1
00:00:00,000 --> 00:00:08,200
You're listening to the Cairo Basics Podcast, the show dedicated to chiropractic practice
2
00:00:08,200 --> 00:00:09,200
success.
3
00:00:09,200 --> 00:00:14,000
Here's your host, Nick Fisher.
4
00:00:14,000 --> 00:00:18,440
All right.
5
00:00:18,440 --> 00:00:24,280
Hey, chiropractors, welcome back to another episode.
6
00:00:24,280 --> 00:00:33,240
Today I've got Heidi Reiter from Healthy Books and she's here to talk about bookkeeping and
7
00:00:33,240 --> 00:00:36,060
setting vision and helping set a streamline.
8
00:00:36,060 --> 00:00:39,880
So before we get into the content, I'd love to let Heidi introduce herself.
9
00:00:39,880 --> 00:00:43,080
Heidi, welcome to the show.
10
00:00:43,080 --> 00:00:44,080
Thank you.
11
00:00:44,080 --> 00:00:45,080
I really appreciate it.
12
00:00:45,080 --> 00:00:46,080
I'm honored to be here.
13
00:00:46,080 --> 00:00:47,440
Yeah, absolutely.
14
00:00:47,440 --> 00:00:55,140
So before we get into the meat of the content, I would really love to tell us your story.
15
00:00:55,140 --> 00:00:56,920
How did you get into the bookkeeping space?
16
00:00:56,920 --> 00:00:59,720
How did that get into the chiropractic space?
17
00:00:59,720 --> 00:01:00,720
Connect those dots for us.
18
00:01:00,720 --> 00:01:01,720
What happened there?
19
00:01:01,720 --> 00:01:06,000
So it was kind of a roundabout situation.
20
00:01:06,000 --> 00:01:10,880
I started in, well, when I was younger, I loved helping my dad manage his receipts.
21
00:01:10,880 --> 00:01:15,920
He owned a construction company and I always wanted to help him with his receipts and organize
22
00:01:15,920 --> 00:01:16,920
everything.
23
00:01:16,920 --> 00:01:17,920
I loved it.
24
00:01:17,920 --> 00:01:22,760
So I thought about going to college for accounting, but I ended up going to college actually as
25
00:01:22,760 --> 00:01:24,900
a math educator.
26
00:01:24,900 --> 00:01:29,240
So I taught for a year, I ended up pregnant and I wanted to stay home with my baby and
27
00:01:29,240 --> 00:01:31,880
you can't do that when you're a teacher.
28
00:01:31,880 --> 00:01:36,160
So I was like, what am I passionate about that I can do from home and still make a difference
29
00:01:36,160 --> 00:01:37,720
in the world?
30
00:01:37,720 --> 00:01:43,760
So I found a bookkeeping course, started my business and decided I wanted to niche in
31
00:01:43,760 --> 00:01:46,320
chiropractors because of the way they had changed my life.
32
00:01:46,320 --> 00:01:50,480
When I was a teenager, I had headaches like every day and I thought it was normal.
33
00:01:50,480 --> 00:01:56,360
I thought that was what everybody had until I ended up getting in a car accident and had
34
00:01:56,360 --> 00:01:57,360
severe whiplash.
35
00:01:57,360 --> 00:02:03,040
So I found a chiropractor there and went headache free after like the second visit and I was
36
00:02:03,040 --> 00:02:04,040
amazed.
37
00:02:04,040 --> 00:02:05,840
I was like, is this real?
38
00:02:05,840 --> 00:02:12,520
And so I've just, I've loved the, what the chiropractic community does, the lives that
39
00:02:12,520 --> 00:02:14,240
change get changed because of it.
40
00:02:14,240 --> 00:02:15,600
And I wanted to give back to that.
41
00:02:15,600 --> 00:02:18,920
I wanted to support that and I definitely cannot be a chiropractor.
42
00:02:18,920 --> 00:02:22,360
So my version of supporting is using my talents to help them.
43
00:02:22,360 --> 00:02:24,960
Yeah, I love that.
44
00:02:24,960 --> 00:02:32,120
It's so common to hear those stories where people had an issue for themselves or a family
45
00:02:32,120 --> 00:02:36,500
member and chiropractic was the solution and that's how they got involved in the space.
46
00:02:36,500 --> 00:02:40,120
So I'm glad you're okay from the headaches and the car accident.
47
00:02:40,120 --> 00:02:42,040
I'm glad it wasn't anything major.
48
00:02:42,040 --> 00:02:43,800
Well, that's really great.
49
00:02:43,800 --> 00:02:48,040
So when you're working, you obviously work with a lot of chiropractors working on their
50
00:02:48,040 --> 00:02:51,800
books and all the things to help their business flourish.
51
00:02:51,800 --> 00:02:57,280
What are some of the biggest challenges that you see chiropractors face with their business
52
00:02:57,280 --> 00:03:01,600
and their money and the finances and stuff like that?
53
00:03:01,600 --> 00:03:05,740
Or maybe another way to say that is what are some of the most common mistakes you see doctors
54
00:03:05,740 --> 00:03:08,880
making with their business?
55
00:03:08,880 --> 00:03:14,440
Doctors go to school for being the doctor but sometimes the financial side and the business
56
00:03:14,440 --> 00:03:16,080
side is new to them.
57
00:03:16,080 --> 00:03:19,640
So can you tell us a little bit about some of the stuff that you see with the practices
58
00:03:19,640 --> 00:03:21,320
that you work with?
59
00:03:21,320 --> 00:03:27,400
I think you pretty much hit the nail on the head is the education piece isn't there for
60
00:03:27,400 --> 00:03:29,160
running a business.
61
00:03:29,160 --> 00:03:34,120
It's obviously there for being a chiropractor, perfecting your craft and all of that.
62
00:03:34,120 --> 00:03:41,680
But the whole business side of it is not touched on or if so, it is barely scratched the surface.
63
00:03:41,680 --> 00:03:47,120
So I see a lot of actual and I don't know if this is just lately because of the whole
64
00:03:47,120 --> 00:03:50,020
everything is turned on its head.
65
00:03:50,020 --> 00:03:52,840
But I see a lot of decision fatigue.
66
00:03:52,840 --> 00:03:54,040
So there's a lot of burnout.
67
00:03:54,040 --> 00:03:56,720
There's a lot of just unsureity.
68
00:03:56,720 --> 00:03:58,320
I don't know if I'm doing the best thing.
69
00:03:58,320 --> 00:04:02,600
I don't know if what I'm doing is right, if it's the most effective.
70
00:04:02,600 --> 00:04:06,600
I mean they're obviously confident in how they're serving their patients and their clients
71
00:04:06,600 --> 00:04:11,120
but when it comes to running their business, there's a lack of confidence and that wears
72
00:04:11,120 --> 00:04:13,200
on a person after a while.
73
00:04:13,200 --> 00:04:17,600
So I'd probably say decision fatigue is the biggest thing that I see, the biggest challenge
74
00:04:17,600 --> 00:04:19,080
that I see right now.
75
00:04:19,080 --> 00:04:20,080
Gotcha.
76
00:04:20,080 --> 00:04:21,920
Yeah, that makes sense.
77
00:04:21,920 --> 00:04:28,000
When you're running a business, you have tons of decisions to make every single day and
78
00:04:28,000 --> 00:04:31,480
that can be really challenging when you're trying to focus on patient care and being
79
00:04:31,480 --> 00:04:34,120
the doctor and providing that the excellent service.
80
00:04:34,120 --> 00:04:39,840
So especially when it comes to looking at the long term view, making decisions that
81
00:04:39,840 --> 00:04:41,760
are going to help you in the future.
82
00:04:41,760 --> 00:04:43,880
So setting that vision and stuff.
83
00:04:43,880 --> 00:04:48,560
So can you talk to me a little bit more about how that impacts the business over time and
84
00:04:48,560 --> 00:04:52,200
how it helps doctors reach their goals and that type of stuff?
85
00:04:52,200 --> 00:04:55,760
Yeah, so just a side note about decisions.
86
00:04:55,760 --> 00:05:01,280
So like I looked it up and apparently the average person makes roughly like 35,000 decisions
87
00:05:01,280 --> 00:05:05,880
in a day and that's got to be more.
88
00:05:05,880 --> 00:05:09,920
That has to be more for a business owner because like not only do you have the average everyday
89
00:05:09,920 --> 00:05:12,520
decisions, but you have to make decisions for other people.
90
00:05:12,520 --> 00:05:15,880
I mean when you're running a business, especially when you have staff and you have a team, like
91
00:05:15,880 --> 00:05:18,160
you're running decisions that affect other people's lives.
92
00:05:18,160 --> 00:05:23,640
And so not only do you have the weight of that decision, but you also have the weight
93
00:05:23,640 --> 00:05:25,600
of making that decision for other people.
94
00:05:25,600 --> 00:05:32,000
And that's probably one of the things I like to compare it to is taking a road trip or
95
00:05:32,000 --> 00:05:33,640
a vacation.
96
00:05:33,640 --> 00:05:36,880
So you take a vacation, you figure out where you want to go, right?
97
00:05:36,880 --> 00:05:42,120
So most chiropractors that I talk to, they have a rough idea of where they want to be.
98
00:05:42,120 --> 00:05:45,760
Maybe it's a one year where I want to be in one year or three years.
99
00:05:45,760 --> 00:05:50,260
They have a rough idea, but it's like figuring out where you want to go on vacation and then
100
00:05:50,260 --> 00:05:51,960
trying to go without a map.
101
00:05:51,960 --> 00:05:55,760
So every intersection you come to, you have to decide, okay, am I going straight?
102
00:05:55,760 --> 00:05:56,760
Am I turning left?
103
00:05:56,760 --> 00:05:57,880
Am I turning right?
104
00:05:57,880 --> 00:06:01,320
And every decision becomes bigger and bigger because you're guessing, right?
105
00:06:01,320 --> 00:06:03,960
And you're not sure, are you going to land where you wanted to go?
106
00:06:03,960 --> 00:06:08,440
Are you going to get there the quickest or most effective or are you going to have to
107
00:06:08,440 --> 00:06:09,440
turn around?
108
00:06:09,440 --> 00:06:11,320
All those different things that you're guessing.
109
00:06:11,320 --> 00:06:14,100
You're guessing at every decision point, every intersection.
110
00:06:14,100 --> 00:06:18,440
But when you have that map, it takes the guesswork out and you just know, okay, when I come to
111
00:06:18,440 --> 00:06:20,660
this intersection, I'm going to do this.
112
00:06:20,660 --> 00:06:24,280
And that's really what having a clear vision can do for you.
113
00:06:24,280 --> 00:06:29,400
If you just have a general idea of where you want to land, it doesn't help you in your
114
00:06:29,400 --> 00:06:30,720
daily decisions.
115
00:06:30,720 --> 00:06:37,920
Whereas if you have a clear, descript vision, you then can put all those mile markers in.
116
00:06:37,920 --> 00:06:43,320
You can put all those decision points so that you can track and say, okay, am I on target
117
00:06:43,320 --> 00:06:44,760
for this?
118
00:06:44,760 --> 00:06:50,640
And it serves as a filter so that when you have all of these opportunities or all of
119
00:06:50,640 --> 00:06:54,840
these different things that you could work on, and sometimes you can ask yourself, is
120
00:06:54,840 --> 00:06:57,320
this good or is this bad?
121
00:06:57,320 --> 00:07:02,400
And it might be a good thing, but is it the best thing for you to do right now?
