Choose Your Tailored Solution
We offer flexible bookkeeping and payroll packages designed to fit your clinic's specific needs.
Bookkeeping Packages:
Palm Lite: Ideal for solo providers or small clinics (up to 75 monthly transactions). Includes bank/credit card reconciliations, P&L, balance sheet, expense categorization, and quarterly reviews.
Palm Trust: Perfect for clinics with 2–5 providers or more admin activity (76–200 monthly transactions). Includes all Lite features, plus A/R tracking, basic A/P, monthly cash flow, and monthly reviews.
Palm Elite: For larger, multi-location, or high-volume clinics (200+ monthly transactions). Includes all Trust features, plus advanced A/R/A/P, budgeting, forecasting, custom KPIs, and tax liaison.
Payroll Solutions:
PalmPay Starter: Designed for small teams (up to 10 employees). Includes direct deposit, CRA remittances, WSIB/EHT, T4s, ROEs, and payroll software access.
PalmPay Plus: Great for growing clinics (11–25 employees). Includes all Starter features, plus department reporting and HR integration support.
PalmPay Elite: For large or complex payroll needs (25+ employees). Includes high-volume payroll, bonuses, shift differentials, contractor pay, and full liaison services.
Save with Bundled Solutions
Combine our bookkeeping and payroll services for seamless, integrated financial management and discounted rates:
Palm360: Combines Palm Lite and PalmPay Starter.
PalmSync: Bundles Palm Trust and PalmPay Plus.
PalmSuite: Our comprehensive package combining Palm Elite and PalmPay Elite.
Why Proficient Palm?
We offer healthcare expertise, ensure compliance confidence, guarantee secure & confidential data, integrate with your systems, and act as a strategic partner for your growth.
Ready to Simplify?
Focus on patient care. Call for a free consultation:
📱 613-981-2296
✉ ampile@proficientpalm.com
🌐 www.proficientpalm.com