A structured guide to evaluating your practice’s financial, operational, and compliance metrics—so you can finish the year strong and step into the next with clarity and confidence.

This checklist helps you review essential financial reports, reconcile accounts, and evaluate patient and revenue trends to identify growth opportunities.

It also guides you through expense management, tax preparation, and cost-saving strategies to strengthen your bottom line. Compliance checks, team performance reviews, and patient satisfaction assessments ensure your operations are on track.

Finally, it supports strategic planning by helping you set clear goals, align KPIs, and build a strong foundation for the year ahead.

Key Insights

● +30% improvement in cash flow from proactive financial tracking

● Practices with KPI-aligned operations report higher patient retention

● Year-end planning drives smarter decisions and scalable growth

By using this checklist, your chiropractic office can maintain financial health, meet compliance requirements, and build a strong foundation for a more profitable year ahead.