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HOW WE SERVE
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HOW WE SERVE
Your Practice Deserves a Financial Partner Who Sees the Full Picture.
Your Practice Deserves a Financial Partner Who Sees the Full Picture.
At Profit Boss, we don’t just "do your books" or file tax returns. We help chiropractors like you create long-term financial health through strategic tax planning, cash flow clarity, and accurate, chiropractor-focused accounting. Our goal is to support your practice so you can serve more patients with less stress and more confidence in your numbers.
At Profit Boss, we don’t just "do your books" or file tax returns. We help chiropractors like you create long-term financial health through strategic tax planning, cash flow clarity, and accurate, chiropractor-focused accounting. Our goal is to support your practice so you can serve more patients with less stress and more confidence in your numbers.
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OFFERINGS
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OFFERINGS
The Problems We Solve
No matter where you are in your journey. We will meet you there. We’ve worked with chiropractors in every stage of business: from solo practitioners just trying to stay on top of receipts, to established clinics looking to grow, to seasoned business owners preparing for expansion or exit. Here’s what we’ve seen:
No matter where you are in your journey. We will meet you there. We’ve worked with chiropractors in every stage of business: from solo practitioners just trying to stay on top of receipts, to established clinics looking to grow, to seasoned business owners preparing for expansion or exit. Here’s what we’ve seen:
We’ve designed our service packages around these exact growth stages because your practice needs different support as it evolves.
Curious which stage you're in?
We’ve designed our service packages around these exact growth stages because your practice needs different support as it evolves.
Curious which stage you're in?
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SOLUTION
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SOLUTION
Our Solution for Chiropractors
We specialize in helping chiropractic practice owners who want more than a reactive accountant. If you’re tired of tax time surprises or wondering if your numbers truly reflect your hard work, you’re in the right place. Here's how we help:
We specialize in helping chiropractic practice owners who want more than a reactive accountant. If you’re tired of tax time surprises or wondering if your numbers truly reflect your hard work, you’re in the right place. Here's how we help:
01
Cash Flow Management
Stop riding the patient-volume rollercoaster. Some months your adjustment schedule is packed, other months… not so much. But your rent, payroll, and bills don’t change. We design a simple, behavior-based cash flow system that works with your natural spending habits so you can cover expenses, pay yourself consistently, and have a cushion for slow periods. Just like spinal alignment restores balance to the body, the right cash flow rhythm restores balance to your finances.
Cash Flow Management
Stop riding the patient-volume rollercoaster. Some months your adjustment schedule is packed, other months… not so much. But your rent, payroll, and bills don’t change. We design a simple, behavior-based cash flow system that works with your natural spending habits so you can cover expenses, pay yourself consistently, and have a cushion for slow periods. Just like spinal alignment restores balance to the body, the right cash flow rhythm restores balance to your finances.
Chiropractic-Focused Accounting
Financial clarity for your practice, without the headaches. Keeping your books clean isn’t just about taxes. It’s about knowing exactly how healthy your practice is at any moment. We handle your monthly bookkeeping so your numbers are always accurate, current, and ready to guide important decisions like hiring, expanding, or adding new services. Think of it as your practice’s “X-ray”. Clear, precise, and giving you the full picture before you take the next step.
Chiropractic-Focused Accounting
Financial clarity for your practice, without the headaches. Keeping your books clean isn’t just about taxes. It’s about knowing exactly how healthy your practice is at any moment. We handle your monthly bookkeeping so your numbers are always accurate, current, and ready to guide important decisions like hiring, expanding, or adding new services. Think of it as your practice’s “X-ray”. Clear, precise, and giving you the full picture before you take the next step.
02
03
Strategic Tax Planning
Treat the root cause of your tax pain.
Most chiropractors overpay in taxes because their “treatment plan” is reactive. Filing once a year instead of planning all year long. We take a proactive approach, diagnosing where you’re losing money and prescribing strategies to legally reduce your tax burden.
The result? More of your hard-earned income stays in your hands, giving you the freedom to reinvest in your practice and your life.
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PROCESS
4 Steps to Financial Alignment
We use a simple but powerful framework to guide your financial transformation
Step 1: Diagnose (Your Financial X-Ray)
We start with a deep review of your books, cash flow, and tax position to see exactly where your practice is strong and where money is slipping through the cracks. Outcome: Know your true financial health before making big decisions.
Step 2: Align (Your Treatment Plan)
We design a strategy tailored to your stage of practice, growth goals, and lifestyle from stabilizing cash flow to reducing taxes. Outcome: A step-by-step plan built for your practice, not a generic template.
Step 3: Implement
We put your systems into action. Cleaning up books, setting up your cash flow rhythm, and applying proactive tax-saving strategies. Outcome: Predictable owner pay, less tax stress, and financial clarity every month.
