In this final episode of 2024, I’m helping you go out strong with actionable financial tips for your chiropractic business. Whether you’re DIY-ing your bookkeeping or working with a professional, these four financial tasks will help you smoothly transition into the new year. Here’s what I’ll walk you through:
- Reconciling Your Accounts
- Reviewing Your Financial Statements
- Organizing Tax Documents & Communicating with your Tax Professional
- Updating Your Financial Goals
Resources Mentioned:
- Free Sample Profit & Loss Statement for Chiropractors
- Episode 2: Don’t Fudge It Just Budget
- YouTube Budgeting Tutorial
- Episode 11: Understand Your Profit & Loss Like a Boss
- Episode 12: Understand the Meat of Your Balance Sheet
- Episode 13: Organization is the Base of Your Financial Foundation
- Free Resource: The Entrepreneur’s Guide to Financial Organization
- Episode 24: how to Align Your Money with Your Goals
Helpful Resource: Free Estimated Tax Guide
Email me with any questions you’d like answered in future Q&A episodes!
Recommended payroll software (affiliate links):
ADP
GUSTO
Recommended bank and the one I use in my business (affiliate link):
RELAY BANK
QuickBooks Online is my go-to accounting software. Get an amazing discount (30% off for 6 months) when you buy with my affiliate link below.
SIGN UP FOR QUICKBOOKS ONLINE
My favorite budgeting app w/ an amazing free version:
EVERY DOLLAR BUDGETING APP
My preferred business credit card with cash rewards (affiliate link):
If you have healthy behaviors around spending with a credit card, this is a great one to use and earn cash back. It also links up well with QuickBooks Online. If you have unhealthy spending habits with credit cards, please avoid using one! You need to be able to pay it off monthly and not carry a balance. I use this one for my business and it makes paying bills simple.
CAPITAL ONE BUSINESS CREDIT CARD
Check out all my FREE financial resources in one place
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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
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