Financial Clarity for
Med Spas
Bookkeeping and fractional CFO services designed for aesthetic practices that want better profitability, cleaner financials, and data-driven growth.
“My med spa is growing, but I don’t really know my numbers…”
Many med spa owners feel this way.
Your clinic may be generating strong revenue, but questions still come up like:
Which treatments are actually the most profitable?
Are my injectors producing enough revenue?
Are memberships and packages helping or hurting cash flow?
Why does revenue look strong but cash always feels tight?
Can I afford another provider or new device?
When financial reporting isn’t clear, it becomes difficult to confidently grow your practice.
That’s where we help.
it’s normal to have questions…
As your med spa grows, your accounting can become more complex. Questions often come up around QuickBooks, bookkeeping accuracy, cash flow, and whether your financial reports are truly reflecting the health of the business.
Common questions include:
Why does my bank balance differ from QuickBooks?
Why is cash different from net profit?
How should memberships, packages, and prepaid services be recorded?
How should payroll, provider compensation, and medical director fees be categorized?
What should be done when balances do not match?
How do I know if my books are accurate and up to date?
We help med spa owners get clarity around these questions and identify the best next steps. It starts with a free 20-minute discovery call.
*Source Accounting does not do tax filing and preparation, however, we prepare your books to be tax-ready for a clean hand-off to your tax preparer.
Our Process
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Start with a discovery call so we can learn about your med spa, your current accounting setup, and the challenges you want to solve. From there, we’ll recommend the right next steps and outline a tailored approach for ongoing support.
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We’ll provide expert recommendations for your unique business situation and present them to you.
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You’ll have the choice to partner with Source Accounting to handle all of your accounting needs through a monthly fixed fee so you never fall behind again.
What Our Clients are Saying
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— Darcey E., Principal Broker/Owner
“Manisha took the time to help me set up my Quickbooks and gave some very sound advice. What was so nice is that Manisha made accounting fun and for me very simple. Manisha also did not talk above my head and made record keeping easier and simpler. I would highly recommend Manisha she will help you get on track and connect you with other professionals that can help in your accounting/tax endeavors.”
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— Monicka M., Marketing Agency Managing Member
“Manisha has been an invaluable asset to our small business. She is extremely detailed oriented and an expert in her field. When we first starting working together our books were disorganized and incorrect. She diligently worked to get them in correct order and implemented many effective and time-saving processes. We have been thrilled to work with her over the past year and a half. I highly recommend Manisha and look forward to continuing to work with her for years to come!”
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— Lela G., Operations Manager
“We are a small, woman-owned company specializing in Information Architecture. In early 2020 we hired Manisha to implement and setup LivePlan and TSheets applications and to train our staff how to use the software effectively. Under her direction we have streamlined our payroll system and improved our forecasting and budgeting capabilities. We’re saving time and money, and are better able to see where the business stands and how we can grow in the future. Manisha took the time to really listen to our needs and find solutions that fit our business. She is a kind and patient teacher, a knowledgeable CPA, and a true QuickBooks expert.
