Work With Us

Simple Systems That Help You Keep
More of What You Earn

You didn’t open a chiropractic practice to spend your time worrying about accounting, cash flow, or taxes. We help chiropractors like you simplify your numbers, set up reliable systems, save on taxes, and create a practice that finally pays you consistently — without the stress.

Essentials

For solo chiropractors and early-stage practices (up to $250K in revenue)

Accounting & Cash Flow Foundations

Stay on top of your practice’s finances with clean, accurate accounting, monthly reconciliations, and clear financial reports. Plus, receive proactive quarterly tax estimates and a customized checklist to help you maximize deductions and keep more of your hard-earned income.
A strong foundation to understand your numbers, stay compliant, and make smarter financial decisions.

Most Popular

Growth

For growing practices earning $250K–$1M

Cash Flow System Setup, Strategic Tax Planning, and Practice Growth Support

Everything in Essentials — plus a custom cash flow system built for your chiropractic practice and personalized tax strategies to maximize your profits. Includes quarterly financial review meetings to help you stay aligned and proactive.
Set up systems that allow you to grow profitably, pay yourself consistently, and keep more of what you earn.

Scale (By Invitation Only)

For 7-figure chiropractors and scaling practices

Advanced Tax Strategy Implementation and Monthly Profit Optimization

All the services from Growth — plus full implementation of your tax strategies, monthly profit optimization reviews, and detailed cash flow forecasting. We partner with your broader advisory team to ensure every part of your financial life is working toward your long-term goals.
Strategic support designed for chiropractic practice owners building sustainable, lasting wealth.

Practice Add-On Services

Every business is unique. Add additional services on an a la carte basis.

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.

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.

Payroll Setup

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.

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.

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.

Steps For Working With Us

We’ll walk you through it based on your practice’s needs today — and your goals for tomorrow. You’ll get honest guidance, no pressure — just a clear path forward.

Consultation

We'll assess your needs, review your accounting practices & systems and then identify the challenges & pooprtunities

Kick-Off Meeting

We'll establish a clear timeline and milestones for getting you accounting up to date you'll know when your input is neded

Check-In

Now that your accounting is up to date, we'll present your profitability analysis and forecast (if applicable). We'll review the maintenance process so everyone is on the

Mainenance

Your Books are up to date and a year has passed. We'll provide a long-term plan for your finan-cial future. You'll beable to ask questions and evaluate your