Your clinic's numbers.
Finally clear.
Jane tells you who booked — not whether your clinic made money. Practice Snapshot turns your Jane + QuickBooks into one monthly dashboard, prepared by the humans at Frankly Financial and explained in plain English.
What you finally get to see.
Who really drives revenue
Every provider, after splits and overhead.
A real P&L, every month
QuickBooks profit, tied to what Jane collected.
Plain-English answers
The questions you'd ask your accountant.
How it works.
Send two exports
We build your first Snapshot
A fresh one every month
A CPA-backed team. Three Canadian clinics already get this exact dashboard from us every month.
About one client session a month — and your first Snapshot is free. We'll give you the exact number on the walkthrough. No games, frankly.
Fair questions
What do you need from me?
Two exports from Jane — Sales and Appointments — and a QuickBooks invite. About ten minutes, once. After that, your Snapshot just shows up.
How is this different from Jane's reports?
Jane shows bookings and billing. It doesn't show your margin, each provider's real contribution after splits and overhead, or a true P&L. Snapshot joins Jane with your books — and a human explains what changed.
Do we have to change how we work?
No. Keep Jane, keep QuickBooks, keep your routine. We work from exports — no new software, and no access to your clinical notes.
Is it AI?
There's an assistant in the dashboard you can ask about your numbers. But every Snapshot is prepared and checked by a real person at Frankly — that's rather the point.
Who sees our numbers?
Only the Frankly team preparing your Snapshot. We're an accounting firm — confidentiality is the baseline of this job.
Every Snapshot is reviewed by a CPA.
Ata Haee, CPA
Former VP of Finance who got tired of watching small businesses get overcharged for basic financial advice. Now he's making sure your numbers are right, without the markup.
Transactions categorized, accounts reconciled, and a CPA-reviewed close with plain-English notes.
Corporate (T2) and personal (T1) returns, HST/GST, CRA correspondence, and cross-border Canada–US filings — over a decade of experience sharpened at Big Four firms.
Financial reporting and straight answers on cash, margins, and growth from people who've run finance teams.
Talk to a human.
Call, text, or email. We'll send a sample Snapshot and pricing, usually the same day.