122
00:07:02,400 --> 00:07:06,120
And that's, as a business owner, you make a lot of decisions that are like, is this
123
00:07:06,120 --> 00:07:07,120
good or is this bad?
124
00:07:07,120 --> 00:07:09,040
Is this going to help me or not?
125
00:07:09,040 --> 00:07:11,200
But is it the best thing you can do right now?
126
00:07:11,200 --> 00:07:16,460
And that's what a clear vision can help you determine if now is the time or if you need
127
00:07:16,460 --> 00:07:21,480
to wait a little bit because you have a different goal that is actually more important at this
128
00:07:21,480 --> 00:07:23,120
exact moment.
129
00:07:23,120 --> 00:07:25,080
Yeah, absolutely.
130
00:07:25,080 --> 00:07:32,560
And sometimes those decisions are tough to make because if you don't set your goals and
131
00:07:32,560 --> 00:07:37,520
work backwards from where you want to be in setting those milestones and setting dates
132
00:07:37,520 --> 00:07:44,480
and setting numbers financially for your practice, it can be tough to know, do I turn right?
133
00:07:44,480 --> 00:07:45,480
Do I turn left?
134
00:07:45,480 --> 00:07:46,480
Or do I turn right?
135
00:07:46,480 --> 00:07:48,800
And sometimes it's a little bit of a stray, like setting, getting yourself set up for
136
00:07:48,800 --> 00:07:53,360
success by implementing a roadmap, by working backwards from where you want to go.
137
00:07:53,360 --> 00:07:54,460
Isn't that right?
138
00:07:54,460 --> 00:07:55,460
Yeah.
139
00:07:55,460 --> 00:07:59,220
So I usually say it's easiest to start with what you don't want because most people can
140
00:07:59,220 --> 00:08:00,640
figure that out a lot faster.
141
00:08:00,640 --> 00:08:04,160
And it's funny how you sit down and you think, okay, what do I want?
142
00:08:04,160 --> 00:08:08,060
And you can think, I don't know, there's all these different things you want, but if you
143
00:08:08,060 --> 00:08:12,680
start with what you don't want, maybe you don't want to be working in the office five
144
00:08:12,680 --> 00:08:13,680
days a week.
145
00:08:13,680 --> 00:08:16,520
Some doctors are doing six days a week, right?
146
00:08:16,520 --> 00:08:17,900
Maybe you don't wanna do that.
147
00:08:17,900 --> 00:08:19,920
Maybe you, and then you work back into,
148
00:08:19,920 --> 00:08:21,220
okay, so then what do I want?
149
00:08:21,220 --> 00:08:23,100
If I don't wanna work six days a week,
150
00:08:23,100 --> 00:08:25,240
how many days do I wanna work?
151
00:08:25,240 --> 00:08:27,100
And then, you know, that's just the basics.
152
00:08:27,100 --> 00:08:28,240
That's just the start.
153
00:08:28,240 --> 00:08:31,100
And then I recommend you dream on from there.
154
00:08:31,100 --> 00:08:32,880
So like, what would be,
155
00:08:32,880 --> 00:08:35,820
you don't wanna make your vision like too unattainable,
156
00:08:35,820 --> 00:08:37,420
but you also don't wanna limit yourself.
157
00:08:37,420 --> 00:08:39,580
You know, if you're just limiting yourself to,
158
00:08:39,580 --> 00:08:42,420
well, I think I might have to work five days a week.
159
00:08:42,420 --> 00:08:45,120
No, if you really wanna work less than that,
160
00:08:45,120 --> 00:08:47,580
imagine, you know, put your vision at four days a week.
161
00:08:47,580 --> 00:08:48,960
And if you don't hit it,
162
00:08:48,960 --> 00:08:50,620
at least you're closer to it now
163
00:08:50,620 --> 00:08:52,420
than you were when you started.
164
00:08:52,420 --> 00:08:54,520
You know, so make your dreams big.
165
00:08:54,520 --> 00:08:57,460
Make your dreams like emotional.
166
00:08:57,460 --> 00:08:59,200
And that's one of the things that I think
167
00:08:59,200 --> 00:09:01,600
gets missed a lot in business,
168
00:09:01,600 --> 00:09:03,800
especially when you're thinking about finances
169
00:09:03,800 --> 00:09:05,500
and you're thinking about bookkeeping.
170
00:09:05,500 --> 00:09:07,940
A lot of people think, okay, numbers are just,
171
00:09:07,940 --> 00:09:08,780
they're just numbers.
172
00:09:08,780 --> 00:09:09,640
You can't argue them.
173
00:09:09,640 --> 00:09:10,640
You can't change them.
174
00:09:10,640 --> 00:09:12,640
You know, they're just numbers, right?
175
00:09:12,640 --> 00:09:17,620
But in a way, you have to find how to tie them into emotion
176
00:09:17,620 --> 00:09:20,960
because if we're just using our logical side of the mind,
177
00:09:20,960 --> 00:09:24,780
it's not going to, we're not gonna stick to it as well
178
00:09:24,780 --> 00:09:27,300
as if it's also tied into our emotions.
179
00:09:27,300 --> 00:09:29,660
So when you dream on and you really imagine,
180
00:09:29,660 --> 00:09:30,660
how am I gonna feel?
181
00:09:30,660 --> 00:09:32,460
What am I gonna do?
182
00:09:32,460 --> 00:09:34,640
What am I gonna do if I'm not working six days a week?
183
00:09:34,640 --> 00:09:35,460
What can I do?
184
00:09:35,460 --> 00:09:36,700
Can I spend more time with my family?
185
00:09:36,700 --> 00:09:37,540
Can I go hiking?
186
00:09:37,540 --> 00:09:38,360
Can I go camping?
187
00:09:38,360 --> 00:09:41,440
Whatever it is that you really enjoy doing
188
00:09:41,440 --> 00:09:43,200
and keep that in your mind
189
00:09:43,200 --> 00:09:45,060
when you go to make those decisions.
190
00:09:45,060 --> 00:09:48,420
Like, is this taking me to that camping trip
191
00:09:48,420 --> 00:09:49,720
and tie it into the emotion?
192
00:09:49,720 --> 00:09:52,600
So you're more likely, you're more committed,
193
00:09:52,600 --> 00:09:53,600
I guess you could say.
194
00:09:53,600 --> 00:09:57,320
You're more committed to making that vision a reality
195
00:09:58,220 --> 00:10:01,420
in the tough, because obviously every season
196
00:10:01,420 --> 00:10:02,960
has its tough spots.
197
00:10:02,960 --> 00:10:04,580
And so when you get to those tough spots
198
00:10:04,580 --> 00:10:06,780
and you wanna scrap the whole thing
199
00:10:06,780 --> 00:10:09,140
and do whatever's easiest at the moment,
200
00:10:09,140 --> 00:10:11,940
tying it into the emotion when you first set your vision
201
00:10:11,940 --> 00:10:13,500
is really gonna help it stick.
202
00:10:15,240 --> 00:10:16,820
Yeah, it's funny you brought up
203
00:10:16,820 --> 00:10:18,860
the emotional side of things.
204
00:10:18,860 --> 00:10:22,180
Obviously we all know that decisions are driven
205
00:10:22,180 --> 00:10:26,700
by your emotions and being able to tie your decision-making
206
00:10:26,700 --> 00:10:28,420
to emotions, there's actually a book,
207
00:10:28,420 --> 00:10:30,120
one of my favorite books is Star With Why
208
00:10:30,120 --> 00:10:34,780
by Simon Sinek and he talks just about that,
209
00:10:34,780 --> 00:10:36,180
the golden circle, right?
210
00:10:36,180 --> 00:10:38,780
You have to start with why are you doing this
211
00:10:38,780 --> 00:10:39,620
in the first place?
212
00:10:39,620 --> 00:10:41,820
Like what is this decision gonna lead to
213
00:10:41,820 --> 00:10:43,700
and why are you making this decision?
214
00:10:43,700 --> 00:10:46,180
For every little decision that you make for your practice
215
00:10:46,180 --> 00:10:48,180
and for your growth and for your business as a whole,
216
00:10:48,180 --> 00:10:50,300
for your team, for your patients.
217
00:10:50,300 --> 00:10:54,580
So yeah, I mean, so from your perspective,
218
00:10:54,580 --> 00:10:57,940
obviously you focus more on the financial side of things.
219
00:10:57,940 --> 00:11:02,520
How are you helping chiropractors find that vision
220
00:11:02,520 --> 00:11:05,060
and set those goals where they can be realistic,
221
00:11:05,060 --> 00:11:07,220
but also get them to where they wanna be
222
00:11:07,220 --> 00:11:09,720
and how, do you have any tips and tricks for them
223
00:11:09,720 --> 00:11:14,420
to set those milestones and set those goals appropriately
224
00:11:14,420 --> 00:11:16,220
so that way they can make those decisions
225
00:11:16,220 --> 00:11:18,280
to get to where they wanna go?
226
00:11:18,280 --> 00:11:21,880
Yes, it comes down to like how you segment it.
227
00:11:22,780 --> 00:11:24,860
So kind of as you mentioned in the beginning,
228
00:11:24,860 --> 00:11:26,360
you have to back into it.
229
00:11:26,360 --> 00:11:28,900
So you start with the big picture stuff.
230
00:11:29,780 --> 00:11:31,340
Like I said, like if you wanna cut back
231
00:11:31,340 --> 00:11:33,660
on how much time you're in the office, okay?
232
00:11:33,660 --> 00:11:35,660
Generically thinking about that,
233
00:11:35,660 --> 00:11:36,980
how does that affect your numbers?
234
00:11:36,980 --> 00:11:39,500
Okay, it affects profit when you are in the office.
235
00:11:39,500 --> 00:11:40,620
You need to increase your profit
236
00:11:40,620 --> 00:11:44,180
so that you're not losing out on revenue
237
00:11:44,180 --> 00:11:45,260
just because you're not in the office.
238
00:11:45,260 --> 00:11:46,500
Cause obviously when you're not in the office,
239
00:11:46,500 --> 00:11:48,500
you're not making money, right?
240
00:11:48,500 --> 00:11:51,200
So you need to figure out how to optimize your profit
241
00:11:51,200 --> 00:11:55,380
when you are in the office so that when you have time off,
242
00:11:55,380 --> 00:11:57,780
it's not affecting your bottom line.
243
00:11:57,780 --> 00:12:02,220
Then other things can be additional revenue streams
244
00:12:02,220 --> 00:12:06,620
or you wanna cut back on your hours worked a week.
245
00:12:06,620 --> 00:12:08,940
So you can count that as one of your numbers.
246
00:12:08,940 --> 00:12:13,940
So you basically want to be able to assign a number value,
247
00:12:14,460 --> 00:12:17,040
whether it's hours or number of patients
248
00:12:17,040 --> 00:12:19,860
or revenue benchmarks.
249
00:12:19,860 --> 00:12:22,580
Like you have to assign a number
250
00:12:22,580 --> 00:12:24,260
to those different segments
251
00:12:24,260 --> 00:12:26,120
that are basically stepping stones
252
00:12:26,120 --> 00:12:27,860
to get you to that bigger vision.
253
00:12:27,860 --> 00:12:32,260
And I usually recommend cutting it down into quarters
254
00:12:32,260 --> 00:12:34,140
because for some reason our mind
255
00:12:34,140 --> 00:12:39,140
doesn't really imagine past 90 day marks.
