Every medspa is unique, but most of our clients begin to see increased clarity and control over their finances within the first few weeks of working together. We focus on making an impact quickly by tackling the biggest pain points first, and over time, you’ll see improved profitability and business growth.

how long before i see results?

While we specialize in helping medspa owners, our CFO services are valuable for any service-based business looking for financial clarity, strategy, and growth. If you own a business in the wellness, aesthetics, or healthcare industries, our approach could be a great fit for you!

do you only work with medspas?

Yes, you’re welcome to bring your own bookkeeper! However, their work needs to be completed by the 10th of each month, and we’ll need to review everything for accuracy before relying on the reports. It’s crucial that the financials are accurate and up-to-date to ensure our CFO strategy is based on reliable data. If you don’t have a bookkeeper or need additional support, we can help with that too!

Can i bring my own bookkeeper?

While our focus is on financial strategy, clarity, and ongoing CFO support, we don’t handle individual tax filings. However, we can absolutely work with your tax professional to ensure everything is aligned and optimized for your business. Our goal is to give you the big-picture financial insight, plus ongoing bookkeeping, to make tax season smoother and more strategic.

Will you do my taxes?

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