
Illustrative example. Every catch-up starts with a free scope review, so you know the work and timeline up front.
Who we serve

Built around how healthcare practices actually run.

Truebook works only with healthcare businesses across British Columbia. That focus is the point. We understand your revenue sources, your software, and your reporting.

01Medical clinics02Pharmacies03Dental clinics04Physiotherapy clinics05Chiropractic clinics06RMT & massage clinics07Allied health practices08Multi-location groups
PharmacyPharmacies
Dental clinicDental
Physiotherapy and massagePhysio / RMT
Medical clinic receptionMedical clinics
How it works

Four steps from paperwork to peace of mind.

A clear, guided path. Here is exactly how your practice moves from scattered paperwork to organized, accountant-ready books.

1

Practice review

A free assessment of your books, revenue sources, and software.

2

Setup

We design the workflow and connect it to your Practice Hub.

3

Monthly management

Ongoing bookkeeping, reporting, and your monthly Health Score.

4

Accountant coordination

Clean, year-end-ready records handed straight to your accountant.

Bookkeeping Health Score

Find out how financially organized your practice really is.

Most practice owners have no simple way to know whether their books are actually in good shape until year-end, when it is too late to fix cheaply. The Truebook Health Score changes that. Each month we turn the real state of your back office into one clear number out of 100, updated inside your Practice Hub, so you always know where you stand and exactly what to fix next.

It is a diagnostic, not a sales pitch. If something is slipping, a missed reconciliation, unfiled GST/PST, a supplier bill with no record, or bookkeeping that has quietly fallen behind, your score flags it early, while it is still easy to put right.

Bookkeeping accuracyReconciliations, categorization, and clean ledgers
Revenue reconciliationEvery payment source matched and accounted for
Expense & supplier trackingVendor bills, inventory, and purchasing recorded
Accountant readinessYear-end-ready records and documents
Catch-up & backlogAny past periods still open or behind
Compliance timingGST/PST, payroll, and filing deadlines on track
Get your free Health Score →
Truebook Practice Hub dashboard
Practice Health ScorePractice Hub
0/100
Bookkeeping92
Revenue visibility85
0 to 59   Needs attentionBooks are behind or gaps are building. We prioritize a clear catch-up plan.
60 to 84   On trackSolid overall, with a few items to tighten each month.
85 to 100   Accountant-readyClean, current, and ready for year-end at any time.
Pricing

Simple, transparent packages for every practice.

Straightforward monthly plans, no hidden fees. Start where you are today and move up as your practice grows. All plans are billed monthly and include your secure Practice Hub and Health Score.

Essentials

Solo & small practice

For a single-owner clinic or practice getting organized.

$499 + GST
per month, billed monthly
  • ✓Monthly bookkeeping & reconciliation
  • ✓Up to one revenue source
  • ✓GST/PST tracking
  • ✓Practice Hub portal + monthly Health Score
  • ✓Monthly financial report
  • ✓Email support
Start with Essentials
Most popular Professional

Growing clinic or pharmacy

For practices with staff, suppliers, and multiple income streams.

$1,099 + GST
per month, billed monthly
  • ✓Everything in Essentials
  • ✓Accounts payable & receivable
  • ✓Payroll record support
  • ✓Multiple revenue sources reconciled
  • ✓Inventory & purchasing visibility
  • ✓GST/PST preparation
  • ✓Accountant coordination + priority support
Choose Professional
Premier

Multi-location & complex

For groups and high-volume practices that need it all handled.

$2,099 + GST
per month, billed monthly
  • ✓Everything in Professional
  • ✓Multi-location support
  • ✓Catch-up & backlog included
  • ✓Advanced revenue reconciliation (insurers, programs, corporate)
  • ✓Dedicated specialist + custom reporting
  • ✓Faster monthly turnaround
Choose Premier
Enterprise

Fully custom & automated

For groups and stores that want everything tailored: automated billing, daily operations, inventory and store-level workflows, custom reporting, and integrations built around exactly how you run. A dedicated team, configured to your needs.

Book a consultation
Custom pricing, built to scope

Not sure which plan fits? Book a free assessment and we will recommend the right starting point for your practice.

Payments

Pay your invoice, securely and in seconds.

Settle a Truebook invoice online with a card, no account or login needed. Payments run through an encrypted, PCI-compliant checkout.

  • ✓Pay by Visa, Mastercard, Amex, or Interac
  • ✓Secure, encrypted checkout
  • ✓Instant emailed receipt to you and to Truebook
Make a PaymentSecure
VISAMastercardAMEXInterac
Pay securely
256-bit encrypted  ·  PCI-compliant checkout
Online payments connect to Truebook's payment processor. To pay now, email info@truebook.ca and we will send a secure link.
Client Portal

Your reports, your services, one secure login.

