One of the most common compliance issues I see with med spa clients involves worker classification. The question comes up constantly: Should my injector be a W-2 employee or a 1099 independent contractor? I addressed this topic on the Medical Spa Insider podcast because it’s a critical area where med spa owners frequently get tripped […]
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
For many med spas, Q1 is the quietest quarter of the year. The holiday rush is over, patients are recovering from December spending, and the excitement of New Year’s resolutions has yet to translate into booked appointments. It’s easy to view these slower months as something to simply survive. But Q1 also offers something valuable:
Q1 Financial Planning for Med Spas: Setting Your Practice Up for a Profitable Year Read More »
Uncategorized
January is goal-setting season. Practice owners everywhere are declaring this the year they’ll hit seven figures, double their revenue, or finally take home a real salary. But by March, most of those goals have quietly faded into the background—replaced by the daily chaos of running a med spa. The problem isn’t ambition. It’s that most
How to Set (and Actually Hit) Financial Goals for Your Med Spa in 2026 Read More »
Uncategorized
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
If you’ve ever experienced the sinking feeling of scrambling to find your tax documents in March, or opened a tax bill that was significantly higher than expected, you already know that not all tax relationships are created equal. For med spa owners juggling patient care, staff management, inventory, and growth initiatives, the difference between a
*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