Accounting and CFO services for medical spas
Dozens of daily transactions, memberships, packages and product inventory make med spa books easy to get wrong. We keep them clean and show you what is really profitable.
The finance challenges medical spas face
General accountants often miss what makes this part of healthcare different. These are the areas we focus on first.
High transaction volume
Daily card, cash and financing transactions need to be reconciled to your POS and bank.
Memberships and packages
Prepaid packages and memberships should be recognized as services are delivered, not when the cash comes in.
Inventory and products
Injectables and retail products need inventory tracking, and retail sales may carry sales tax.
Provider compensation
Commissions and provider pay need to be measured against the revenue each service line brings in.
How we help medical spas
Accounting, audit support and CFO leadership, tailored to how your organization operates.
Accounting
- Daily sales and POS reconciliations
- Accounting for memberships, packages and gift cards
- Inventory tracking for products and injectables
- Monthly close and financial statements
Audit and compliance
- IRS and state tax audit support
- Financial statement audit support
- Bank audit support
Fractional CFO
- Service-line and provider profitability
- Membership and package performance tracking
- Cash flow forecasting
- Expansion planning for new locations
Frequently asked questions
Don’t see your question? Send us a message.
How do you account for memberships and packages?
We record prepaid memberships and packages as deferred revenue and recognize it as services are delivered, so monthly results reflect what you actually earned.
Can you reconcile our POS to the books?
Yes. Daily sales and POS reconciliations to your bank and accounting system are part of our accounting services.
Do you work with multi-location med spas?
Yes. We report results for each location and consolidate them for owners.
Book a free consultation
Tell us about your organization and what you need help with. We typically respond within 24 hours.