Chiropractic Practice
Financial Stability & Growth Planning
Client Background
A Florida chiropractic clinic experiencing steady patient flow but facing unpredictable income and limited financial oversight. The owner needed clarity for growth and better cash flow management.
Challenges
- Cash flow variability: Monthly income fluctuated due to inconsistent billing and membership payments.
- No budgeting: Expenses were tracked ad-hoc, making it hard to plan.
- Limited insight: The owner had little understanding of overhead or profitability per service.
- Growth planning difficulties: Uncertainty prevented investment in marketing or additional services.
How We Helped
- Bookkeeping cleanup: Properly categorized and reconciled all transactions.
- Cash flow forecasting: Developed predictable monthly cash flow projections.
- Budgeting system: Created simple, actionable budget tracking.
- CFO guidance: Monthly strategic reviews for pricing, marketing spend, and expansion.
- Operational insight: Reviewed pricing and membership models to maximize revenue.
Results
- Cash flow became predictable and manageable, reducing stress.
- Overhead costs optimized, saving $8,000 per year.
- Owner implemented marketing and growth strategies with confidence.
- Clear financial plan allowed for strategic expansion of services and patient programs.