Every Truebook client gets a private, secure portal inside the Practice Hub. Monthly reports appear there automatically, so nothing is emailed back and forth, and you always know exactly where things stand.

  • ✓Monthly reports delivered straight to your login, never as loose email attachments
  • ✓Every service you are enrolled in, tracked in one place
  • ✓Upload and share documents securely with the Truebook team
  • ✓Protected by password plus an authenticator app (2-step verification)
Encrypted storageAuthenticator 2FAFull audit trail
Why Truebook

One place for the whole financial back office.

Truebook brings the client portal, health score, accountant coordination, admin workflow, and revenue visibility together. That combination is what a healthcare practice actually needs.

01

Financial Operations, not just books

A full back-office layer that sits above QuickBooks, Xero, Jane, and your clinic systems, rather than replacing them.

02

Truebook Practice Hub

A secure client portal for uploads, missing-document tracking, monthly reports, and accountant coordination in one place.

03

Direct accountant coordination

We prepare clean records and packages, and your accountant works directly with Truebook. We support them, we never replace them.

04

Genuine BC healthcare focus

We work only with healthcare practices in British Columbia. Remote-first, secure, and built around how your practice runs.

About us

The people behind your books.

Truebook is a small, focused team dedicated to healthcare financial operations in British Columbia. You work with real people who know your practice, not a call centre.

Subiksha Venkat
Portrait to be added
HR & Business Operations

Subiksha Venkat

Your point of contact at Truebook

Subiksha is an HR and Business Operations professional at Truebook, specializing in payroll administration, HR documentation, and office management. She works closely with clients and internal teams to keep operations accurate, compliant, and running smoothly, and she is your main point of contact.

With experience spanning healthcare, education, banking, and professional services, Subiksha brings a well-rounded, practical approach to HR and business support. She holds an MBA in Human Resource Management from University Canada West, along with postgraduate qualifications in HR and Accounting.

info@truebook.ca 604.358.0700
Areas we serve

Remote-first, across British Columbia.

Truebook works with practices throughout BC through secure digital workflows, online meetings, organized document sharing, and monthly reporting. No office visit required.

Service is fully remote. We coordinate with your team and your accountant wherever your practice is located.

VancouverSurreyAbbotsfordChilliwackVictoriaKelownaKamloopsNanaimoPrince George
British Columbia
FAQ

Questions, answered.

No. Truebook is the daily financial operations layer that supports your accountant. We prepare clean, year-end-ready records and packages, and your accountant can work directly with us. We coordinate with them, we never replace them.

Your reports appear automatically in your secure client portal inside the Practice Hub. Nothing is emailed back and forth as loose attachments. You sign in and everything is there, alongside every service you are enrolled in.

Use the Payments section to pay online by card or Interac through a secure, encrypted checkout. No login is required, and you will receive an emailed receipt.

Book a free 30-minute Practice Assessment. We will review your books, your revenue sources, and your reporting, then show you exactly where Truebook fits.

We offer three monthly packages, Essentials at $499 + GST, Professional at $1,099 + GST, and Premier at $2,099 + GST, plus a fully custom Enterprise plan. See the Pricing section for what is included in each, or book a free assessment and we will recommend the right fit.

Yes. Catch-up bookkeeping is one of our core services. We reconstruct and reconcile past periods, recover missing records, and get you caught up for GST/PST, payroll, and year-end, then keep you current every month. It starts with a free scope review.

Yes. We track dispensary and clinical supply purchases, reconcile supplier invoices, monitor cost of goods, and keep inventory-related spend organized so you can see exactly where your product and supply money goes.

Truebook sits above the tools you already use, including QuickBooks, Xero, Jane, and common clinic and pharmacy systems. We organize and coordinate them rather than forcing you to switch.

You do. Your records and reports are always yours, stored securely in your Practice Hub, and you can export them at any time. If you ever leave, you take clean, organized books with you.

Yes, and it is a common move. We handle the transition, review what exists, close any gaps, and take over smoothly so nothing falls through the cracks.

Yes. The Practice Hub uses encrypted storage, role-based access, and a full audit trail. Sign-in requires your password plus a code from an authenticator app for 2-step verification.

Book your free assessment

Let us take care of the business behind your business.

Book a free 30-minute Healthcare Financial Operations Assessment. We will review your books, your revenue sources, and your reporting, then show you exactly where Truebook fits.

Book Your Free Practice Assessment →Client Login
info@truebook.ca604.358.0700