256
00:12:39,140 --> 00:12:41,380
We can sit down in one session
257
00:12:41,380 --> 00:12:42,460
when we're really thinking about it.
258
00:12:42,460 --> 00:12:45,740
We can imagine a year and we can imagine three years,
259
00:12:45,740 --> 00:12:50,740
but it isn't as real and as driven
260
00:12:50,760 --> 00:12:52,780
as when we break it into quarters.
261
00:12:52,780 --> 00:12:54,660
Cause in the next 90 days,
262
00:12:54,660 --> 00:12:56,900
I can fully picture myself doing stuff
263
00:12:56,900 --> 00:12:58,100
in the next 90 days, right?
264
00:12:58,100 --> 00:12:59,500
That's kind of easy.
265
00:12:59,500 --> 00:13:01,180
But when you get past that 90 day mark,
266
00:13:01,180 --> 00:13:02,700
it gets a little bit too vague.
267
00:13:03,580 --> 00:13:06,380
So I always recommend like breaking it up into segments.
268
00:13:06,380 --> 00:13:08,060
You set your vision for a year
269
00:13:08,060 --> 00:13:10,060
and then you break it up into quarters and figure out,
270
00:13:10,060 --> 00:13:12,820
okay, I need to be at this revenue amount
271
00:13:12,820 --> 00:13:15,480
by the end of this quarter so that in my next quarter,
272
00:13:15,480 --> 00:13:17,960
I can meet this revenue amount and so on.
273
00:13:17,960 --> 00:13:20,620
If you're using revenue as your metrics
274
00:13:20,620 --> 00:13:23,940
or whatever your metric is for your goal,
275
00:13:23,940 --> 00:13:25,840
you have to break it into quarters.
276
00:13:25,840 --> 00:13:28,580
And then you can track in your books,
277
00:13:28,580 --> 00:13:33,580
in your system that you're using for your,
278
00:13:33,940 --> 00:13:36,060
whether it's Kyro Touch or whatever it is,
279
00:13:36,060 --> 00:13:38,500
like that you're using to track your patients
280
00:13:38,500 --> 00:13:42,220
and amount per patient and all that kind of stuff.
281
00:13:42,220 --> 00:13:45,280
You can use any of those numbers to help you track
282
00:13:45,280 --> 00:13:46,860
and see if you're on targets.
283
00:13:48,780 --> 00:13:51,340
Yeah, so figuring out the right KPIs,
284
00:13:51,340 --> 00:13:53,740
setting the goals for those KPIs
285
00:13:53,740 --> 00:13:55,480
and then working backwards to make sure
286
00:13:55,480 --> 00:13:57,780
that you can set a plan in motion
287
00:13:57,780 --> 00:14:01,300
to hit those milestones in time segments.
288
00:14:01,300 --> 00:14:03,020
And you said quarters is probably best.
289
00:14:03,020 --> 00:14:06,700
I think of myself, 90 days is accurate for my own life
290
00:14:06,700 --> 00:14:10,640
because that's about as far out as I can book my calendar
291
00:14:10,640 --> 00:14:14,220
before things get too far away where things could change
292
00:14:14,220 --> 00:14:19,220
and I could have a different mindset by then and whatnot.
293
00:14:19,340 --> 00:14:21,940
So yeah, 90 days does feel right,
294
00:14:21,940 --> 00:14:23,820
breaking it down into those chunks
295
00:14:23,820 --> 00:14:28,460
and then making the decisions to move the needles
296
00:14:28,460 --> 00:14:30,420
for the KPI in the right direction,
297
00:14:30,420 --> 00:14:32,700
making sure that you can set those goals and milestones
298
00:14:32,700 --> 00:14:35,460
and hit them as you progress with your business.
299
00:14:35,460 --> 00:14:37,460
That's really great insight.
300
00:14:37,460 --> 00:14:40,300
And a great resource for this, I love to read.
301
00:14:40,300 --> 00:14:42,660
So I'm like always reading business books,
302
00:14:42,660 --> 00:14:44,100
but a really good book for that is
303
00:14:44,100 --> 00:14:46,740
Measure What Matters by John Doar.
304
00:14:46,740 --> 00:14:50,780
He worked with Google, YouTube, Zoom, Pizza,
305
00:14:50,780 --> 00:14:53,060
a few of the bigger companies
306
00:14:53,060 --> 00:14:55,260
and implemented OKRs is what he calls them,
307
00:14:55,260 --> 00:14:57,140
their objectives and key results.
308
00:14:57,140 --> 00:14:59,820
But he really talks about setting that vision
309
00:14:59,820 --> 00:15:01,280
and then setting your key results,
310
00:15:01,280 --> 00:15:04,380
which in this case would be your metrics or your KPIs.
311
00:15:04,380 --> 00:15:06,640
And really, especially when you have a team,
312
00:15:06,640 --> 00:15:08,320
figuring out how to trickle it down to your team.
313
00:15:08,320 --> 00:15:10,740
So everybody's accountable and on board
314
00:15:10,740 --> 00:15:14,200
and willing to work towards that vision.
315
00:15:15,460 --> 00:15:17,140
Yeah, that's a great one.
316
00:15:17,140 --> 00:15:18,700
Do you have any other resources
317
00:15:18,700 --> 00:15:21,160
that doctors might be able to tap into
318
00:15:21,160 --> 00:15:24,980
when it comes to the bookkeeping or the finances
319
00:15:24,980 --> 00:15:26,860
or setting those goals and visions
320
00:15:26,860 --> 00:15:28,780
and making sure it's realistic for their practice?
321
00:15:28,780 --> 00:15:30,940
Do you have anything that you help resources
322
00:15:30,940 --> 00:15:32,620
available for doctors?
323
00:15:32,620 --> 00:15:35,340
The Vivid Vision by Cameron Harold
324
00:15:35,340 --> 00:15:37,140
is a little lesser known,
325
00:15:37,140 --> 00:15:40,580
but he goes really into detail about how to
326
00:15:40,580 --> 00:15:44,420
really drill down on tying that emotion to the logic
327
00:15:44,420 --> 00:15:48,940
and separating your visions or not really separating,
328
00:15:48,940 --> 00:15:50,740
but working backwards.
329
00:15:50,740 --> 00:15:52,140
So even start with a longer,
330
00:15:52,140 --> 00:15:55,420
maybe a three year vision and work backwards.
331
00:15:55,420 --> 00:15:57,820
And a couple of things that I forgot to add earlier
332
00:15:57,820 --> 00:16:01,500
that I like to note is celebration
333
00:16:01,500 --> 00:16:04,580
and the importance of celebration in your vision.
334
00:16:04,580 --> 00:16:08,140
So a lot of people, you get,
335
00:16:08,140 --> 00:16:10,980
I find most business owners are very driven.
336
00:16:10,980 --> 00:16:13,660
And so you accomplish one thing
337
00:16:13,660 --> 00:16:16,660
and then you just immediately move on to the next thing.
338
00:16:16,660 --> 00:16:20,100
It's so important to keep a vivid vision in front of you
339
00:16:20,100 --> 00:16:24,060
so that you can know when to celebrate for one,
340
00:16:24,060 --> 00:16:25,740
because sometimes we just get so involved
341
00:16:25,740 --> 00:16:27,140
in doing the stuff that we forget,
342
00:16:27,140 --> 00:16:28,520
hey, this was one of my goals
343
00:16:28,520 --> 00:16:29,980
and it seemed unattainable at the time,
344
00:16:29,980 --> 00:16:32,660
but here I am slaying it, moving on to my next thing.
345
00:16:32,660 --> 00:16:36,240
So you have to take time to celebrate how far you've come
346
00:16:36,240 --> 00:16:37,820
and to even like be intentional
347
00:16:37,820 --> 00:16:39,940
about looking at how far you've come.
348
00:16:39,940 --> 00:16:41,660
And that's another thing I think that vision
349
00:16:41,660 --> 00:16:46,620
and keeping it visible in front of you helps with,
350
00:16:46,620 --> 00:16:48,280
because you do see, you see that,
351
00:16:48,280 --> 00:16:51,340
oh, this seemed like a really stretch goal for me
352
00:16:51,340 --> 00:16:53,800
back in the day and now here I am,
353
00:16:53,800 --> 00:16:57,060
10 times what I thought I would be doing at that point.
354
00:16:57,060 --> 00:16:59,640
So it's just a lot of people overlook celebration
355
00:16:59,640 --> 00:17:02,300
because we just have the next thing to work on,
356
00:17:02,300 --> 00:17:05,280
but we have to take the time to celebrate and then move on.
357
00:17:06,380 --> 00:17:08,160
Yeah, that's a really key point too,
358
00:17:08,160 --> 00:17:09,940
especially when you have team members,
359
00:17:09,940 --> 00:17:12,220
because obviously you wanna celebrate
360
00:17:12,220 --> 00:17:13,440
the milestones that you hit,
361
00:17:13,440 --> 00:17:15,620
but you also wanna celebrate your team members
362
00:17:15,620 --> 00:17:17,760
and the actions that they took
363
00:17:17,760 --> 00:17:20,220
to help the practice get there.
364
00:17:20,220 --> 00:17:22,900
Having good team members is a big portion
365
00:17:22,900 --> 00:17:24,340
of the success of the practice
366
00:17:24,340 --> 00:17:27,780
and being able to celebrate with them and encourage them
367
00:17:27,780 --> 00:17:29,500
and give them that positive reinforcement
368
00:17:29,500 --> 00:17:33,260
is a good reminder to help them continue to work hard
369
00:17:33,260 --> 00:17:35,740
towards those goals and the vision
370
00:17:35,740 --> 00:17:37,020
that you've set for the practice
371
00:17:37,020 --> 00:17:39,820
and making sure you communicate with the team
372
00:17:39,820 --> 00:17:42,020
and making sure everybody's rowing the boat
373
00:17:42,020 --> 00:17:44,340
in the same direction, so to speak.
374
00:17:44,340 --> 00:17:46,080
Well, and communication, just like you said,
375
00:17:46,080 --> 00:17:47,620
communication is a huge factor
376
00:17:47,620 --> 00:17:51,500
in that because a lot of times teams can feel
377
00:17:51,500 --> 00:17:54,620
like they are just working,
378
00:17:54,620 --> 00:17:58,020
like they're just working on what's in front of them
379
00:17:58,020 --> 00:18:00,540
and they're not even sure like where,
380
00:18:00,540 --> 00:18:01,500
what the direction is,
381
00:18:01,500 --> 00:18:03,820
and especially for practices that are growing fast,
382
00:18:03,820 --> 00:18:05,380
obviously that's a good thing,
383
00:18:05,380 --> 00:18:08,460
but it can also be a lot harder to be intentional
384
00:18:08,460 --> 00:18:09,460
about setting your vision
385
00:18:09,460 --> 00:18:11,860
and then communicating it with your team
386
00:18:11,860 --> 00:18:13,220
because you're just doing the next thing
387
00:18:13,220 --> 00:18:14,140
that has to be done, right?
388
00:18:14,140 --> 00:18:15,280
And your team is the same way,
389
00:18:15,280 --> 00:18:16,880
they're just accomplishing what has to be done
390
00:18:16,880 --> 00:18:18,420
because there's deadlines on it.
