Canadian Small Business Reporting

Your numbers,
finally
making sense.

Maple Balance turns your QuickBooks data into clear, visual dashboards and plain-language monthly reports — so you always know exactly how your business is performing and where to focus next.

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Maple Balance · Monthly Report
Revenue
$54.2k
↑ 9.4% vs last month
Net Profit
$29.1k
53.7% margin
Top Service
Physio
44% of revenue
Monthly Revenue by Service
Oct
Nov
Dec
Oct
Nov
Dec
Oct
Nov
Dec
💡
Massage Therapy has your highest margin at 51%. Physiotherapy drives the most revenue but at a tighter 40% margin — staffing costs are the main driver.
🍁 Canadian-owned service
🔒 Your data never stored on any server
📊 Works with your existing QuickBooks
📝 Plain-language reports, no jargon
Sound familiar?

You have the data.
But not the picture.

😓
QuickBooks has the numbers but not the story
You can run a profit and loss report. But it doesn't tell you which service is dragging you down, or why last month felt busy but the bank account didn't reflect it.
🧾
Your accountant speaks tax, not performance
Accountants are essential at year-end. But they are not there month-to-month telling you that your massage supply costs jumped 30% or that one service line is carrying the rest.
⏰
You are too busy running the business to analyze it
You got into this to do the work you love — not to spend evenings in spreadsheets. But without the numbers, every decision is just a guess.
The process

Simple, monthly,
effortless for you.

We built Maple Balance around your real schedule. You spend five minutes. We do the rest.

1
You export from QuickBooks
Run your Profit & Loss report and export it as a CSV. Takes three clicks. No special setup required.
2
Upload to your dashboard
Log into your secure Maple Balance portal and upload the file. Your charts and tables populate instantly.
3
We write your report
Within 48 hours we send you a plain-language summary of what the numbers mean, what changed, and what to watch.
4
You make better decisions
With clear monthly insight you stop guessing and start managing — pricing, staffing, services — with confidence.
What you get

Choose the level of
insight you need.

All plans include your personal dashboard, monthly data upload, and a written performance summary. No contracts — cancel anytime.

📊
Essentials
Perfect for getting started. Monthly dashboard and a concise written summary of your key numbers. Everything you need to stop flying blind.
$200 / month CAD
  • Interactive monthly dashboard
  • Revenue & expense by service line
  • Written performance summary
  • QuickBooks CSV upload
  • Secure private portal
Most Popular
📈
Growth
For businesses ready to act on their numbers. Full dashboard plus deeper analysis, trend commentary, and specific recommendations each month.
$350 / month CAD
  • Everything in Essentials
  • Month-over-month trend analysis
  • Service profitability deep-dive
  • Written recommendations
  • 30-min monthly review call
🏆
Performance
Full performance reporting for businesses that want to run like a well-managed organization. Includes an annual review report and priority access.
$550 / month CAD
  • Everything in Growth
  • Annual performance review report
  • Quarterly trend comparisons
  • KPI target-setting support
  • Priority 48-hour response

All plans include a one-time onboarding fee of $300. HST extra where applicable.

Who we work with

Built for Canadian
health & wellness businesses.

We specialize in service-based businesses with multiple revenue streams — where knowing which service is actually profitable makes all the difference.

🏥
Physiotherapy Clinics
Track performance across physio, massage, acupuncture, and chiro service lines in one place.
💆
Wellness Centres
Understand which treatments drive profit and which are costing more than they earn.
🦷
Dental & Medical
Clear monthly visibility into procedure profitability, staffing costs, and overhead ratios.
💪
Fitness & Studios
From personal training to group classes — know which offerings are growing your business.
Why Maple Balance

Not your accountant.
Not a generic dashboard tool.

What you get
Maple Balance
Typical Accountant
Monthly performance reports
✓
✗ Year-end only
Plain-language explanations
✓
✗ Accounting language
Service line profitability breakdown
✓
✗ Rarely included
Interactive visual dashboard
✓
✗ Static PDF reports
Your data stays on your computer
✓
✗ Stored on third-party servers
Affordable monthly fee, no contracts
✓
✗ Hourly billing
🍁

Ready to finally
understand your numbers?

Book a free 20-minute call or send us a message. No pressure, no jargon — just an honest conversation about what your business needs.

We respond within one business day. No spam, ever.

🍁
Message received!
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