Chiropractic & functional medicine

Get the customized accounting support you need.

I’m committed to addressing what matters most to you.

I can help transform complexity into opportunity and provide clarity for both your current situation and future goals. Book a consultation today to start optimizing your practice for success.

In today’s rapidly evolving healthcare landscape, chiropractic and functional medicine practices face unique challenges. From navigating emerging technologies and changing regulations to managing pricing pressures and increasing patient demand, you must balance delivering exceptional care with creating value. Whether you’re in the startup phase, experiencing growth, or planning your eventual exit, you need a knowledgeable and specialized partner who understands your industry.

Sound fiscal management practices that support your mission

As a seasoned CPA consultant with extensive experience in healthcare, I offer a comprehensive, full-circle approach tailored to meet the specific needs of chiropractic and functional medicine practices. My holistic method ensures that every decision is informed by deep data analysis and industry insights, helping you optimize operations, drive growth, and address today’s financial challenges.

I am committed to supporting you in navigating complex regulations, optimizing your practice’s operations, and developing strategic growth plans that align with your goals. By leveraging my expertise and understanding of your practice’s unique culture, I deliver innovative solutions that ensure your practice thrives at every stage of its life cycle.

Let’s work together to drive significant impact and set your practice on the path to long-term success.

Manage . Optimize . Transition .

Manage . Optimize . Transition .

Manage

I manage practices by offering a comprehensive range of services. My goal is to ensure your practice operates efficiently and profitably, providing you with the financial insights needed to succeed.

  • Accounts receivable analysis

  • Accounting systems design and implementation

  • Bookkeeping and financial statement preparation

  • Compensation planning

  • Payroll services

  • Practice management

  • Tax planning and preparation for the business and the respective business owners

Optimize

I offer a wide range of specialized services designed to optimize. I will enhance efficiency and ensure compliance. My holistic approach means you are getting a full circle service. Benefit from my experience to strengthen your practice's financial health and operational effectiveness.

  • Budgeting and forecasting

  • CFO advisory services

  • Federal and state tax compliance

  • Financial benchmarking

  • Payroll tax strategies

  • Practice benchmarking

  • Training for financial personnel

  • Due diligence

  • Assist in fraud investigations

  • Internal controls and designs

  • Litigation support

Transition

Is your practice navigating a transition? I can provide expert services tailored to your unique needs.

  • Entity selection

  • Merger and acquisition support

  • Partnership transition strategies and agreements

  • Practice startup planning and implementation

  • Practice valuation

  • Retirement planning and implementation

  • Assist with selling your business or transitioning to a new owner