391
00:18:18,420 --> 00:18:19,340
People are waiting for this,
392
00:18:19,340 --> 00:18:20,260
people are in the waiting room
393
00:18:20,260 --> 00:18:21,580
or people are doing it, you know,
394
00:18:21,580 --> 00:18:24,060
so they just do what's in front of them
395
00:18:24,060 --> 00:18:26,140
without seeing the bigger picture
396
00:18:26,140 --> 00:18:28,000
and so it's so important, just like you said,
397
00:18:28,000 --> 00:18:30,140
to communicate that with your team
398
00:18:30,140 --> 00:18:32,100
so that they can be fully invested.
399
00:18:32,100 --> 00:18:34,700
And it's, I mean, it's an, again, back to the emotion,
400
00:18:34,700 --> 00:18:36,700
it's an emotional investment,
401
00:18:36,700 --> 00:18:39,160
which sometimes is a bigger incentive
402
00:18:39,160 --> 00:18:42,380
to retain employees than money can be
403
00:18:42,380 --> 00:18:44,500
because if they feel like they're part of a bigger picture
404
00:18:44,500 --> 00:18:46,500
making a difference in their community,
405
00:18:46,500 --> 00:18:49,060
they're personally going to stick it out
406
00:18:49,060 --> 00:18:50,340
no matter how tough it is
407
00:18:50,340 --> 00:18:52,340
or if there's a better job opportunity.
408
00:18:52,340 --> 00:18:55,220
If they are on board with your mission and your vision
409
00:18:55,220 --> 00:18:57,060
and they wanna be a part of that,
410
00:18:57,060 --> 00:18:58,380
they're gonna stick with you
411
00:18:58,380 --> 00:18:59,880
and that's important right now
412
00:18:59,880 --> 00:19:02,260
because I mean, employee retention
413
00:19:02,260 --> 00:19:03,620
can be difficult right now.
414
00:19:04,540 --> 00:19:06,660
Yeah, definitely and finding good people,
415
00:19:06,660 --> 00:19:07,780
like if you have good people,
416
00:19:07,780 --> 00:19:08,900
you definitely wanna make sure
417
00:19:08,900 --> 00:19:10,820
that they feel important and valued
418
00:19:10,820 --> 00:19:13,540
and you give them that positive reinforcement
419
00:19:13,540 --> 00:19:15,340
and all the things that are gonna help build
420
00:19:15,340 --> 00:19:17,100
and grow that team into practice.
421
00:19:17,100 --> 00:19:20,060
So also really good insights.
422
00:19:20,060 --> 00:19:21,100
Thanks for sharing.
423
00:19:22,220 --> 00:19:25,940
Let's see, so if someone,
424
00:19:25,940 --> 00:19:28,780
if a doctor needed support with their books
425
00:19:28,780 --> 00:19:31,740
or they had questions, do you,
426
00:19:31,740 --> 00:19:33,300
what's the best way for them to get in touch with you?
427
00:19:33,300 --> 00:19:35,700
Do you have resources available for them?
428
00:19:35,700 --> 00:19:37,340
What do you recommend for doctors
429
00:19:37,340 --> 00:19:39,840
that are looking for help on getting their books clean,
430
00:19:39,840 --> 00:19:42,020
setting those numerical goal values
431
00:19:42,020 --> 00:19:43,820
and setting those visions and those types of things?
432
00:19:43,820 --> 00:19:46,220
What do you have for doctors looking for that?
433
00:19:46,220 --> 00:19:49,300
So I love to chat with people
434
00:19:49,300 --> 00:19:53,100
and I always say, I love my consultations,
435
00:19:53,100 --> 00:19:54,660
they're free consultations
436
00:19:54,660 --> 00:19:58,260
because I don't go into them expecting new clients
437
00:19:58,260 --> 00:20:00,760
and I don't want chiropractors to come into it
438
00:20:00,760 --> 00:20:02,460
thinking I'm gonna try to sell them.
439
00:20:02,460 --> 00:20:06,220
I am in this industry and serving chiropractors
440
00:20:06,220 --> 00:20:08,420
because I love what they do.
441
00:20:08,420 --> 00:20:09,680
They make a difference in the community
442
00:20:09,680 --> 00:20:11,140
and I wanna be a part of that,
443
00:20:11,140 --> 00:20:13,100
whether I'm your bookkeeper
444
00:20:13,100 --> 00:20:14,800
or whether we just have a conversation
445
00:20:14,800 --> 00:20:15,940
and help get you on track
446
00:20:15,940 --> 00:20:17,780
and understanding where you wanna go
447
00:20:17,780 --> 00:20:19,940
because sometimes you just have to talk with somebody
448
00:20:19,940 --> 00:20:21,380
to really figure out your vision.
449
00:20:21,380 --> 00:20:24,020
Like you can feel stuck and you can talk with somebody
450
00:20:24,020 --> 00:20:27,300
that can ask the right questions or dig a little deeper
451
00:20:27,300 --> 00:20:29,620
and you start to have these revelations to yourself,
452
00:20:29,620 --> 00:20:31,300
oh wait, that is what I want.
453
00:20:32,300 --> 00:20:35,180
So I just really love to have the conversation
454
00:20:35,180 --> 00:20:39,020
so reach out to me at Heidi at healthybookslc.com
455
00:20:39,020 --> 00:20:42,660
or come to my website, I have healthybookslc.com,
456
00:20:42,660 --> 00:20:46,260
you can schedule a free consultation on there.
457
00:20:46,260 --> 00:20:48,380
Basically just, I mean, my phone number's on there,
458
00:20:48,380 --> 00:20:51,740
my email's on there, just reach out just to chat.
459
00:20:51,740 --> 00:20:54,140
If you just need, business ownership is lonely,
460
00:20:54,140 --> 00:20:56,100
let's be real, it is so lonely.
461
00:20:56,100 --> 00:20:58,500
You sometimes just need someone to talk to
462
00:20:58,500 --> 00:21:00,640
and that's what I love about my job
463
00:21:00,640 --> 00:21:03,620
is just talking to people and being a part of their vision,
464
00:21:03,620 --> 00:21:06,220
being a part of where they wanna go.
465
00:21:06,220 --> 00:21:10,200
I also have a 20 minute free masterclass
466
00:21:10,200 --> 00:21:12,900
it's called the Super Simple Bookkeeping System,
467
00:21:12,900 --> 00:21:15,200
just a fancy name for really just me talking
468
00:21:15,200 --> 00:21:17,180
a little bit more about this,
469
00:21:17,180 --> 00:21:19,420
where I go into a little bit more of the details
470
00:21:19,420 --> 00:21:21,980
of like how you can use your financial statements,
471
00:21:21,980 --> 00:21:24,820
how you can make sure they're right, how you can,
472
00:21:24,820 --> 00:21:26,680
because it's all great and good
473
00:21:26,680 --> 00:21:28,740
if you wanna go use your numbers,
474
00:21:28,740 --> 00:21:30,540
but if your numbers aren't right first
475
00:21:30,540 --> 00:21:32,780
or if you don't understand them all the way,
476
00:21:32,780 --> 00:21:34,540
you won't be able to use them effectively.
477
00:21:34,540 --> 00:21:37,140
So that class kind of explains
478
00:21:37,140 --> 00:21:38,540
how to make sure your numbers are right,
479
00:21:38,540 --> 00:21:41,980
how to use them and a few other things
480
00:21:41,980 --> 00:21:44,340
that you can use to, yeah,
481
00:21:44,340 --> 00:21:48,480
just kind of nail down your system in your business.
482
00:21:48,480 --> 00:21:50,540
That's great, awesome.
483
00:21:50,540 --> 00:21:53,180
So doctors, the masterclass,
484
00:21:53,180 --> 00:21:55,660
Super Simple Bookkeeping System for chiropractors,
485
00:21:55,660 --> 00:21:59,100
sounds like it's only a 20 minute investment and it's free.
486
00:21:59,100 --> 00:22:00,620
So go check that out,
487
00:22:00,620 --> 00:22:02,960
we'll make sure that you got the link in the description
488
00:22:02,960 --> 00:22:05,340
and then we'll also make sure you got Heidi's email.
489
00:22:05,340 --> 00:22:07,300
So if you wanted that one-on-one consultation
490
00:22:07,300 --> 00:22:09,900
to help get a clear vision set for the numbers
491
00:22:09,900 --> 00:22:12,580
and the finances and where you wanna go with your business,
492
00:22:12,580 --> 00:22:14,360
she's there for you, this is great.
493
00:22:15,340 --> 00:22:17,620
Heidi, anything else that you wanted to add
494
00:22:17,620 --> 00:22:20,380
before we kind of wrap things up for today?
495
00:22:20,380 --> 00:22:23,900
Just remember, one, celebrating is super important.
496
00:22:24,980 --> 00:22:27,400
You've been invested in this business
497
00:22:27,400 --> 00:22:30,040
and no one else but you is gonna remind yourself
498
00:22:30,040 --> 00:22:31,300
to stop and celebrate it.
499
00:22:32,280 --> 00:22:34,200
So you've got to celebrate the differences
500
00:22:34,200 --> 00:22:35,120
that you are making,
501
00:22:35,120 --> 00:22:37,380
you have to be intentional about seeing that
502
00:22:37,380 --> 00:22:41,140
and don't be afraid to let your vision change
503
00:22:41,140 --> 00:22:42,700
because it might change.
504
00:22:42,700 --> 00:22:44,460
You might have a one-year vision for now
505
00:22:44,460 --> 00:22:46,760
and then you get 30 days down the road
506
00:22:46,760 --> 00:22:49,700
and you're like, well, I think I wanna change that.
507
00:22:49,700 --> 00:22:51,740
And that's fine, you don't have to be afraid of that,
508
00:22:51,740 --> 00:22:55,580
just change it and change your course and change your KPIs
509
00:22:55,580 --> 00:22:57,740
and you're on the road again.
510
00:22:57,740 --> 00:23:00,340
So celebrating and not being afraid of change, I guess,
511
00:23:00,340 --> 00:23:03,060
are some big keys to remember.
512
00:23:03,060 --> 00:23:05,220
That's really great advice, I love that.
513
00:23:05,220 --> 00:23:08,540
So Heidi, thank you so much for joining us
514
00:23:08,540 --> 00:23:10,140
and talking about this stuff,
515
00:23:10,140 --> 00:23:11,900
super, super valuable information.
516
00:23:11,900 --> 00:23:13,660
I really, really appreciate your time.
517
00:23:13,660 --> 00:23:15,020
Well, I'm so honored that you asked me
518
00:23:15,020 --> 00:23:16,020
and that we got to hang out
519
00:23:16,020 --> 00:23:18,220
and I just really appreciate it, thank you.
520
00:23:18,220 --> 00:23:20,580
Yeah, absolutely, Chiropractors, if you need anything,
521
00:23:20,580 --> 00:23:21,860
obviously we are here for you.
522
00:23:21,860 --> 00:23:24,460
So thanks so much and we'll see you on the next one.
523
00:23:26,380 --> 00:23:29,740
Thanks for tuning in to the Chiro Basics Podcast.
524
00:23:29,740 --> 00:23:31,100
If you liked the episode,
525
00:23:31,100 --> 00:23:33,900
don't forget to follow us on Facebook and YouTube.
526
00:23:33,900 --> 00:23:37,400
You can learn more about chiropractic success online
527
00:23:37,400 --> 00:23:39,860
at chirobasics.com.
528
00:23:39,860 --> 00:23:44,860
That's C-H-I-R-O-B-A-S-I-X.com.
529
00:23:44,860 --> 00:24:00,860
See you next time.
