With full-service bookkeeping for med spas and wellness providers, we’ll clean up, catch up, and keep up — so your books finally look as good as your patients.
Specialized Bookkeeping for Med Spas and Injectors
The problem isn't that you're bad at numbers. It's that your books were never set up for a business like yours.
Most bookkeepers will look at your Aesthetic Record export and have no idea what they're looking at. We do.
We reconcile your EMR against your bank. We catch when merchant processing fees eat into your margins. We track prepaid package liability so your revenue isn't overstated. We speak to your CPA in January with clean, organized books — not a box of questions.
You didn’t start your med spa to stare at spreadsheets.
This is bookkeeping built for med spas. Not adapted. Built.
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?
(Side effects from this consult include confidence, breathing easy, and feeling like a weight has been lifted.)
our treatment plans
Choose How Closely We Work Together...
Ready to find out what your books have been trying to tell you?
Book a free 20-minute consult. We'll look at your current setup, tell you what's working and what isn't, and send you a custom plan — same day.
No lectures. No jargon.
No January panic.
Your books, handled. Every month we reconcile your accounts, close your books, and deliver clean financial reports your CPA will actually appreciate. You get a plain-language monthly summary — what happened, what to watch, one thing to act on.
Everything in Essential, plus a monthly Loom video walkthrough of your numbers, a quarterly 30-minute strategy call, and faster turnaround. This is the plan for owners who want to actually use their financial data — not just file it away.
The highest-touch Sharp Margins experience. Faster books, direct access to Beth, and coordination with your CPA and practice manager so nothing falls through the cracks. Limited to 6 clients at a time.
Every practice is different. Yours might also need:
Every Sharp Margins client gets the same meticulous, industry-specific bookkeeping. What changes is how hands-on we get.
Best for: Multi-provider practices, growing med spas, and owners preparing to buy a device, add a location, or make a big financial decision.
Best for: High-volume clinics, multi-location practices, and owners who want their bookkeeper embedded in their team.
- Reconciliation of up to 3 accounts
- EMR/POS revenue reconciliation (Aesthetic Record, Optimantra, etc.)
- Monthly P&L, Balance Sheet, Cash Flow
- Monthly written financial summary
- Tax-ready books
- Email support
- Books closed by the 20th
- Everything in Essential
- Monthly Loom video walkthrough of your financials
- Quarterly 30-minute review call
- 48-hour email response
- Books closed by the 12th
- Everything in Sharp
- Books closed by the 8th
- Same-day response
- Monthly live call
- Beth works directly with your CPA and practice manager
- Priority scheduling
- First access to new services
- Sales tax filing
- Patient financing reconciliation (Cherry, CareCredit, PatientFi, etc.)
- Payroll coordination
- 1099 management
- Custom reporting + dashboards
- Catch-up and cleanup bookkeeping
- Multi-location consolidation
the
the
Essentials
Sharp
starting at $899/mo.
Starting at $549/mo
starting at $1299/mo.
Best for: Med spas and solo injectors ready to stop DIYing and start delegating.
the
Edge
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