CPA-Led Bookkeeping & Financial Management for Medical Spas
We provide specialized accounting services for aesthetic practices from package revenue tracking to multi-location financial reporting. Get clarity on what you're actually earning.
Built for Growing Aesthetic Businesses
We exclusively serve med spas, aesthetic clinics, and wellness practices with specialized accounting expertise.
Medical Spas
Botox, fillers, lasers, body contouring. We track your injectables inventory, manage MSO/PC structures for CPOM states, and properly handle package-based revenue.
Aesthetic Clinics
From single-location boutiques to growing multi-site operations. We understand provider compensation, membership programs, and location-level profitability.
Wellness Practices
IV therapy, cryotherapy, float spas, integrative wellness. We handle prepaid packages, subscription models, and retail product sales.
Where Most Med Spa Financials Go Wrong
These accounting issues are common and they cost you thousands in poor decision-making.
Revenue Recognition Issues
Recording package sales as immediate revenue creates an inaccurate picture. You've collected cash, but you haven't earned it until services are delivered.
Provider Compensation Complexity
Commission structures, bonuses, and independent contractor classifications require careful tracking to stay compliant and profitable.
Limited Profitability Insight
Without tracking average revenue per visit, service margins, or membership retention, it's difficult to identify what actually drives profit.
Multi-Location Reporting Gaps
As you expand, you need consolidated financials that also show individual location performance difficult without proper systems.
Why Your Books Don't Match Reality
Most bookkeepers track when cash comes in. But that's not the same as what you've actually earned.
Deep Experience in Aesthetic Accounting
Our team brings over 20 years of combined accounting experience, including several years working at an elective health organization with over 100 locations.
Med Spa Specialists Only
We only work with aesthetic businesses. We understand the unique revenue model, compliance requirements, and metrics that actually matter for your industry.
Corporate-Level Experience
We've handled GL work, monthly close, and financial reporting for a major aesthetic chain. Now we bring that expertise to independent and growing clinics.
Proper Revenue Tracking
Track packages, memberships, and gift cards correctly with accrual accounting. See your real profitability, not an illusion.
Our Services
Comprehensive accounting services designed for medical spas and aesthetic clinics.
Monthly Bookkeeping
Track packages, memberships, and gift cards correctly with accrual accounting. Know what you've earned versus what you still owe in services.
Financial Reports
Monthly P&L, balance sheet, and cash flow statements. Understand which services are profitable and where to focus your growth efforts.
MSO/PC Compliance
Clean separation of medical and management entities with proper documentation for CPOM states like California, Texas, and New York.
Payroll & Commission Processing
Proper W-2 classification, commission calculations, and payroll tax filing. Handle complex compensation structures compliantly.
Multi-Location Support
Expanding beyond your first location? We consolidate everything and show you location-level profitability analysis.
KPI Tracking & Insights
Track metrics that matter: average revenue per visit, service margins, provider utilization, membership retention. Get actionable insights.
Service Packages
Choose the level of support that matches your current stage.
Essential
Single location
- Monthly bookkeeping & accounting
- Package & membership tracking
- Monthly financial statements
- Payroll processing
- Quarterly review calls
- Email support
Professional
Multi-location or complex needs
- Everything in Essential, plus:
- Multi-location consolidation
- MSO/PC compliance support
- KPI dashboards & tracking
- Location profitability analysis
- Commission optimization
- Monthly strategy calls
- Annual tax preparation (included)
Enterprise
Large or expanding practices
- Everything in Professional, plus:
- Custom reporting & dashboards
- Cash flow forecasting
- Advanced inventory tracking
- Expansion planning support
- Dedicated account manager
- Priority support
- Multi-entity tax returns
One-time financial cleanups available starting at $5,000. Perfect for converting to proper accrual accounting.
Frequently Asked Questions
We specialize exclusively in aesthetic and wellness practices. We understand how to properly account for prepaid packages, membership programs, and commission-based compensation - things that general bookkeepers often handle incorrectly.
We work with single-location boutique clinics through multi-location operations. If you're selling packages or memberships and need proper financial reporting, we can help.
We maintain separate books for medical and management entities, ensure proper documentation of the management services agreement, and keep clean separation for compliance in states with corporate practice of medicine restrictions.
We work with Boulevard, Zenoti, Vagaro, AestheticsPro, and most aesthetic-specific platforms. We can also accommodate custom or less common systems.
We can schedule an initial consultation within 48 hours. Onboarding typically takes 2 weeks, with first month financials delivered within 4 weeks. Historical cleanups may take 4-8 weeks depending on complexity.
Yes. Annual tax preparation is included in our Professional and Enterprise packages. We can also prepare tax returns as a standalone service for Essential package clients.