Step 4: Maintain (Ongoing Check-ups)
Expand your living space with a seamless home extension. Whether you need a bigger kitchen, a new living area, or a multi-purpose space, Refit provides expertly crafted extensions designed to enhance your home’s flow, value, and usability, all while maintaining its unique character.
Step 1: Diagnose (Your Financial X-Ray)
We start with a deep review of your books, cash flow, and tax position to see exactly where your practice is strong and where money is slipping through the cracks. Outcome: Know your true financial health before making big decisions.
Step 2: Align (Your Treatment Plan)
We design a strategy tailored to your stage of practice, growth goals, and lifestyle from stabilizing cash flow to reducing taxes. Outcome: A step-by-step plan built for your practice, not a generic template.
Step 3: Implement
We put your systems into action. Cleaning up books, setting up your cash flow rhythm, and applying proactive tax-saving strategies. Outcome: Predictable owner pay, less tax stress, and financial clarity every month.
Step 4: Maintain (Ongoing Check-ups)
Expand your living space with a seamless home extension. Whether you need a bigger kitchen, a new living area, or a multi-purpose space, Refit provides expertly crafted extensions designed to enhance your home’s flow, value, and usability, all while maintaining its unique character.
Hear Directly From Owners Like You
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PROCESS
4 Steps to Financial Alignment
We use a simple but powerful framework to guide your financial transformation
Step 1: Diagnose (Your Financial X-Ray)
We start with a deep review of your books, cash flow, and tax position to see exactly where your practice is strong and where money is slipping through the cracks. Outcome: Know your true financial health before making big decisions.
Step 2: Align (Your Treatment Plan)
We design a strategy tailored to your stage of practice, growth goals, and lifestyle from stabilizing cash flow to reducing taxes. Outcome: A step-by-step plan built for your practice, not a generic template.
Step 3: Implement
We put your systems into action. Cleaning up books, setting up your cash flow rhythm, and applying proactive tax-saving strategies. Outcome: Predictable owner pay, less tax stress, and financial clarity every month.
Step 4: Maintain (Ongoing Check-ups)
Expand your living space with a seamless home extension. Whether you need a bigger kitchen, a new living area, or a multi-purpose space, Refit provides expertly crafted extensions designed to enhance your home’s flow, value, and usability, all while maintaining its unique character.
Hear Directly From Owners Like You
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OFFERINGS
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OFFERINGS
Financial Growth Resources for Chiropractors
Every chiropractic practice is unique so we’ve built three levels of financial resources designed to meet you where you are and grow with you.
Every chiropractic practice is unique so we’ve built three levels of financial resources designed to meet you where you are and grow with you.
Foundation (Essentials)
For solo practitioners or clinics under $250K/year
Build a strong foundation with clean books and accurate reports.
Build a strong foundation with clean books and accurate reports.
Build a strong foundation with clean books and accurate reports.
Stay compliant with proactive quarterly tax guidance.
Stay compliant with proactive quarterly tax guidance.
Stay compliant with proactive quarterly tax guidance.
Use our Chiropractor Tax Deduction Maximizer to capture every legal write-off. (Your financial hygiene kit.)
Use our Chiropractor Tax Deduction Maximizer to capture every legal write-off. (Your financial hygiene kit.)
Use our Chiropractor Tax Deduction Maximizer to capture every legal write-off. (Your financial hygiene kit.)
Momentum (Growth)
For growing practices
$250K–$2M/year
Everything in Foundation, plus:
Everything in Foundation, plus:
Everything in Foundation, plus:
Strategic tax planning to keep more of what you earn
Strategic tax planning to keep more of what you earn
Strategic tax planning to keep more of what you earn
Custom cash flow system to ensure steady owner pay
Custom cash flow system to ensure steady owner pay
Custom cash flow system to ensure steady owner pay
Quarterly reviews to stay ahead of surprises. (Your growth accelerator
Quarterly reviews to stay ahead of surprises. (Your growth accelerator
Quarterly reviews to stay ahead of surprises. (Your growth accelerator
MOST POPULAR
Leadership (Scale)
For established 7-figure practices or multi-location owners
Everything in Momentum, plus:
Everything in Momentum, plus:
Everything in Momentum, plus:
Advanced tax strategy implementation with CPAs and legal advisors.
Advanced tax strategy implementation with CPAs and legal advisors.
Advanced tax strategy implementation with CPAs and legal advisors.
Monthly CFO-level financial strategy sessions.
Monthly CFO-level financial strategy sessions.
Monthly CFO-level financial strategy sessions.
KPI dashboards and forecasting for scaling with confidence. (Your financial leadership toolkit.)
KPI dashboards and forecasting for scaling with confidence. (Your financial leadership toolkit.)
KPI dashboards and forecasting for scaling with confidence. (Your financial leadership toolkit.)
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ADDITIONS
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ADDITIONS
Practice Add-On Services
Practice
Add-On Services
Every business is unique.
