I grew up in Thailand, where both of my parents were small business owners. I watched them juggle long hours, financial stress, and the constant worry of whether there would be enough for the future. Money was always a topic in our home—not because we were poor, but because we wanted to make sure we had enough for what was ahead.
My dad taught me early: “If you make 1,000 baht, save half—pay yourself first.” He opened a savings account for me when I was young, and I remember the excitement of watching my balance grow, little by little. That mindset—pay yourself first, plan ahead, build for freedom—became the foundation of how I approach money and business today.
When I moved to the U.S. to pursue my dream of building a business, I quickly realized that most business owners didn’t have this way of thinking.
I grew up in Thailand, where both of my parents were small business owners. I watched them juggle long hours, financial stress, and the constant worry of whether there would be enough for the future. Money was always a topic in our home—not because we were poor, but because we wanted to make sure we had enough for what was ahead.
I met so many entrepreneurs—hardworking, smart people—who knew they were overpaying in taxes. They knew they needed a better system to manage their finances, pay themselves consistently, and grow their profits.
But the truth is… they didn’t have the time to figure it out, or the right expertise to do it right. They were too busy generating revenue—just trying to cover expenses and keep the practice running to step back and get clear on their numbers.
They were doing their best, but without a system, they were stuck in a cycle: making money, but never really keeping it.
That’s exactly where we step in.
With 15 years of experience and a background as an...
Maria brings 20 years of bookkeeping experience to our team,...
Marthon supports our internal operations, from organizing data to implementing...
With a background as a paralegal and a sharp eye...
Sheina helps share our expertise with the world—spreading financial insights,...
With over 20 years of experience in tax preparation and...
With 15 years of experience and a background as an IRS Enrolled Agent, I guide chiropractors like you to create sustainable profit, simplify your finances, and reduce your tax burden. My mission is to help you build a thriving business that supports the lifestyle and freedom you deserve.
Maria brings 20 years of bookkeeping experience to our team, keeping your financial records clean, current, and reliable. Her detailed work provides the foundation for accurate advisory insights, helping you—and our team—make sound decisions based on up-to-date numbers each month.
Marthon supports our internal operations, from organizing data to implementing process improvements that keep everything flowing efficiently. His role allows the team to focus on what matters most: delivering strategic guidance and peace of mind to our clients.
With a background as a paralegal and a sharp eye for detail, Kelly supports our clients by managing communication, scheduling, and document coordination. She ensures nothing falls through the cracks—from onboarding to ongoing requests—so our advisory team can stay focused on delivering strategic insights. Her organized, responsive support helps you feel confident that you’re always on track and well taken care of.
Sheina helps share our expertise with the world—spreading financial insights, practice growth strategies, and education to help chiropractors thrive. Her work helps attract values-aligned clients to our firm while reinforcing the clarity and confidence we deliver.
With over 20 years of experience in tax preparation and compliance, Kim ensures the technical accuracy of your tax returns and supports our advisory team by reviewing financial data and verifying strategic recommendations. While not client-facing day-to-day, her deep expertise protects our commitment to financial clarity and tax efficiency—ensuring that the guidance you receive is always grounded in solid numbers and compliant execution.
Everything we do is rooted in four core values:
We turn complex financial data into clear, easy-to-read insights. You’ll always know where your practice stands and why.
Our reports are clean, our systems are smooth and stress-free. No jargon, no fluff — just what you need to stay focused.
We plan ahead with purpose to help you grow sustainably. Every move is guided by your goals and our expertise.
You’re backed by a team that truly cares about your success. We’re responsive, reliable, and ready when you need us.
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