Most of our clients generate between $500K and $5M+ annually and sell packages or memberships. We work with single location owners through multi location operators who want reliable financial reporting and clear visibility into performance.

That is common. We begin with a structured cleanup to reconcile accounts, correct prior periods, and get everything organized properly. One time cleanups typically start at $7,500 depending on how many months are behind and the complexity of your setup.

We start with a consultation to understand how your clinic operates and where your reporting is falling short.

If we move forward, we gather system access, review your books, clean up what needs fixing, and organize your accounts properly.

Once everything is in place, we transition into a consistent monthly close and reporting schedule so you receive clean financials and a clear review each month.

We prepare clean, tax ready financials with reconciled balance sheets and supporting schedules. Tax preparation can be added as a service, or we coordinate directly with your existing CPA to ensure everything is filed correctly.

We work with platforms such as Boulevard, Zenoti, and other major med spa systems. As long as we can access your sales, payments, and package or membership reports, we can integrate the data into your accounting process.

Yes. We work remotely with medical spas across the United States and have a fully virtual process designed for efficient collaboration.