Add additional services.
Every business is unique.
Add additional services.
[01]
Bookkeeping Clean-Up
Been too busy seeing patients to log into QuickBooks lately? We’ve got you covered. Our team will bring your books current, verify accuracy, and ensure your practice financials are in shape — so you can make decisions with confidence.
[01]
Bookkeeping Clean-Up
Been too busy seeing patients to log into QuickBooks lately? We’ve got you covered. Our team will bring your books current, verify accuracy, and ensure your practice financials are in shape — so you can make decisions with confidence.
[01]
Bookkeeping Clean-Up
Been too busy seeing patients to log into QuickBooks lately? We’ve got you covered. Our team will bring your books current, verify accuracy, and ensure your practice financials are in shape — so you can make decisions with confidence.
[02]
QuickBooks Online (QBO) Setup
Starting from scratch or switching systems? We’ll set up your QuickBooks Online with a chart of accounts tailored to chiropractic practices — making sure it’s clean, clear, and ready to scale.
[02]
QuickBooks Online (QBO) Setup
Starting from scratch or switching systems? We’ll set up your QuickBooks Online with a chart of accounts tailored to chiropractic practices — making sure it’s clean, clear, and ready to scale.
[02]
QuickBooks Online (QBO) Setup
Starting from scratch or switching systems? We’ll set up your QuickBooks Online with a chart of accounts tailored to chiropractic practices — making sure it’s clean, clear, and ready to scale.
[03]
Payroll Set-up
Hiring your first CA or associate doctor? We’ll walk you through setting up payroll, registering with your state, and making sure it’s done right — from compliance to compensation structure
[03]
Payroll Set-up
Hiring your first CA or associate doctor? We’ll walk you through setting up payroll, registering with your state, and making sure it’s done right — from compliance to compensation structure
[03]
Payroll Set-up
Hiring your first CA or associate doctor? We’ll walk you through setting up payroll, registering with your state, and making sure it’s done right — from compliance to compensation structure
[04]
Business & Individual Tax Return Preparation
We prepare both your business and individual tax returns — but only for clients who also work with us throughout the year. Our goal is to align your tax strategy with your practice performance.
[04]
Business & Individual Tax Return Preparation
We prepare both your business and individual tax returns — but only for clients who also work with us throughout the year. Our goal is to align your tax strategy with your practice performance.
[04]
Business & Individual Tax Return Preparation
We prepare both your business and individual tax returns — but only for clients who also work with us throughout the year. Our goal is to align your tax strategy with your practice performance.
[04]
Profit First Setup & Support
Profit First isn’t just a concept — it’s a proven method to create sustainable profit in your practice. As Certified Profit First Professionals, we’ll help you implement and maintain the system so you can pay yourself first, build savings, and stop scrambling at tax time.
[04]
Profit First Setup & Support
Profit First isn’t just a concept — it’s a proven method to create sustainable profit in your practice. As Certified Profit First Professionals, we’ll help you implement and maintain the system so you can pay yourself first, build savings, and stop scrambling at tax time.
[04]
Profit First Setup & Support
Profit First isn’t just a concept — it’s a proven method to create sustainable profit in your practice. As Certified Profit First Professionals, we’ll help you implement and maintain the system so you can pay yourself first, build savings, and stop scrambling at tax time.
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GETTING STARTED
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GETTING STARTED
Is This the Right
Fit for You?
Is This the Right Fit for You?
We might be a great match if you’re the kind of chiropractor who…
Wants clarity with your numbers so you can finally see what’s working in your practice and what’s not.
Is tired of big surprise tax bills and wants a plan to reduce taxes before the year ends.
Needs a simple cash flow system that creates steady owner pay and less money stress.
Cares about profit, not just revenue because working harder shouldn’t mean taking home less.
Wants to focus on patient care, not paperwork or late-night QuickBooks stress. We work best with growth-minded chiropractors who want their money to work as smart as they do.
If that’s you? Let’s build something solid together.
Ready to take control of your practice’s finances?
Whether you're getting organized or ready to grow, we’ll help you simplify cash flow, reduce tax stress, and start paying yourself with confidence. We’re not just here to do your taxes or bookkeeping. We’re your strategic partner in building a profitable, sustainable practice.
Ready to take control of your practice’s finances?
Whether you're getting organized or ready to grow, we’ll help you simplify cash flow, reduce tax stress, and start paying yourself with confidence. We’re not just here to do your taxes or bookkeeping. We’re your strategic partner in building a profitable, sustainable practice.
Ready to take control of your practice’s finances?
Whether you're getting organized or ready to grow, we’ll help you simplify cash flow, reduce tax stress, and start paying yourself with confidence. We’re not just here to do your taxes or bookkeeping. We’re your strategic partner in building a profitable, sustainable practice.
