Financially Adjusted

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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:

1. Reconciling Your Accounts
2. Reviewing Your Financial Statements
3. Organizing Tax Documents & Communicating with your Tax Professional
4. 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

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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This episode of the Financially Adjusted  podcast is all about paying employee bonuses the right way. Whether you’re rewarding W2 employees or 1099 contractors, the rules are different—and it's crucial to get it right to avoid headaches later. I'll walk you through the basics of employee classifications, how to pay out bonuses properly, and tips to stay compliant with IRS rules. Being generous is so wonderful, but make sure you’re doing it the right way in your practice!

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 discuss the six key financial systems every chiropractic entrepreneur should evaluate as we approach the end of the year. It's all about reducing overwhelm, making proactive decisions, and setting up your practice for success in the new year.

Recourses Mentioned:

• Podcast Episode 15: How to Stay On Track With Estimated Tax

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 share my top tools, software, and services to help business owners manage their finances with ease. These are all tried and true for me in my own business and personal life. Whether you're a chiropractor, wellness practitioner, or small business owner, these tools can help you stay organized, track expenses, and maximize efficiency. From my favorite accounting software to my favorite project management software, I give some great insight into products that could help you level up the management of your business and suggestions on ways to use these tools.

Resources Mentioned:

• Budgeting podcast mentioned: Episode 2: Don’t Fudge it, Just Budget
• Budgeting YouTube Tutorial 
• Organization podcast: Episode 13: Organization is the Base of your Financial Foundation
• Free guide: The Entrepreneur’s Guide to Financial Organization
• Dropbox (affiliate link):
  https://www.dropbox.com/referrals/AACEgoCcNhTQsFR-M452g7A3OCCUTNxNrsM?src=app9-1
• MONDAY.COM (affiliate link):
  https://try.monday.com/ngihpvgdh7xo

 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 the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at [email protected] with any questions regarding signing up.
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 ma

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 the Financially Adjusted podcast, I share some tips & strategies for building a 6 month business savings fund—an often-overlooked lifeline for business owners. With inflation on the rise and cash flow unpredictability affecting many small businesses, having an emergency savings cushion is more crucial than ever. It’s not always an easy or quick task, but it’s such an important part of building a healthy thriving business.

Key Takeaways:

1. Create Margin: Start by knowing your budget and regularly analyzing expenses to find savings opportunities.
2. Think Creatively: Consider temporary revenue streams or cutting unnecessary costs to reach savings goals faster.
3. Utilize High-Yield Accounts: Place your savings in high-yield accounts for better returns.
4. Frequent Financial Check-ins: Monitor progress regularly to stay on track and make necessary adjustments.
5. Make Sacrifices: Evaluate personal and business expenses and consider reducing them temporarily to achieve your savings goal.

Resources Mentioned:

·       Budgeting podcast: Episode 2: Don’t Fudge it, Just Budget

·       Budgeting YouTube Tutorial

·       Savings podcast: Episode 6: Save So You Don’t Cave

Helpful Resource: Free Estimated Tax Guide

Email me with any questions you’d like answered in future Q&A episodes!

Recommended payroll software (affiliate link):
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 the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at [email protected] with any questions regarding signing up.
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

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

I’m talking all about money mindset in this episode of the Financially Adjusted podcast. We all have unique experiences that have shaped our emotions, beliefs, and behaviors around money. In this episode, I’ll discuss how to shift your mindset and view money as simply a tool or medium that is used to facilitate your greater mission and purpose with your business. It’s essential as an entrepreneur to think on your why and your purpose and how your money mindset influences your business and reaching your goals. Get ready to learn how you can be in the driver’s seat when it comes to your money mindset and your money!

Helpful Resource: Free Estimated Tax Guide

Email me with any questions you’d like answered in future Q&A episodes!

Recommended payroll software (affiliate link):
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 the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at [email protected] with any questions regarding signing up.
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

This episode is a deep dive into paying off debt and growing your business with cash. I cover actionable steps you can take to get out of debt and fund your business with cash. Along with tactical advice, I touch on the mindset it takes to achieve it all. Tune in and discover what the 2 P’s are and how they can bring peace and confidence to your life and your entrepreneurial journey.

Helpful Resource: Free Estimated Tax Guide

Email me with any questions you’d like answered in future Q&A episodes!

Recommended payroll software (affiliate link):
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 the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at [email protected] with any questions regarding signing up.
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 podcast episode, I discuss an important topic that we all struggle with in life and in business – comparison culture. I get into the challenges of growing your business at your own pace while avoiding the pitfalls of comparison culture. I’ll highlight the key dangers, such as debt and overspending, and provide practical, actionable steps to help you set your own pace, stay aligned with your vision, and celebrate your wins along the way. Tune in to gain insights on how to protect your business from the pitfalls of comparison culture and embrace your unique entrepreneurial journey.

Helpful Resource: Free Estimated Tax Guide

Email me with any questions you’d like answered in future Q&A episodes!

Recommended payroll software (affiliate link):
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 the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at [email protected] with any questions regarding signing up.
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’ll break down how aligning your money with your personal and business goals is key to achieving them. As we head into the final quarter of the year, goal setting is on everyone’s mind (or will be soon!), but how do you actually achieve those goals? I’m dishing out tactical advice on creating a plan, mapping out your finances, and setting realistic and achievable goals that align with your financial situation.

Resources Mentioned:

• Episode 2: Don’t Fudge It Just Budget
• Episode 15: How to Stay on Track with Estimated Tax

Helpful Resource: Free Estimated Tax Guide

Email me with any questions you’d like answered in future Q&A episodes!

Recommended payroll software (affiliate link):
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 the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at [email protected] with any questions regarding signing up.
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

This episode is meant to share, not scare. I cover 6 financial pitfalls that many small business owners commonly fall into and how to avoid them. These pitfalls can derail your business so being aware of them and keeping them top of mind is incredibly important! Avoiding these financial missteps will help set you a path toward better financial management, peace of mind, and ultimately, business success and growth. 

Resources Mentioned:

• Episode 15: How to Stay on Track with Estimated Tax
• Estimated Tax Guide for Entrepreneurs: My free guide that breaks down what estimated taxes are and how to save for them
• Episode 22: 3 Benefits of Accurate Bookkeeping

Email us with any questions you’d like answered in future Q&A episodes!

Recommended payroll software (affiliate link):
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 the best discount possible (30% off for 12 months) when you buy with my affiliate link below, through Complete Business Group. Message me at [email protected] with any questions regarding signing up.
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.