Home / Who We Serve / Med Spas
Aesthetics & Med Spa

Accounting and CFO services for med spas

Injectable inventory, membership revenue, retail sales tax, and medical director structure — handled by a CPA-led team that understands aesthetics economics.

CPA-led · Nationwide & fully remote · Flat monthly fees
Med spa treatment room

Works with the tools you already use

QuickBooks OnlineAesthetic RecordBoulevardGustoSquare
The Problem

Med spas are three businesses wearing one coat

Service revenue, product retail, and membership programs each behave differently on the books. Most med spas track them as one number and lose margin they never see.

Injectable inventory and COGS

Botox, fillers, and skincare move at different margins. Without unit-level COGS you cannot tell which treatments actually make money.

Memberships and prepaid packages

Money collected today for services delivered later is deferred revenue, not profit. Booking it wrong overstates income and creates a tax surprise.

Medical director and MSO structure

Corporate practice of medicine rules shape who can own what. We structure the management agreement and the books to match.

What You Get

Everything your practice needs behind the front desk

One integrated, CPA-led team handles the entire business side, so your energy stays on care.

Explore all services →
  • Monthly bookkeeping with treatment-level COGS
  • Injectable and retail inventory tracking
  • Deferred revenue schedules for memberships and packages
  • Sales tax on retail product lines
  • Provider commission and compensation modeling
  • Medical director agreement and MSO structure support
  • S-corp election and reasonable-compensation analysis
  • Full-service payroll, 1099s, and year-round tax planning
What You Get

Everything your med spa needs behind the treatment room

One CPA-led team runs the entire business side so your providers stay on the floor and your margins stay visible.

01

Assess

A free deep-dive into your books, entity, comp, and pain points.

02

Build

We clean up the books, set your chart of accounts, and stand up the compliance calendar.

03

Run

Monthly financials, payroll, and tax filings delivered like clockwork.

04

Grow

Quarterly strategy, benchmarking, and proactive tax planning.

The economics

What we watch in a med spa

Every specialty has a handful of numbers that decide the year. These are the ones we put in front of you monthly, with the planning ranges we work against.

Med spa scorecardPlanning ranges
Injectable and product cost of goods25–35%
Provider cost as a share of service revenue25–35%
Membership and package deferred revenueA liability, not revenue
Retail attachment rateTrack monthly
Revenue per treatment room per dayThe capacity number
Marketing as a share of revenue8–15%
Operating margin15–25%

Why these three matter most

  • Prepaid packages are not income yetMoney collected for treatments not yet delivered is deferred revenue. Recognising it on receipt overstates profit and creates a tax bill you did not need to pay.
  • Product COGS moves fastInjectable cost per unit and wastage decide margin more than pricing does. It needs tracking at the unit level, not the invoice level.
  • Sales tax is a real exposureRetail product sales carry sales-tax obligations that service-only practices never think about.

These are planning ranges we work against in engagements, not published survey data. Healthy figures vary by payer mix, geography, entity structure and stage — a practice outside a range is not necessarily unhealthy, it is a question worth asking. We benchmark you against your own trend first.

Questions

From messy books to a real financial partner

We track injectables at the unit level so cost of goods lands against the treatment that used it. That is the only way to see true margin per service rather than a blended number that hides your losers.
Yes. Prepaid packages and memberships are a liability until the service is delivered. We build the deferred revenue schedule so your P&L reflects earned revenue and you are not taxed on cash you still owe in services.
We work alongside your healthcare counsel on the management services agreement, then set up the entities and books so the economics and the compliance story match.
Get Started

Ready to see which treatments actually make money?

Book a free assessment. We will review your books, inventory method, entity structure, and membership accounting, and show you exactly where margin is leaking.

Book Your Free Assessment →See How It Works