00:00:00,000 --> 00:00:08,200
You're listening to the Cairo Basics Podcast, the show dedicated to chiropractic practice
2
00:00:08,200 --> 00:00:09,200
success.
3
00:00:09,200 --> 00:00:14,000
Here's your host, Nick Fisher.
4
00:00:14,000 --> 00:00:18,440
All right.
5
00:00:18,440 --> 00:00:24,280
Hey, chiropractors, welcome back to another episode.
6
00:00:24,280 --> 00:00:33,240
Today I've got Heidi Reiter from Healthy Books and she's here to talk about bookkeeping and
7
00:00:33,240 --> 00:00:36,060
setting vision and helping set a streamline.
8
00:00:36,060 --> 00:00:39,880
So before we get into the content, I'd love to let Heidi introduce herself.
9
00:00:39,880 --> 00:00:43,080
Heidi, welcome to the show.
10
00:00:43,080 --> 00:00:44,080
Thank you.
11
00:00:44,080 --> 00:00:45,080
I really appreciate it.
12
00:00:45,080 --> 00:00:46,080
I'm honored to be here.
13
00:00:46,080 --> 00:00:47,440
Yeah, absolutely.
14
00:00:47,440 --> 00:00:55,140
So before we get into the meat of the content, I would really love to tell us your story.
15
00:00:55,140 --> 00:00:56,920
How did you get into the bookkeeping space?
16
00:00:56,920 --> 00:00:59,720
How did that get into the chiropractic space?
17
00:00:59,720 --> 00:01:00,720
Connect those dots for us.
18
00:01:00,720 --> 00:01:01,720
What happened there?
19
00:01:01,720 --> 00:01:06,000
So it was kind of a roundabout situation.
20
00:01:06,000 --> 00:01:10,880
I started in, well, when I was younger, I loved helping my dad manage his receipts.
21
00:01:10,880 --> 00:01:15,920
He owned a construction company and I always wanted to help him with his receipts and organize
22
00:01:15,920 --> 00:01:16,920
everything.
23
00:01:16,920 --> 00:01:17,920
I loved it.
24
00:01:17,920 --> 00:01:22,760
So I thought about going to college for accounting, but I ended up going to college actually as
25
00:01:22,760 --> 00:01:24,900
a math educator.
26
00:01:24,900 --> 00:01:29,240
So I taught for a year, I ended up pregnant and I wanted to stay home with my baby and
27
00:01:29,240 --> 00:01:31,880
you can't do that when you're a teacher.
28
00:01:31,880 --> 00:01:36,160
So I was like, what am I passionate about that I can do from home and still make a difference
29
00:01:36,160 --> 00:01:37,720
in the world?
30
00:01:37,720 --> 00:01:43,760
So I found a bookkeeping course, started my business and decided I wanted to niche in
31
00:01:43,760 --> 00:01:46,320
chiropractors because of the way they had changed my life.
32
00:01:46,320 --> 00:01:50,480
When I was a teenager, I had headaches like every day and I thought it was normal.
33
00:01:50,480 --> 00:01:56,360
I thought that was what everybody had until I ended up getting in a car accident and had
34
00:01:56,360 --> 00:01:57,360
severe whiplash.
35
00:01:57,360 --> 00:02:03,040
So I found a chiropractor there and went headache free after like the second visit and I was
36
00:02:03,040 --> 00:02:04,040
amazed.
37
00:02:04,040 --> 00:02:05,840
I was like, is this real?
38
00:02:05,840 --> 00:02:12,520
And so I've just, I've loved the, what the chiropractic community does, the lives that
39
00:02:12,520 --> 00:02:14,240
change get changed because of it.
40
00:02:14,240 --> 00:02:15,600
And I wanted to give back to that.
41
00:02:15,600 --> 00:02:18,920
I wanted to support that and I definitely cannot be a chiropractor.
42
00:02:18,920 --> 00:02:22,360
So my version of supporting is using my talents to help them.
43
00:02:22,360 --> 00:02:24,960
Yeah, I love that.
44
00:02:24,960 --> 00:02:32,120
It's so common to hear those stories where people had an issue for themselves or a family
45
00:02:32,120 --> 00:02:36,500
member and chiropractic was the solution and that's how they got involved in the space.
46
00:02:36,500 --> 00:02:40,120
So I'm glad you're okay from the headaches and the car accident.
47
00:02:40,120 --> 00:02:42,040
I'm glad it wasn't anything major.
48
00:02:42,040 --> 00:02:43,800
Well, that's really great.
49
00:02:43,800 --> 00:02:48,040
So when you're working, you obviously work with a lot of chiropractors working on their
50
00:02:48,040 --> 00:02:51,800
books and all the things to help their business flourish.
51
00:02:51,800 --> 00:02:57,280
What are some of the biggest challenges that you see chiropractors face with their business
52
00:02:57,280 --> 00:03:01,600
and their money and the finances and stuff like that?
53
00:03:01,600 --> 00:03:05,740
Or maybe another way to say that is what are some of the most common mistakes you see doctors
54
00:03:05,740 --> 00:03:08,880
making with their business?
55
00:03:08,880 --> 00:03:14,440
Doctors go to school for being the doctor but sometimes the financial side and the business
56
00:03:14,440 --> 00:03:16,080
side is new to them.
57
00:03:16,080 --> 00:03:19,640
So can you tell us a little bit about some of the stuff that you see with the practices
58
00:03:19,640 --> 00:03:21,320
that you work with?
59
00:03:21,320 --> 00:03:27,400
I think you pretty much hit the nail on the head is the education piece isn't there for
60
00:03:27,400 --> 00:03:29,160
running a business.
61
00:03:29,160 --> 00:03:34,120
It's obviously there for being a chiropractor, perfecting your craft and all of that.
62
00:03:34,120 --> 00:03:41,680
But the whole business side of it is not touched on or if so, it is barely scratched the surface.
63
00:03:41,680 --> 00:03:47,120
So I see a lot of actual and I don't know if this is just lately because of the whole
64
00:03:47,120 --> 00:03:50,020
everything is turned on its head.
65
00:03:50,020 --> 00:03:52,840
But I see a lot of decision fatigue.
66
00:03:52,840 --> 00:03:54,040
So there's a lot of burnout.
67
00:03:54,040 --> 00:03:56,720
There's a lot of just unsureity.
68
00:03:56,720 --> 00:03:58,320
I don't know if I'm doing the best thing.
69
00:03:58,320 --> 00:04:02,600
I don't know if what I'm doing is right, if it's the most effective.
70
00:04:02,600 --> 00:04:06,600
I mean they're obviously confident in how they're serving their patients and their clients
71
00:04:06,600 --> 00:04:11,120
but when it comes to running their business, there's a lack of confidence and that wears
72
00:04:11,120 --> 00:04:13,200
on a person after a while.
73
00:04:13,200 --> 00:04:17,600
So I'd probably say decision fatigue is the biggest thing that I see, the biggest challenge
74
00:04:17,600 --> 00:04:19,080
that I see right now.
75
00:04:19,080 --> 00:04:20,080
Gotcha.
76
00:04:20,080 --> 00:04:21,920
Yeah, that makes sense.
77
00:04:21,920 --> 00:04:28,000
When you're running a business, you have tons of decisions to make every single day and
78
00:04:28,000 --> 00:04:31,480
that can be really challenging when you're trying to focus on patient care and being
79
00:04:31,480 --> 00:04:34,120
the doctor and providing that the excellent service.
80
00:04:34,120 --> 00:04:39,840
So especially when it comes to looking at the long term view, making decisions that
81
00:04:39,840 --> 00:04:41,760
are going to help you in the future.
82
00:04:41,760 --> 00:04:43,880
So setting that vision and stuff.
83
00:04:43,880 --> 00:04:48,560
So can you talk to me a little bit more about how that impacts the business over time and
84
00:04:48,560 --> 00:04:52,200
how it helps doctors reach their goals and that type of stuff?
85
00:04:52,200 --> 00:04:55,760
Yeah, so just a side note about decisions.
86
00:04:55,760 --> 00:05:01,280
So like I looked it up and apparently the average person makes roughly like 35,000 decisions
87
00:05:01,280 --> 00:05:05,880
in a day and that's got to be more.
88
00:05:05,880 --> 00:05:09,920
That has to be more for a business owner because like not only do you have the average everyday
89
00:05:09,920 --> 00:05:12,520
decisions, but you have to make decisions for other people.
90
00:05:12,520 --> 00:05:15,880
I mean when you're running a business, especially when you have staff and you have a team, like
91
00:05:15,880 --> 00:05:18,160
you're running decisions that affect other people's lives.
92
00:05:18,160 --> 00:05:23,640
And so not only do you have the weight of that decision, but you also have the weight
93
00:05:23,640 --> 00:05:25,600
of making that decision for other people.
94
00:05:25,600 --> 00:05:32,000
And that's probably one of the things I like to compare it to is taking a road trip or
95
00:05:32,000 --> 00:05:33,640
a vacation.
96
00:05:33,640 --> 00:05:36,880
So you take a vacation, you figure out where you want to go, right?
97
00:05:36,880 --> 00:05:42,120
So most chiropractors that I talk to, they have a rough idea of where they want to be.
98
00:05:42,120 --> 00:05:45,760
Maybe it's a one year where I want to be in one year or three years.
99
00:05:45,760 --> 00:05:50,260
They have a rough idea, but it's like figuring out where you want to go on vacation and then
100
00:05:50,260 --> 00:05:51,960
trying to go without a map.
101
00:05:51,960 --> 00:05:55,760
So every intersection you come to, you have to decide, okay, am I going straight?
102
00:05:55,760 --> 00:05:56,760
Am I turning left?
103
00:05:56,760 --> 00:05:57,880
Am I turning right?
104
00:05:57,880 --> 00:06:01,320
And every decision becomes bigger and bigger because you're guessing, right?
105
00:06:01,320 --> 00:06:03,960
And you're not sure, are you going to land where you wanted to go?
106
00:06:03,960 --> 00:06:08,440
Are you going to get there the quickest or most effective or are you going to have to
107
00:06:08,440 --> 00:06:09,440
turn around?
108
00:06:09,440 --> 00:06:11,320
All those different things that you're guessing.
109
00:06:11,320 --> 00:06:14,100
You're guessing at every decision point, every intersection.
110
00:06:14,100 --> 00:06:18,440
But when you have that map, it takes the guesswork out and you just know, okay, when I come to
111
00:06:18,440 --> 00:06:20,660
this intersection, I'm going to do this.
112
00:06:20,660 --> 00:06:24,280
And that's really what having a clear vision can do for you.
113
00:06:24,280 --> 00:06:29,400
If you just have a general idea of where you want to land, it doesn't help you in your
114
00:06:29,400 --> 00:06:30,720
daily decisions.
115
00:06:30,720 --> 00:06:37,920
Whereas if you have a clear, descript vision, you then can put all those mile markers in.
116
00:06:37,920 --> 00:06:43,320
You can put all those decision points so that you can track and say, okay, am I on target
117
00:06:43,320 --> 00:06:44,760
for this?
118
00:06:44,760 --> 00:06:50,640
And it serves as a filter so that when you have all of these opportunities or all of
119
00:06:50,640 --> 00:06:54,840
these different things that you could work on, and sometimes you can ask yourself, is
120
00:06:54,840 --> 00:06:57,320
this good or is this bad?
121
00:06:57,320 --> 00:07:02,400
And it might be a good thing, but is it the best thing for you to do right now?
