With specialized bookkeeping for med spas and injectors, we’ll clean up, catch up, and keep up — so you never lose another hour to financial overwhelm.
Done-for-You Bookkeeping for Med Spas and Aesthetic Entrepreneurs
Maybe you're:
- Running a six-figure spa with a “hope and vibes” accounting system
- Secretly terrified of what your CPA will say come January
- Unsure whether your med spa is thriving or just looks like it is on Instagram
You didn’t start your med spa to stare at spreadsheets.
If this feels uncomfortably accurate, that’s a good thing. You’re in the right place (and trust me — I’ve seen worse).
Maintain
04.
Treat
03.
Prescribe
02.
Assess
01.
Clinically Speaking
Glow-Up,
Your Financial
The same four-step approach you use with your clients — just for your books.
Before we start, we’ll take a look at where things stand. This 20-minute call is friendly, judgment-free, and focused on understanding your business. You’ll share your current setup (software, spreadsheets, EMR, etc), and we’ll talk through what’s working — and what’s not.
Outcome: Clear next steps, same-day recommendations, and a deep exhale.
Next, we create your custom treatment plan. Just like you would for a patient, we map out exactly what your business needs — nothing more, nothing less. You’ll see your scope, pricing, and start date so you know exactly what to expect.
Outcome: A plan that fits your business perfectly and finally makes sense.
Once you’re ready, we get to work. You’ll connect your accounts and hand it off. We’ll handle cleanup, catch-up, and setup — making sure every number is right where it should be. You’ll get access to your client portal and your first close date on the calendar.
Outcome: Organized, accurate books — and time back in your day.
Here’s where you get to breathe.
We reconcile on schedule, close your books, and send clean, easy-to-read reports each month. You’ll always know what’s happening behind the scenes — without ever having to log in.
Outcome: Calm, confidence, and financial clarity that lasts.
Ready to reclaim your time?
The easiest audit you’ll ever have — and the last time you’ll stress about your books.
our treatment plans
We customize our plans so you get exactly what you need, but here's a good idea what to expect...
You’ve done the hard part — you built the business.
Now it’s time to let someone else handle the numbers. You don’t need to be an accountant to be a success story — you just need the right systems, the right support, and someone who speaks fluent med spa. Let’s get your books off your plate and your time back where it belongs.
The perfect foundation for the DIYer who wants their numbers set up right from the start. We’ll create a customized QuickBooks or Xero file with an aesthetic-specific Chart of Accounts, so your books mirror how your business actually runs — injectables, memberships, retail, and all. You’ll walk away with a system built for success (and one month of email support while you get comfortable using it).
What you gain:
Think of it like your daily skincare routine: the perfect foundation. No more late-night reconciliations or wondering if your numbers are right. We’ll categorize every transaction, reconcile your accounts, and deliver monthly reports that actually make sense. You’ll always know where your money’s going and how your business is performing — no jargon, no guesswork.
What you gain:
For the med spa that’s scaling, expanding, or ready to see the full picture. This plan goes beyond the basics. You’ll get everything in Essentials, plus deeper reporting, ongoing advisory support, and reconciliation against membership or prepaid treatment accounts — so your numbers stay as refined as your results.
You'll get everything in the Essentials, plus:
Optional add-ons:
Perfect for: new med spa owners, solo injectors, or beauty pros who want to DIY their bookkeeping the right way.
Perfect for: growing med spas and injectors who are ready to hand off bookkeeping and get back to serving clients.
Perfect for: multi-provider practices, growing med spas, and aesthetic businesses that want to scale with strategy and insight.
- QuickBooks or Xero account setup
- Industry-specific Chart of Accounts for med spas and injectors
- Video walkthrough of how to use your new system
- 1 month of email support
- Bank and credit card reconciliation
- Maintenance of your QuickBooks or Xero account
- Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
- Tax-ready books for your CPA
- Ongoing email support
- Membership & package account reconciliation
- Payroll tracking & coordination with your provider
- 1099 management
- Quarterly performance & profitability review
- Priority response & support
- EMR integration (Aesthetic Record, Vagaro, or other systems)
- Catch-up or cleanup bookkeeping
- Multi-location consolidation
- Custom dashboards or KPI tracking
- Year-end coordination with your CPA
the
the
the
Setup
Essentials
Refined
starting at $299/mo.
starting at $599/mo.
Gentle, refreshing, and a little bit indulgent — think strategy tips, clarity boosts, and business inspo that leaves you feeling calm and in control.
Inject a little clarity into your week. (No syringe required.)
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