Tier 1: Essentials Plan – “Starter Chiropractic Books”

$595.00

Best for: Solo chiropractors or lean teams with up to 3 employees and annual collections under $300K

Bring order and clarity to your finances with clean, consistent bookkeeping and payroll handled start to finish — all reviewed by a CPA who knows how chiropractic practices operate.

Includes:

  • Monthly QuickBooks bookkeeping and account reconciliations

  • Categorization of income and expenses to ensure tax-ready books

  • Payroll processing for up to 3 employees (including the owner if S-Corp)

  • Monthly Financial Statements, including profit and loss + balance sheet

  • Financial Statements delivered by the 20th day of the following month

  • Personalized Loom video from your CPA explaining results, cash flow trends, and next steps

  • Secure document sharing and ongoing email support

Best for: Solo chiropractors or lean teams with up to 3 employees and annual collections under $300K

Bring order and clarity to your finances with clean, consistent bookkeeping and payroll handled start to finish — all reviewed by a CPA who knows how chiropractic practices operate.

Includes:

  • Monthly QuickBooks bookkeeping and account reconciliations

  • Categorization of income and expenses to ensure tax-ready books

  • Payroll processing for up to 3 employees (including the owner if S-Corp)

  • Monthly Financial Statements, including profit and loss + balance sheet

  • Financial Statements delivered by the 20th day of the following month

  • Personalized Loom video from your CPA explaining results, cash flow trends, and next steps

  • Secure document sharing and ongoing email support