MED SPA BOOKKEEPING PLAN OPTIONS
Our plans are designed to grow with your practice thru its various life cycles.
PACKAGES
No Payroll
PRACTICE SOLO
Included:
- Monthly Accounting and Bookkeeping Bank and Credit Card Reconciliations
- Monthly Financial Reports - cash basis
- Sales Tax Support
- Phone and Email Support
- Xero and Hubdoc Subscriptions
- Monthly Financial Review and Strategy Meetings
Payroll Recon. + Performance Tracker
PRACTICE LITE
Included:
- Monthly Accounting and Bookkeeping Bank and Credit Card Reconciliations
- Monthly Financial Reports - cash or accrual basis
- Sales Tax Support
- Phone and Email Support
- Xero and Hubdoc Subscriptions
- Monthly Financial Review and Strategy Meetings
Additionally:
- Practice Performance Tracker
- Payroll and Compensation Support
- Payroll software is not included. We recommend Gusto Payroll.
CFO - Financial Growth -KPI's
PRACTICE SUCCESS
Included:
- Monthly Accounting and Bookkeeping Bank and Credit Card Reconciliations
- Monthly Financial Reports - cash or accrual basis
- Sales Tax Support
- Phone and Email Support
- Xero and Hubdoc Subscriptions
- Monthly Financial Review and Strategy Meetings
Additionally:
- Practice Performance Tracker
- Payroll and Compensation Support
- Payroll software is not included. We recommend Gusto Payroll.
Additionally:
- Bi-weekly and Weekly updates
- Inventory cost and management support
- Customizable tracking options, such as locations or provider revenue/cost tracking
- Customized Financial Data Reports and KPI's
Every business is unique. That’s why we customize your pricing to your needs on an a la carte basis.
HOW IT WORKS
1. CONNECT
Upon reaching out, we begin with a consultation. This discussion will identify specific needs and outline a tailored plan. After reaching an agreement, the onboarding process starts, followed by an in-depth understanding of the business.
2. EVALUATE
Next, we dive into your financial details. We'll look closely at product costs, payroll and overhead costs, benchmarking them against MedSpa industry standards. By examining flow and considering different scenarios, you'll see how various strategies could impact your business.
1. CONNECT
Upon reaching out, we begin with a consultation. This discussion will identify specific needs and outline a tailored plan. After reaching an agreement, the onboarding process starts, followed by an in-depth understanding of the business.
2. EVALUATE
Next, we dive into your financial details. We'll look closely at product costs, payroll and overhead costs, benchmarking them against MedSpa industry standards. By examining flow and considering different scenarios, you'll see how various strategies could impact your business.
3. EXECUTE
Once we've reviewed your financial landscape and goals, we'll get started on executing our plans into action. We'll set up systems that make your finances work seamlessly. Our main aim? Keeping your business on track and thriving. Expect regular touchpoints, based on your chosen service package, and rest assured, I'm here whenever you need to chat
4. THRIVE
As our strategies take hold and your business operations become more streamlined, you'll start to see the tangible results. Not only will your finances become clearer, but you'll also witness a positive shift in your bottom line. We'll keep collaborating, adjusting, and fine-tuning as needed. My commitment is to ensure that your MedSpa grows steadily and sustainably. Celebrate each milestone, knowing your financial foundation is strong and set for future success
3. EXECUTE
Once we've reviewed your financial landscape and goals, we'll get started on executing our plans into action. We'll set up systems that make your finances work seamlessly. Our main aim? Keeping your business on track and thriving. Expect regular touchpoints, based on your chosen service package, and rest assured, I'm here whenever you need to chat
4. THRIVE
As our strategies take hold and your business operations become more streamlined, you'll start to see the tangible results. Not only will your finances become clearer, but you'll also witness a positive shift in your bottom line. We'll keep collaborating, adjusting, and fine-tuning as needed. My commitment is to ensure that your MedSpa grows steadily and sustainably. Celebrate each milestone, knowing your financial foundation is strong and set for future success
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