You sold $40,000 in packages last month. Your bank account looks healthy. Your P&L shows strong revenue. Everything seems like it’s moving in the right direction. Except that $40,000 isn’t really yours yet. This is one of the most common—and most consequential—accounting mistakes we see in medical aesthetics. Packages, gift cards, and memberships all involve […]
I recently joined Robbie Antosi of MyAdvice and Brooks Locker of BSL Consulting for a webinar called “Fill, Thrill & Bill”—a conversation about patient acquisition, retention, and profitability for med spas. It was a well-rounded discussion, and while Robbie and Brooks brought incredible insight on the marketing and patient experience side, I want to dig
The Financial Side of Filling, Thrilling, and Billing Your Med Spa Patients Read More »
Accounting/Bookkeeping, Uncategorized
Your schedule is packed. Patients are waiting weeks for appointments. Your existing providers are booked solid and you’re turning away revenue every day. The obvious answer feels like hiring another med spa provider. But “obviously” is where a lot of med spa owners get into trouble. Adding a provider is one of the most significant
When Can You Afford to Hire Another Provider? A Financial Framework for Med Spa Owners Read More »
Accounting/Bookkeeping
If you own or operate a med spa in a state that requires a Management Service Organization (MSO) structure, you already know it adds a layer of complexity to your business. But here’s what I see all the time: owners invest in getting the legal documents drafted and the entities formed, and then nothing changes
MSO Funds Flow for Med Spas: How to Set It Up Right and Stay Compliant Read More »
Accounting/Bookkeeping
This is something I see constantly with med spa clients: two injectors can look equally busy but produce totally different margins. The schedule appears full. Appointments are booked back-to-back. But when you dig into the numbers—utilization, average revenue per visit, cost per treatment—that’s where the real story emerges. I discussed this with Ben Walber from
Your Schedule Looks Full: So Why Isn’t Your Med Spa Profitable? Read More »
Accounting/Bookkeeping, Tax
If you’re running a med spa, you’re drowning in data. Between your EMR, booking system, payment processor, marketing platforms, and accounting software, there’s no shortage of numbers to look at. The problem? Most owners don’t have a data problem—they have a data overload problem. That’s the insight Ben Wolber, CEO of Insight X, shared during
5 KPIs Every Med Spa Owner Should Track Weekly (And What to Do When They Drop) Read More »
Accounting/Bookkeeping
I recently had the privilege of sitting down with Jared Roar on the Patient Magnet podcast, hosted by Aesthetic Conversion, to talk about something that keeps so many med spa owners up at night: their finances. Throughout our conversation, we covered the common pitfalls I see clinic owners stumble into, the benchmarks that separate thriving
The Accounting Glow-Up: Financial Peace for Med Spa Owners Read More »
Accounting/Bookkeeping, Tax
As Q4 heads toward a new year, med spa owners face a crucial window of opportunity to optimize their tax position for 2025. With recent legislative changes creating new deductions and benefits, now is the time to take proactive steps that can significantly impact your bottom line. In a recent conversation on the American Med
Year-End Tax Planning for Med Spa Owners: 5 Strategic Moves to Make Before December 31st Read More »
Accounting/Bookkeeping, CFO Consulting
When it comes to managing your business’s financial health, understanding and analyzing financial statements is crucial. Financial statements provide a snapshot of your business’s financial performance, allowing you to make informed decisions and plan for the future. In this blog post, we will explore the three primary financial statements: the balance sheet, income statement, and
Understanding Financial Statements Read More »
Accounting/Bookkeeping
Among those activities, financial reconciliation plays a vital role in keeping your finances and your business on track. Here’s what you should know about financial reconciliation and how it can help your business. What is financial reconciliation? Financial reconciliation is a process of ensuring your financial records are consistent and accurate. Basically, when you conduct
Using Financial Reconciliation to Keep Your Business on Track Read More »
Accounting/Bookkeeping
*All indicated fields must be completed.
Please include non-medical questions and correspondence only.
Our team is fully remote, serving business nationwide.
Mon-Fri: 9am - 4pm
Sat & Sun: Closed