122
00:07:02,400 --> 00:07:06,120
And that's, as a business owner, you make a lot of decisions that are like, is this
123
00:07:06,120 --> 00:07:07,120
good or is this bad?
124
00:07:07,120 --> 00:07:09,040
Is this going to help me or not?
125
00:07:09,040 --> 00:07:11,200
But is it the best thing you can do right now?
126
00:07:11,200 --> 00:07:16,460
And that's what a clear vision can help you determine if now is the time or if you need
127
00:07:16,460 --> 00:07:21,480
to wait a little bit because you have a different goal that is actually more important at this
128
00:07:21,480 --> 00:07:23,120
exact moment.
129
00:07:23,120 --> 00:07:25,080
Yeah, absolutely.
130
00:07:25,080 --> 00:07:32,560
And sometimes those decisions are tough to make because if you don't set your goals and
131
00:07:32,560 --> 00:07:37,520
work backwards from where you want to be in setting those milestones and setting dates
132
00:07:37,520 --> 00:07:44,480
and setting numbers financially for your practice, it can be tough to know, do I turn right?
133
00:07:44,480 --> 00:07:45,480
Do I turn left?
134
00:07:45,480 --> 00:07:46,480
Or do I turn right?
135
00:07:46,480 --> 00:07:48,800
And sometimes it's a little bit of a stray, like setting, getting yourself set up for
136
00:07:48,800 --> 00:07:53,360
success by implementing a roadmap, by working backwards from where you want to go.
137
00:07:53,360 --> 00:07:54,460
Isn't that right?
138
00:07:54,460 --> 00:07:55,460
Yeah.
139
00:07:55,460 --> 00:07:59,220
So I usually say it's easiest to start with what you don't want because most people can
140
00:07:59,220 --> 00:08:00,640
figure that out a lot faster.
141
00:08:00,640 --> 00:08:04,160
And it's funny how you sit down and you think, okay, what do I want?
142
00:08:04,160 --> 00:08:08,060
And you can think, I don't know, there's all these different things you want, but if you
143
00:08:08,060 --> 00:08:12,680
start with what you don't want, maybe you don't want to be working in the office five
144
00:08:12,680 --> 00:08:13,680
days a week.
145
00:08:13,680 --> 00:08:16,520
Some doctors are doing six days a week, right?
146
00:08:16,520 --> 00:08:17,900
Maybe you don't wanna do that.
147
00:08:17,900 --> 00:08:19,920
Maybe you, and then you work back into,
148
00:08:19,920 --> 00:08:21,220
okay, so then what do I want?
149
00:08:21,220 --> 00:08:23,100
If I don't wanna work six days a week,
150
00:08:23,100 --> 00:08:25,240
how many days do I wanna work?
151
00:08:25,240 --> 00:08:27,100
And then, you know, that's just the basics.
152
00:08:27,100 --> 00:08:28,240
That's just the start.
153
00:08:28,240 --> 00:08:31,100
And then I recommend you dream on from there.
154
00:08:31,100 --> 00:08:32,880
So like, what would be,
155
00:08:32,880 --> 00:08:35,820
you don't wanna make your vision like too unattainable,
156
00:08:35,820 --> 00:08:37,420
but you also don't wanna limit yourself.
157
00:08:37,420 --> 00:08:39,580
You know, if you're just limiting yourself to,
158
00:08:39,580 --> 00:08:42,420
well, I think I might have to work five days a week.
159
00:08:42,420 --> 00:08:45,120
No, if you really wanna work less than that,
160
00:08:45,120 --> 00:08:47,580
imagine, you know, put your vision at four days a week.
161
00:08:47,580 --> 00:08:48,960
And if you don't hit it,
162
00:08:48,960 --> 00:08:50,620
at least you're closer to it now
163
00:08:50,620 --> 00:08:52,420
than you were when you started.
164
00:08:52,420 --> 00:08:54,520
You know, so make your dreams big.
165
00:08:54,520 --> 00:08:57,460
Make your dreams like emotional.
166
00:08:57,460 --> 00:08:59,200
And that's one of the things that I think
167
00:08:59,200 --> 00:09:01,600
gets missed a lot in business,
168
00:09:01,600 --> 00:09:03,800
especially when you're thinking about finances
169
00:09:03,800 --> 00:09:05,500
and you're thinking about bookkeeping.
170
00:09:05,500 --> 00:09:07,940
A lot of people think, okay, numbers are just,
171
00:09:07,940 --> 00:09:08,780
they're just numbers.
172
00:09:08,780 --> 00:09:09,640
You can't argue them.
173
00:09:09,640 --> 00:09:10,640
You can't change them.
174
00:09:10,640 --> 00:09:12,640
You know, they're just numbers, right?
175
00:09:12,640 --> 00:09:17,620
But in a way, you have to find how to tie them into emotion
176
00:09:17,620 --> 00:09:20,960
because if we're just using our logical side of the mind,
177
00:09:20,960 --> 00:09:24,780
it's not going to, we're not gonna stick to it as well
178
00:09:24,780 --> 00:09:27,300
as if it's also tied into our emotions.
179
00:09:27,300 --> 00:09:29,660
So when you dream on and you really imagine,
180
00:09:29,660 --> 00:09:30,660
how am I gonna feel?
181
00:09:30,660 --> 00:09:32,460
What am I gonna do?
182
00:09:32,460 --> 00:09:34,640
What am I gonna do if I'm not working six days a week?
183
00:09:34,640 --> 00:09:35,460
What can I do?
184
00:09:35,460 --> 00:09:36,700
Can I spend more time with my family?
185
00:09:36,700 --> 00:09:37,540
Can I go hiking?
186
00:09:37,540 --> 00:09:38,360
Can I go camping?
187
00:09:38,360 --> 00:09:41,440
Whatever it is that you really enjoy doing
188
00:09:41,440 --> 00:09:43,200
and keep that in your mind
189
00:09:43,200 --> 00:09:45,060
when you go to make those decisions.
190
00:09:45,060 --> 00:09:48,420
Like, is this taking me to that camping trip
191
00:09:48,420 --> 00:09:49,720
and tie it into the emotion?
192
00:09:49,720 --> 00:09:52,600
So you're more likely, you're more committed,
193
00:09:52,600 --> 00:09:53,600
I guess you could say.
194
00:09:53,600 --> 00:09:57,320
You're more committed to making that vision a reality
195
00:09:58,220 --> 00:10:01,420
in the tough, because obviously every season
196
00:10:01,420 --> 00:10:02,960
has its tough spots.
197
00:10:02,960 --> 00:10:04,580
And so when you get to those tough spots
198
00:10:04,580 --> 00:10:06,780
and you wanna scrap the whole thing
199
00:10:06,780 --> 00:10:09,140
and do whatever's easiest at the moment,
200
00:10:09,140 --> 00:10:11,940
tying it into the emotion when you first set your vision
201
00:10:11,940 --> 00:10:13,500
is really gonna help it stick.
202
00:10:15,240 --> 00:10:16,820
Yeah, it's funny you brought up
203
00:10:16,820 --> 00:10:18,860
the emotional side of things.
204
00:10:18,860 --> 00:10:22,180
Obviously we all know that decisions are driven
205
00:10:22,180 --> 00:10:26,700
by your emotions and being able to tie your decision-making
206
00:10:26,700 --> 00:10:28,420
to emotions, there's actually a book,
207
00:10:28,420 --> 00:10:30,120
one of my favorite books is Star With Why
208
00:10:30,120 --> 00:10:34,780
by Simon Sinek and he talks just about that,
209
00:10:34,780 --> 00:10:36,180
the golden circle, right?
210
00:10:36,180 --> 00:10:38,780
You have to start with why are you doing this
211
00:10:38,780 --> 00:10:39,620
in the first place?
212
00:10:39,620 --> 00:10:41,820
Like what is this decision gonna lead to
213
00:10:41,820 --> 00:10:43,700
and why are you making this decision?
214
00:10:43,700 --> 00:10:46,180
For every little decision that you make for your practice
215
00:10:46,180 --> 00:10:48,180
and for your growth and for your business as a whole,
216
00:10:48,180 --> 00:10:50,300
for your team, for your patients.
217
00:10:50,300 --> 00:10:54,580
So yeah, I mean, so from your perspective,
218
00:10:54,580 --> 00:10:57,940
obviously you focus more on the financial side of things.
219
00:10:57,940 --> 00:11:02,520
How are you helping chiropractors find that vision
220
00:11:02,520 --> 00:11:05,060
and set those goals where they can be realistic,
221
00:11:05,060 --> 00:11:07,220
but also get them to where they wanna be
222
00:11:07,220 --> 00:11:09,720
and how, do you have any tips and tricks for them
223
00:11:09,720 --> 00:11:14,420
to set those milestones and set those goals appropriately
224
00:11:14,420 --> 00:11:16,220
so that way they can make those decisions
225
00:11:16,220 --> 00:11:18,280
to get to where they wanna go?
226
00:11:18,280 --> 00:11:21,880
Yes, it comes down to like how you segment it.
227
00:11:22,780 --> 00:11:24,860
So kind of as you mentioned in the beginning,
228
00:11:24,860 --> 00:11:26,360
you have to back into it.
229
00:11:26,360 --> 00:11:28,900
So you start with the big picture stuff.
230
00:11:29,780 --> 00:11:31,340
Like I said, like if you wanna cut back
231
00:11:31,340 --> 00:11:33,660
on how much time you're in the office, okay?
232
00:11:33,660 --> 00:11:35,660
Generically thinking about that,
233
00:11:35,660 --> 00:11:36,980
how does that affect your numbers?
234
00:11:36,980 --> 00:11:39,500
Okay, it affects profit when you are in the office.
235
00:11:39,500 --> 00:11:40,620
You need to increase your profit
236
00:11:40,620 --> 00:11:44,180
so that you're not losing out on revenue
237
00:11:44,180 --> 00:11:45,260
just because you're not in the office.
238
00:11:45,260 --> 00:11:46,500
Cause obviously when you're not in the office,
239
00:11:46,500 --> 00:11:48,500
you're not making money, right?
240
00:11:48,500 --> 00:11:51,200
So you need to figure out how to optimize your profit
241
00:11:51,200 --> 00:11:55,380
when you are in the office so that when you have time off,
242
00:11:55,380 --> 00:11:57,780
it's not affecting your bottom line.
243
00:11:57,780 --> 00:12:02,220
Then other things can be additional revenue streams
244
00:12:02,220 --> 00:12:06,620
or you wanna cut back on your hours worked a week.
245
00:12:06,620 --> 00:12:08,940
So you can count that as one of your numbers.
246
00:12:08,940 --> 00:12:13,940
So you basically want to be able to assign a number value,
247
00:12:14,460 --> 00:12:17,040
whether it's hours or number of patients
248
00:12:17,040 --> 00:12:19,860
or revenue benchmarks.
249
00:12:19,860 --> 00:12:22,580
Like you have to assign a number
250
00:12:22,580 --> 00:12:24,260
to those different segments
251
00:12:24,260 --> 00:12:26,120
that are basically stepping stones
252
00:12:26,120 --> 00:12:27,860
to get you to that bigger vision.
253
00:12:27,860 --> 00:12:32,260
And I usually recommend cutting it down into quarters
254
00:12:32,260 --> 00:12:34,140
because for some reason our mind
255
00:12:34,140 --> 00:12:39,140
doesn't really imagine past 90 day marks.
