Free Resources to Help Guide You with Money Management in Your Wellness Business
4 Common Financial Mistakes Wellness Business Owners Make (And How to Avoid Them)-Free Training
In this free training, I'll guide you toward managing your money like the CEO that you are!
Whether your goal is less stress, more profitability, greater financial security, or simply feeling confident as a business owner, it all starts with understand your finances.
Watch the free training now and take the first step toward clarity, control, & confidence with your business finances!
4 Common Financial Mistakes Chiropractors & Wellness Entrepreneurs Make (And How to Avoid Them)-PDF Guide
This is a must have guide for all Chiropractic & Wellness Business Owners.
Many business owners unknowingly make costly financial mistakes that lead to cash flow issues, inconsistent pay, and unnecessary stress. This free guide reveals the 4 most common financial mistakes I see Wellness Entrepreneurs make - and how to fix them.
Download it now and take the first step toward a more profitable stress-free practice! 💡📩
Sample Profit & Loss Statement for Chiropractors & Wellness Entrepreneurs
Unsure if the numbers on your Profit & Loss Statement are healthy?
Confused on what financial goals you should set, what a healthy profit margin looks like, and if you're overspending in certain expense categories?
After years of bookkeeping for Chiropractors & Wellness Entrepreneurs, I came up with this sample P&L that gives a benchmark for you to compare to your own numbers.
Estimated Tax Guide for Entrepreneurs
Unsure if you'll have a big tax bill each year and if you'll have the money to pay for it?
Feeling confused when it comes to paying and saving for estimated taxes?
Not sure what you pay taxes on or how much to save?
Saving and planning for taxes can be one of the biggest stresses as a business owner.
Get clear with this free estimated tax guide! Leave the stress behind at tax time.
The Entrepreneur's Guide to Financial Organization
Ready. Set. Get Organized.
One of the biggest keys to gaining control in your business is organization, especially with your finances.
Use this free guide as your step-by-step action plan for getting organized in your own business.
Step-by-step, I'll show you where you need to get organized and how.
Organization ➡️ Control ➡️ Confidence
Read the blog to help lift the financial fog...
#9: Working with the Right Professionals
Let’s dive into the importance of having the right professionals by your side and how to find them.
The Power of Professional Collaboration
Having a relationship of collaboration with outsourced professionals can leave you feeling more informed, empowered, and supported in your business. This collaboration ensures that your business operations flow smoothly. Here’s how you can achieve that:
1. Communication is Key
When hiring professionals, such as bookkeepers and tax advisors, prioritize their education and communication style. It’s crucial to establish how you’ll communicate from the start. For instance, I use a shared Google spreadsheet for transactions and queries, which helps set clear expectations.
2. Regular Financial Reporting
Set up a system for regular financial reports. I provide my clients with a monthly profit and loss statement and a balance sheet. Additionally, I offer a complimentary quarterly financial review meeting. This helps clients understand their financial situation better and keeps the lines of communication open.
3. Understanding Your Needs
Know what you need from your outsourced professional. Whether it’s bookkeeping, tax advice, or legal services, clearly outline your requirements and communication preferences. This ensures you get the support tailored to your business’s unique needs.
4. Advisory Services
If you’re hiring a tax professional, look for someone who offers advisory services beyond annual tax returns. A good tax pro will help you with strategies throughout the year and guide you in understanding your tax returns and estimated tax payments.
5. Business Entity Guidance
Consult with your tax professional about the best business entity for your situation. For example, electing S-corp status can save you significantly on self-employment taxes, depending on your income level.
6. Bookkeeping Services
Decide in advance what bookkeeping services you need. Monthly bookkeeping is optimal, but if you’re a small business, quarterly services might suffice. Also, consider whether you need help with accounts payable, receivable, and payroll management.
7. Collaboration Among Professionals
Ensure your professionals are willing to collaborate with each other. This synergy between your bookkeeper, tax professional, and financial advisor can significantly enhance your business’s financial health.
By setting up clear communication, regular reporting, and understanding your needs, you can create a strong support system for your business. This collaboration is a game-changer, putting you in a financial flow and setting your business up for success.
I urge you to evaluate your current professional relationships and, if needed, hire new ones with these tips in mind.
If you feel in the dark with your business finances overall and need more direction, check out my course Business Financial Foundations (BFF) for Wellness Entrepreneurs.
Disclaimer: This content is for educational and informational purposes only. Please consult with an accounting professional for direct advice based on your specific business situation.
What My Clients Have to Say:
My clients are at the heart of everything I do. In my bookkeeping business (Leading Ledger Bookkeeping) and with Financially Adjusted, my goal is to help Chiropractors & Wellness Practitioners understand their business finances better and gain control of their money. It's no fun being in the dark with finances. I'd be honored to help you get financially adjusted!
Dr. Josh H.
Leslie is truly amazing! She is responsive, professional, and provides personalized services that went above and beyond our expectations over the last year+. We have had several bookkeepers for our business in the past and Leslie is by far the BEST we have ever worked with! I highly, highly recommend her bookkeeping services!
Dr. Stacie B.
Leslie is THE BEST! She has made looking at my business financials so easy. She is quick to respond and has exceeded all expectations! I couldn't imagine running my business without her. I highly, highly recommend her for all your bookkeeping needs.
Jen M.
I have been thoroughly impressed by Leslie's professionalism, her commitment to being on top of things, and her knowledge of how best to address my small business's bookkeeping needs. She is a delight to work with and when having my taxes done this year, the accountant was ranting and raving about how well organized everything was. I highly recommend her services.
Dr. Tracey C.
She really has helped me manage my business in a way that gives me confidence as I grow and plan for the future. Highly recommend!
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