Financially Adjusted

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In this episode of Financially Adjusted, I break down the exact steps to create a Money Allocation Plan (MAP) for your chiropractic business. A MAP is more than just a budget—it’s a strategic way to direct your revenue to align with your business and life goals. If you've ever felt like your money is slipping through your fingers, this episode is your guide to taking control in just 4 simple steps!

Resources Mentioned:

• Episodes 11: Understand Your Profit & Loss Like a Boss
• Episode 12: Understand the Meat of Your Balance Sheet
• Episode 36: How Much to Bring Home vs. Leave in the Business
• Budgeting Tutorial

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

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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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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Are you truly keeping track of your expenses in your chiropractic business? In this episode, I break down three essential ways to track your expenses so you can stay on top of your finances, avoid cash flow surprises, and maximize your profit margins. I cover:
✅ Why a Master Expense List is a must-have for managing recurring transactions
✅ How Budgeting (aka Your Money Allocation Plan) keeps you proactive with your money
✅ Why an Up-to-Date Bookkeeping System is crucial for financial clarity and tax deductions
If you’re ready to take control of your finances and avoid costly mistakes, this episode is for you!

Resources Mentioned: 

• Free Sample Chiropractic Profit & Loss Statement
• Episode 11: Understand Your Profit & Loss Like a Boss
• Episode 12: Understand the Meat of Your Balance Sheet

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

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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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.

SEND LESLIE A TEXT MESSAGE

Just like your patients need regular chiropractic adjustments to stay in alignment, your business finances need regular check-ins too! In this episode, I’ll walk you through the signs that your business finances might be out of alignment and the proactive steps you can take to regain control. From tracking cash flow to setting profit goals, we’re covering it all. I’ll also challenge you to set a financial check-in routine to ensure your money is working for you—not against you.

What You’ll Learn in This Episode:
✔️ The signs that your business finances are out of alignment
✔️ Why you need to set up a money allocation plan 
✔️ Why reviewing financial statements monthly is a must
✔️ How to create a financial check-in routine 
✔️ Why long-term planning (even 10+ years out) is key for a thriving practice

Resources Mentioned:

• Episode 39: Get Financially Clear in Your Chiropractic Business with These 5 Steps
• Episodes 11: Understand Your Profit & Loss Like a Boss
• Episode 12: Understand the Meat of Your Balance Sheet 
• FREE Sample P&L for Chiropractors: Download here 
• Dr. Jennifer Bonde

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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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.

SEND LESLIE A TEXT MESSAGE

In this episode, I’m laying out the exact steps you need to take to obtain a clear picture of your business finances and manage your money well. Whether you're a seasoned chiropractor or just starting, these five steps will guide you on the path to success and confidence in your business. This episode is based on my free checklist/guide: 5 Steps to Financial Clarity!

Resources Mentioned:

• Free Guide: 5 Steps to Financial Clarity
• Sample Chiropractic P&L Statement
• Episode 11: Understand Your Profit & Loss Like a Boss
• Episode 12: Understand the Meat of Your Balance Sheet
• Episode 15: How to Stay on Track with Estimated Tax
• Episode 36: How Much to Bring Home vs. Leave in the Business

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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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.

SEND LESLIE A TEXT MESSAGE

Are you questioning whether you should manage the bookkeeping in your chiropractic business with spreadsheets or accounting software? In this episode, we explore whether spreadsheets or accounting software is the best tool for your bookkeeping. I break down the pros and cons of both options and give my personal recommendation. If you’re ready for some clear guidance when it comes to making this decision, tune in now and make an informed choice for your practice!

Resources Mentioned:

• Grab my free sample Chiropractic P&L
• Episode 37: DIY Bookkeeping vs. Outsourced Bookkeeping

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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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.