256
00:12:39,140 --> 00:12:41,380
We can sit down in one session
257
00:12:41,380 --> 00:12:42,460
when we're really thinking about it.
258
00:12:42,460 --> 00:12:45,740
We can imagine a year and we can imagine three years,
259
00:12:45,740 --> 00:12:50,740
but it isn't as real and as driven
260
00:12:50,760 --> 00:12:52,780
as when we break it into quarters.
261
00:12:52,780 --> 00:12:54,660
Cause in the next 90 days,
262
00:12:54,660 --> 00:12:56,900
I can fully picture myself doing stuff
263
00:12:56,900 --> 00:12:58,100
in the next 90 days, right?
264
00:12:58,100 --> 00:12:59,500
That's kind of easy.
265
00:12:59,500 --> 00:13:01,180
But when you get past that 90 day mark,
266
00:13:01,180 --> 00:13:02,700
it gets a little bit too vague.
267
00:13:03,580 --> 00:13:06,380
So I always recommend like breaking it up into segments.
268
00:13:06,380 --> 00:13:08,060
You set your vision for a year
269
00:13:08,060 --> 00:13:10,060
and then you break it up into quarters and figure out,
270
00:13:10,060 --> 00:13:12,820
okay, I need to be at this revenue amount
271
00:13:12,820 --> 00:13:15,480
by the end of this quarter so that in my next quarter,
272
00:13:15,480 --> 00:13:17,960
I can meet this revenue amount and so on.
273
00:13:17,960 --> 00:13:20,620
If you're using revenue as your metrics
274
00:13:20,620 --> 00:13:23,940
or whatever your metric is for your goal,
275
00:13:23,940 --> 00:13:25,840
you have to break it into quarters.
276
00:13:25,840 --> 00:13:28,580
And then you can track in your books,
277
00:13:28,580 --> 00:13:33,580
in your system that you're using for your,
278
00:13:33,940 --> 00:13:36,060
whether it's Kyro Touch or whatever it is,
279
00:13:36,060 --> 00:13:38,500
like that you're using to track your patients
280
00:13:38,500 --> 00:13:42,220
and amount per patient and all that kind of stuff.
281
00:13:42,220 --> 00:13:45,280
You can use any of those numbers to help you track
282
00:13:45,280 --> 00:13:46,860
and see if you're on targets.
283
00:13:48,780 --> 00:13:51,340
Yeah, so figuring out the right KPIs,
284
00:13:51,340 --> 00:13:53,740
setting the goals for those KPIs
285
00:13:53,740 --> 00:13:55,480
and then working backwards to make sure
286
00:13:55,480 --> 00:13:57,780
that you can set a plan in motion
287
00:13:57,780 --> 00:14:01,300
to hit those milestones in time segments.
288
00:14:01,300 --> 00:14:03,020
And you said quarters is probably best.
289
00:14:03,020 --> 00:14:06,700
I think of myself, 90 days is accurate for my own life
290
00:14:06,700 --> 00:14:10,640
because that's about as far out as I can book my calendar
291
00:14:10,640 --> 00:14:14,220
before things get too far away where things could change
292
00:14:14,220 --> 00:14:19,220
and I could have a different mindset by then and whatnot.
293
00:14:19,340 --> 00:14:21,940
So yeah, 90 days does feel right,
294
00:14:21,940 --> 00:14:23,820
breaking it down into those chunks
295
00:14:23,820 --> 00:14:28,460
and then making the decisions to move the needles
296
00:14:28,460 --> 00:14:30,420
for the KPI in the right direction,
297
00:14:30,420 --> 00:14:32,700
making sure that you can set those goals and milestones
298
00:14:32,700 --> 00:14:35,460
and hit them as you progress with your business.
299
00:14:35,460 --> 00:14:37,460
That's really great insight.
300
00:14:37,460 --> 00:14:40,300
And a great resource for this, I love to read.
301
00:14:40,300 --> 00:14:42,660
So I'm like always reading business books,
302
00:14:42,660 --> 00:14:44,100
but a really good book for that is
303
00:14:44,100 --> 00:14:46,740
Measure What Matters by John Doar.
304
00:14:46,740 --> 00:14:50,780
He worked with Google, YouTube, Zoom, Pizza,
305
00:14:50,780 --> 00:14:53,060
a few of the bigger companies
306
00:14:53,060 --> 00:14:55,260
and implemented OKRs is what he calls them,
307
00:14:55,260 --> 00:14:57,140
their objectives and key results.
308
00:14:57,140 --> 00:14:59,820
But he really talks about setting that vision
309
00:14:59,820 --> 00:15:01,280
and then setting your key results,
310
00:15:01,280 --> 00:15:04,380
which in this case would be your metrics or your KPIs.
311
00:15:04,380 --> 00:15:06,640
And really, especially when you have a team,
312
00:15:06,640 --> 00:15:08,320
figuring out how to trickle it down to your team.
313
00:15:08,320 --> 00:15:10,740
So everybody's accountable and on board
314
00:15:10,740 --> 00:15:14,200
and willing to work towards that vision.
315
00:15:15,460 --> 00:15:17,140
Yeah, that's a great one.
316
00:15:17,140 --> 00:15:18,700
Do you have any other resources
317
00:15:18,700 --> 00:15:21,160
that doctors might be able to tap into
318
00:15:21,160 --> 00:15:24,980
when it comes to the bookkeeping or the finances
319
00:15:24,980 --> 00:15:26,860
or setting those goals and visions
320
00:15:26,860 --> 00:15:28,780
and making sure it's realistic for their practice?
321
00:15:28,780 --> 00:15:30,940
Do you have anything that you help resources
322
00:15:30,940 --> 00:15:32,620
available for doctors?
323
00:15:32,620 --> 00:15:35,340
The Vivid Vision by Cameron Harold
324
00:15:35,340 --> 00:15:37,140
is a little lesser known,
325
00:15:37,140 --> 00:15:40,580
but he goes really into detail about how to
326
00:15:40,580 --> 00:15:44,420
really drill down on tying that emotion to the logic
327
00:15:44,420 --> 00:15:48,940
and separating your visions or not really separating,
328
00:15:48,940 --> 00:15:50,740
but working backwards.
329
00:15:50,740 --> 00:15:52,140
So even start with a longer,
330
00:15:52,140 --> 00:15:55,420
maybe a three year vision and work backwards.
331
00:15:55,420 --> 00:15:57,820
And a couple of things that I forgot to add earlier
332
00:15:57,820 --> 00:16:01,500
that I like to note is celebration
333
00:16:01,500 --> 00:16:04,580
and the importance of celebration in your vision.
334
00:16:04,580 --> 00:16:08,140
So a lot of people, you get,
335
00:16:08,140 --> 00:16:10,980
I find most business owners are very driven.
336
00:16:10,980 --> 00:16:13,660
And so you accomplish one thing
337
00:16:13,660 --> 00:16:16,660
and then you just immediately move on to the next thing.
338
00:16:16,660 --> 00:16:20,100
It's so important to keep a vivid vision in front of you
339
00:16:20,100 --> 00:16:24,060
so that you can know when to celebrate for one,
340
00:16:24,060 --> 00:16:25,740
because sometimes we just get so involved
341
00:16:25,740 --> 00:16:27,140
in doing the stuff that we forget,
342
00:16:27,140 --> 00:16:28,520
hey, this was one of my goals
343
00:16:28,520 --> 00:16:29,980
and it seemed unattainable at the time,
344
00:16:29,980 --> 00:16:32,660
but here I am slaying it, moving on to my next thing.
345
00:16:32,660 --> 00:16:36,240
So you have to take time to celebrate how far you've come
346
00:16:36,240 --> 00:16:37,820
and to even like be intentional
347
00:16:37,820 --> 00:16:39,940
about looking at how far you've come.
348
00:16:39,940 --> 00:16:41,660
And that's another thing I think that vision
349
00:16:41,660 --> 00:16:46,620
and keeping it visible in front of you helps with,
350
00:16:46,620 --> 00:16:48,280
because you do see, you see that,
351
00:16:48,280 --> 00:16:51,340
oh, this seemed like a really stretch goal for me
352
00:16:51,340 --> 00:16:53,800
back in the day and now here I am,
353
00:16:53,800 --> 00:16:57,060
10 times what I thought I would be doing at that point.
354
00:16:57,060 --> 00:16:59,640
So it's just a lot of people overlook celebration
355
00:16:59,640 --> 00:17:02,300
because we just have the next thing to work on,
356
00:17:02,300 --> 00:17:05,280
but we have to take the time to celebrate and then move on.
357
00:17:06,380 --> 00:17:08,160
Yeah, that's a really key point too,
358
00:17:08,160 --> 00:17:09,940
especially when you have team members,
359
00:17:09,940 --> 00:17:12,220
because obviously you wanna celebrate
360
00:17:12,220 --> 00:17:13,440
the milestones that you hit,
361
00:17:13,440 --> 00:17:15,620
but you also wanna celebrate your team members
362
00:17:15,620 --> 00:17:17,760
and the actions that they took
363
00:17:17,760 --> 00:17:20,220
to help the practice get there.
364
00:17:20,220 --> 00:17:22,900
Having good team members is a big portion
365
00:17:22,900 --> 00:17:24,340
of the success of the practice
366
00:17:24,340 --> 00:17:27,780
and being able to celebrate with them and encourage them
367
00:17:27,780 --> 00:17:29,500
and give them that positive reinforcement
368
00:17:29,500 --> 00:17:33,260
is a good reminder to help them continue to work hard
369
00:17:33,260 --> 00:17:35,740
towards those goals and the vision
370
00:17:35,740 --> 00:17:37,020
that you've set for the practice
371
00:17:37,020 --> 00:17:39,820
and making sure you communicate with the team
372
00:17:39,820 --> 00:17:42,020
and making sure everybody's rowing the boat
373
00:17:42,020 --> 00:17:44,340
in the same direction, so to speak.
374
00:17:44,340 --> 00:17:46,080
Well, and communication, just like you said,
375
00:17:46,080 --> 00:17:47,620
communication is a huge factor
376
00:17:47,620 --> 00:17:51,500
in that because a lot of times teams can feel
377
00:17:51,500 --> 00:17:54,620
like they are just working,
378
00:17:54,620 --> 00:17:58,020
like they're just working on what's in front of them
379
00:17:58,020 --> 00:18:00,540
and they're not even sure like where,
380
00:18:00,540 --> 00:18:01,500
what the direction is,
381
00:18:01,500 --> 00:18:03,820
and especially for practices that are growing fast,
382
00:18:03,820 --> 00:18:05,380
obviously that's a good thing,
383
00:18:05,380 --> 00:18:08,460
but it can also be a lot harder to be intentional
384
00:18:08,460 --> 00:18:09,460
about setting your vision
385
00:18:09,460 --> 00:18:11,860
and then communicating it with your team
386
00:18:11,860 --> 00:18:13,220
because you're just doing the next thing
387
00:18:13,220 --> 00:18:14,140
that has to be done, right?
388
00:18:14,140 --> 00:18:15,280
And your team is the same way,
389
00:18:15,280 --> 00:18:16,880
they're just accomplishing what has to be done
390
00:18:16,880 --> 00:18:18,420
because there's deadlines on it.
