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Case Studies | Francis Chiropractic

A strong relationship with complete reliance.

When Dr. Dan Francis, owner of Francis Chiropractic, moved to Wisconsin 27 years ago, he began working with Biwan, now Huberty’s Sheboygan office. From the start, Dan has trusted the Huberty team with every aspect of his finances, both personal and business.

A chiropractor works on a person’s shoulder

Trust

Our Service

Because of Huberty’s level of expertise and ability to build relationships with each of their customers, Dr. Dan was able to fully hand over his finances and trust that the Huberty team would take care of the rest. Dan entrusts Huberty to handle his finances through a wide variety of services and knows that the care he will receive is unique to Huberty.

Tax Return

Financial Statements

1099s

Quarterly & Annual Payroll

401k Assistance

Consulting

Tax Planning

QuickBooks Assistance

Dr. Dan’s trust in the Huberty team grew even stronger during the COVID-19 pandemic.

Our Relationship Today

Throughout the course of the pandemic, Huberty exceeded Dan’s expectations. They provided counsel during the middle of tax season that was extremely valuable to him and his business.

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Testimonial

“I have been working with Carla and crew since I moved to Wisconsin 27 years ago. She and her staff have been the overseers of all of my financial affairs. I trust them with everything. I think they will help you sleep more soundly at night.” -Dr. Dan Francis, Owner of Francis Chiropractic

Case Studies.

Francis Chiropractic

Francis Chiropractic

Full-service, financial solutions for a Chiropractor.

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Certified Financial Planner

Certified Financial Planner

Taking the burden of bookkeeping off of a Certified Financial Planner’s shoulders.

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Kisiolek Eye Center

Kisiolek Eye Center

Expanding resources and service offerings for an Optometrist.

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