SEND LESLIE A TEXT MESSAGE

In this episode I highlight the pros and cons of DIY versus outsourced bookkeeping for chiropractors. Whether you're a hands-on entrepreneur looking to save costs or considering outsourcing to free up your time, this episode covers the factors you need to consider before making your decision. Learn about the benefits, challenges, and hybrid approaches that can help you maintain accurate and timely financial records, no matter the stage of your business.

What You'll Learn:

• Why accurate bookkeeping is essential for chiropractors.
• The pros and cons of DIY bookkeeping, including cost savings and control.
• How outsourcing bookkeeping can save you time and ensure compliance.
• Key questions to ask yourself when deciding the best route for your practice.
• Hybrid approaches to bookkeeping that balance involvement and professional oversight.

Resources Mentioned:

• Free Chiropractic Sample Profit & Loss
• Episode 11: Understand Your Profit & Loss Like a Boss
• Episode 12: Understand the Meat of Your Balance Sheet
• Episode 10: Get in the Flow with the Right Pros

 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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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.

SEND LESLIE A TEXT MESSAGE

In this episode I’m tackling one of the most common questions among business owners: how much money to take home vs. leaving in the business. I’ll cover practical strategies to create a financial balance between your personal and business budgets while prioritizing your goals. From budgeting basics to specific allocation percentages, I’ll give you actionable steps that will help you determine where your money should go.

Key Topics:

• The Importance of Budgeting
• Personal vs. Business Priorities
• Allocation Strategies for Margin
• The Power of Long-Term Planning
•  Tools and Automation

Resources Mentioned:

• Episode 8: Transition When You’re in a Good Position
• Episode 26: How to Ditch Debt and Grow Your Business with Cash
• Episode 2: Don’t Fudge it, Just Budget
• Budgeting Tutorial on YouTube

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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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.

SEND LESLIE A TEXT MESSAGE

Feeling overwhelmed by tax season? You're not alone! Whether you're super prepared or prone to avoiding finances until the last minute, I created this episode to make it easier and less stressful.  I break down six actionable tips to help you stay organized, maximize deductions, and tackle tax season like a pro. From gathering essential documents to tracking estimated taxes, this episode is packed with practical advice to make tax time a breeze!

The 6 Tips I’ll break down for you in this episode:

1. How to gather and organize essential documents.
2. The importance of knowing your tax deadlines.
3. Tips for reviewing and preparing your bookkeeping.
4. Tracking and saving for estimated taxes.
5. How to foster effective communication with your financial team.
6. Why tax planning throughout the year is crucial for saving money.

Resources Mentioned:

• Episode 15: How to Stay on Track with Estimated Tax
• 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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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.

SEND LESLIE A TEXT MESSAGE

January is here, and it’s 1099 season! Whether you’re a chiropractic or wellness entrepreneur managing your own 1099 forms or outsourcing to a professional, this episode will simplify the process for you. This is what I’ll cover:

• What 1099 forms are and why they matter
• Who needs to receive a 1099 from you
• The two tricky factors: contractor business entities and payment methods
• Tactical steps for organizing your 1099s, including W9 collection, bookkeeping tips, and filing deadlines
• Tools and resources to make filing 1099s painless.

I’ll give you the practical advice and actionable tips you need to help you stay on top of this administrative task so you can head into tax season confidently!

 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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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.

SEND LESLIE A TEXT MESSAGE

In this episode of Financially Adjusted, I’m highlighting the importance of healthy financial habits for your chiropractic business. I’ll discuss why consistency, small steps, and proactive check-ins are key to financial wellness. You'll learn why reactive financial management can hold you back and how a weekly money check-in can transform your confidence and control over your finances. Plus, I’ll offer practical tools and tips to help you stay on track, whether you consider yourself a numbers person or not!

Mentioned Resources:

• Episode 11: Understand Your Profit & Loss Like a Boss
• Episode 12: Understand the Meat of Your Balance Sheet
• FREE Sample Chiropractic P&L

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

Follow me on social media:
Facebook
Instagram
LinkedIn
Pinterest

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.