Our Expertise
Our Expertise
Our Expertise
Solutions We Provide
Clean, Weekly Bookkeeping
Why It Matters:
Most practices update their books monthly (or less). By then, you're making decisions on 30-60 day old data. Weekly bookkeeping means you're never flying blind—every hire, price change, or marketing spend happens with current numbers instead of hunches.
What’s Included:
Weekly transaction categorization and reconciliation
Proper chart of accounts for cash-pay medical practices
Product costs tracked separately from labor
Monthly close with clean P&L and balance sheet
QuickBooks setup and ongoing management
Clean, Weekly Bookkeeping
Why It Matters:
Most practices update their books monthly (or less). By then, you're making decisions on 30-60 day old data. Weekly bookkeeping means you're never flying blind—every hire, price change, or marketing spend happens with current numbers instead of hunches.
What’s Included:
Weekly transaction categorization and reconciliation
Proper chart of accounts for cash-pay medical practices
Product costs tracked separately from labor
Monthly close with clean P&L and balance sheet
QuickBooks setup and ongoing management
Clean, Weekly Bookkeeping
Why It Matters:
Most practices update their books monthly (or less). By then, you're making decisions on 30-60 day old data. Weekly bookkeeping means you're never flying blind—every hire, price change, or marketing spend happens with current numbers instead of hunches.
What’s Included:
Weekly transaction categorization and reconciliation
Proper chart of accounts for cash-pay medical practices
Product costs tracked separately from labor
Monthly close with clean P&L and balance sheet
QuickBooks setup and ongoing management
Custom KPIs
Why It Matters:
Revenue doesn't tell you if you're making money. Standard P&Ls don't show which services are profitable or whether that next hire makes sense. We track the performance metrics that reveal what's working (margins, provider productivity, retention) and the predictive indicators that show what's coming (30-day revenue pipeline, consult conversion rates, cash runway) so you're making decisions based on data, not gut feel.
What’s Included:
15+ custom metrics tracked monthly
Monthly report showing trends and changes
Performance indicators (what's working right now)
Predictive indicators (what's coming in 30-60 days)
Service-level and provider-level profitability analysis
Custom KPIs
Why It Matters:
Revenue doesn't tell you if you're making money. Standard P&Ls don't show which services are profitable or whether that next hire makes sense. We track the performance metrics that reveal what's working (margins, provider productivity, retention) and the predictive indicators that show what's coming (30-day revenue pipeline, consult conversion rates, cash runway) so you're making decisions based on data, not gut feel.
What’s Included:
15+ custom metrics tracked monthly
Monthly report showing trends and changes
Performance indicators (what's working right now)
Predictive indicators (what's coming in 30-60 days)
Service-level and provider-level profitability analysis
Custom KPIs
Why It Matters:
Revenue doesn't tell you if you're making money. Standard P&Ls don't show which services are profitable or whether that next hire makes sense. We track the performance metrics that reveal what's working (margins, provider productivity, retention) and the predictive indicators that show what's coming (30-day revenue pipeline, consult conversion rates, cash runway) so you're making decisions based on data, not gut feel.
What’s Included:
15+ custom metrics tracked monthly
Monthly report showing trends and changes
Performance indicators (what's working right now)
Predictive indicators (what's coming in 30-60 days)
Service-level and provider-level profitability analysis
Monthly CFO Video Walkthrough
Why It Matters:
Numbers without context are just numbers. Every month, you get a recorded video from a CPA explaining what changed, what's at risk, and exactly what to do about it. No jargon, no meetings to schedule. Just clear guidance you can watch on your schedule and share with your team.
What’s Included:
Personalized video from a CPA each month
Review of what changed from prior month
Risk identification (cash flow issues, margin compression, etc.)
Specific action items prioritized by impact
Shareable with partners or managers
Monthly CFO Video Walkthrough
Why It Matters:
Numbers without context are just numbers. Every month, you get a recorded video from a CPA explaining what changed, what's at risk, and exactly what to do about it. No jargon, no meetings to schedule. Just clear guidance you can watch on your schedule and share with your team.
What’s Included:
Personalized video from a CPA each month
Review of what changed from prior month
Risk identification (cash flow issues, margin compression, etc.)
Specific action items prioritized by impact
Shareable with partners or managers
Monthly CFO Video Walkthrough
Why It Matters:
Numbers without context are just numbers. Every month, you get a recorded video from a CPA explaining what changed, what's at risk, and exactly what to do about it. No jargon, no meetings to schedule. Just clear guidance you can watch on your schedule and share with your team.
What’s Included:
Personalized video from a CPA each month
Review of what changed from prior month
Risk identification (cash flow issues, margin compression, etc.)
Specific action items prioritized by impact
Shareable with partners or managers
Ongoing Decision Support
Why It Matters:
Big decisions don't wait for monthly reports. When you're deciding whether to hire, adjust pricing, invest in equipment, or open a second location, you need answers fast. Our support portal lets you submit questions anytime and get video or written guidance within 24-48 hours.
What’s Included:
Async support via ticketing portal
Responses within 48 hours (video or written)
Decision guidance on pricing, hiring, growth investments
Quick financial modeling for "what if" scenarios
Unlimited questions between monthly cycles
Ongoing Decision Support
Why It Matters:
Big decisions don't wait for monthly reports. When you're deciding whether to hire, adjust pricing, invest in equipment, or open a second location, you need answers fast. Our support portal lets you submit questions anytime and get video or written guidance within 24-48 hours.
What’s Included:
Async support via ticketing portal
Responses within 48 hours (video or written)
Decision guidance on pricing, hiring, growth investments
Quick financial modeling for "what if" scenarios
Unlimited questions between monthly cycles
Ongoing Decision Support
Why It Matters:
Big decisions don't wait for monthly reports. When you're deciding whether to hire, adjust pricing, invest in equipment, or open a second location, you need answers fast. Our support portal lets you submit questions anytime and get video or written guidance within 24-48 hours.
What’s Included:
Async support via ticketing portal
Responses within 48 hours (video or written)
Decision guidance on pricing, hiring, growth investments
Quick financial modeling for "what if" scenarios
Unlimited questions between monthly cycles
Insights for Owners
Why Profit Does Not Equal Cash in Your MedSpa
Your medspa can look profitable on paper and still feel constantly short on cash. This explains why profit and cash flow fall out of sync and why growth often makes the problem worse.
Where Cash Gets Stuck in a Growing MedSpa
Once you understand that profit and cash are not the same, the next question is where cash actually gets delayed, tied up, or spent as your medspa grows.
Growth With Purpose: How You Can Scale Your MedSpa Without Burning Out
A CFO’s Perspective on Meaningful, Sustainable MedSpa Growth
Growth does not always lead to a better business or a better life. This guide explains how to scale your medspa intentionally, without burnout or unnecessary stress.
Ready to Stop Guessing on Growth Decisions?
Get a free Profit Health Check. Choose a quick assessment or upload your financials for a deeper analysis—either way, you'll see what most owners miss.
Ready to Stop Guessing on Growth Decisions?
Get a free Profit Health Check. Choose a quick assessment or upload your financials for a deeper analysis—either way, you'll see what most owners miss.
Ready to Stop Guessing on Growth Decisions?
Get a free Profit Health Check. Choose a quick assessment or upload your financials for a deeper analysis—either way, you'll see what most owners miss.