391
00:18:18,420 --> 00:18:19,340
People are waiting for this,
392
00:18:19,340 --> 00:18:20,260
people are in the waiting room
393
00:18:20,260 --> 00:18:21,580
or people are doing it, you know,
394
00:18:21,580 --> 00:18:24,060
so they just do what's in front of them
395
00:18:24,060 --> 00:18:26,140
without seeing the bigger picture
396
00:18:26,140 --> 00:18:28,000
and so it's so important, just like you said,
397
00:18:28,000 --> 00:18:30,140
to communicate that with your team
398
00:18:30,140 --> 00:18:32,100
so that they can be fully invested.
399
00:18:32,100 --> 00:18:34,700
And it's, I mean, it's an, again, back to the emotion,
400
00:18:34,700 --> 00:18:36,700
it's an emotional investment,
401
00:18:36,700 --> 00:18:39,160
which sometimes is a bigger incentive
402
00:18:39,160 --> 00:18:42,380
to retain employees than money can be
403
00:18:42,380 --> 00:18:44,500
because if they feel like they're part of a bigger picture
404
00:18:44,500 --> 00:18:46,500
making a difference in their community,
405
00:18:46,500 --> 00:18:49,060
they're personally going to stick it out
406
00:18:49,060 --> 00:18:50,340
no matter how tough it is
407
00:18:50,340 --> 00:18:52,340
or if there's a better job opportunity.
408
00:18:52,340 --> 00:18:55,220
If they are on board with your mission and your vision
409
00:18:55,220 --> 00:18:57,060
and they wanna be a part of that,
410
00:18:57,060 --> 00:18:58,380
they're gonna stick with you
411
00:18:58,380 --> 00:18:59,880
and that's important right now
412
00:18:59,880 --> 00:19:02,260
because I mean, employee retention
413
00:19:02,260 --> 00:19:03,620
can be difficult right now.
414
00:19:04,540 --> 00:19:06,660
Yeah, definitely and finding good people,
415
00:19:06,660 --> 00:19:07,780
like if you have good people,
416
00:19:07,780 --> 00:19:08,900
you definitely wanna make sure
417
00:19:08,900 --> 00:19:10,820
that they feel important and valued
418
00:19:10,820 --> 00:19:13,540
and you give them that positive reinforcement
419
00:19:13,540 --> 00:19:15,340
and all the things that are gonna help build
420
00:19:15,340 --> 00:19:17,100
and grow that team into practice.
421
00:19:17,100 --> 00:19:20,060
So also really good insights.
422
00:19:20,060 --> 00:19:21,100
Thanks for sharing.
423
00:19:22,220 --> 00:19:25,940
Let's see, so if someone,
424
00:19:25,940 --> 00:19:28,780
if a doctor needed support with their books
425
00:19:28,780 --> 00:19:31,740
or they had questions, do you,
426
00:19:31,740 --> 00:19:33,300
what's the best way for them to get in touch with you?
427
00:19:33,300 --> 00:19:35,700
Do you have resources available for them?
428
00:19:35,700 --> 00:19:37,340
What do you recommend for doctors
429
00:19:37,340 --> 00:19:39,840
that are looking for help on getting their books clean,
430
00:19:39,840 --> 00:19:42,020
setting those numerical goal values
431
00:19:42,020 --> 00:19:43,820
and setting those visions and those types of things?
432
00:19:43,820 --> 00:19:46,220
What do you have for doctors looking for that?
433
00:19:46,220 --> 00:19:49,300
So I love to chat with people
434
00:19:49,300 --> 00:19:53,100
and I always say, I love my consultations,
435
00:19:53,100 --> 00:19:54,660
they're free consultations
436
00:19:54,660 --> 00:19:58,260
because I don't go into them expecting new clients
437
00:19:58,260 --> 00:20:00,760
and I don't want chiropractors to come into it
438
00:20:00,760 --> 00:20:02,460
thinking I'm gonna try to sell them.
439
00:20:02,460 --> 00:20:06,220
I am in this industry and serving chiropractors
440
00:20:06,220 --> 00:20:08,420
because I love what they do.
441
00:20:08,420 --> 00:20:09,680
They make a difference in the community
442
00:20:09,680 --> 00:20:11,140
and I wanna be a part of that,
443
00:20:11,140 --> 00:20:13,100
whether I'm your bookkeeper
444
00:20:13,100 --> 00:20:14,800
or whether we just have a conversation
445
00:20:14,800 --> 00:20:15,940
and help get you on track
446
00:20:15,940 --> 00:20:17,780
and understanding where you wanna go
447
00:20:17,780 --> 00:20:19,940
because sometimes you just have to talk with somebody
448
00:20:19,940 --> 00:20:21,380
to really figure out your vision.
449
00:20:21,380 --> 00:20:24,020
Like you can feel stuck and you can talk with somebody
450
00:20:24,020 --> 00:20:27,300
that can ask the right questions or dig a little deeper
451
00:20:27,300 --> 00:20:29,620
and you start to have these revelations to yourself,
452
00:20:29,620 --> 00:20:31,300
oh wait, that is what I want.
453
00:20:32,300 --> 00:20:35,180
So I just really love to have the conversation
454
00:20:35,180 --> 00:20:39,020
so reach out to me at Heidi at healthybookslc.com
455
00:20:39,020 --> 00:20:42,660
or come to my website, I have healthybookslc.com,
456
00:20:42,660 --> 00:20:46,260
you can schedule a free consultation on there.
457
00:20:46,260 --> 00:20:48,380
Basically just, I mean, my phone number's on there,
458
00:20:48,380 --> 00:20:51,740
my email's on there, just reach out just to chat.
459
00:20:51,740 --> 00:20:54,140
If you just need, business ownership is lonely,
460
00:20:54,140 --> 00:20:56,100
let's be real, it is so lonely.
461
00:20:56,100 --> 00:20:58,500
You sometimes just need someone to talk to
462
00:20:58,500 --> 00:21:00,640
and that's what I love about my job
463
00:21:00,640 --> 00:21:03,620
is just talking to people and being a part of their vision,
464
00:21:03,620 --> 00:21:06,220
being a part of where they wanna go.
465
00:21:06,220 --> 00:21:10,200
I also have a 20 minute free masterclass
466
00:21:10,200 --> 00:21:12,900
it's called the Super Simple Bookkeeping System,
467
00:21:12,900 --> 00:21:15,200
just a fancy name for really just me talking
468
00:21:15,200 --> 00:21:17,180
a little bit more about this,
469
00:21:17,180 --> 00:21:19,420
where I go into a little bit more of the details
470
00:21:19,420 --> 00:21:21,980
of like how you can use your financial statements,
471
00:21:21,980 --> 00:21:24,820
how you can make sure they're right, how you can,
472
00:21:24,820 --> 00:21:26,680
because it's all great and good
473
00:21:26,680 --> 00:21:28,740
if you wanna go use your numbers,
474
00:21:28,740 --> 00:21:30,540
but if your numbers aren't right first
475
00:21:30,540 --> 00:21:32,780
or if you don't understand them all the way,
476
00:21:32,780 --> 00:21:34,540
you won't be able to use them effectively.
477
00:21:34,540 --> 00:21:37,140
So that class kind of explains
478
00:21:37,140 --> 00:21:38,540
how to make sure your numbers are right,
479
00:21:38,540 --> 00:21:41,980
how to use them and a few other things
480
00:21:41,980 --> 00:21:44,340
that you can use to, yeah,
481
00:21:44,340 --> 00:21:48,480
just kind of nail down your system in your business.
482
00:21:48,480 --> 00:21:50,540
That's great, awesome.
483
00:21:50,540 --> 00:21:53,180
So doctors, the masterclass,
484
00:21:53,180 --> 00:21:55,660
Super Simple Bookkeeping System for chiropractors,
485
00:21:55,660 --> 00:21:59,100
sounds like it's only a 20 minute investment and it's free.
486
00:21:59,100 --> 00:22:00,620
So go check that out,
487
00:22:00,620 --> 00:22:02,960
we'll make sure that you got the link in the description
488
00:22:02,960 --> 00:22:05,340
and then we'll also make sure you got Heidi's email.
489
00:22:05,340 --> 00:22:07,300
So if you wanted that one-on-one consultation
490
00:22:07,300 --> 00:22:09,900
to help get a clear vision set for the numbers
491
00:22:09,900 --> 00:22:12,580
and the finances and where you wanna go with your business,
492
00:22:12,580 --> 00:22:14,360
she's there for you, this is great.
493
00:22:15,340 --> 00:22:17,620
Heidi, anything else that you wanted to add
494
00:22:17,620 --> 00:22:20,380
before we kind of wrap things up for today?
495
00:22:20,380 --> 00:22:23,900
Just remember, one, celebrating is super important.
496
00:22:24,980 --> 00:22:27,400
You've been invested in this business
497
00:22:27,400 --> 00:22:30,040
and no one else but you is gonna remind yourself
498
00:22:30,040 --> 00:22:31,300
to stop and celebrate it.
499
00:22:32,280 --> 00:22:34,200
So you've got to celebrate the differences
500
00:22:34,200 --> 00:22:35,120
that you are making,
501
00:22:35,120 --> 00:22:37,380
you have to be intentional about seeing that
502
00:22:37,380 --> 00:22:41,140
and don't be afraid to let your vision change
503
00:22:41,140 --> 00:22:42,700
because it might change.
504
00:22:42,700 --> 00:22:44,460
You might have a one-year vision for now
505
00:22:44,460 --> 00:22:46,760
and then you get 30 days down the road
506
00:22:46,760 --> 00:22:49,700
and you're like, well, I think I wanna change that.
507
00:22:49,700 --> 00:22:51,740
And that's fine, you don't have to be afraid of that,
508
00:22:51,740 --> 00:22:55,580
just change it and change your course and change your KPIs
509
00:22:55,580 --> 00:22:57,740
and you're on the road again.
510
00:22:57,740 --> 00:23:00,340
So celebrating and not being afraid of change, I guess,
511
00:23:00,340 --> 00:23:03,060
are some big keys to remember.
512
00:23:03,060 --> 00:23:05,220
That's really great advice, I love that.
513
00:23:05,220 --> 00:23:08,540
So Heidi, thank you so much for joining us
514
00:23:08,540 --> 00:23:10,140
and talking about this stuff,
515
00:23:10,140 --> 00:23:11,900
super, super valuable information.
516
00:23:11,900 --> 00:23:13,660
I really, really appreciate your time.
517
00:23:13,660 --> 00:23:15,020
Well, I'm so honored that you asked me
518
00:23:15,020 --> 00:23:16,020
and that we got to hang out
519
00:23:16,020 --> 00:23:18,220
and I just really appreciate it, thank you.
520
00:23:18,220 --> 00:23:20,580
Yeah, absolutely, Chiropractors, if you need anything,
521
00:23:20,580 --> 00:23:21,860
obviously we are here for you.
522
00:23:21,860 --> 00:23:24,460
So thanks so much and we'll see you on the next one.
523
00:23:26,380 --> 00:23:29,740
Thanks for tuning in to the Chiro Basics Podcast.
524
00:23:29,740 --> 00:23:31,100
If you liked the episode,
525
00:23:31,100 --> 00:23:33,900
don't forget to follow us on Facebook and YouTube.
526
00:23:33,900 --> 00:23:37,400
You can learn more about chiropractic success online
527
00:23:37,400 --> 00:23:39,860
at chirobasics.com.
528
00:23:39,860 --> 00:23:44,860
That's C-H-I-R-O-B-A-S-I-X.com.
529
00:23:44,860 --> 00:24:00,860
See you next time.
